asset allocators

7 statements across 6 episodes · 3 bullish · 1 bearish · 4 people on the record · first statement Aug 7, 2017 by Kip McDaniel · across every show →

Everything said about asset allocators, oldest first

Aug 7, 2017 positive
Prediction Not checkable as stated
Investment consultants have not lost their power since 2009
“They were saying that when I started covering this in O-Nine, and I, as far as I can tell, consultants haven't lost an iota of power. They're gonna be here”
Kip McDaniel Aug 7, 2017 ▶ 59:35 Kip McDaniel – CIO Whisperer (Capital Allocators, EP.20)
Aug 7, 2017
Insight
Unpleasant behavior increases moving down the financial services value chain
“You know, the further down the value chain you get in asset management, in my view, sort of, not asset management, financial services. You have asset allocators on the end. They're the nicest group. And then within that group, probably corporate funds are the …”
Kip McDaniel Aug 7, 2017 ▶ 27:38 Kip McDaniel – CIO Whisperer (Capital Allocators, EP.20)
Feb 18, 2019
Insight
Moodgal: Fund Managers Should Prioritize Asset Owners Over Asset Allocators
“You always want to work with asset owners because you're speaking to people whose money it is, who have final say. The asset allocators, it's not their money. They're investing it for someone else. So they're vulnerable to what that end investor's thinking.”
Rahul Moodgal Feb 18, 2019 ▶ 42:34 Rahul Moodgal - Master Fund Raiser (Capital Allocators, EP.87)
Dec 9, 2019
Assertion Not checkable as stated
Only 15,000 individuals are true asset allocator decision-makers in the US
“It's probably 15,000 individuals who are really decision makers at the asset allocators.”
Kip McDaniel Dec 9, 2019 ▶ 51:18 Kip McDaniel – How to Get an Allocator's Attention (Capital Allocators, EP.115)
May 24, 2021 negative
Insight
Monk: Permanent allocator monopolies remove organizational survival pressure to innovate
“Most of these organizations have monopolies over the asset base, which means Stanford management company isn't going away. CalPERS isn't going away, but the people in those organizations can be fired. And so you as an employee of these organizations, and I'm n…”
Ashby Monk May 24, 2021 ▶ 21:42 Ashby Monk – Innovation in Institutional Portfolios (Capital Allocators, EP.196)
Aug 22, 2022 positive
Assertion Supported
Asset allocators set funding records for diverse managers in 2020 and 2021
“20 20 and 20 21 were record years with respect to asset allocators giving money to either funds that were run by people of color or businesses that were founded by people of color and women.”
Carla Harris Aug 22, 2022 ▶ 34:02 Carla Harris – Pearls of Career Wisdom (Capital Allocators, EP.267)
Jan 12, 2026 bullish
Prediction Not checkable as stated
Monk: Total Portfolio Approach will be obvious standard in 22 years
“It's the future. 22 years from now, we'll be like total portfolio approach. That's so funny. We weren't doing that.”
Ashby Monk Jan 12, 2026 ▶ 14:39 Ashby Monk – Total Portfolio Approach and the Future of Asset Owners (EP.480)
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