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Enterprising Investor

Formerly Guiding Assets, Enterprising Investor is the flagship podcast of CFA Institute and the definitive program for the investment management industry. As stewards of the investment industry, Guiding Assets will feature intimate conversations with some of the most influential people from the world of finance about the topics that matter most to investment professionals. The show will also share crucial insights and best practices to help guide investors to make smart, ethical decisions. Enterprising Investor will continue to help build a better world for investors.

Host: Mike Wallberg, CFA

Producer: Mitchell Forst 

Feb 3, 2021

Episode #449 A Quant Pioneer Reflects on Machine Learning, Big Data, ESG, and Value Investing
John Chisholm, CFA, co-CEO and co-founder of Acadian Asset Management, a global, quantitative investment manager, takes the audience deep into the world of machine learning and data science as he discusses where he sees innovation taking place and what is important in building a firm culture where quants can thrive. He offers advice for those considering a career in quantitative investing and shares his views on ESG investing, the outlook for value, and more.

Episode Transcript:

Topics discussed:
2:00 – How optimistic are you for the new year?
3:20 – John’s approach at Acadian
6:51 – Building culture
11:29 – How to get involved in quantitative investing
13:44 – John’s opinion on drivers of value’s recent underperformance and conditions for a comeback
18:01 – Acadian’s approach to value investing and how John’s Quant skills help compete with other value managers.
20:32 – Does your approach look to leverage a common theme across asset classes? Or are you looking to diversify by exploiting different causal factors?
20:09 – Acadian’s ESG philosophy.
27:11 – Lesson’s learned over three decades at Acadian that are helpful to understanding the current environment
32:00 – Ray of sunshine question: what is one positive long-term change that you hope to see as a result of the pandemic?
34:03 – NASA question: what one item would you bring on a long flight to space?
35:29 – Flight or invisibility? Which superpower would you choose?

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