Frank Smudde, Head of Asset Allocation at APG Asset Management, is a passionate and experienced investor dedicated to optimizing portfolios for clients. With specialization in asset allocation, equity portfolio management, and external manager selection and monitoring, Frank brings a wealth of expertise to his role. As a published author, he has a keen focus on portfolio construction and accountability. In his current position, Frank is responsible for the development and implementation of Tactical Asset Allocation (TAA) strategies. He leads a 9-person team, overseeing a portfolio of global macro hedge funds. Actively engaged in firmwide macro and market debates, Frank plays a pivotal rol