Confluence of Ideas - Our Asset Allocation Process

What this episode covers

This episode discusses Confluence’s asset allocation process. In earlier episodes, Bill O’Grady examined the importance of process when investors are making decisions under conditions of uncertainty, while Mark Keller talked about the process for managing the firm’s value-oriented equity strategies. In this podcast, Greg Ellston, Confluence’s CIO of Asset Allocation, discusses the investment team’s process for managing the asset allocation strategies.

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Frequently Asked Questions

How long is this episode of Confluence Podcasts?

This episode is 15 minutes long.

When was this Confluence Podcasts episode published?

This episode was published on March 9, 2020.

What is this episode about?

This episode discusses Confluence’s asset allocation process. In earlier episodes, Bill O’Grady examined the importance of process when investors are making decisions under conditions of uncertainty, while Mark Keller talked about the process for...

Can I download this Confluence Podcasts episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.