Top Traders Unplugged

ALO30: The Quiet Rewire of Portfolio Construction ft. Cian Walsh

43 snips
Jul 9, 2025
Guest
Cian Walsh
Cian Walsh, Head of Hedge Funds and Private Debt at Formue, shares his wealth management expertise rooted in a diverse career spanning multiple global markets. He challenges the conventional 60/40 asset allocation model, emphasizing the need for adaptability in today's dynamic environment. The discussion also delves into innovative portfolio strategies, the transition from vintage private credit to evergreen solutions, and the importance of viewing hedge funds as functional elements rather than mere categories. It's a deep dive into building resilient portfolios amid shifting macro conditions.
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ANECDOTE

Cian Walsh's Career Journey

  • Cian Walsh grew up in Ireland and Zimbabwe before studying actuarial maths and statistics in Scotland.
  • He worked in London on the sell side, then at BlueBay Asset Management managing hedge fund and local currency funds.
INSIGHT

Beyond Siloed Asset Allocation

  • The classic siloed strategic asset allocation lacks integration of common risk factors across assets.
  • A total portfolio approach that considers all risks enhances portfolio flexibility in a changing environment.
ADVICE

Adopt Mass Customization

  • Use a mass customization portfolio approach to address thousands of clients with diverse risk and liquidity preferences.
  • Offer both a full suite of options and simple model portfolios to suit client expertise levels.
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