Asset Allocators – Bruce Zimmerman

Featuring Bruce Zimmerman

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.

Published on
23 February, 2016
Topic
Risk Management, Investment Framework
Duration
12 minutes
Asset class
Equities, Bonds/Rates/Credit
Rating
160

Comments

  • my

    markettaker y.

    19 8 2018 00:26

    0       0

    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 2 2016 15:03

    4       0

    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 2 2016 00:47

    1       0

    Yet he has a responsibility, but I do agree he could use some help.

  • RG

    Roger G.

    25 2 2016 13:27

    10       0

    This bloke is very smart. I cannot understand why there are so many dislikes. Very weird.

  • CM

    Charlie M.

    25 2 2016 03:55

    6       0

    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 2 2016 17:03

    2       0

    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 2 2016 09:36

    4       3

    Was this a sales pitch or an interview?

  • CC

    Christopher C.

    24 2 2016 05:24

    8       0

    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 2 2016 03:31

    0       0

    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 2 2016 00:08

    3       0

    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 2 2016 23:16

    2       0

    Not sure what this conversation added to the debate. No new insight here.

  • CC

    Christopher C.

    23 2 2016 15:11

    7       0

    ..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 2 2016 15:09

    6       0

    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 2 2016 15:08

    5       0

    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!