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10 results for “institutional investing”
We have a lot of, say, clients who source and we help vet their own managers so they don't necessarily have to use the manager we picked for each one of those intersecting boxes. And for clients where access is a problem, you know, it's a $5,000,000
31:31 / 32:32
from transcript31:31 – 32:32
...investing for long term investors. We'll see how a lot of these CIOs like Stephen Gilmore and others implement it. When so much of the long term drivers of strategic asset allocation returns have been private market investments, venture capital and p
17:16 / 18:19
from transcript17:16 – 18:19
is trying to buy college leagues. That's fascinating. We have the Maple eight, but we also have the Aussie eight because of the consolidation that's gone on down there. There's now the big eight Australian Superfunds. They're doing a lot on private m
35:58 / 37:00
from transcript35:58 – 37:00
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
then you've got a model for making those investments. The teams will go out and try and find good opportunities. But maybe that when you look across all the different opportunities that there are some relatively good ones and some areas and some that
45:42 / 46:46
from transcript45:42 – 46:46
...your investing? So you said you want it to look like a single family office, but at the same time, there may be some customization that some of the families would like. Each individual family has a director responsible for that family on our our clie
30:45 / 31:47
from transcript30:45 – 31:47
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
If you're really looking at stock selection skill, how are you isolating the stock selection alpha in a more concentrated book? I should clarify. We have many managers in that strategy. They're mostly actually sort of fund to fund separate account ty
35:59 / 37:05
from transcript35:59 – 37:05
illiquidity premier, those types of things. And we can then look forward using a scenario analysis and say, okay, in a stagflation, in a recession, in an emerging market slowdown or productivity boom, what would happen to those factors and therefore
14:18 / 15:19
from transcript14:18 – 15:19
But everything else in this middle section here, you're off by one or two ranks. And the reason I look at ranks is that if you get the rank order of assets right, your portfolio is, to the first approximation, gonna be fine. You don't have to get the
12:50 / 13:53
from transcript12:50 – 13:53
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