Our guest Josh White, a Managing Director at J.P. Morgan Asset Management, where he's Client CIO of the institutional business. He has portfolio management responsibility for nearly fifty billion dollars in assets, building tailored solutions for pension funds, healthcare systems, insurers, and Taft-Hartley plans. Our wide ranging conversation covers:

• Josh’s professional journey
• The need for industry standards beyond benchmarks, and reframing “conflicts”
• Current client challenges and active management headwinds
• Portfolio customization and J.P. Morgan’s technology to accelerate research, implementation, reporting, and manager analysis

The Institute's "Meet the OCIOs" series are one-on-one discussions with senior leaders from across the investment solutions and OCIO ecosystem, where we can dive deep into big issues facing the solutions industry and also get to know a bit of the person behind the title.

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This podcast is owned and produced by the Investment Solutions Institute, an independent forum for investment solutions providers and their partners, dedicated to advancing the future of the investment solutions industry.

The Institute is part of the Chestnut Advisory Group, a boutique, practitioner-led management consulting firm dedicated to asset managers and investment solutions providers. Visit us at www.chestnutadvisory.com to sign up for more insights and events from the Chestnut Solutions Institute and follow us on LinkedIn.

This material does not constitute advice or a recommendation or offer to sell or solicitation for any security or financial product.

Our guest Sona Menon, serves as the Head of the Outsourced Chief Investment Office (OCIO) within Morgan Stanley Wealth Management. Sona also oversees the institutional product platform which sources and accesses institutional managers for the OCIO business. In these capacities, she oversees $145 billion in AUM across the various client segments. We discuss:

• Her career journey
• Morgan Stanley’s business and the OCIO market
• OCIO client trends
• Investment philosophy, portfolio construction
• Future priorities

Our Meet the OCIOs series are one-on-one discussions with senior leaders from across the investment solutions and OCIO ecosystem, where we can dive deep into big issues facing the solutions industry and also get to know a bit of the person behind the title.

Send us feedback

This podcast is owned and produced by the Investment Solutions Institute, an independent forum for investment solutions providers and their partners, dedicated to advancing the future of the investment solutions industry.

The Institute is part of the Chestnut Advisory Group, a boutique, practitioner-led management consulting firm dedicated to asset managers and investment solutions providers. Visit us at www.chestnutadvisory.com to sign up for more insights and events from the Chestnut Solutions Institute and follow us on LinkedIn.

This material does not constitute advice or a recommendation or offer to sell or solicitation for any security or financial product.

Our guest Anne Marie Schultz  is a Partner and the U.S. Investments Commercial Leader at Mercer, responsible for driving growth across investment tools, advice and solutions for all clients. Anne Marie and Institute co-founder Amanda Tepper discuss a wide range of topics, including:

• The ‘three C’s’ Anne Marie believes are driving increasing investor demand for custom investment solutions
• How solutions clients benefit from strategic acquisitions executed by their providers
• Where the solutions industry is going over the next five years
  
  And much more.
  
  Our Meet the OCIOs episodes are one-on-one discussions with senior leaders from across the investment solutions and OCIO ecosystem, where we can dive deep into big issues facing the solutions industry and also get to know a bit of the person behind the title.
  
  

Send us feedback

This podcast is owned and produced by the Investment Solutions Institute, an independent forum for investment solutions providers and their partners, dedicated to advancing the future of the investment solutions industry.

The Institute is part of the Chestnut Advisory Group, a boutique, practitioner-led management consulting firm dedicated to asset managers and investment solutions providers. Visit us at www.chestnutadvisory.com to sign up for more insights and events from the Chestnut Solutions Institute and follow us on LinkedIn.

This material does not constitute advice or a recommendation or offer to sell or solicitation for any security or financial product.