Roles Based Allocation
topic on 1 show · 1 statements across 1 episodes
1 statements about Roles Based Allocation, every show
O'Leary: St. Paul Foundation uses a roles-based asset allocation framework
“We ended up shifting from the bucketed model to a roles-based allocation, which is almost like a total portfolio approach. And so we've got our growth allocation, we have our diversifying assets, and then we have a real assets allocation.”