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17min chapter
[REPLAY] - Brett Barth – Asset Allocation for Families (Capital Allocators, EP.03)
Capital Allocators – Inside the Institutional Investment Industry
Navigating Flexible Asset Allocation
This chapter examines a flexible asset allocation framework used by investment professionals to optimize client portfolios through a balance of active and passive strategies. It highlights the importance of meeting a diverse range of investment managers and the qualities that contribute to successful investment decision-making. Additionally, the discussion touches on the dynamics of investment committees and the significance of sustainable partnerships for long-term investment success.
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