equity risk

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Oct 21, 2019 by Ana Marshall · across every show →

Everything said about equity risk, oldest first

Oct 21, 2019 bullish
Insight
Marshall: Foundations Need 70% Equity Risk to Meet 5% Mandate
“Because in a foundation, I have a mandated five percent payout. So I have to have at least 70% equity risk in this portfolio to be able to, on a long-term basis, Achieve the objective, which is to grow or maintain the real spending power of this institution.”
Ana Marshall Oct 21, 2019 ▶ 34:22 Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)
Mar 20, 2023
Disclosure
Campbell: Bain Capital Internal Fund Focused on Uncorrelated Non-Equity Strategies
“We were all heavily, heavily exposed to equity risk, so it was no surprise that a lot of what we were craving was investments that are diversifying from equity risk, so strategies that are more in the absolute return and uncorrelated buckets, so either explici…”
Colin Campbell Mar 20, 2023 ▶ 10:59 Colin Campbell – The Case for Environmental Markets (Climate Solutions EP.3, Capital Allocators EP.302)
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