Trade Brains
FEBRUARY 14, 2023
Professionals (called fund managers) invest these funds and pass on the returns to investors. The asset management company charges a fee in the form of an expense ratio to compensate them. Expense ratio 1.74% Inception Date August 16, 2004 Exit Load (o to 12 months) 1.00% No. 1-yr Return 0.14% Expense Ratio 0.44
The Big Picture
OCTOBER 24, 2022
BARRY RITHOLTZ, BLOOMBERG RADIO HOST: This week on the podcast, I have an extra special guest, Marta Norton is the Chief Investment Officer for Morningstar Investment Management. They advise or directly manage about $250 billion in flying assets. RITHOLTZ: So how do you find your way from economist to analyst to asset manager?
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Brown Advisory
MAY 31, 2017
EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks achen Thu, 06/01/2017 - 02:47 Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. stocks since the middle of 2004.
Brown Advisory
MAY 31, 2017
EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks. Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. stocks since the middle of 2004. Thu, 06/01/2017 - 02:47.
Brown Advisory
APRIL 1, 2015
Although we expressed some worry about the long-term effects of mounting deficits, we concluded that stocks and other assets were not in bubble territory and represented good value despite what we saw as a weak economic recovery. Some might argue that the Fed’s policy could trigger another crisis as asset prices become overly inflated.
The Big Picture
OCTOBER 17, 2023
I want to get into that before we start talking about asset management. And I mean, but it is endemic in the industry because the industry is incentivized to grow assets and hence admitting errors is not something that you want to do on tv. We do have multi-asset strategy called balanced, which we launched in 2014 15.
The Big Picture
APRIL 11, 2023
Since 2004, the tax rate on dividends and capital gains is 15 percent, 18 percent, 21 percent. So when he bought Goldman Sachs in November of 2008 and Bank of America in November 2008, I thought about a traditional portfolio manager doing the same thing and trying to explain to their clients what they just did. They match up.
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