Asset Allocators – Bruce Zimmerman

Published on
February 23rd, 2016
Topic
Risk Management, Investment Framework
Duration
12 minutes
Asset class
Equities, Bonds/Rates/Credit

Asset Allocators – Bruce Zimmerman

The Interview ·
Featuring Bruce Zimmerman

Published on: February 23rd, 2016 • Duration: 12 minutes • Asset Class: Equities, Bonds/Rates/Credit • Topic: Risk Management, Investment Framework

Bruce Zimmerman, CEO & CIO of UTIMCO, discusses the structure of the nation's second-largest endowment in our Asset Allocators series, emphasizing the market dynamics of entering and exiting investments and the composition of a risk investment framework.

Comments

  • my
    markettaker y.
    19 August 2018 @ 00:26
    would have liked to know how they get a whole view of the portfolio and figure out the correlations between what the different managers are holding, plus how they decide allocation size to different strategies... interesting but superficial.
  • MH
    Marco H.
    26 February 2016 @ 15:03
    What I like to hear from assetmanagers are past performances (past 10 years, 5 years and last year) and a rough asset breakdown (%stock + locations or geographical zones, bonds, real estate etc).
  • FT
    Frank T.
    26 February 2016 @ 00:47
    Yet he has a responsibility, but I do agree he could use some help.
  • RG
    Roger G.
    25 February 2016 @ 13:27
    This bloke is very smart. I cannot understand why there are so many dislikes. Very weird.
  • CM
    Charlie M.
    25 February 2016 @ 03:55
    I don't think this guy had ever watched RV before. Must think this site is a CNBC wannabe....... He could benefit from an RV subscription
  • WE
    William E.
    24 February 2016 @ 17:03
    He got the basics in but not much more. How do they think about trade-offs between long only holdings & "Opportunistic Sleeve" within portfolio, importance of rebalancing, etc. Missed Opportunity.
  • RA
    Ricardo A.
    24 February 2016 @ 09:36
    Was this a sales pitch or an interview?
  • CC
    Christopher C.
    24 February 2016 @ 05:24
    Hey Calvin. Not your fault. Gold NOT discussed in interview. Google "utimco buys gold" & "texas gold depository" for back story. Please upvote if this note helps you.
  • CH
    Calvin H.
    24 February 2016 @ 03:31
    Well I admit I was multi-tasking and all the down votes made me do this, but I missed the whole gold point. Now I have to replay it! Why can't finance types speak more plainly?
  • DD
    Derek D.
    24 February 2016 @ 00:08
    Agree with Chris. The fund's moves in gold were the elephant in the room. And apparently that elephant wasn't noticed.
  • PR
    Peter R.
    23 February 2016 @ 23:16
    Not sure what this conversation added to the debate. No new insight here.
  • CC
    Christopher C.
    23 February 2016 @ 15:11
    ..that physical gold to a Texas repository is screaming in my ear. (This should be in the middle between the next two.)
  • CC
    Christopher C.
    23 February 2016 @ 15:09
    The sensuous interplay between the truly fringe and the actually powerful is a constant in Texas. What he didn't say about UTIMCO's gold holdings and the financial and political undercurrent of moving
  • CC
    Christopher C.
    23 February 2016 @ 15:08
    If/when that happens that movement will be a major inflection point in regards to the "fringe" abandoning the "conventional" because being "conventional" is seen to carry more risk. God Bless Texas!

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