3min snip

Capital Allocators – Inside the Institutional Investment Industry cover image

[REPLAY] Sarah Samuels – Framework and Rigor at NEPC (EP.264)

Capital Allocators – Inside the Institutional Investment Industry

NOTE

Marrying Data with Insight

Combining qualitative insights with quantitative data enhances investment strategies. A successful approach utilizes strong data-driven methodologies to analyze performance and valuations while also acknowledging the importance of qualitative factors like succession planning, alignment of incentives, and business strategy. Access to top managers in private markets is crucial for maximizing returns, as elite managers attract high-quality investors and opportunities, underscoring the value of cultivating strong relationships. Individuals in endowment roles may face challenges, such as extensive travel and personal commitments, prompting career changes, while the drive to build and solve problems remains essential in dynamic portfolios.

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