123: Oxford University Endowment Management: Purpose, Strategy and Implementation - Sandra Robertson, CEO & CIO of OUem

Money Maze Podcast

Business, Investing, Management, News, Business News

4.8 • 216 Ratings

🗓️ 11 January 2024

⏱️ 45 minutes

🔗️ Recording | iTunes | RSS

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Summary

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.

The Money Maze Podcast is kindly sponsored by Schroders, Bremont Watches, LiveTrade and IFM Investors.

Transcript

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0:00.0	To be honest, I think the next 10 years will be really exciting. You've got incredible innovation
0:07.5	happening, not just the companies that we invest in, whether it's biotech or AI or software.
0:14.4	Also, I think what we do and how we do has changed so dramatically.
0:18.8	Welcome to the Money Maze podcast.
0:26.2	I'm Simon Brewer, and Will Campion and I have created this show to explore and unravel some of the mysteries surrounding the investment business.
0:29.2	You can keep up to date by visiting MoneyMayspodcast.com, and please sign up to our newsletter
0:34.2	to ensure you won't miss a release.
0:36.7	If you enjoy this show, please subscribe
0:38.6	and we'd love you to tell a friend or colleague about it. Thank you for listening.
0:43.5	What did J.R. Tolkien, Emma Watson, Oscar Wilde, Indira Gandhi, Hugh Grant, Benazir, Butto, Margaret
0:50.5	Thatcher, now Ferguson and Dr. Seuss all have in common. They attended Oxford
0:55.7	University, which for nearly 1,000 years has been educating some of the brightest of British
1:01.1	and global youth. To have proved so permanent and excellent is testimony to many forces,
1:07.5	not least remaining financially sound. And in order to be around for another thousand
1:12.1	years, managing Oxford University's finances and its assets will be essential. So today we're
1:18.5	discussing Oxford, specifically Oxford University Endowment Management, OUEM, and we're delighted
1:25.3	to have its founding chief investment officer and CEO,
1:28.6	Sandra Robertson. Sondra, welcome to the Money-Based podcast. Thank you, Simon. What an introduction.
1:35.7	Well, we've met before, of course. This is our opening episode of 2024. And I hope we're
1:41.8	going to pull back the gown in a minute to hear about Oxford investment approach.
1:46.8	But we do need to start with you, Sandra.
1:48.8	I'm afraid there's no escape.
	...

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