Validea

JANUARY 4, 2023

Value models like this are streaky, which could bode well for 2023, but only time will tell. Risk-Managed ETF Model Portfolios: Multi-asset ETFs with risk management inputs. After a tough decade for simple systematic value strategies from 2011-2021 this model bounced back very well in 2022.

Portfolio 52

Portfolio Risk Management Assets Asset Allocation 52

WiserAdvisor

JUNE 22, 2023

Traditional accounts require RMDs starting at age 73, as of 2023. Asking these questions will enable you to understand the investment strategy being employed, asset allocation, historical performance, fees and expenses, tax implications, and risk management.

Financial Advisor 40

Financial Advisor Portfolio Investing Investments 40

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. We just get to focus on assets and asset risk management.

Assets 290

Assets Clients Investing Investments 290

The Big Picture

MARCH 5, 2024

So they’d give individual asset allocation to people and they’d go invest their money. And understand what risk we’re taking on. This is their hedge to credit risk. 00:25:48 [Speaker Changed] And then related to the way you guys work with data management, tell us a little bit about Magnetar Labs.

Banking 143

Banking Portfolio Assets Investing 143

Random Roger's Retirement Planning

MARCH 23, 2024

Jason Buck who runs the Cockroach Portfolio at Mutiny Funds sat with Rod Gordillo and Adam Butler from the Rational/Resolve Adaptive Asset Allocation Fund (RDMIX) and the Return Stack ETFs for a podcast type of show. The Cambria Tail Risk ETF (TAIL) has bled in this fashion over the years. He had nothing to brag about.

Portfolio 80

Portfolio Asset Allocation Risk Management Marketing 80

The Big Picture

AUGUST 29, 2023

So there’s been a big push for folks to get the appropriate level of asset allocation in a highly diversified, low cost way. DAVIS: A big part of it is really around when there’s more complicated corporate actions that are happening that entail a level of risk. DAVIS: That’s exactly right. DAVIS: That’s right.

Portfolio 130

Portfolio Investing Investments Numbers 130

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 154

Banking Assets Government Marketing 154

The Better Letter

JANUARY 26, 2024

” Dent called for “ the collapse of our lifetime ” – an 86 percent loss for the S&P 500; 86 percent on the Russell 2000; 92 percent on the Nasdaq – by June 2023. percent in 2023; HSGFX was down 11.61 percent in 2023; HSGFX was down 11.61 HSGFX declined 0.23 ” The S&P 500 was up 26.06

Assets 105

Assets Valuation Marketing Marketing 105