“I do invest across all the various asset classes... the core pillar... still has to be S&P exposure... I also invest in private assets and private credit for substantial yield.”
♫
Said on Bloomberg Intelligence
“We built a set of ETFs, a set of beta exposures and a set of smart beta exposures… today we're the fifth largest ETF manufacturer in the world.”
Schwab Asset Management · Masters in Business · Using Decision Science in Investing: Masters in Business with Omar Aguilar
Play from 18:53
18:53
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What was described
Built a franchise of core ETFs, beta exposures, and smart-beta exposures to serve retail clients as a transparent, low-cost core portfolio offering
Said nearby on the same subject
“When we talk about having our core company North Star, as nights outside, that’s our core KPI.”
♫
Said on Masters of Scale
“Our core strategy is to help clients identify and quantify these risks in the early stages, as we believe it positions our clients to best manage these risks now and certainly in the future.”
♫
Said on Insurance Journal Podcast
“If you don't have transparency into the main core numbers of your business on an almost immediate basis, it's like flying a plane without having a cockpit”
CS
Cody Sanchez
Motley Fool Hidden Gems Investing ·
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