Confluence of Ideas - Our Asset Allocation Process

This episode discusses Confluence’s asset allocation process. In earlier episodes, Bill O’Grady examined the importance of process when investors are making decisions under conditions of uncertainty, while Mark Keller talked about the process for managing the firm’s value-oriented equity strategies. In this podcast, Greg Ellston, Confluence’s CIO of Asset Allocation, discusses the investment team’s process for managing the asset allocation strategies.

What is Confluence Podcasts?

Podcasts from Confluence Investment Management LLC, featuring the periodic Confluence of Ideas series, as well as two bi-weekly series: the Asset Allocation Bi-Weekly and the Bi-Weekly Geopolitical Report (new episodes posted on alternating Mondays).