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10 July 2022

Episode 9 – The Reality of Portfolio Operations At Scale

Have you ever wondered what the difference is between the investment operations of running big funds vs running investment portfolios for 100,000+ of different clients?

In this episode of How Investing is Evolving I sit down with Graham Lennon who has over two decades in running fund and investment operations for some of the biggest funds in the world. Graham was generous sharing his observations, insights and touch on some of the key points that differentiate fund operations from client centric portfolio operations. If you’re at a point in your evolving of your investment proposition when you start to think through the detail, this podcast is a must for you.