CIO Greatest Hits: Endowments – Andy Golden (Princo)
Capital Allocators – Inside the Institutional Investment Industry
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Strategic Asset Allocation Insights
This chapter explores strategic capital allocation goals, emphasizing the need for high returns amid market fluctuations and inflation. It discusses tailored investment approaches, detailing long-term asset allocation across various categories while reflecting on shifts during market dislocations. The conversation also covers the complexities of managing portfolios, including evaluations of fund size, fee structures, and the importance of aligning fund managers' interests with those of investors.
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