The Allocation Agenda
The Allocation Agenda
Podcast Description
The Allocation Agenda podcast bridges the gap between innovation and insight, bringing together the brightest minds among visionary allocators and investment managers. Our mission is to build a living repository of cutting-edge knowledge powered by the collective expertise of your peer community. We serve as a platform for connection, collaboration, and growth. Join us as we delve into institutional investors' challenges in achieving risk-appropriate returns and how managers adapt to an increasingly competitive market—leveling the playing field through AI-driven technologies that impact everything from compliance and operations to personalization.
Podcast Insights
Content Themes
The podcast focuses on various themes relevant to the investment management sector, including institutional investing challenges, relationship dynamics between allocators and managers, and the impact of technology such as AI on investment operations. Specific episodes explore topics like the role of intermediaries in allocator-manager relationships, regulatory challenges shaped by historical acts, and the innovations driving data democratization in investment strategies.
The Allocation Agenda podcast bridges the gap between innovation and insight, bringing together the brightest minds among visionary allocators and investment managers. Our mission is to build a living repository of cutting-edge knowledge powered by the collective expertise of your peer community. We serve as a platform for connection, collaboration, and growth. Join us as we delve into institutional investors’ challenges in achieving risk-appropriate returns and how managers adapt to an increasingly competitive market—leveling the playing field through AI-driven technologies that impact everything from compliance and operations to personalization.
The Allocation Agenda with Jason Windt
Guest: Jason Windt, Director of Operational Due Diligence, Impact and Private Equity at M&G Investments
Host: Steve MacDonald
In this episode of The Allocation Agenda, Steve MacDonald sits down with Jason Windt, a leader in operational due diligence at M&G Investments, to explore how data is transforming the investment management industry.
Jason shares his journey from semi-pro cricket in South Africa to leading operational risk management across 500+ funds with just a team of three. He unpacks how digital tools, data integration, and automation are reshaping the way allocators monitor risk, manage compliance, and scale their operations—without increasing headcount.
You’ll hear:
• Why digitizing operational workflows is critical for scale and efficiency
• How real-time data access enabled M&G to navigate the US regional banking crisis
• The power of automated DDQs and benchmark dashboards for better fund manager engagement
• Use cases of AI, from legal reviews to ongoing risk monitoring
• The importance of cross-system integration for a unified view of risk and opportunity
Jason also discusses the evolving role of AI in operational due diligence and why governance is as crucial as innovation. His advice? Embrace digital adoption and data transparency to unlock smarter decision-making and build more resilient investment portfolios.
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