Tilly Franklin – Endowment Model at Cambridge University (EP.363)

This podcast episode features Tilly Franklin, CEO and CIO at University of Cambridge Investment Management, sharing her insights on career progression, manager selection, portfolio rebuilding, team building, assessing individuals, and sustainable investing. Tilly emphasizes the value of diverse experiences and highlights the importance of considering various factors beyond investment performance when selecting managers. She also discusses the challenges and strategies of building a cohesive investment team, emphasizing the benefits of specialization and cross-asset class communication. Finally, Tilly sheds light on Cambridge's approach to sustainable investing, their collaboration with fund managers to reduce portfolio emissions, and their efforts to promote diversity through GAIN, a charity that encourages women to pursue careers in investment management.