Dynamic Asset Allocation
Matt discusses the shift from a static strategic asset allocation to a more dynamic reference portfolio approach, allowing for greater responsiveness to market opportunities. This new framework enhances accountability for investment decisions, as management can clearly measure the impact of adding or adjusting assets based on current attractiveness rather than rigid percentage allocations. The conversation highlights the importance of flexibility in institutional investing, particularly in adapting to changing market conditions.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Matt Whineray – Leading New Zealand Super Fund (Capital Allocators, EP.108)
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