The Ledger

Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.

clear all ✕

why aren't all 2 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

Assertion Supported
Mogelof: Corporate DB plans hold 50-60% fixed income, 20%+ alts
“Now, about 20 years ago, there was some accounting changes which gave companies a really strong incentive to start moving more assets to a liability hedge, and so that's why you probably see north of 50 to 60% in fixed income, but still 20 plus percent in alte…”
Eric Mogelof Oct 9, 2025 ▶ 10:00 Understanding the 401(k) Market – Eric Mogelof, KKR (EP.464)
Assertion Supported
Mogelof: Six asset managers control over 85% of target date fund assets
“There are really six managers that dominate the market, probably have 85 plus percent of the assets. That's Vanguard, Fidelity, BlackRock, State Street, T. Rowe, and Capital Group.”
Eric Mogelof Oct 9, 2025 ▶ 16:04 Understanding the 401(k) Market – Eric Mogelof, KKR (EP.464)
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