Ethical Partners – Good InvestingEthical Partners – Good Investing

Episode 20: Bronwen Moncrieff and the investment research process; leadership; manager mistakes and work/life balance before its time

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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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Ethical Partners – Good Investing

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