Oxford University Endowment Management: Purpose, Strategy and Implementation - With Sandra Robertson

What do JR Tolkien, Emma Watson, Oscar Wilde, Indira Gandhi, Margaret Thatcher, Niall Ferguson & Dr. Seuss have in common? They all attended Oxford University, which for nearly 1,000 years has been educating some of the brightest of British and global youth.

To have proved so permanent and excellent is testimony to many forces, both financial and educational.

In this episode we’re delighted to have its founding Chief Investment Officer and CEO, Sandra Robertson, who explains their approach, investment goals, managing a foundation, and what excites her about the investment landscape in 2024.

She discusses managing an endowment, how a new manager becomes included in the fund, and her thinking about risk.

She explains her approach to hiring, encouraging a culture which prioritises straightforward & honest communication, and the enduring magic of the internationally renowned Oxford ecosystem.

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TOPICS:
00:00 - Introduction
01:08 - Sandra's Background
04:00 - Wellcome Foundation
08:59 - Joining OUem
10:29 - OUem in 2023/24
12:33 - Portfolio Overview
16:40 - Private Credit
18:13 - Domestic Allocation (UK)
22:57 - Manager Selection
26:01 - 10 Year Outlook
28:09 - Managing Risk
29:30 - Student Campaigns & Investor Activism
31:01 - University of Oxford Ecosystem
32:40 - Approach to Hiring
34:06 - Investment Process
35:47 - Improving Communication
37:39 - Diversity in Finance
39:44 - Closing Questions
44:41 - Conclusion

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DISCLAIMER
All content on the Money Maze Podcast is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. Guests and presenters may have positions in any of the investments discussed.