Brown Advisory

SEPTEMBER 22, 2017

It is up to investment managers and, ultimately, their clients whether they seek investment exposures that are systematic (beta exposure) or idiosyncratic (alpha exposure). In studying the characteristics of socially responsible indices, some researchers have found high correlations with conventional indices (Statman, 2006).

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

JUNE 3, 2015

Federal Reserve policymakers forecast that they will likely start tightening this year for the first time since 2006, bringing an end to record liquidity, even as central banks from Europe to Japan push unprecedented stimulus. In many clients’ portfolios we have eliminated our overweight position in U.S. equities and U.S.

Valuation 52

Valuation Economy Banking Economics 52

Brown Advisory

DECEMBER 2, 2015

We are recommending that clients consider high-yield bonds and other asset classes that can offer the prospect of solid gains that diverge from the path of traditional stocks and bonds. It would be the Fed’s first increase since 2006. Six of these moves have benefited client portfolios. Wed, 12/02/2015 - 13:46.

Economy 52

Economy Taxes Clients Assets 52

Brown Advisory

APRIL 1, 2016

Using the Standard & Poor’s 500 Index as a market proxy, the chart below shows the number of daily price movements over 1% during each trailing three-month period since early 2006. To be sure, we are not suggesting that clients try to “time” the market. Opportunities. bonds and equities.

Investing 52

Investing Investments Portfolio Assets 52

The Irrelevant Investor

JANUARY 19, 2019

Since the end of 2006, active investors have pulled $1.2 Vanguard is now ubiquitous, managing more than $4 trillion in client assets. Walter Cabot, the new portfolio manager, wrote: Times change. Vanguard, “Reflections on Wellington Fund’s 75th Birthday,” 2006. trillion into index funds.1

Assets 52

Assets Management Investments Investing 52

The Big Picture

MAY 9, 2023

And then in a fit of madness, I guess, at the end of 2006, the credit markets were pretty uninteresting. ADVERTISEMENT) RITHOLTZ: Tell us a little bit about what the Goldman Sachs asset and wealth management business is like. SALISBURY: At the simplest level we manage money for our clients. Three main client segments.

Assets 299

Assets Clients Investments Investing 299

The Big Picture

OCTOBER 24, 2022

She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. And so our customer base is financial advisors and their underlying clients. NORTON: They can be.

Portfolio 130

Portfolio Management Assets Investments 130

Random Roger's Retirement Planning

AUGUST 17, 2023

I don't think I've ever had a client stock go up that much in less than a year but if I did, it was luck. If you build a reasonably diversified portfolio of individual stocks and you do some decent work on stock selection, I think odds are you'll hit a couple of monster winners if you can hold over the long term.

Numbers 75

Numbers Portfolio Math Portfolio Management 75

The Big Picture

AUGUST 20, 2024

The second thing that it ultimately does is it creates conditions under which there’s a transition from cash rich portfolios that are ultimately option like in their characteristics. So I, as a discretionary portfolio manager, if you hand me cash, I can look at the market and say, you know what? Thank you for the cash.

Assets 173

Assets Management Portfolio Marketing 173

Trade Brains

DECEMBER 11, 2023

The Company made a gas sale agreement with stakeholders GAIL, IOCL & BPCL to supply gas in 2006. It has a client base covering all state utilities of India, also covering some utility companies from neighboring countries. It also provides advisory services such as Portfolio Management and Transmission Infrastructure Services.

Banking 64

Banking Government Investments Investing 64

The Big Picture

JULY 24, 2023

RITHOLTZ: So let’s talk a little bit about what Stray Reflections is today and who your clients are. MIAN: So Stray Reflections is a macro advisory and community that works with portfolio managers, CIOs around the world. But back then we just printed it and gifted it to all our clients. I love Wynwood Walls.

Marketing 130

Marketing Marketing Economy Valuation 130

The Big Picture

SEPTEMBER 26, 2023

Armand Posiion is head of performing credit at Oaktree Capital Management, where he works with the likes of, of Bruce Kosh and Howard Marks. I wanna say it’s about $179 billion in client assets. I remember when I bought my first house in 2006, they, all I was asked was if I intended to repay the debt. And it did.

Banking 130

Banking Investments Investing Clients 130

The Big Picture

APRIL 8, 2024

His clients adore him. You know, if you’re hardworking and you’re trying to do things that people value and my client base, if you will, or institutional investors, I went all the time. And they would work for data resources and take care of clients and then a client would hire them. What was that work like?

Economy 147

Economy Clients Banking Economics 147

The Big Picture

NOVEMBER 25, 2024

This was the era, 2005, 2006, all of my friends were looking to get banking roles. And so as those assets grew, I’m now a young 20-year-old going out trying to go to other asset managers saying, Hey, I have this quantitative research. And they’d say, well, who are your clients? Can’t. It’s just a model.

Portfolio 147

Portfolio Management Marketing Marketing 147