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institutional portfolios

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Jan 22, 2018 by Bill Spitz · across every show →

Everything said about institutional portfolios, oldest first

Jan 22, 2018 negative
Assertion Not checkable as stated
Spitz: Institutional Equity Managers Generally Ignore Tax Implications
“Particularly on the equity side, one of the things we do is pay attention to tax efficiency, and whether the, you know, a lot of managers, primarily those who deal with institutional portfolios, don't think about taxes, so we do try to find managers who will t…”
Bill Spitz Jan 22, 2018 ▶ 27:17 Bill Spitz – Seasoned Commodore (Capital Allocators, EP.37)
May 26, 2025 neutral
Assertion Partly supported
Institutions allocate up to low double digits to infrastructure investments
“The institutional world got there almost a decade ago. Most of those institutional portfolios can be high single digits, even low double digits. They've replaced traditional liquid fixed income with that.”
Kristin Kolurgis-Roland May 26, 2025 ▶ 48:22 Kristin Kallergis Rowland – Alts at J.P. Morgan's Private Bank (Private Wealth 4, EP.447)
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