2003, Asset Allocation and Risk Tolerance

Transcript: Julian Salisbury, GS

The Big Picture

MAY 9, 2023

And then in about 2003, we set up a group called the European Special Situations Group, which was a multi-asset class proprietary investing business. So what we find, and then of course we have a multi-asset solutions business where we talk to clients about the entirety of their portfolio, their strategic asset allocation models.

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Transcript: Sean Dobson, Amherst Holdings

The Big Picture

MARCH 12, 2024

And we said, let’s just take a little detour here and make sure we understand the credit risk of these things before we sort of travel, start making markets and banking and, and, and really making these a core part of our business. So that little detour was in 2003. So think about 2003 home prices had gone up a lot from 2000.

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Financial Advisor Source

Transcript: Julian Salisbury, GS

Transcript: Sean Dobson, Amherst Holdings

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