Multi-Strategy funds have become more popular over the years. But what exactly is a multi- strategy fund and how does SWIB’s implementation of a multi-strategy portfolio benefit the overall investment strategy for the Wisconsin Retirement System (WRS)? In the newest episode of The SWIB Podcast, SWIB Senior Portfolio Manager Chase Nicholson, CFA, CIPM, explains what a multi-strategy portfolio is, why SWIB has the portfolio, and how that portfolio fits into the long-term investment strategy for the WRS. #WhySWIB #SWIBEdge https://lnkd.in/gxfnbNe
State of Wisconsin Investment Board’s Post
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🎙️ In this episode, Chase Nicholson, CFA, CIPM explains how a multi-strategy portfolio fits into the long-term investment strategy for the Wisconsin Retirement System. Check out The SWIB Podcast below.
Multi-Strategy funds have become more popular over the years. But what exactly is a multi- strategy fund and how does SWIB’s implementation of a multi-strategy portfolio benefit the overall investment strategy for the Wisconsin Retirement System (WRS)? In the newest episode of The SWIB Podcast, SWIB Senior Portfolio Manager Chase Nicholson, CFA, CIPM, explains what a multi-strategy portfolio is, why SWIB has the portfolio, and how that portfolio fits into the long-term investment strategy for the WRS. #WhySWIB #SWIBEdge https://lnkd.in/gxfnbNe
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Ever wondered what it takes to construct and manage an investment portfolio? “There’s a rule for UK open-ended funds which is called the 5, 10, 40 rule, whereby no individual company can make up more than 10% of the portfolio, and the top five shouldn’t in total be more than 40% of the portfolio.” - Rosemary Banyard, Fund Manager, Downing. Listen to the latest Fund Your Retirement podcast episode now, where Judith MacKenzie, Head of Downing Fund Managers, and Rosemary Banyard, Manager of the VT Downing Unique Opportunities Fund, discuss what it takes to build and manage an investment portfolio. This is the seventh episode of an eight-part series. 🎧 Listen to the episode here: https://lnkd.in/eyjNkEMu #FundManager #Investing #Portfolio #Funds
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Are you eager to up your investment game? In our recent podcast episode, Mark Hebner, an authority in evidence-based investing, discusses index funds, market efficiency, and the enduring impact of value stocks. Dive into the episode now to amplify your investment know-how! #IndexFunds #EvidenceBasedStrategies #FinancialEducation #retirement #retirementplanning #financialfreedom #investment #financialplanning
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Have you ever wondered what makes an Exchange Traded Fund (ETF) such an attractive investment option, or how it differs from other methods like mutual funds? In Episode 78 of the Secure Your Retirement podcast, we explore the advantages of ETFs, the various types available, and share our personal investment experiences!
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Have you ever wondered what makes an Exchange Traded Fund (ETF) such an attractive investment option, or how it differs from other methods like mutual funds? In Episode 78 of the Secure Your Retirement podcast, we explore the advantages of ETFs, the various types available, and share our personal investment experiences!
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