ActiveAllocator is very inspired by Addepar, and the generous analogy investors now draw. At a closed door briefing I was told ‘one day you will exceed Addepar’. For a struggling FinTech CEO this, I thought was the highest compliment! I looked at similarities and differences between our companies ..here
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ActiveAllocator analyzes portfolios and tells you exactly how much, if at all, you ought to allocate to the infrastructure asset class. We also advise national and government investment funds on public policy and investment issues surrounding infrastructure (inter alia). In this deck we share our general thoughts, as well as append one of the early white papers written by yours truly when I worked on Wall Street. I am told by practitioners, it is one of the better pieces on this topic, has had great shelf life and I certainly hope you find it useful.