Educating advisors on the role of alternative strategies in portfolios and their benefits
Recency bias and why “hindsight is 60/40”
A different approach to building a truly balanced portfolio
Why allocators find it difficult to diversify away from stocks and bonds, despite recognizing how expensive they currently are
Dealing with an environment that most financial professionals have never come across in their lives
Embracing alternative risk premiums and trying to understand why they work
Private equity and hedge funds – the ‘gateway’ alts
Niche vs large managers – why size matters and finding the sweet spot
Path dependency and sequence of returns
Communication challenges and getting clients across the line to embrace a novel approach
Line item risk vs portfolio ‘gestalt’
Fiduciary responsibilities, diversification, fees and behavioral considerations
Behavioral coaching as an integral part of an advisor’s job
A wide range of experiences and unrealistic expectations – why alternative strategies haven’t been fully embraced by retail investors
In the absence of value, we negotiate price
Overcrowding, passive-flows and factor underperformance
The pitfalls of overly conservative assumptions
Minimizing regret vs maximizing utility
Plan vs planning – a perpetual, ongoing exercise
Thank you for watching and listening. See you next week.
This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management.
*ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.
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