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11 results for “investment strategy”
...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
...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
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
...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 that does y. N
0:00 / 0:57
from transcript0:00 – 0:57
Investment firms are replacing a patchwork of isolated and data order management systems, accounting systems, reporting add ons, and client tools with this fundamentally new operating model, automating complex workflows, scaling personalized client e
32:07 / 33:28
from transcript32:07 – 33:28
correlations, one needs to be thinking about multidimensional scenarios and to think about how the portfolio behaves given those scenarios. Among the tried and true principles that have worked for a long time for some of the strategic asset allocatio
36:00 / 37:00
from transcript36:00 – 37:00
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
...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
...strategy was high on the agenda. Now we've done those two things, and we can execute those through third party managers for literally a handful of basis points in this day and age, and we do. When we looked at the portfolio originally, that was where
32:54 / 34:03
from transcript32:54 – 34:03
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