Harness Wealth

JUNE 1, 2023

These services typically include: Wealth Management: Advisors can offer customized investment portfolios aligned with your risk tolerance, time horizon, and financial objectives. Financial advisors can handle asset allocation and portfolio management, monitoring your investments for adherence to your agreed-upon investment strategy.

Wealth Management 52

Wealth Management Financial Advisor Management Risk Tolerance 52

The Big Picture

MAY 9, 2023

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. So you’re Chief Investment officer of Asset and Wealth Management. So we start with a strategic asset allocation.

Assets 299

Assets Clients Investments Investing 299

ClearMoney

JANUARY 4, 2022

(An investor pondering those questions might take comfort knowing that many assets in the past have outpaced even above-average inflation.). Throughout the year, the market continued a relatively steady rise, with large cap stocks in the US ending 2021 near a record high. The S&P 500 Index1 generated returns of 28.71%.

Marketing 52

Marketing Marketing Commission Government 52

Discipline Funds

JUNE 15, 2023

As it all pertains to portfolio management and asset allocation – this all means that the current high T-Bill rates are here to stay for now. More broadly, I think the Fed is going to wait until they are absolutely, 100% certain that inflation is dead before they start cutting.

Asset Allocation 59

Asset Allocation Economy Portfolio Management Distribution 59

The Big Picture

AUGUST 29, 2023

But it was a tremendous experience because I had started off in bond trading, worked my way into portfolio management and running the bond indexing team for a number of years, and then I got asked to take this responsibility, which was much broader.

Portfolio 130

Portfolio Investments Investing Numbers 130

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

The Big Picture

MAY 21, 2024

So we’re now in an environment where all the 45-year-old portfolio managers out there have been, have worked their entire careers in these momentum fueled markets, and they’ve been trained to believe that valuation doesn’t matter. Maybe less so for equities or fixed income. Right, 00:50:59 [Speaker Changed] Exactly.

Numbers 147

Numbers Management Banking Marketing 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 Investments Investing 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. But I think, you know, for us, 2021, in general, towards the end of the year got very hard, right? He is a macro top-down guy with a strong quantitative background.

Economy 162

Economy Investments Investing Portfolio 162

The Better Letter

FEBRUARY 28, 2025

Swensen was the chief investment officer at Yale University from 1985 until his death in 2021. He pioneered a portfolio management strategy that became known as the “Yale Model.” “Three basic investment principles inform asset-allocation decisions in well-constructed portfolios.

Portfolio 64

Portfolio Asset Allocation Investing Investments 64