TOPS

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Capital Allocators 6

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Capital Allocators 6

2020 6 mentions in 1 episode

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4 statements about TOPS, every show

Marshall: Marshall Wace optimizes portfolio construction and capital allocation to alpha, not returns
“The thing you're optimizing is not a return objective. It's an alpha objective. So it's the performance of those ideas against whatever the benchmark is. And you create information ratios and risk manage around the alpha. And for our managers, it's actually th…”
Sir Paul Marshall Sep 21, 2020 ▶ 27:01 Paul Marshall – 10 ½ Lessons from 23 years at Marshall Wace (Capital Allocators, EP.157)
Over 3,000 contributors have been measured in Marshall Wace's TOPS system
“We have 1000, well, historically, upwards of 3000 people who have contributed to TOPS and been measured. For long periods. Three, five, 10, 20 years in some cases.”
Sir Paul Marshall Sep 21, 2020 ▶ 25:02 Paul Marshall – 10 ½ Lessons from 23 years at Marshall Wace (Capital Allocators, EP.157)
Marshall Wace seeded its TOPS strategy with $200M from the Eureka fund
“And so we, having measured it for about a year, we then said, or Ian said, let's put some capital behind this. And we put, by that stage, Eureka was a kind of two, two and a half billion dollar fund. We put two hundred million, so 10% of the fund, into a progr…”
Sir Paul Marshall Sep 21, 2020 ▶ 12:41 Paul Marshall – 10 ½ Lessons from 23 years at Marshall Wace (Capital Allocators, EP.157)
CAPITAL ALLOCATORS Assertion Not checkable as stated
Sell-side broker portfolios generated substantial alpha in Marshall Wace's initial trial
“And much to my surprise, because I was pretty skeptical about it, I had the typical arrogance of a buy-side guy, They actually generated a lot of alpha.”
Sir Paul Marshall Sep 21, 2020 ▶ 12:31 Paul Marshall – 10 ½ Lessons from 23 years at Marshall Wace (Capital Allocators, EP.157)

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