Jo Holden
The Orchestrator
Scaling people and moving parts into one working whole.
Jo Holden exemplifies The Orchestrator archetype through her deliberate coordination of complex, multi-stakeholder investment ecosystems. In this interview, Holden describes her role not as oracle but as facilitator, weaving together asset managers, institutional clients, governance frameworks, and sustainability imperatives into coherent, implementable solutions.
“But if I was to try and answer your question by thinking about what common characteristics might we typically see amongst our highly rated managers, I think it's probably best described as a sense of purpose, a shared sense of purpose amongst the teams that we rate highly.”
“On a more pragmatic level, if we look at some of the things around Net Zero and Engagement and smaller to mid sized asset owners really trying to get their heads around how do I engage? How do I collaborate? Because we see all the larger investors doing it. We see these big initiatives.”
“And then you come to sectors where whether it's natural resources or energy, where there are strongly held views, but return is absolutely vital for the lifeblood of those pensioners whose assets these pools represent. How do you approach That I'm not suggesting that's easy. Dorit started on a personal level.”
“And of course that can be financial, but actually it's more about it hurts from a passion perspective or they show real empathy with their clients when they're going through a downturn or there's a real intellectual issue for them that they're really trying to solve or unpack when performance isn't working.”
Money Maze Podcast: “Helping Institutional Investors Invest With Confidence - With Jo Holden, Mercer’s Global Head of Investment Research & Consulting”
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