total portfolio allocation

2 statements across 1 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Nov 17, 2022 by Melanie Pickett · across every show →

Everything said about total portfolio allocation, oldest first

Nov 17, 2022 bullish
Prediction Not checkable as stated
Institutional shift toward data-driven portfolio allocation is irreversible
“Not everyone's going to make that shift immediately. It's the big sovereigns and the big supers that are doing it right now. But we believe that the data-driven approach to asset allocation is a change that people are not going to reverse. That's going to only…”
Melanie Pickett Nov 17, 2022 ▶ 28:47 Melanie Pickett – Modern Technology in the Investment Office at Northern Trust (Capital Allocators, EP.281)
Nov 17, 2022 positive
Assertion Supported
WTW study: Shift to total portfolio allocation adds 150 basis points
“WTW put out a study through their Thinking Ahead Institute recently that the shift from strategic asset allocation to total portfolio allocation, most CIOs or investment offices think that that can add a 150 bips to their portfolio.”
Melanie Pickett Nov 17, 2022 ▶ 28:15 Melanie Pickett – Modern Technology in the Investment Office at Northern Trust (Capital Allocators, EP.281)
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