The Inside ETFs Podcast: Nancy Davis on Portfolio Management For 2023
Wealth Management
DECEMBER 14, 2022
The portfolio manager for IVOL and BNDD discusses how those funds fit within modern investing portfolios.
2023 Investments Portfolio Portfolio Management 
Podcast links: an investing paradox
Abnormal Returns
DECEMBER 1, 2023
washingtonpost.com) Lists The best podcasts of 2023 including “The Big Dig.” newyorker.com) The top podcasts of 2023 via Apple Podcasts, including the Huberman Lab. apple.com) The top podcasts of 2023 via Spotify, including the Joe Rogan Experience. (sixcolors.com) Substack is adding video creation tools.
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The Latest In Financial #AdvisorTech (October 2023)
Nerd's Eye View
OCTOBER 2, 2023
Welcome to the October 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
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Register Now for Future Proof 2023!
The Big Picture
MAY 11, 2023
SAVE THE DATE: Future Proof 2023, September 10-13 We hosted the first Future Proof conference last year, and it was quite delightful (see all of the reviews here ). I think for RIAs, it is the most important conference event of the year, as do others ( Best Conference Experience for 2023 ). Its only 4 months away! the curve.
10 Best Investment Companies in 2023
Good Financial Cents
FEBRUARY 15, 2023
Table of Contents Types of Investment Companies How to Choose an Investment Company 10 Best Investment Companies 1. Ally Invest 6. Investment management companies – firms that provide individual portfolio management and may work with other investment companies. Fidelity 3. Vanguard 4.
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MiB: Cathy Marcus, Co-CEO, Global COO of PGIM Real Estate
The Big Picture
JANUARY 12, 2024
As co-CEO, Marcus develops and leads the company’s global strategy; as global COO, she is responsible for overseeing business and investment operations globally. Finance in 2023 She discusses how from an early age, she was primarily interested in all aspects of real estate, from architecture to investments.
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The Latest In Financial #AdvisorTech (July 2023)
Nerd's Eye View
JULY 3, 2023
Welcome to the July 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
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The Outlook for Growth Stocks in 2023
Wealth Management
MARCH 12, 2023
Watch as Shivani Vohra, Portfolio Manager and Senior Research Analyst, Parnassus Investments, discusses the outlook for growth stocks in 2023 and whether now is a good time to buy.
5 Tips to Build an Investment Portfolio for Retirement
WiserAdvisor
JANUARY 3, 2024
But the one thing that remains constant in this advice is that investing is essential to secure a comfortable retirement. Yet, the path to building a robust investment portfolio for retirement can be an intimidating task. As your investments grow over time, you will not owe any taxes when you withdraw the funds in retirement.
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Podcast links: the problem of academic fraud
Abnormal Returns
JANUARY 12, 2024
recorded-music market in 2023. joincolossus.com) Venture capital David Zhou talks with Howard Lindzon of Social Leverage about the challenges of sourcing investments. open.spotify.com) Finance Joe Weisenthal and Tracy Alloway talk with Ben Emons, senior portfolio manager at Newedge Wealth, about the growing impact of private credit.
The Latest Trends in Advisor Technology
Advisor Perspectives
DECEMBER 26, 2023
Advisors are being asked to provide their clients with a full suite of solutions, ranging from estate and tax planning to portfolio management, and everything in between. Clients are increasingly eager to gain access to fully customizable solutions that meet their individual needs.
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Episode #497: Ulrike Hoffmann-Burchardi, Tudor Investments – AI, Digital, Data & Disruptive Innovation
Meb Faber Research
AUGUST 30, 2023
Episode #497: Ulrike Hoffmann-Burchardi, Tudor Investments – AI, Digital, Data & Disruptive Innovation Guest: Ulrike Hoffmann-Burchardi is a Portfolio Manager at Tudor Investment Corporation where she oversees a global equity portfolio inside Tudor’s flagship fund focusing on Digital, Data & Disruptive Innovation.
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Market Commentary: Carson Investment Research Looks at the Year Ahead
Carson Wealth
JANUARY 16, 2024
Carson Investment Research 2024 Market Outlook: Seeing Eye to Eye We are targeting a total return of 11-13% for the S&P 500 Index in 2024 and 4-6% for the Bloomberg U.S. What a strange year we had in 2023. We take a deep dive into our outlook for 2024 in Carson Investment Research’s Outlook ‘24: Seeing Eye to Eye.
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Buy This, Sell That? Please Don’t…
The Big Picture
APRIL 6, 2023
Here is why: These posts seem to be a bizarre combination of public records scraping and AI; they look like they were designed to generate clicks rather than reflect honest investment recommendations. Our core portfolios are built from mutual funds and ETFs – we are not individual stock pickers. Is that a thing in March 2023?
10 Weekend Reads
The Big Picture
DECEMBER 16, 2023
Wired ) • Top 25 News Photos of 2023 A look back at some of the major news events and moments of 2023. ( The Atlantic ) Be sure to check out our Masters in Business with Michael Rockefeller , Co-Chief Investment Officer and co-founder of Woodline Partners , managing $7 billion in assets. Not everyone found it funny.
Sustainable Small-Cap Core Strategy: Reporting on the impact of our investment decisions 2022
Brown Advisory
NOVEMBER 10, 2023
Sustainable Small-Cap Core Strategy: Reporting on the impact of our investment decisions 2022 bgregorio Fri, 11/10/2023 - 13:26 Download the Report A Letter of Introduction From The Portfolio Managers Brown Advisory has made a deep commitment to sustainable investing across a wide range of its equity and fixed income strategies.
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Global Sustainable Total Return Bond Strategy: Reporting on the impact of our investment decisions 2022
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.
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Global Leaders Strategy Investment Letter: August 2023
Brown Advisory
AUGUST 14, 2023
Global Leaders Strategy Investment Letter: August 2023 bgregorio Mon, 08/14/2023 - 05:34 Just want the PDF? Factor risk is best described as any exposure that can explain the portfolio returns other than the individual investments, such as a “theme” or a sector. We have seen these factor risks play out many times.
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10 Weekend Reads
The Big Picture
JANUARY 13, 2024
NOEMA ) • 12 Lessons the Market Taught Investors in 2023 : Market-timing, short-term thinking again cost investors. She develops and leads the company’s global strategy, and is responsible for overseeing business and investment operations globally. dollar, it would reshape the global economy and geopolitical landscape.
Sustainable Core Fixed Income Strategy: Reporting on the impact of our investment decisions
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.
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Sustainable Core Fixed Income Strategy: Reporting on the impact of our investment decisions 2022
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.
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Market Commentary: Top Charts From 2023 Set the Scene For 2024
Carson Wealth
JANUARY 2, 2024
Some are perhaps unorthodox, but they tell us a lot about 2023 while setting the scene for 2024. Carson’s team provides its top charts that tell the story of 2023, including the four-year presidential cycle, high-tech manufacturing, bond yields, equity style performance, and a certain chipmaker that received a lot of attention.
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MiB: Jenny Johnson, Franklin Templeton CEO
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 When she returned to Franklin Templeton, she rotated through various divisions, including investment management, distribution, technology, operations, and high-net-worth. trillion globally.
Global Leaders Strategy: Reporting on the impact of our investment decisions
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 are long-term investors with our capital invested alongside yours.
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Global Leaders Strategy: Reporting on the impact of our investment decisions 2022
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 are long-term investors with our capital invested alongside yours.
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Episode #507: Thomas George, Grizzle – Disruption at a Reasonable Price
Meb Faber Research
NOVEMBER 8, 2023
Episode #507: Thomas George, Grizzle – Disruption at a Reasonable Price Guest: Thomas George is the President of Grizzle and Portfolio Manager of the DARP ETF. Date Recorded: 10/25/2023 | Run-Time: 50:37 Summary: In today’s episode, Thomas talks about investing in disruption at a reasonable price.
President Forrest Bell’s Letter on Kindness & Gratitude for 2023
Bell Investment Advisors
JANUARY 11, 2024
It made me feel good about our culture here at Bell Investment Advisors, a culture nourished into existence over 30 years ago by my father. During a lunch with one of our investment partners earlier this year, the partner turned to me and said, “Forrest, I have worked with a lot of firms. We also had an important ending.
MiB: Jenny Johnson, Franklin Templeton CEO
The Big Picture
JULY 8, 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 When she returned to Franklin Templeton, she rotated through various divisions, including investment management, distribution, technology, operations, and high-net-worth. trillion globally.
Equity Beat: In Consideration of the Macro
Brown Advisory
APRIL 21, 2023
Equity Beat: In Consideration of the Macro mhannan Fri, 04/21/2023 - 10:56 At Brown Advisory, we often describe ourselves as “bottom-up” investors. While this buoyed energy markets, it renewed palpable fears of prolonged inflation across the broader economy and investment community.
Irrational Behaviour, Rational Investing: How We Overcome Our Biases
Brown Advisory
NOVEMBER 15, 2023
As active managers in a highly competitive market, we believe we have two sources of alpha in our approach to investing: our long-term investment horizon and our disciplined focus on capital allocation. The goal of capital allocation is to improve the risk-adjusted returns of our portfolio.
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Large-Cap Sustainable Growth Strategy: Reporting on the impact of our investment decisions 2022
Brown Advisory
APRIL 12, 2023
Large-Cap Sustainable Growth Strategy: Reporting on the impact of our investment decisions 2022 ajackson Wed, 04/12/2023 - 09:56 A Letter of Introduction From The Portfolio Managers Since launching this strategy more than 13 years ago, the demand for information on ESG, impact, and sustainability has risen dramatically.
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How Muni-Bond ETFs Help with Tax-Loss Harvesting
Advisor Perspectives
DECEMBER 21, 2023
As 2023 is nearing its end, tax-loss harvesting season is in full swing. Courtney is a muni portfolio manager at Capital Group and the principal investment officer for the firm’s active muni ETF, CGMU. This is often top of mind for advisors and their clients.
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10 Sunday Reads
The Big Picture
FEBRUARY 25, 2024
Which makes sense: In 2023 alone, people returned $743 billion worth of merchandise. ( Aeon ) • Private Equity Payouts at Major Firms Plummet 49% in Two Years Distributions to fund investors falling amid deal drought Fund investors zeroing in on a new metric for PE investments. These days, they also want to breathe different air. (
Global Leaders Strategy Investment Letter: January 2024
Brown Advisory
JANUARY 17, 2024
Global Leaders Strategy Investment Letter: January 2024 bgregorio Wed, 01/17/2024 - 05:23 Just want the PDF? Download it here Darwinian Investing: The Science of Rejection The outperformance of the “Magnificent Seven”1 during 2023 led to many questions from our investors (for instance “why are you underweight the Mag 7?”)
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Transcript: Graeme Forster, Orbis Investments
The Big Picture
OCTOBER 17, 2023
The transcript from this week’s MiB: Graeme Forster, Orbis Investments , is below. Barry Ritholtz] This week on the podcast, I have an extra special guest, Graham Foster’s pm at Orbis Investment Management. They have a truly unique approach to investing. Is that poker, is that investing sounds like both.
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10 Tuesday AM Reads
The Big Picture
JULY 18, 2023
Wall Street analysts think companies in the S&P 500 will see earnings per share rise just 1% in 2023, compared with 2022. Once the largest actively managed ETF with nearly $30 billion in assets under management, the fund has shrunk to roughly $9 billion, mostly due to investment losses.” I became one.
10 Sunday Reads
The Big Picture
JANUARY 14, 2024
Washington Post ) • 2023’s billion-dollar disasters list shattered the US record for weather and climate disasters amid Earth’s hottest year on record : The U.S. set an unwelcome record for weather and climate disasters in 2023, with 28 disasters that exceeded more than US$1 billion in damage each.
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Episode #485: Dan Niles on Big Tech Stocks and the AI Revolution
Meb Faber Research
JUNE 14, 2023
Episode #485: Dan Niles on Big Tech Stocks and the AI Revolution Guest: Dan Niles is the Founder and Portfolio Manager of the Satori Fund, a US focused, technology biased, large capitalization, long-short equity fund.
The 8 Highest-Paying Jobs in Major Banks for 2023
Good Financial Cents
JANUARY 11, 2023
For example, investment bankers are near the top of the list, often working for large investment banks like Goldman Sachs or Morgan Stanley. You can find these jobs in financial institutions such as banks, investment banks, hedge funds, and private equity firms. Portfolio Manager. Investment Banker.
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10 Wednesday AM Reads
The Big Picture
JANUARY 17, 2024
She develops and leads the company’s global strategy, and is responsible for overseeing business and investment operations globally. Previously, she was Senior Portfolio Manager for PGIM Real Estate’s flagship core equity real estate fund. She was named one of Barron’s 100 Most Influential Women in U.S.
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2022 Impact Report: Sustainable Core Fixed Income Strategy
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.
Top Mutual Funds For SIP In 2023
Trade Brains
FEBRUARY 14, 2023
Yeah, that lot that talks about terms like compounding, risk profile, returns, retirement planning, budgeting, Investing, and whatnot! They’ll tell you how they’ve made a massive amount of wealth and the next investment opportunity that they’ve set their eyes on. Investing in the stock market requires basic knowledge, to start with.
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2022 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy
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.
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10 Sunday Reads
The Big Picture
DECEMBER 17, 2023
million students — attended a school where at least one gun was found and reported on by the media in the 2022-2023 school year. New Yorker ) Be sure to check out our Masters in Business with Michael Rockefeller , Co-Chief Investment Officer and co-founder of Woodline Partners , managing $7 billion in assets.
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