Top Traders Unplugged

ALO34: Building an Asset Owner Mindset in Modern Pension Investing ft. Dan Mikulskis

21 snips
Mar 18, 2026
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Dan Mikulskis
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ADVICE

Use Quarterly Forums To Resist Headline Noise

  • Avoid reacting to headline noise; run a quarterly investment forum to re-underwrite allocations and set clear guardrails for tactical changes.
  • People's Partnership typically changes regional/duration positions about once per year after repeated quarterly discussions.
INSIGHT

Map Beliefs To Investable Reference Portfolios

  • Translate beliefs into objectives then investable reference portfolios; target growth phase returns of CPI plus ~3–4% and pre-retirement lower targets.
  • People's Partnership builds growth using equities, fixed income, and real assets as distinct return drivers and maps to investable reference portfolios.
ADVICE

Balance Equities With Other Growth Drivers

  • Keep some fixed income and diversify return drivers rather than being 100% equity; balanced portfolios can match long-term returns with lower volatility.
  • Dan prefers a diversified growth approach combining equities, credit, and real assets to smooth drawdowns for DC savers.
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