UCLAAnderson | How Complex Is Today’s Investment Environment? @UCLAAnderson | Uploaded February 2024 | Updated October 2024, 1 hour ago.
What does today’s complex financial environment look like to a chief investment officer managing a multibillion-dollar global portfolio?
In a post-pandemic world with greater macro and market volatility, several new challenges to investment are emerging. Amid technological change, shifting global production, geopolitical fragmentation, ESG regulations and conflicts around the globe, institutional investors and other private fund investors are rethinking asset allocation and considering the global economic exposure of their investments.
Craig Ehrlich (B.A. ’78), past chair of the Center for Global Management’s board and the UCLA Foundation, moderated a discussion with Justin Barton, president and chief investment officer of the UCLA Investment Company. Barton is responsible for the management of the UCLA Foundation’s approximately $4 billion endowment fund, a global, multi-asset portfolio. He explained how investment models and strategies have evolved over the years and since the pandemic and how they will need to continue to evolve.
Learn more about the Center for Global Management’s World Today Discussion Series:
https://www.anderson.ucla.edu/about/centers/center-for-global-management/events-and-discussions/world-today-discussion-series
What does today’s complex financial environment look like to a chief investment officer managing a multibillion-dollar global portfolio?
In a post-pandemic world with greater macro and market volatility, several new challenges to investment are emerging. Amid technological change, shifting global production, geopolitical fragmentation, ESG regulations and conflicts around the globe, institutional investors and other private fund investors are rethinking asset allocation and considering the global economic exposure of their investments.
Craig Ehrlich (B.A. ’78), past chair of the Center for Global Management’s board and the UCLA Foundation, moderated a discussion with Justin Barton, president and chief investment officer of the UCLA Investment Company. Barton is responsible for the management of the UCLA Foundation’s approximately $4 billion endowment fund, a global, multi-asset portfolio. He explained how investment models and strategies have evolved over the years and since the pandemic and how they will need to continue to evolve.
Learn more about the Center for Global Management’s World Today Discussion Series:
https://www.anderson.ucla.edu/about/centers/center-for-global-management/events-and-discussions/world-today-discussion-series
