Mercer Super chief investment officer Graeme Miller believes the traditional investment frameworks that asset owners have used for decades remain fit for purpose – but that technology is the one force reshaping everything fast enough to demand a genuine portfolio response. Speaking on the Investment Magazine CIO Series, Miller argued that while equity markets will continue to be the dominant source of returns for asset owners, the question they must ask is which companies within those markets will hold their dominant positions a decade from now.

Speaking with Investment Magazine’s Lachlan Maddock, Miller discussed whether the total portfolio approach is genuinely novel or simply good investing by another name, why the performance test can sometimes work against the members it is designed to protect, and the investment belief that has stayed constant across his career.

In partnership with Robeco, the Investment Magazine CIO Series is dedicated to in-depth conversations with the chief investment officers from Australia’s leading asset owners.