roles-based allocation
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Mar 10, 2025 by Shannon O'Leary · across every show →
Everything said about roles-based allocation, oldest first
Mar 10, 2025
O'Leary: St. Paul Foundation uses a roles-based asset allocation framework
“We ended up shifting from the bucketed model to a roles-based allocation, which is almost like a total portfolio approach. And so we've got our growth allocation, we have our diversifying assets, and then we have a real assets allocation.”