MSCI ACWI

part of MSCI

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Feb 24, 2020 by Doug Phillips · said 14 times in 12 episodes since 2017 · across every show →

Mentions by year

brought up most by Doug Phillips (3), Raphael Arndt (2), Wendy Cromwell (1), Ted Seides (1), Richard Craib (1), Patrick O'Shaughnessy (1), Nicholas (Nick) Csicsko (1), Mike Gitlin (1)

tap a year for its mentions
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0122017201820192020202120222023202420252026episodes it came up in
0011222017201820192020202120222023202420252026episodesmentions per episode
2026 2 mentions in 2 episodes 1 per episode
2025 2 mentions in 2 episodes 1 per episode
2023 1 mention in 1 episode
2022 1 mention in 1 episode
2020 4 mentions in 2 episodes 2 per episode
2019 1 mention in 1 episode
2018 1 mention in 1 episode
2017 2 mentions in 2 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about MSCI ACWI, oldest first

Feb 24, 2020 positive
Disclosure
Rochester benchmarks public equities against a GDP-weighted MSCI ACWI
“We also benchmark against ACWI, not the S&P. So it's a global mandate. But we reweight the ACWI based on GDP of the countries that it represents so that it tends to overweight emerging, for example. So the cap weight versus the GDP weight makes the GDP weight …”
Doug Phillips Feb 24, 2020 ▶ 38:35 Doug Phillips – Middle of the Fairway at the University of Rochester (Capital Allocators, EP.123)
Nov 7, 2022 bullish
Assertion Not checkable as stated
Smith: Our African portfolio trades at half the valuation and triple the yield of MSCI ACWI
“Basically, Ted, our portfolio trades at half the price and triple the yield of ACQUI.”
Colin Smith Nov 7, 2022 ▶ 32:56 Colin Smith and Farouk Miah - Empty Rooms: Investing in Africa (Capital Allocators, EP. 279)
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