institutional investment program
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement May 31, 2021 by Charlie Ellis · across every show →
Everything said about institutional investment program, oldest first
May 31, 2021 positive
Ellis: Swensen's core lesson is tailoring portfolios to unique client characteristics
“I think he would do what he did the first time, and this is the most important lesson he taught, but most people don't even pay attention to it. Who is the client? What are the characteristics that make that client unusual or even unique, and how can you devis…”