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Other People's Money with Max Wiethe
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Navigating the Shift in Investment Preferences
This chapter delves into the changing investment strategies of allocators, particularly from family offices and former fund managers, emphasizing the rise of Separately Managed Accounts (SMAs). It highlights the demand for customized risk mitigation and transparency in investments, alongside the growing trend towards distinct strategies in asset management. Additionally, the dialogue reflects on the complexities of communicating investment ideas publicly while adhering to regulatory compliance.
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