34 min

#023: Systemic Shifts: Rethinking Risk in Investment Strategies The Criterion Institute Podcast

    • Investing

In this episode, Joy Anderson and Teresa Wells discuss systemic risk in finance and the need for different choices to address it. They explore the evolving understanding of risk in investment decisions, the short-termism of financial decision-making, and the challenges with benchmarking. They also emphasize the importance of better data to identify systemic risks and the role of indexes in driving investment decisions. The conversation concludes with a discussion on representation versus equity in leadership, and using retention as a metric for companies that are good for women and diverse gender identities.
Episode Highlights
00:00 - Introduction03:49 - Systemic Risk in Finance06:12 - Short-Termism in Financial Decision-Making08:04 - Challenges with Benchmarking10:00 - Long-Term Investing and Valuation14:22 - Data and Systemic Risks22:20 - Using Data to Drive Investment Decisions26:27 - Organizational Systems Change29:58 - Retention as a metric and leadership33:44 - Conclusion
Relevant Links
Criterion Institute website and LinkedInJoy’s LinkedInTeresa's LinkedIn

In this episode, Joy Anderson and Teresa Wells discuss systemic risk in finance and the need for different choices to address it. They explore the evolving understanding of risk in investment decisions, the short-termism of financial decision-making, and the challenges with benchmarking. They also emphasize the importance of better data to identify systemic risks and the role of indexes in driving investment decisions. The conversation concludes with a discussion on representation versus equity in leadership, and using retention as a metric for companies that are good for women and diverse gender identities.
Episode Highlights
00:00 - Introduction03:49 - Systemic Risk in Finance06:12 - Short-Termism in Financial Decision-Making08:04 - Challenges with Benchmarking10:00 - Long-Term Investing and Valuation14:22 - Data and Systemic Risks22:20 - Using Data to Drive Investment Decisions26:27 - Organizational Systems Change29:58 - Retention as a metric and leadership33:44 - Conclusion
Relevant Links
Criterion Institute website and LinkedInJoy’s LinkedInTeresa's LinkedIn

34 min