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.
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 ) —.
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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.
The Big Picture
MAY 9, 2023
And then in about 2003, we set up a group called the European Special Situations Group, which was a multi-asset class proprietary investing business. So what we find, and then of course we have a multi-asset solutions business where we talk to clients about the entirety of their portfolio, their strategic asset allocation models.
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.
Brown Advisory
SEPTEMBER 22, 2017
And one of the authors on this paper has offered a combination of quantitative measures and qualitative evidence that can be combined and mined to create company-specific sustainability models for empirical testing (Funk, 2003). Risk Factors as Building Blocks for Portfolio Diversification: The Chemistry of Asset Allocation."
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