institutional world
2 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Sep 8, 2025 by Ted Seides · across every show →
Everything said about institutional world, oldest first
Sep 8, 2025 neutral
Seides: Institutional allocators heavily scrutinize managers once net returns drop below 8%
“There's this magic eight percent that you saw in the institutional world that, roughly speaking, if you hit eight percent, everybody's happy. There's very few pools of capital that can't survive and meet all their spending needs at eight percent. You start get…”