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11 results for “portfolio construction”
Topic5 mentions across episodes
portfolio construction
How have you structured 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 tha
30:45 / 31:47
from transcript30:45 – 31:47
...portfolios, all else being equal, should own more bonds and less absent returning hedge funds as part of that stable returning lower risk mix. So as the person who oversees the investment management, investment research process here, I actually look
32:15 / 33:22
from transcript32:15 – 33:22
...enough to really change what happens in the portfolio.
8:14 / 9:21
from transcript8:14 – 9:21
...implementation that might deliver some of the rest and the selection of securities comes in there and we don't dispute that those things are very valuable. I think what we think is a best practice is to say, actually, 100 of your performance in your
10:31 / 11:35
from transcript10:31 – 11:35
...portfolio. By the way, that's gonna help you to recruit and retain human beings. It's hard to recruit and do a TPA.
17:16 / 18:19
from transcript17:16 – 18:19
...portfolio incorporates significant allocations to alternatives to produce better outcomes with similar risk or similar outcomes with lower risk. However, capital in the hands of individuals has not yet followed suit. Private wealth portfolios, partic
2:57 / 4:03
from transcript2:57 – 4:03
...a total portfolio view, but you really need to invest in your organizational capabilities. You have these gears. Anytime you shift your asset allocation gear, there's a consequence on your organization and your implementation. If you're gonna go from
11:14 / 12:26
from transcript11:14 – 12:26
...to portfolio management that broadened the asset mix to alternative investments, including hedge funds, private equity, venture capital, and real assets. These days, almost every institutional portfolio incorporates significant allocations to alterna
2:15 / 3:20
from transcript2:15 – 3:20
to which if you then apply some leverage and a higher Sharpe ratio, you should be fine. But if the goal is I want positive exposure to this asset class at a better Sharpe ratio than the benchmark. It is 100% doable, I'm convinced, in every single ass
29:59 / 31:02
from transcript29:59 – 31:02
Like, the idea of looking at individual talent to see how they operate, looking at something like culture, which tends to be difficult to define. If I'm an allocator, how much transparency or how much information am I actually getting from one of the
36:39 / 37:50
from transcript36:39 – 37:50
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