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Topic5 mentions across episodes
investment committees
...delivered to the investment committee, Is that knowledge better than this other knowledge? And then you can act on that knowledge. Well, some knowledge is gonna be, we've found a manager that does x. Over on the other side, it's, we've got an ETF tha
14:58 / 16:02
from transcript14:58 – 16:02
...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 are less interesting, and we should be a
45:42 / 46:46
from transcript45:42 – 46:46
...you know, the investment research team, you know, defines the rows, by strategy and which managers are in it where each family is a column. The difference being that we both inherit a lot of managers. We have a lot of, say, clients who source and we
30:45 / 31:47
from transcript30:45 – 31:47
management now becomes more accountable because under a strategic asset allocation, yes, the management can make a recommendation to the board on the SAA. The board adopts it, and the question is who owns it because it's combined. It's a joint thing
21:01 / 22:06
from transcript21:01 – 22:06
...the investment group and the portfolio completion group and there's those small teams and they are the ones who are the subject matter experts for those opportunities. They get together frequently every so often maybe month sometimes monthly sometime
26:17 / 27:22
from transcript26:17 – 27:22
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
and then we say okay this is how we do it. In the beginning we started with a strategic asset allocation from 2010 we switched to a portfolio construction approach where we use a reference portfolio and so we say all right we want a core portfolio wh
10:28 / 11:34
from transcript10:28 – 11:34
Over on the other side, it's, we've got an ETF that does y. Now it's the CIO's job to recommend which to do Finding a way of looking at those different opportunities with apples to apples is really valuable. I have a soft spot for the SAA people that
15:42 / 16:48
from transcript15:42 – 16:48
your risk budget with your governance budget, which is to say you can't take on a ton of risk in your risk budget unless you have a board that has the time and capacity and skills to really understand the portfolio and to properly resource the team t
14:10 / 15:19
from transcript14:10 – 15:19
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