Portfolio Disposition Strategies: The Institutional Decision of the Decade

August 1994, Vol 19, No 2

Abstract: Given the magnitude of assets locked up in the current institutional portfolio ownership, the expected release of large portfolios into capital markets will require an orderly, segmented and sequenced delivery process. The author states his case and strategy on how to proceed in portfolio analytics, so the process includes a new emphasis on clarity in due diligence and produces an elevated portfolio yield lift over the remainder of this decade.