Episode 20: Bronwen Moncrieff and the investment research process; leadership; manager mistakes and work/life balance before its time
Ethical Partners – Good investing Podcast · Ethical Partners Funds Management
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Show Notes
Bronwen is the highly respected leader of Zenith's Research team. Bronwen walks us through her upbringing and how she made her way into investment research, via being selected in the ballot to work in the USA. Bronwen talks to us about the research process, balancing the short and long term, common investment manager mistakes and how manager research has changed over time. One such change surrounds how a manager's ESG credentials are assessed - advisors and end clients are demanding more information and Zenith is providing it. Bronwen also speaks about how to keep an entrepreneurial focus, her passion for Guide Dogs and "Pawgust", The Sisters of Resistance and being ahead of her time in achieving work/life balance.
Highlights
2 mins 18 secs Investment manager research and consulting 101
6.38 Investment research report evolution
7.27 Increasing importance of ESG in manager research
10.41 Science, teaching or a job in finance at National Mutual?
17.57 In the ballot to go to the USA
20.13 Leadership and the importance of having a good boss
25.00 Big picture changes to manager research over time
26.11 The review process in detail
33.10 Trends of the future
36.05 Greenwashing
42.00 Achieving the balance
44.10 Pawgust... August
47.40 Keeping the entrepreneurial approach
49.00 How to work out who to hire
51.57 Growth for growth's sake
53.30 The Sisters of Resistance
59.00 Either / or
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