In this episode we hear from Elaina Elzinga, Principal and Head of Active Manager Selection at Wellcome Trust. Elaina runs through portfolio construction when spanning investments from HFs to LOs to real assets, how use of data and AI in the investment space influences allocation decisions, and how these longer term investment goals interplay with Wellcome Trust’s mission and purpose.  Elaina is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group at J.P. Morgan.     To learn more about Wellcome Trust: www.wellcome.org To learn more about the Data Assets & Alpha Group: https://www.jpmorgan.com/markets/market-data-intelligence   Related podcasts:   Asset Allocation amid Climate risks, with Fidelity International Macroeconomist (https://podcasts.apple.com/gb/podcast/market-matters-data-assets-alpha-group-asset-allocation/id1456184829?i=1000643527295) – January 2024   A Macroeconomic Approach to Investing, with Fulcrum’s Chief Risk Officer (https://podcasts.apple.com/gb/podcast/market-matters-data-assets-alpha-group-a/id1456184829?i=1000647236528) – February 2024   Recording date: 17 October 2024   The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed.  For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer (http://www.jpmorgan.com/disclosures/salesandtradingdisclaimer) . For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan. © 2024 JPMorgan Chase & Company. All rights reserved.

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