MSCI World, every mention
8 scenes · ← back to MSCI World
tap a year for its mentions
every year anyone Dominic Garcia 7Ted Seides 3Ed Grefenstette 2Mario Therrien 1Kimberly Sargent 1Eric Peters 1
Verbatim, from the transcripts: the passages where MSCI World comes up
Ed Grefenstette – Bold Allocations at The Dietrich Foundation (EP.437)
- ▶ 1:08:45 Ed Grefenstette And Japanese stocks were, at that time, 45% of the MSCI world, and the US was 33%. 2 times in the scene
Eric Peters - Paradigm Shifts and Solutions at One River (EP.422)
- ▶ 13:06 Eric Peters So one is the S&P, another is the NASDAQ, and then MSCI world.
Kimberly Sargent – Passion and Mission at the Packard Foundation (EP.333)
- ▶ 40:39 Kimberly Sargent And if you look at history and you cut out the most recent vintages that are not mature, but look at the 20 years of vintages before that, and you look at buyout funds versus a public market equivalent like MSCI World, the median buyout…
Dominic Garcia – Risk-based Investing at New Mexico PERA (Capital Allocators, EP.187)
- ▶ 29:44 Dominic Garcia So private equity in a very simplistic way has maybe two return streams relative to our beta book, private equity, we're benchmarking to the MSCI world. 6 times in the scene
- ▶ 34:52 Dominic Garcia So for instance, we're going to be long MSCI world and short Japan, or just as an example, what you're really hedging out is that residual.
Mario Therrien – The Canadian Pension Model (Capital Allocators, EP.12)
- ▶ 31:42 Mario Therrien I think it's three percent of the MSCI world.
The Bet with Buffett (Capital Allocators, EP.05)
- ▶ 50:32 Ted Seides If you want it to be, say, the Morgan Stanley World Index, that's fine, too, and have a cash return for half of it and the market return for the other half.
- ▶ 52:07 Ted Seides So I'm going to answer that question, but before I want to talk about your, your earlier point, which was very true about the S and P 500 and Morgan Stanley world or, or a more global representative portfolio. 2 times in the scene