Published Oct 9, 2023

Sonya Sawtell-Rickson – Total Portfolio Approach at Australian Superannuation HESTA (EP.342)

Sonya Sawtell-Rickson, CIO of HESTA, delves into the fund's disciplined, data-driven strategy focusing on a total portfolio approach, sustainability, and cultural alignment to achieve investment success while prioritizing responsible investment and diversity amid a predominantly female membership.

Episode Highlights

Topics covered

Episode Highlights

Related Episodes

Raphael Arndt – Australia’s Sovereign Wealth Fund CIO (Capital Allocators, Episode 70)
Answers 383 questions
Raphael Arndt – The Death of Traditional Portfolio Construction? (EP.365)
Answers 383 questions
Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)
Answers 383 questions
[REPLAY] Raphael Arndt – Australia’s Sovereign Wealth Fund CIO (EP.70)
Answers 383 questions
[REPLAY] - Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)
Answers 383 questions
Roz Hewsenian –Helmsley Trust’s Chief of People and Process (Capital Allocators, EP.63)
Answers 383 questions
Kristian Fok – Australia’s CBUS Superannuation CIO (Capital Allocators, EP.66)
Answers 383 questions
Ana Marshall – Preparing for the New Environment at Hewlett (Capital Allocators, EP. 288)
Answers 383 questions
[REPLAY] Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)
Answers 383 questions
Dawn Fitzpatrick – Multi-Faceted Investing at Soros Fund Management (Capital Allocators, EP.112)
Answers 383 questions
Ana Marshall – The Climb to Investment Excellence (EP.360)
Answers 383 questions
Jeffrey Solomon – Vision, Tenacity, and Empathy (Capital Allocators, EP.09)
Answers 383 questions
CIO Transition – Roz Hewsenian and Joshua Fenton, Helmsley Trust (EP.401)
Answers 383 questions
[REPLAY] Daniel Adamson – Innovation from Asset Giants at Capital Constellation (EP.136)
Answers 383 questions
Rick Heitzmann – New York Venture Investing at FirstMark Capital (EP.350)
Answers 383 questions

Dexa/Capital Allocators – Inside the Institutional Investment Industry

Sonya Sawtell-Rickson – Total Portfolio Approach at Australian Superannuation HESTA (EP.342)

Topics covered

Popular Clips

Collaborative Investment Strategies

Future Investment Strategies

Strategic Partnerships Evolved

Navigating Investment Risks

Navigating Market Chaos

Decision-Making Dynamics

Real Return Objectives

Investing in Sustainability

Total Portfolio Approach

Performance and Trust

Evolution of Pension Funds

Leadership and Growth

Dynamic Asset Allocation

Embracing Diversity

Episode Highlights

Leadership and Team Dynamics

Sustainability Initiatives

Total Portfolio Approach

Related Episodes

Raphael Arndt – Australia’s Sovereign Wealth Fund CIO (Capital Allocators, Episode 70)

Raphael Arndt – The Death of Traditional Portfolio Construction? (EP.365)

Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)

[REPLAY] Raphael Arndt – Australia’s Sovereign Wealth Fund CIO (EP.70)

[REPLAY] - Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)

Roz Hewsenian –Helmsley Trust’s Chief of People and Process (Capital Allocators, EP.63)

Kristian Fok – Australia’s CBUS Superannuation CIO (Capital Allocators, EP.66)

Ana Marshall – Preparing for the New Environment at Hewlett (Capital Allocators, EP. 288)

[REPLAY] Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)

Dawn Fitzpatrick – Multi-Faceted Investing at Soros Fund Management (Capital Allocators, EP.112)

Ana Marshall – The Climb to Investment Excellence (EP.360)

Jeffrey Solomon – Vision, Tenacity, and Empathy (Capital Allocators, EP.09)

CIO Transition – Roz Hewsenian and Joshua Fenton, Helmsley Trust (EP.401)

[REPLAY] Daniel Adamson – Innovation from Asset Giants at Capital Constellation (EP.136)

Rick Heitzmann – New York Venture Investing at FirstMark Capital (EP.350)

Sonya Sawtell-Rickson – Total Portfolio Approach at Australian Superannuation HESTA (EP.342)

Topics covered

Popular Clips

Episode Highlights

Leadership and Team DynamicsSonya Sawtell-Rickson, CIO of HESTA, shares insights into the cultural alignment and team-building strategies that drive the fund's success. Her approach emphasizes disciplined, data-driven investment processes and the importance of responsible investment.

Leadership and Team Dynamics

Sustainability Initiatives

Total Portfolio Approach

Related Episodes