Jon Stein – The State of Automated Investing - [Invest Like the Best, EP.09]
Invest Like the Best with Patrick O'Shaughnessy
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How Do You Optimize Your Investment Portfolio?
We are engineers, predominantly in the make up of the team. We have models that say, if you're invested for the long term, you want a relatively aggressive portfolio that captures global equity. Within any given asset class, we'll choose the best e t ps in that asset class from any provider. But at the top level, we think about how do we most efficiently invest this customer's assets to reach their goals?
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