Dynamic Asset Allocation

topic on 1 show · 2 statements across 2 episodes

Capital Allocators

2 statements about Dynamic Asset Allocation, every show

CAPITAL ALLOCATORS Assertion Not publicly verifiable
Future Fund Generated 2.5% Annual Excess Returns Over 18 Years
“When we break down the returns over the life of the fund, 18 years now, we've added about two and a half percent per annum, which we think is pretty good, and it's actually split, interestingly, only about a half a percent to diversification in the traditional…”
Raphael Arndt Jan 29, 2024 ▶ 26:07 Raphael Arndt – The Death of Traditional Portfolio Construction? (EP.365)
Dynamic asset allocation only works for avoiding once-a-decade market bubbles
“Where I am on that is that you can, if you are careful when you do it, and you respond to very strong signals. So it may happen once every 10 years, but if you can avoid a bubble by doing that dynamic asset allocation, it's hugely impactful”
Jon Hirtle May 6, 2019 ▶ 17:01 Jon Hirtle – The Pioneer of OCIO (Capital Allocators, EP.98)

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