This conversation was too good to leave in the archives.
In this encore of our Ask an Allocator series, Stacy sits down with Bill Harding, CIO of Jackson National, who oversees $200B in assets and $29.8B in directly managed fund-of-fund assets.
Bill gives us a look inside the mind of an allocator and shares what he’s actually paying attention to when evaluating fund managers, because past performance is only part of the story.
In this episode, Bill and Stacy discuss:
- Bill’s backstory, from financial analyst at a cheese manufacturer to CIO at Jackson National
- What fund managers need to get right when pitching a potential partnership
- Why past performance alone isn’t enough to earn an allocator’s attention
- Why Bill sees culture as a real source of alpha
- The questions fund buyers are asking behind the scenes (and why the most important ones aren’t always quantitative)
If you’ve ever wondered what really matters on the allocator side of the table, this conversation gives you a pretty good look behind the curtain.
About Bill Harding:
Bill Harding, CFA, is Senior Vice President and Chief Investment Officer at Jackson National Asset Management (JNAM), where he leads asset allocation, portfolio construction, sub-adviser monitoring, and manager research.
He joined JNAM in 2012 after serving as Head of Manager Research for Morningstar's Investment Management division, and has more than 30 years of experience across JNAM, Morningstar, and Leprino Foods. He holds a B.S. from the University of Colorado, Boulder and an MBA from Loyola University Chicago.
Bill graduated from the University of Colorado, Boulder with a Bachelor of Science degree in Business. He holds an MBA from Loyola University Chicago and is a CFA charterholder.
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Running a fund is hard enough.
Ops shouldn’t be.
Meet the team that makes it easier. | billiondollarbackstory.com/ultimus
