Understanding the Key Differences Between Asset Managers and Asset Allocators
In this episode, we explore the fundamental differences between asset managers and asset allocators. We discuss the roles of each, with asset managers being the service providers and asset allocators being the ones seeking these services.
Rip also touches on different terminologies commonly used in the industry, such as asset owners and limited partners (LPs), and clarifies the relationship between asset managers, often referred to as general partners (GPs), and asset allocators in building portfolio strategies.
Disclaimer: Joshua Wilson is a registered investment banking representative and a licensed real estate broker. The content of this podcast is for informational purposes only and should not be considered legal, financial, or compliance advice. This podcast is not a substitute for professional advice. All views and opinions expressed by the host and guests are their own and do not necessarily reflect the policies or positions of any regulatory agency, organization, or employer. Listeners are encouraged to consult their own compliance teams, legal counsel, or financial advisors to ensure adherence to applicable regulations, including SEC, FINRA, and other industry-specific requirements. This podcast does not constitute a solicitation or recommendation for any financial products or services.
