NEW Dynamic iShares Active ETF: DXV
April 6, 2018
A Dynamic Private Investment Pool is really blending two concepts. One is individual security selection by individual portfolio managers into the second part, a cohesive portfolio that is designed to generate particular risk adjusted characteristics.
It offers clients a menu of choices. There's flexibility there and it really combines a great stock pickers across multi-asset classes, you know, multi geographies and multi styles. So, so there is some combination there that that's hard to get pretty much anywhere else.
A lot of the ground work is done by our portfolio management and then what we do as a portfolio team is we try to assemble those choices in a robust framework that we think will enhance the ride for an end user over time.
It's really a combination of one part art, one part science. So when the, where the art comes around, it's really getting to know the individual portfolio managers who contribute to these pools. The science comes in where you say, okay, now that we know these managers and how they choose stocks, how do we blend their choices together?
There are two types of clients that might, that might look or be interested in these pools. One would be, for example, someone looking for a very good foundation for the beginning of portfolio constructions. The other type of client is maybe someone who's missing a piece for their client’s portfolio, so it’s really a flexible system that we have in place for many different types of clients.
You know, I've been in the financial industry for 25 years. My role and my team's role in the pools process is really about looking at performance monitoring, risk monitoring, and overall due diligence for the pools.
So we have a lot of experience behind our decisions, our choices and the way we pull portfolios together. And I think, you know, over time that just strengthens.
This video has been prepared by 1832 Asset Management L.P. and is provided for information purposes only. Views expressed regarding a particular investment, economy, industry or market sector should not be considered an indication of trading intent of any of the mutual funds managed by 1832 Asset Management L.P. These views are not to be relied upon as investment advice nor should they be considered a recommendation to buy or sell. These views are subject to change at any time based upon markets and other conditions, and we disclaim any responsibility to update such views.
To the extent this video contains information or data obtained from third party sources, it is believed to be accurate and reliable as of the date of publication, but 1832 Asset Management L.P. does not guarantee its accuracy or reliability. Nothing in this video is or should be relied upon as a promise or representation as to the future.
Commissions, trailing commissions, management fees and expenses all may be associated with investments in pools. Please read the prospectus before investing. Investments in pools are not guaranteed, their values change frequently and past performance may not be repeated. Dynamic Funds® is a registered trademark of its owner, used under license, and a division of 1832 Asset Management L.P.
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Dynamic Funds® is a registered trademark of its owner, used under license, and a division of 1832 Asset Management L.P.