Asset owner influence – P4P Podcast – S2 Ep5

Laasya Shekaran and Richard Giles welcome Dan Mikulskis of People's Partnership, to the podcast to discuss the realistic influence of asset owners and how acknowledging the limitations can help unlock its full potential impact.

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... In this Pensions for Purpose Podcast, hosts Laasya Shekaran and Richard Giles speak to Dan Mikulskis, CIO of the People’s Pension, about how asset owners can best use their influence. 

They discuss the changes in dynamics being seen in the pensions market, including how the move to a smaller number of large, sophisticated asset owners could enhance their influence in the investment chain.

The episode also covers some of the stories that have hit the headlines recently – including the People’s Pension's decision to change the asset managers they partner with to ensure they work with managers better aligned with the People’s Pension’s stewardship beliefs. Dan explains the importance of firmwide alignment compared to simply product-level alignment and how this contributed to their decision to move £28bn to different managers. They also discuss private market investing on the back of some of the announcements made by the People’s Pension about plans to increase their allocation to private market investments.

Read the transcript