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Transcript: Elizabeth Burton, Goldman Sachs Asset Management

The Big Picture

It depends on your asset allocation. I also don’t think you should ever really beat yourself up for sticking to your asset allocation and your beliefs. And they took it out of their asset allocation in favor of other strategies. You can be in marketing, you can be in communications.

Assets 147
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Myth-Busting with Momentum: How to Pursue the Premium

ClearMoney

As with many things in life, the truth is somewhere between the extremes: While both simulated and real-world data suggest momentum may not be suitable as a driver of long-term asset allocations, we believe momentum considerations can be integrated in a cost-effective way to help inform daily portfolio management decisions.

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Transcript: Sean Dobson, Amherst Holdings

The Big Picture

They’re asset allocation model driven folks. You, 00:30:51 [Speaker Changed] You know, the fascinating thing is I have a vivid recollection of a paper, a white paper coming out by professors Reinhart and Rogo. Yeah, it’s super patient, it’s super sophisticated. I never remember it.

Banking 147
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Transcript: Corey Hoffstein on Return Stacking  

The Big Picture

Most clients, whether they’re individuals or institutions, have some sort of benchmark, a policy portfolio, some strategic asset allocation that they start with. They’re typically not starting with just a blank piece of paper. It’s a bit of a mouthful. So what do I mean by that? Both of them at a QR, right?

Portfolio 147