Created by the Value Team at Schroders, the Value Perspective podcast takes a look at decision making in complex and uncertain environments.
Episodes
Monday Jul 27, 2020
Monday Jul 27, 2020
This week Nick and Juan meet Maj Nics Wetherill and LSgt Sophie Montagne, members of the Ice Maiden Expedition, the first all-female team to ski coast-to-coast across Antarctica by muscle power alone, to discuss making risk decisions as a team in the most extreme of environments.
RUNNING ORDER:
01:00 Introduction
03:20 How do you assemble a team?
08:00 Identifying what characteristics make for a strong, cohesive team in difficult conditions
10:45 The ‘human element’ versus technical skills
13:20 Learning to lead from other’s failures
15:47 Utilising outside perspectives to review planning
17:36 How do you build a process to prepare for the unknown?
20:08 How did you decide on roles within the team?
23:56 The decision framework within a democratic team
26:25 Preparing for and dealing with uncontrollable factors
30:32 How to weigh risk against reward
32:20 Ensuring that all team members are equipped mentally and physically
35:57 Key takeaways
NEW EPISODES:
You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, and other podcast players.
GET IN TOUCH:
send us a tweet: @TheValueTeam
Important information. This podcast is for investment professionals only.
This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy.
Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider’s consent. Neither we, nor the data provider, will have any liability in connection with the third party data.
Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. Any references to securities, sectors, regions and/or countries are for illustrative purposes only. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds.
The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall.
Past Performance is not a guide to future performance and may not be repeated.
The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change.
Thursday Jul 16, 2020
Thursday Jul 16, 2020
In this episode, we have the opportunity to sit down with Hector Ibarra, the CEO of Global Parametrics. Hector has worked for over 20 years in innovating the financial industry's approach to disaster risk financing products. We discuss how his company creates products that help people hedge their risks against natural disasters and increase their chances of survival.
RUNNING ORDER:
00:52 Introduction
01:57 What are parametrics?
03:37 Hedging products vs. Insurance products
06:55 How do you define and quantify risk in an environment where there is little data?
09:54 Pricing in the unknown
11:53 The human dimension in Emerging Markets: how to approach risk when in survival mode
14:18 Acknowledging the systemic risk of climate change
16:26 Short term memory: telling the complex story of climate change to a global audience
19:22 Working with the scientific community to inform your decisions
20:58 Contextualising risk and probabilities through art and games
24:07 How do you communicate risk to clients?
26:20 Creating scenarios when working with catastrophes
27:52 The importance of ESG investing for emerging markets
NEW EPISODES:
You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts and other podcast players.
GET IN TOUCH:
send us a tweet: @TheValueTeam
Important information. This podcast is for investment professionals only.
This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy.
Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider’s consent. Neither we, nor the data provider, will have any liability in connection with the third party data.
Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. Any references to securities, sectors, regions and/or countries are for illustrative purposes only. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds.
The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall.
Past Performance is not a guide to future performance and may not be repeated.
The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change.
Monday Jul 06, 2020
Monday Jul 06, 2020
The Value Perspective team sit down with former professional poker player and author of Thinking Bets, Annie Duke to discuss probabilistic thinking, base rates, and outcome focus thinking.
RUNNING ORDER:
01:26 Why thinking probabilistically is helpful in decision making
03:30 How do we scale probabilistic thinking in line with more complex situations?
08:30 Working with incomplete information
10:46 How to utilise reference classes to sharpen your probabilistic thinking
13:30 Using outside perspectives to test your thinking
19:00 What is tilt and how do we overcome it?
31:23 How are you focusing on decision quality?
41:57 Working with longer time frames when assessing decisions
NEW EPISODES:
You can subscribe via Podbean or use this feed URL (https://feed.podbean.com/schroderstvp/feed.xml) in Apple Podcasts and other podcast players.
GET IN TOUCH:
send us a tweet: @TheValueTeam
Important information. This podcast is for investment professionals only.
This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy.
Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider’s consent. Neither we, nor the data provider, will have any liability in connection with the third party data.
Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. Any references to securities, sectors, regions and/or countries are for illustrative purposes only. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds.
The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall.
Past Performance is not a guide to future performance and may not be repeated.
The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change.