The Big Picture

FEBRUARY 6, 2024

Now I do fundamental side research portfolio management, which I just, 00:08:20 [Speaker Changed] So, so you joined GMO, there’s 60 people, 30 years. Dick Mayo was a traditional, I’d say portfolio, strong portfolio manager focused on US stocks. Jeremy’s never really been a portfolio manager.

Valuation 130

Valuation Investing Investments Assets 130

Brown Advisory

APRIL 1, 2015

Almost exactly five years ago, we wrote a piece entitled Bubbles, which discussed the sharp rally in stocks from the lows of early 2009 and the risks of the growing federal deficit that resulted from government bail-outs and fiscal stimulus during the financial crisis. Simply stated, asset classes tended to move together: When U.S.

Investments 52

Investments Investing Valuation Assets 52

Brown Advisory

AUGUST 6, 2019

As head of asset allocation research in our Investment Solutions Group, he is responsible for analyzing the relative attractiveness of various asset classes and investment strategies. Technology has also enabled analysts, portfolio managers and traders to improve their productivity.

Investing 52

Investing Investments Clients Portfolio Management 52

Brown Advisory

AUGUST 6, 2019

As head of asset allocation research in our Investment Solutions Group, he is responsible for analyzing the relative attractiveness of various asset classes and investment strategies. Technology has also enabled analysts, portfolio managers and traders to improve their productivity.

Investing 52

Investing Investments Clients Portfolio Management 52

Brown Advisory

SEPTEMBER 3, 2015

Morgan began tracking this data in 2009. That is the highest level since quarterly data collection began in 2009. . By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. By Taylor Graff, CFA, Asset Allocation Analyst. The IMF in July downgraded its forecast for global growth this year to 3.3% Rude Awakening.

Economy 40

Economy Economics Banking Asset Allocation 40

Brown Advisory

SEPTEMBER 22, 2017

84 One study concluded that investors "pay a financial cost in abstaining from [sin] stocks" (Hong, 2009). Another study found that by eliminating the worst ESG offenders the resulting hypothetical portfolios have greater downside protection (Hoepner, 2013). The Journal of Portfolio Management 40(2): 18-29. Springsteel.

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

SEPTEMBER 22, 2017

84 One study concluded that investors "pay a financial cost in abstaining from [sin] stocks" (Hong, 2009). Another study found that by eliminating the worst ESG offenders the resulting hypothetical portfolios have greater downside protection (Hoepner, 2013). The Journal of Portfolio Management 40(2): 18-29. References.

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

JUNE 21, 2017

The academic thesis that equity managers as a whole will approximately equal overall market returns is followed by a corollary: Some managers will outperform for periods of time, but it is impossible to predict which manager will deliver favorable results, or when they will do so—in other words, outperformance (alpha) is random.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

The academic thesis that equity managers as a whole will approximately equal overall market returns is followed by a corollary: Some managers will outperform for periods of time, but it is impossible to predict which manager will deliver favorable results, or when they will do so—in other words, outperformance (alpha) is random.

Investing 52

Investing Investments Portfolio Management 52

The Big Picture

JANUARY 21, 2025

And then on top of that, of course we ran straight into the 2008, 2009 great recession. And by the summer of 2009, they’d pulled the plug on this venture and suddenly, you know, I’ve thrown away my journalism career to join Citigroup. 01:04:39 [Speaker Changed] I think it was the Journal of Portfolio Management.

Investing 147

Investing Investments Management Retirement 147

The Big Picture

DECEMBER 20, 2022

KOENIGSBERGER: What I really like is on top of these four return streams that we have, we kind of have a multi-asset, dynamic asset allocation process. KOENIGSBERGER: So that’s what — with our multi-asset strategy, we wanted to solve for that problem, which is — I call it a governance problem.

Banking 162

Banking Assets Government Marketing 162

The Big Picture

APRIL 8, 2025

She was CIO at Merrill Lynch Asset Management, and now CIO at both Morgan Stanley Wealth Management and runs their asset allocation models and their outsourced chief investment officer models. You know, what do, what do we think every asset class is gonna do over the next 3, 5, 10, 20 years?

Asset Allocation 147

Asset Allocation Wealth Management Clients Assets 147

The Big Picture

JANUARY 27, 2025

He worked as a, essentially a high yield portfolio manager before going to the president and then CEO of the company. So he has seen the world of private investing from both sides, both as, as an investor and as part of the management team. The parent company handles all the asset liability management side of things.

Assets 147

Assets Insurance Investing Investments 147

The Big Picture

MARCH 14, 2023

He launched his own firm right into the teeth of the collapse in ’09, which turned out to be quite a fortuitous time to launch an asset management shop. RITHOLTZ: So you’re there for 20 years, from 1988 to 2009. So, you know, 2009, what had happened was I was very burnt out. BERNSTEIN: Right. BERNSTEIN: Yeah.

Economy 162

Economy Investments Investing Portfolio 162

The Big Picture

NOVEMBER 25, 2024

And so graduating right into 2009, right out of the financial crisis, I said, I don’t think I’m gonna get a job. 00:19:11 [Speaker Changed] The, the challenge is always the transition from the uptrend to the downtrend, which is why you have portfolio managers and allocators arguing who’s responsible.

Portfolio 147

Portfolio Management Marketing Marketing 147

The Big Picture

JUNE 3, 2024

At TCW Barry Ritholtz : You were at the Trust company of the West, you’re a senior vice president, you’re a portfolio manager, you’re a quantitative analyst. And so I worked a lot on the asset allocation side. Again, as I said, we’ve worked in asset allocation. Signs him, right?]

Math 147

Math Marketing Marketing Engineering 147