CAIA & State Street Associates: Incorporating Private Equity Liquidity Considerations Into the Asset Allocation Process

June 22, 2021

Allocating to illiquid assets brings an additional factor to the optimization process beyond risk and return: illiquidity. Join William Kinlaw, CFA, Senior Managing Director, Head of State Street Associates, and David Turkington, CFA, Senior Managing Director and Head of Portfolio and Risk Research, State Street Associates, as they discuss how to incorporate illiquidity of asset classes, such as private equity, into the asset allocation and portfolio construction process. This session is moderated by Lydia Ofori, CFA, CAIA, Founder & CEO, Hunter Labs Technologies.