ALO05: Better than Alpha ft. Chris Schelling

In this episode, Alan Dunne is joined by Chris Schelling, Chief Investment Strategist at Venturi Private Wealth and author of the book “Better Than Alpha”, to discuss asset allocation and how assets are managed in the private space vs institutional space, about disrupting the 60/40 model and formulating a new standard, the evolution of the industry over the years, the role of liquidity in asset allocation, the use of Alpha and Beta in investment, what it takes to be a skilled manager and the risk of manager selection.

-----

EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool

In this episode, we discuss:

• How are assets managed in the private space vs institutional space
• Biases in asset allocation and how to overcome them.
• Using Alpha, Beta and other investment strategies
• Due diligence and things to avoid in the process
• The risks of manager selection and what it takes to be a good manager.

-----

Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.

Learn more about the Trend Barometer here.

Send your questions to [email protected]

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

Follow Alan on Twitter.

Follow Chris Schelling on LinkedIn & read his book.

Episode TimeStamps:

00:00 - Intro

03:23 - About Chris’s background and his role at Venturi

12:45 - Disrupting the 60/40 model and formulating a new standard

17:54 - How the industry has evolved over the years

21:56 - Is private equity less risky?

23:43 - Is liquidity being more or less valued as it should be?

27:39 - Alpha, Beta and mapping strategies into categories

32:37 - Dispersion and persistence of returns

36:30 - How to set objectives and make decisions

40:14 - Overcoming biases

44:20 - Dealing with randomness

47:33 - Important skills managers need to have

54:29 - Timeframe for analysing a manager’s performance

57:46 - Things to avoid in the due diligence process

01:00:14 - Risks within manager selection

01:03:00 - How much experience do you need?

01:05:09 - Advice for working with asset allocation and manager selection

01:06:12 - Book recommendations

Copyright © 2024 – CMC AG – All Rights Reserved

----

PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:

1. eBooks that cover key topics that you need to know about

In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here

2. Daily Trend Barometer and Market Score

One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here

3. Other Resources that can help you

And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here

Privacy Policy

Disclaimer