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#35 - Ted Seides: Industry Insights, Portfolio Construction

Insightful Investor

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The Evolution of Portfolio Strategies

This chapter explores the evolution of portfolio construction strategies, particularly the endowment model from Yale, highlighting a shift towards diversified approaches with an emphasis on alternatives. It discusses the implications of the global financial crisis on risk assessment and the vital role of behavioral science in investment decisions. The balance between active management and indexing is examined, along with strategies for enhancing investment success in both public and private markets.

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