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12 results for “institutional investing”
And rather than buying the vanilla strategy, we typically would design a strategy that suits us. And then if they have one that we can buy off the shelf, that's great. And if not, we can talk to them about building a specific strategy for us. Now I I
29:16 / 30:17
from transcript29:16 – 30:17
Typically, what funds do because they're very large and they are complex organisations is they then come up with a portfolio allocation. Maybe they've got a strategic asset allocation and they exercise a tilt away from that, and then they ask the sec
15:01 / 16:06
from transcript15:01 – 16:06
And I think that's true on the private side too. The only reason clients invest in private is because you give differentiated returns. They take the illiquidity premium. So that's our approach. Where can we have a team that either does great research
38:15 / 39:26
from transcript38:15 – 39:26
The interesting thing is that we are a scaled business, over $1,200,000,000,000 in assets under management, but the 60 teams make it very small. So think about each team being quite manageable. And the beauty of it is that you have scale and distribu
37:25 / 38:38
from transcript37:25 – 38:38
where they listed or delisted or selling off bids or buying other companies to merge in. It's actually helping the management team access a new market, grow to a new industry that they've got some experience in providing capital to help them grow whe
42:37 / 43:47
from transcript42:37 – 43:47
You know, big fund managers seed They do. Yeah. I mean, I used to see it at my former job. Yeah. You know? And it it was a real issue because you did have people who you know, they had made decent money, but, like, what we really wanted to see at the
35:59 / 37:02
from transcript35:59 – 37:02
because you can't scale. What are some of those? If I was thinking about, hypothetically, stat hub or something, how much could we do? When you've decided there's a particular opportunity where it makes sense to pursue active management, how do you t
39:43 / 40:46
from transcript39:43 – 40:46
...investing that way, it's hard to develop a super narrow view about how something will behave in a certain market environment. And that's really one of the reasons why we think it's so challenging to drive value through asset allocation as opposed to
15:46 / 16:57
from transcript15:46 – 16:57
The concept of scale is so powerful. So when I transitioned from Brown to Blackstone, I was overwhelmed at the power of the scale, the data, the manager access. If I could have run the Brown endowment portfolio on the Blackstone platform, I would hav
25:28 / 26:40
from transcript25:28 – 26:40
I look at this and think, well, these are great information ratios in some of these strategies. Why aren't we doing more? Then there's a question as to how far these can be scaled. One of the big differences in the seat today from where you've been i
38:13 / 39:17
from transcript38:13 – 39:17
You know, that and there's nothing wrong with that because simply these people have limited time, you know, and somebody who's gonna be a larger client will get more in almost any line of business. You know, in terms of access, it does vary. I think,
37:25 / 38:31
from transcript37:25 – 38:31
...these large institutional portfolios. And one of the things that we do focus on regardless of which manager we're looking at or which strategy we're considering is the ability to deliver some type of different edge or different type of return stream
6:36 / 7:50
from transcript6:36 – 7:50
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