Embracing Change
Raphael discusses the importance of fostering a culture of openness and collaboration within an organization to facilitate significant portfolio changes. Engaging the board early in the process is crucial, as their support can bolster confidence in new strategies. The conversation highlights a bold move towards commodities and hedge funds, emphasizing the need for careful consideration and adaptability in investment decisions.In this clip
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Capital Allocators – Inside the Institutional Investment Industry
Raphael Arndt – The Death of Traditional Portfolio Construction? (EP.365)
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