#60 Rich Nuzum - Advising 16 Trillion Dollars in Assets - a podcast by Lukasz Musialski, Leonardo Severino, Andreas von Hirschhausen

Rich Nuzum is President of Mercer’s Investments & Retirement business and a member of Mercer’s Executive Leadership Team. Rich is also the Executive Sponsor for Mercer’s Pride Business Resource Network.

Rich’s prior roles include President and Global Business Leader for Mercer’s Investment Management business and global Chief Investment Officer for Mercer’s Investment Management business.

Rich holds an MBA (with high honors) in analytic finance and accounting from the University of Chicago and a bachelor’s degree (with honors) in mathematical sciences and mathematical economic analysis from Rice University in Houston, Texas. He is a CFA® charterholder and a member of the CFA Institute.

Rich has repeatedly been named to CIO magazine’s annual list of the world’s most influential investment consultants and received CIO’s 2017 Industry Innovation Award as Consultant of the Year.

Mercer is the largest investment consultant ranked by worldwide institutional assets under advisement, reporting $15.96 trillion in institutional AUA as of June 30, 2020 and further has Delegated Assets under Management of $304.5 billion USD as of 30 November 2019.

We speak about investment consulting, what needs differently sized asset owners need from an investment consultant. We also talk about finding innovative investment managers, the strategies small, medium, and large asset owners use to outperform relative to their capabilities. We also get into the concept of Outsourced CIOs, the trends in the retirement fund world and of course, we get some career advice.

Further episodes of The Wall Street Lab

Further podcasts by Lukasz Musialski, Leonardo Severino, Andreas von Hirschhausen

Website of Lukasz Musialski, Leonardo Severino, Andreas von Hirschhausen