Portfolio Construction Insights
Jeff emphasizes the importance of aligning portfolio construction with client comfort levels and return needs, especially for endowments that require sustainable growth. He shares a long-standing client relationship, illustrating how understanding volatility can impact long-term financial outcomes. The conversation highlights the necessity of earning above the withdrawal rate to maintain purchasing power and achieve financial goals.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Jeff Assaf - Protecting Clients and Assets at ICG (EP.398)
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