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8 results for “portfolio management”
...the portfolio, you're thinking about the overall risk budget, liquidity needs, all these goals that every pension fund has. TPA begins to think about this not just as an asset allocation project. The word TPA to me feels more like an investor identit
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from transcript0:00 – 0:57
...fund management committee. We meet fortnightly. We also have, similar committee that looks at the underwriting of deals, but those will only be the largest transactions.
45:42 / 46:46
from transcript45:42 – 46:46
...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
...the portfolio. The management becomes more accountable. It also becomes clearer how has the management team done relative to a simple off the shelf portfolio. It should improve accountability, and those are all governance improvements. When you came
21:01 / 22:06
from transcript21:01 – 22:06
...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
...portfolio to actual portfolio because you gotta have some structure for for working out where you're gonna place your active bids. And what are those five baskets that you mentioned? So what we do is we've got a bunch of opportunities, investment opp
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from transcript22:58 – 24:23
...net worth portfolio, you know, 65% equities is probably about right. We're 65% higher risk strategies, but call it only roughly half of that in public equities. So let's dive in a little bit. I mean, as you said, most of your investing, if not all of
33:02 / 34:06
from transcript33:02 – 34:06
...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 sometimes quarterly and
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from transcript26:17 – 27:22
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