Sandra Robertson – Oxford’s Queen of Endowment Management (Capital Allocators, EP.130)
Capital Allocators – Inside the Institutional Investment Industry
Strategic Asset Allocation in Investment
This chapter explores the complexities of asset allocation strategies, emphasizing the integration of public and private equity within diversified portfolios. It discusses the evaluation of investment themes, market inefficiencies, and the selection of managers to ensure long-term returns while navigating market cycles. Additionally, it highlights the emerging trends of resource efficiency and shifting global consumption patterns, particularly in relation to investment decisions in the real estate sector.
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