Andrew Lapthorne - Thematic Baskets and Strong Balance Sheets (S4E13)
Flirting with Models
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The Growth of the Index Research Team
I was hoping maybe you could spend a little time talking about what that team is looking into and the types of insights they're trying to uncover in their research. I think one of the big difficulties of going from sale like a purely passive bench mark, where the bench mark is largely constructed around concepts of size and price. If you've got a something based on an idea, at what point does that idea become too big? And we're increasingly seeing pomatic bench marks turn up.
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