Random Roger's Retirement Planning

MAY 4, 2025

The more someone trades, the more they are fighting that natural inertia other than proper asset allocation targets and mitigating sequence of return risk when relevant. The purple line went through a nasty drop in 2022. Maybe you trim a little for risk management but that is different than getting out completely.

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Asset Allocation Portfolio Portfolio Management Engineering 59

The Big Picture

DECEMBER 30, 2023

She also led the historic acquisition of Legg Mason in 2020, and Putnam in 2023, with the organization now managing more than $1.5 Among many other accolades, she has been named to Barron’s list of the 100 most influential women in US finance for three consecutive years, most recently in 2022. trillion globally.

Portfolio Management 130

Portfolio Management Management Distribution Portfolio 130

The Irrelevant Investor

FEBRUARY 25, 2024

Today’s Talk Your Book is brought to you by Franklin Templeton: We had Josh Greco, Senior VP and Senior Institutional Portfolio Manager for Franklin Income Investors to discuss Franklin Templeton’s Income Focus ETF.

Asset Allocation 72

Asset Allocation Investments Investing Portfolio Management 72

Brown Advisory

MAY 1, 2023

2022 Impact Report: Sustainable Core Fixed Income Strategy ajackson Mon, 05/01/2023 - 12:34 A Letter of Introduction From The Portfolio Managers Our 2022 impact report builds on our commitment to measuring, documenting and communicating the outcomes that our strategy produces for our clients.

Portfolio Management 52

Portfolio Management Portfolio Communication Investments 52

The Big Picture

JULY 19, 2023

The firm, Strive Asset Management, is seen “as political over investment oriented,” turning off some investors and limiting its opportunities to grow, according to the letter. Rival app Threads now has 150 million users, according to some estimates. (

Advertising 130

Advertising Portfolio Management Sales Retail 130

Brown Advisory

JUNE 5, 2023

2022 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy bgregorio Mon, 06/05/2023 - 05:22 A Letter of Introduction From The Portfolio Managers Our 2022 impact report builds on our commitment to measuring, documenting and communicating the outcomes that our strategy produces for our clients.

Taxes 52

Taxes Portfolio Management Portfolio Communication 52

Brown Advisory

AUGUST 3, 2023

Global Sustainable Total Return Bond Strategy: Reporting on the impact of our investment decisions 2022 bgregorio Thu, 08/03/2023 - 09:16 A Letter of Introduction From The Portfolio Managers Our 2022 impact report builds on our commitment to measuring, documenting and communicating the outcomes that our strategy produces for our clients.

Investments 52

Investments Investing Portfolio Management Portfolio 52

Brown Advisory

MAY 1, 2023

Sustainable Core Fixed Income Strategy: Reporting on the impact of our investment decisions 2022 ajackson Mon, 05/01/2023 - 12:34 A Letter of Introduction From The Portfolio Managers Our 2022 impact report builds on our commitment to measuring, documenting and communicating the outcomes that our strategy produces for our clients.

Investments 52

Investments Investing Portfolio Management Portfolio 52

Brown Advisory

JULY 17, 2023

2022 Impact Report: Global Leaders Strategy bgregorio Mon, 07/17/2023 - 06:59 A Letter of Introduction From The Portfolio Managers Welcome to our 2022 Impact report. Given the priority we place on quality in the portfolio, there are very few items in either category but we believe that it is nonetheless useful to see.

Portfolio Management 52

Portfolio Management Portfolio Investments Investing 52

The Big Picture

JANUARY 16, 2024

I like as a real estate person, you walk through your assets, you can touch and feel things. Essentially you buy assets. It could be all kinds of assets. And, and it was a way for individual investors to a own assets in a small slice, they could never access themselves. It just wasn’t doing it for me.

Assets 264

Assets Investments Investing Management 264

Carson Wealth

JANUARY 16, 2024

The four-year election market cycle, which has held largely true to form in 2022 and 2023, also signals a solid year, especially when we have a first-term president (independent of party). Expectations for a recession and a continuation of the dreary returns of 2022 were widespread. Aggregate Bond Index would be perfectly satisfactory.

Investments 96

Investments Investing Marketing Marketing 96

Brown Advisory

JULY 17, 2023

Global Leaders Strategy: Reporting on the impact of our investment decisions 2022 bgregorio Mon, 07/17/2023 - 06:59 A Letter of Introduction From The Portfolio Managers Welcome to our 2022 Impact report. We thank them and the entire equity research team at Brown Advisory for their efforts!

Investments 52

Investments Investing Portfolio Management Portfolio 52

The Big Picture

MARCH 7, 2023

 The transcript from this week’s, MiB: Maria Vassalou, Goldman Sachs Asset Management , is below. And that led her to various jobs at Wasserstein Perella McKinsey’s Asset Management Group. And all these questions that I was trying to answer had direct applications to hedge fund strategies and portfolio management.

Assets 173

Assets Management Marketing Marketing 173

The Big Picture

SEPTEMBER 3, 2024

All of their portfolio managers not only are substantial investors in each of their funds, but they do a disclosure year that shows each manager by name and how much money they have invested in their own fund. So, so you’ve held analyst roles and a number of asset managers.

Investments 147

Investments Investing Management Valuation 147

Brown Advisory

NOVEMBER 29, 2022

Tue, 11/29/2022 - 14:04. In this report, we discuss this work and our broader sustainable investing initiative, which informs our climate and impact analyses—including our ESG research, portfolio management, engagement, proxy voting, internal colleague education and other programs. Download the Report. .

Investments 52

Investments Investing Fiduciary Duty Portfolio Management 52

Bell Investment Advisors

MARCH 15, 2023

Original air date: Monday, March 13th, 2023 at 12pm PDT Presenter: Portfolio Manager Ryan Kelley, CFA® Slide 1: Annual Review and Outlook 0:00 Good afternoon. I’m a portfolio manager here at Bell Investment Advisors. The first is 2022 investment performance. Slide 4: 2022: U.S. Thanks for joining me.

Marketing 52

Marketing Marketing Investments Investing 52

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. So it’s, 00:09:11 [Speaker Changed] You’ve become an enterprise, it’s 10 x what it once was in terms of headcount, it’s much bigger in terms of assets.

Valuation 130

Valuation Investments Investing Assets 130

Brown Advisory

MAY 1, 2023

Sustainable Core Fixed Income Strategy: Reporting on the impact of our investment decisions ajackson Mon, 05/01/2023 - 12:34 A Letter of Introduction From The Portfolio Managers Our 2022 impact report builds on our commitment to measuring, documenting and communicating the outcomes that our strategy produces for our clients.

Investments 52

Investments Investing Portfolio Management Portfolio 52

Brown Advisory

FEBRUARY 23, 2022

Founders and Builders: What I Wish I Knew mhannan Wed, 02/23/2022 - 04:08 The Founders + Builders What I Wish I Knew webinar series is designed around the theme of “what I wish I knew” from a founder’s perspective.

Strategic Planning 52

Strategic Planning Portfolio Management Portfolio Planning 52

Brown Advisory

FEBRUARY 23, 2022

Wed, 02/23/2022 - 04:08. Speakers: Michael Aldrich, Global Head of Operational Security; Rebecca Sugarman, Chief Human Resources Officer; Craig Standish, Head of Boston Office Moderator: Victor Abiamiri, Portfolio Manager. . Moderator: Brad Dunn, Portfolio Manager; Meredith Shuey Etherington, Portfolio Manager. .

Strategic Planning 52

Strategic Planning Portfolio Management Portfolio Planning 52

Random Roger's Retirement Planning

APRIL 7, 2024

Some portfolio managers might very well be constrained that they have to own bonds, chances are you are not constrained in that manner. To Andrew's point about multi-asset funds that use leverage being a niche product, well yes, of course they are. Portfolio 2 here was up 107% versus 17% for NFDIX in the same period.

Management 97

Management Portfolio Portfolio Management Risk Management 97

Brown Advisory

NOVEMBER 29, 2022

Investing in a Resilient Future: Our Role in Supporting the Climate mhannan Tue, 11/29/2022 - 14:04 Download the Report We live in an age of technological miracles, but many of these miracles come with steep costs for society. We also describe our initial plans under the Net Zero Asset Managers initiative (NZAMi).

Investments 52

Investments Investing Fiduciary Duty Assets 52

The Big Picture

DECEMBER 6, 2022

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. What percentage of the assets are in ETFs relative to mutual funds? So fast forward to where we are today, we have over $40 billion in assets under management. BERRUGA: You know, great question.

Clients 162

Clients Investments Investing Management 162

Good Financial Cents

JANUARY 11, 2023

Financial managers are the captains of the financial industry, mapping out the course for a company’s future and guiding them through tough economic times. These individuals are essential to major banks worldwide, devising strategies to maximize assets while ensuring sound financial decisions are being made. Portfolio Manager.

Banking 96

Banking Budgeting Portfolio Management Recruitment 96

Carson Wealth

JANUARY 2, 2024

Artificial Intelligence Grabs the Spotlight Jake Bleicher, Portfolio Manager To me, the narrative of 2023 is captured by a chart showing the performance of NVIDIA, the maker of high-end computer chips that have become the bedrock of artificial intelligence (AI). in October 2022 and causing a heap of pain since the summer of 2020.

Marketing 89

Marketing Marketing Economy Manufacturing 89

Trade Brains

JUNE 11, 2023

The company has financially outperformed the preceding years with a whooping increase in profit of 13.12% from 40.76% in FY 2021-22 to 46.11% in FY 2022-23. There is an increase in the net profits in the past 5 years from Rs 2,386 crores in FY 2017-18 to Rs 4,734 in FY 2022-23. as of FY 2022-23. crores during FY 2021-22.

Banking 97

Banking Government Financial Services Insurance 97

The Big Picture

NOVEMBER 14, 2023

Eventually leading her to a point where she’s managing quants, running about a hundred billion dollars in assets. And oh, by the way, your compensation’s gonna be tied to assets raised, which is the first time that had ever happened in my life. They are one of the world’s top 20 asset managers.

Math 130

Math Management Insurance Assets 130

Validea

AUGUST 5, 2022

Rowe Price told MarketWatch , adding that “now is a very attractive time to enter the asset class.” Though investors could own high-yield ETFs or individual issues, the article advises to instead buy an actively-managed fund with an expert portfolio manager at its helm to navigate you through this “tricky economic environment.”.

Portfolio Management 59

Portfolio Management Portfolio Banking Management 59

Brown Advisory

JULY 17, 2023

Global Leaders Strategy: Reporting on the impact of our investment decisions bgregorio Mon, 07/17/2023 - 06:59 A Letter of Introduction From The Portfolio Managers Welcome to our 2022 Impact report. We aim to improve the report every year and have added sections on our significant votes and most impactful ESG engagements.

Investments 52

Investments Investing Portfolio Management Portfolio 52

The Big Picture

JULY 19, 2022

So, first, I found the book to be quite fascinating, very in depth and you managed to take some of the more technical arcana and make it very understandable. You began as a central bank portfolio manager in Finland. So, that relationship actually already started when I was a portfolio manager, right? ILMANEN: Yes.

Investments 130

Investments Investing Valuation Portfolio 130

Brown Advisory

JUNE 17, 2022

2021 Global Leaders Impact Report mhannan Fri, 06/17/2022 - 11:06 Download the Report A Letter of Introduction From The Portfolio Managers Our 2021 report combines our thinking across many ESG topics alongside articles on low carbon investing and how looking after one’s customer is tied to ESG.

Portfolio Management 52

Portfolio Management Portfolio Management Government 52

Brown Advisory

JUNE 17, 2022

Fri, 06/17/2022 - 11:06. A Letter of Introduction From The Portfolio Managers. We, the Global Leaders portfolio managers, are long-term investors with our capital at stake alongside yours hence we aim to limit all risks, both ESG and fundamental, whilst investing behind attractive opportunities. Portfolio Manager.

Portfolio Management 52

Portfolio Management Portfolio Management Government 52

Trade Brains

MARCH 8, 2024

With a commitment to providing end-to-end digital financial solutions, the company has also ventured into portfolio management services. Today, Angel One Limited offers a comprehensive digital investment solution, encompassing stock, currency, and commodity broking, margin trading, depository services, and mutual fund distribution.

Planning 59

Planning Financial Services Retail Distribution 59

Discipline Funds

MARCH 7, 2023

This might seem odd, but it actually makes sense as consumers are borrowing more to offset lost disposable income from government spending, the housing slowdown and the large 2022 downturn in assets prices that coincided with interest rate increases. Patience remains your most valuable asset.

Economics 75

Economics Government Economy Assets 75

Random Roger's Retirement Planning

JANUARY 30, 2024

In models that use alts, the allocations to alts have some pretty big weightings to some funds, 20-30% in some instances but in models with that much in single alts, they do say that their alt portfolio should be used along side a more typical equity and fixed income portfolio. You can see above what the portfolios are.

Portfolio 74

Portfolio Management Clients Portfolio Management 74

Brown Advisory

MARCH 30, 2022

Investing in Turbulent International Equity Markets, with Impact mhannan Wed, 03/30/2022 - 09:22 War, humanitarian crises, geopolitical tensions, inflation fears and uncertainty over interest rate policies have added turbulence to equity markets. billion in assets under management in institutionally marketed strategies.

Investments 52

Investments Investing Marketing Marketing 52

The Big Picture

FEBRUARY 28, 2023

They run over $135 billion in assets. And I went to pitch this asset management guy on why he should come be a part of that process. LAYTON: So every client that we have, every asset that we own is a result of somebody getting on an airplane and — RITHOLTZ: Right. I think we are very much an owner of assets.

Investments 147

Investments Investing Clients Assets 147