institutional clients

3 statements across 3 episodes · 1 bullish · 2 bearish · 3 people on the record · first statement Apr 23, 2018 by Michael Cembalest · across every show →

Everything said about institutional clients, oldest first

Apr 23, 2018 positive
Insight
Cembalest: Institutions rebalance far more systematically than private clients
“On the other hand, investment committees for institutional clients are much more religious about rebalancing. So, As equity, as asset prices go up, they are religiously rebalancing back to normal, and are also adding risk when markets go down, which is a much,…”
Michael Cembalest Apr 23, 2018 ▶ 35:39 Michael Cembalest – Eye on the Market (Capital Allocators, EP.49)
Feb 3, 2020 negative
Opinion
Kraus: Clients Misunderstand Leverage Risk in Long-Short Hedge Fund Strategies
“I don't actually think clients understand that one of the things they're doing in that case is accepting leverage and the risk that comes with leverage, which is very hard to quantify.”
Peter Kraus Feb 3, 2020 ▶ 42:17 Peter Kraus - Widening the Aperture on Alpha (First Meeting, EP.14)
Nov 17, 2022 negative
Insight
Institutional allocators reject separate systems for public and private data
“BlackRock and certainly the work that they've done to acquire eFront and try to pull together Aladdin and eFront, these are all the same indicators, right? That clients no longer want their public markets data and their private markets data into separate syste…”
Melanie Pickett Nov 17, 2022 ▶ 35:59 Melanie Pickett – Modern Technology in the Investment Office at Northern Trust (Capital Allocators, EP.281)
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