Balancing investment risk and return through asset allocation

In this episode, we explore the world of asset allocation and its role in balancing risk and return within investment portfolios. Our host Kristen Edmond, Head of Macquarie’s Equity Research team in Australia and New Zealand, is joined by Macquarie alumnus, Tanya Branwhite, Head of Portfolio Construction for TCorp - the investment and financial management arm of the New South Wales Government in Australia.

Together, they discuss the evolution of asset allocation in the face of changing market dynamics and the growth in data availability, and how Tanya approaches the responsibility of overseeing 14 portfolios, which equates to $A110 billion in funds under management, on behalf of Australia’s most populous state. The conversation traverses the asset allocator and fund manager relationship, the impact of ESG, and the opportunity for future innovation in this space. This episode stems from a panel discussion on the same topic at Macquarie’s Australia Conference.

Learn more about the event: macquarie.com/perspectives/australia-conference

Relevant disclaimers and other information can be found here: macquarie.com/disclosures