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
Aug 7, 2017
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 …”
Feb 18, 2019
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.”
Dec 9, 2019
May 24, 2021 negative
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…”
Aug 22, 2022 positive