5 Comments
Apr 15, 2022Liked by Joachim Klement

Best insight in a while, though all your thoughts are welcome !

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Apr 15, 2022Liked by Joachim Klement

“Strategy without tactics is the slowest route to victory. Tactics without strategy is the noise before defeat.” 孙子

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Apr 16, 2022Liked by Joachim Klement

First time I hear the term logistics for asset management. Very interesting! Please can you share a couple of examples about what tasks are related to logistics which support a given SAA? I need some help understanding better the subject.

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author

The term logistics os more like a metaphor. What I mean are techniques that help you not run out of money, like stop losses or ways to frame your investments so you are not scared when they do something different than expected. Or ring fencing your play money from your long-term investments in a separate portfolio so you don’t change your strategy to save your play money. The possibilities are many.

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Thank for the reply! Now I got a better understanding

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