REPLAY - Margaret Chen – Leadership and Outsourcing the Investment Office (Capital Allocators, EP.35)
Capital Allocators – Inside the Institutional Investment Industry
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Navigating Investment Strategies
This chapter explores foundational investment beliefs, emphasizing diversification and the equity bias amid challenging market conditions. It discusses the importance of adaptability in evolving investment strategies, including the integration of cost-effective options like ETFs, and highlights the dynamics between research teams and decision-makers in managing portfolios. Additionally, it addresses the future of outsourced investment management and the significance of maintaining strong client relationships while navigating the complexities of the investment landscape.
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Transcript
