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Day 1 – The Most Crucial First Question: Asset-Allocation or Security Selection?

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Konten disediakan oleh ReSolve Asset Management. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh ReSolve Asset Management atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

On the first day of this series, we answer a pivotal question that every investor should ask themselves before embarking on their investment journey: where should you dedicate most of your energy and focus, asset allocation or security selection? We review how the biggest impact to portfolios comes from asset classes rather than individual securities. We also expand on how the largest pools of capital may lack the portfolio agility and mandate flexibility to take full advantage of the excess returns available in the asset allocation arena. This reality tends to generate better and more sustainable long-term opportunities for smaller, unconstrained players to deploy nimble and adaptive investment strategies.

Reference: https://investresolve.com/importance-asset-allocation-vs-security-selection/
  continue reading

22 episode

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Manage episode 233871473 series 2508179
Konten disediakan oleh ReSolve Asset Management. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh ReSolve Asset Management atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

On the first day of this series, we answer a pivotal question that every investor should ask themselves before embarking on their investment journey: where should you dedicate most of your energy and focus, asset allocation or security selection? We review how the biggest impact to portfolios comes from asset classes rather than individual securities. We also expand on how the largest pools of capital may lack the portfolio agility and mandate flexibility to take full advantage of the excess returns available in the asset allocation arena. This reality tends to generate better and more sustainable long-term opportunities for smaller, unconstrained players to deploy nimble and adaptive investment strategies.

Reference: https://investresolve.com/importance-asset-allocation-vs-security-selection/
  continue reading

22 episode

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