Random Roger's Retirement Planning
FEBRUARY 28, 2025
Based on Cambria's other multi-asset funds, ENDW will probably have fixed income duration but that's a space I will continue to avoid. There were places to make money during that run, most notably foreign stocks and equal weight S&P 500, that ETF came out in 2003 and had very good years until 2008. The results.
The Big Picture
APRIL 29, 2025
00:08:57 [Speaker Changed] Well, in 2003, ING acquired Aetna’s financial businesses, and that was the life insurance, retirement and asset management businesses. And often we’re part of an asset allocation and, you know, we’re, you know, we’re the alpha in the corners, if you will.
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The Irrelevant Investor
JANUARY 3, 2018
In 2003, it only got down to a low of 20.75, after peaking at 47 in March 2000. investors who allocate to emerging markets. Asset allocation- never the best, never the worst, usually good enough. But this year I went through all of them and picked out my favorite slides, for your viewing pleasure. This is a scary chart.
James Hendries
NOVEMBER 15, 2022
One equity market debate discussed frequently in the LPL Research Strategic & Tactical Asset Allocation Committee (STAAC) is the growth vs. value style reversal experienced the past 12 months. Since then, value has outperformed growth for the longest sustained period since 2003–2007.
Validea
JANUARY 4, 2023
We’ve been running quantitative model portfolios since 2003. While many of our models were launched after that, our initial set of guru models actually went live in July of 2003, so this year we’ll hit the 20-year mark in terms of running systematic investment strategies. By Justin Carbonneau ( @jjcarbonneau ) —.
Brown Advisory
JUNE 21, 2017
Stock-specific fundamental research from our equity research teams, along with input on asset allocation from our Investment Solutions Group, can be supplemented by customized portfolio analytics to achieve client-defined outcomes. pdf 2 On the Performance of Mutual Fund Managers," Baks, Emory University, June 2003.
Brown Advisory
JUNE 21, 2017
Stock-specific fundamental research from our equity research teams, along with input on asset allocation from our Investment Solutions Group, can be supplemented by customized portfolio analytics to achieve client-defined outcomes. pdf 2 On the Performance of Mutual Fund Managers," Baks, Emory University, June 2003.
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