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12 results for “investment strategy”
is cheap, we can do something with that. We'll find a manager and add to them or whatever it takes. How do you balance the notion of static risk with the concept that there may be something like structured credit that you think is an opportunity? So
29:16 / 30:26
from transcript29:16 – 30:26
...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
opportunity coming in adds value. So some of it is a bottom up understanding of deal sourcing and deal opportunities. You would add a deal if it improves the portfolio, and you wouldn't if it doesn't. You could imagine where you're quite happy with y
16:27 / 17:32
from transcript16:27 – 17:32
delegating that allocation decision to a manager to do for you? It's one of the big challenges because, inevitably, if you are investing in managers that you think are super talented, typically, they have a reasonably broad remit. We tend to focus on
15:46 / 16:57
from transcript15:46 – 16:57
...investment research process here, I actually look at how all of our money is invested on a roll up basis. And I'd say about 65% of it is in higher returning, higher risk strategies. But for us, that is still probably a modestly lower amount than most
32:15 / 33:22
from transcript32:15 – 33:22
So you have to go really deep in knowing what you own. We understand the underlying stocks that most of the portfolios have. We get all that data, and then we run it through our factor models to know where we've got over and underweights. Because one
27:40 / 28:47
from transcript27:40 – 28:47
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
One was to think about what many people today call total portfolio approach, but we called it one team, one portfolio. We're all in it together. We won't worry about diversifying individual asset class portfolios. We'll just do what's right for the w
12:02 / 13:06
from transcript12:02 – 13:06
...in that strategy. They're mostly actually sort of fund to fund separate account type man notes because we don't have the bandwidth in our team to track 30 or 40 underlying managers. Yep. But what we're doing is they're accounts that designed in such
35:59 / 37:05
from transcript35:59 – 37:05
...investments. That can be difficult because different asset classes think about returns differently. If you're looking at private equity, you'll think about IRRs, you'll think about multiples. If you're looking at infrastructure, you might think about
23:59 / 25:02
from transcript23:59 – 25:02
One of the things that has attracted value from the culpas experience has been a tendency to be too procyclical. If you think back to the time of the financial crisis, various assets were liquidated, this was taken off. That was done in part because
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from transcript0:00 – 1:02
...strategy. There's just so many other things we can do within both to build much more attractive portfolios. On that opportunistic piece, how do you think about when to do it and how to size it? It really depends. Sizing is very client specific. And s
38:13 / 39:32
from transcript38:13 – 39:32
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