institutional consultants
2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Dec 17, 2018 by Tim McCusker · across every show →
Everything said about institutional consultants, oldest first
Dec 17, 2018 negative
Clients undermine long-term views after just three months of underperformance
“We're setting five to seven year views, and if they're not working in the first three to six months, we've got all of our consultants and clients saying, why do we do this? How do we not see this? And I think Behaviorally, we all fall victim to it, so I fall v…”
Jan 30, 2023 neutral
Saviano: Consultant-driven portfolios will not reach top-decile returns
“And it's the natural thing of a consultant driven pool. You're not going to be top decile. What you're really trying to avoid is you're helping them avoid being bottom quartile. You're helping them really be good stewards of the capital because you're focused …”