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10 results for “investment strategy”
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
...investments, venture capital and private equity, and you mentioned that's not really designed to incorporate that, How does a pool who's trying to implement TPA think about that trade off of the flexibility versus what's historically been the return
17:16 / 18:19
from transcript17:16 – 18:19
there's a consequence on your organization and your implementation. If you're gonna go from a strategic asset allocation to a total portfolio approach, that's a shift in asset allocation. Can't do that in a vacuum. You're gonna have to completely cha
12:01 / 13:00
from transcript12:01 – 13:00
...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
particularly when you start thinking about process and information, that you've divined from looking at it? I would say there are best ways to think about what asset allocation is possible given your current people process information in capital base
10:31 / 11:35
from transcript10:31 – 11:35
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
If you think about it from a manager's perspective, to be able to manage the allocation process that you've gotta go through, if you if you've got a bunch of different mandates and you've got a fund, for example, and you find an asset, you've then go
41:09 / 42:34
from transcript41:09 – 42:34
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
...investment is probably someone's assessment of better alpha. If it's a new manager in public equities, we think that manager is better than the manager we have, maybe in the construct of what we're trying to find. What might the similarities and diff
33:00 / 34:01
from transcript33:00 – 34:01
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
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