Innovative Asset Allocation

July 21, 2020
Featured in Perspectives
In this brief CAIA Association and FDP Institute interview, Aaron Filbeck, CAIA, CFA, CIPM, Associate Director of Content Development of CAIA Association, sat down virtually with Renato Leggi, CAIA, CFA, Client Portfolio Manager of ARK Invest, to discuss some of the takeaways from his recent whitepaper, Innovation: The Risks of Under-Allocation. Some of the highlights of the discussion include accessing innovation in public vs. private markets, the portfolio construction implications of allocating to new innovative technologies, and investor considerations during the manager research and selection process. Listen in.