Acito: Public pension disclosures reveal how allocators shift asset allocations
Chris Acito · Chris Acito – Credit Where Credit is Due (Capital Allocators, EP.33) · Dec 11, 2017 · at 1:00:30
Chris Acito, CEO and CIO of Gapstow Capital Partners, discusses useful public information sources for institutional market intelligence with Ted Seides.
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“One thing I did, I have found very helpful recently is spending a bit more time looking at what some of the public pensions put on their websites because of, let alone Freedom of Information Act, but more, a lot of them are just, here's what we post. I think it's a very interesting the perspective on the world where you have allocators who have to be fairly transparent with what they're doing, and to actually get to read in almost live time, certainly not with too much of a lag, you know, how people are thinking, and how are they changing asset allocation. It's very interesting. That's a terrific set of case studies to be able to put together and read, and especially when you put together Six, seven, 20, 25 of them, and you can be trained to draw some lines and learn about where things are going.”
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