Innovative Asset Allocation
A shift in asset management led to a focus on risk objectives and financial resources, allowing for a diverse range of investments. Starting with municipal bonds, the strategy evolved to include private debt and real estate, ultimately encompassing around 30 managers. The innovative approach emphasized a factor-based methodology for both portfolio construction and asset allocation, highlighting the importance of understanding risk across various investment types.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Karyn Williams – Measuring Risk Practically at Hightree Advisors (Capital Allocators, EP.163)
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