Organisational alpha: building resilience in uncertain times 

Beyond portfolios, what truly drives long-term success? In this episode of Investing for Tomorrow, we explore organisational alpha—the value firms create through people and process.

In an era of rapid change and uncertainty, resilience is key. Joined by Roger Urwin, Co-founder of the Thinking Ahead Institute, and Mitesh Sheth, Chief Investment Officer, Multi-Asset at Newton Investment Management, we unpack how governance, technology, talent, culture, and leadership shape the future of investment. We discuss why firms that master these elements are better positioned to adapt, innovate, and thrive.

I think of an organisation as an organism…As a leader of an organism, small or large, your job is to enable people, to serve people, to provide direction and to develop other strong leaders. A huge part of leadership is learning to lead yourself. It’s a self-development, self-evolution, self-exploration journey.

Mitesh Sheth, Chief Investment Officer, Multi-Asset at Newton Investment Management

Organisational alpha has grown in people’s understanding as we’ve become more savvy with respect to what the system looks like and how our ecosystem does its magic. As people recognise it, learn to manage it and adapt it through fast changing times, I think it becomes a crucial component for future success.

Roger Urwin, Co-founder, Thinking Ahead Institute

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