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 ) —.

Portfolio 52

Portfolio Risk Management Assets Asset Allocation 52

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. We just get to focus on assets and asset risk management. So earlier we were talking about assets, and then you referenced risk management. SALISBURY: Yes.

Assets 290

Assets Clients Investing Investments 290

The Big Picture

DECEMBER 6, 2022

And I always use the exact same example, how will you invest in Google in 1998, or in Facebook in 2003? BERRUGA: We think it’s a great solution for clients that are looking for two things, either income or like a risk management tool to play the volatile environment that we have seen in the markets. BERRUGA: This is 2003.

Clients 154

Clients Investing Investments Management 154

The Big Picture

MARCH 12, 2024

And we said, let’s just take a little detour here and make sure we understand the credit risk of these things before we sort of travel, start making markets and banking and, and, and really making these a core part of our business. So that little detour was in 2003. So think about 2003 home prices had gone up a lot from 2000.

Banking 143

Banking Investing Investments Marketing 143