Validea

JANUARY 23, 2025

Rob discusses his thought-provoking article “50 Years of Innovation, Myth Making and Myth Busting,” written for the 50th anniversary of the Journal of Portfolio Management.

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The Big Picture

MARCH 25, 2023

This week, we speak with former hedge fund manager Dominique Mielle, author of 2021’s “ Damsel in Distressed: My Life in the Golden Age of Hedge Funds.” Mielle spent two decades as a partner and senior portfolio manager at Canyon Capital Advisors and was named one of the “50 Leading Women in Hedge Funds” by the Hedge Fund Journal and E&Y.

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Tobias Financial

JUNE 2, 2025

The software connects with Orion, our portfolio managing software, ensuring that investment assets are automatically included, providing an accurate snapshot of the entire estate. Vanilla helps us create a clearer, more organized view of a clients estate by integrating their financial and legacy planning.

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The Big Picture

MAY 20, 2025

How did that background help when it comes to modeling portfolios or applying those methods of statistical analysis to investing? 00:02:52 [Speaker Changed] Well, the statistical side definitely comes from my degree and then work as a project manager at MIT. Same number of shares is just gonna be, you know, 0.001 of the portfolio.

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Harness Wealth

JANUARY 29, 2025

This type of strategy typically involves selling underperforming investments at a loss to offset capital gains (or ordinary income) to optimize portfolio returns. Portfolio rebalancing: Selling underperforming assets helps investors maintain an optimal asset allocation.

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WiserAdvisor

MAY 13, 2025

A well-diversified portfolio helps protect against market volatility and minimizes the risk of significant losses. At the same time, some portion of the portfolio should be allocated to growth-oriented investments, like equities or real estate, to help combat inflation and maintain purchasing power over time.

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Brown Advisory

OCTOBER 4, 2021

Considering Climate within Portfolios ajackson Mon, 10/04/2021 - 11:00 An increasing number of investors are seeking to incorporate climate change in their investment calculus. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting.

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Brown Advisory

OCTOBER 4, 2021

Considering Climate within Portfolios. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting. CLIMATE DASHBOARD: SUSTAINABLE MODEL PORTFOLIO AS OF 6/30/21. Mon, 10/04/2021 - 11:00. A 360-Degree Climate Evaluation.

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The Big Picture

DECEMBER 19, 2023

There are about 13 different portfolio managers each focused on a different sub-sector. I remember walking into his living room on Saturday mornings and there’d be newspapers and research reports and articles all over his living room. Since then, it’s grown to about $7 billion. So I was hooked.

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Random Roger's Retirement Planning

FEBRUARY 25, 2023

I am less interested in the sensational numbers they are throwing around than a couple of smaller observations in the article. Some number of the survey respondents were portfolio managers and 10% said they don't plan on ever retiring. Well, then. If 4% only gets you $19,000 then yeah, that's a much bigger issue.

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Brown Advisory

SEPTEMBER 12, 2016

From our CEO: How We Help Clients Build Sustainable Portfolios achen Mon, 09/12/2016 - 08:16 Last year, we published our first special edition of The Advisory focused on sustainable investing. We begin with advice— an in-depth engagement and discovery process to learn exactly how you view the intersection of your values with your portfolio.

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Brown Advisory

SEPTEMBER 12, 2016

From our CEO: How We Help Clients Build Sustainable Portfolios. We begin with advice— an in-depth engagement and discovery process to learn exactly how you view the intersection of your values with your portfolio. The goals you express during our discovery process dictate the types of solutions used in your portfolio.

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Diamond Consultants

FEBRUARY 11, 2025

For the purpose of this article, we will refer to all of these as Supported RIAs. Typically, the platform firm provides compliance oversight and access to a wide range of technology providers and investment options, including the option for an advisor to operate as a portfolio manager.

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Validea

OCTOBER 25, 2022

Determining if a manager produced high returns thanks to their expertise or because of luck is a key piece of information for investors who are selecting which firm to give their money to, and Essentia Analytics purports to have found a way to figure that out, reports an article in Institutional Investor.

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David Nelson

JULY 25, 2022

Normally, as an analyst and on the line portfolio manager I would be diving into the merits of the bill pointing out its strengths, weaknesses and whether it could achieve its intended goal. The article points out trades ranging from $1 – $5 Million from June 2021 – June 2022.

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WiserAdvisor

JANUARY 3, 2024

Yet, the path to building a robust investment portfolio for retirement can be an intimidating task. You may ponder where to begin and how to create a portfolio that matches your goals, stands the test of time, and shields you from financial uncertainty. Let’s first understand what these accounts are and how they work.

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Validea

FEBRUARY 17, 2023

One key factor that goes into that planning is where the gross domestic product (GDP) is headed, but whether or not those predictions are accurate is a big question asked by an article in Barron’s. to 3.4%, when the actual GDP change was -2.6%, the article details. Meanwhile, the current outlook for 2023 is a 0.5%

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Validea

AUGUST 26, 2022

His firm has begun restructuring portfolios in order to jump on the burgeoning opportunities in the current market, reports an article in Financial Standard. Meanwhile, John Lobb, portfolio manager at Insync, told the outlet that many investors are focused on the negative news cycle instead of looking at where the opportunities are.

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Validea

AUGUST 23, 2023

Look back to how computers changed the industry in the 1980s, posits an article in Morningstar. Back then, computers offered more information to portfolio managers, gave financial advisors software to manage their business, and provided researchers with better analytics. How will AI affect those three industry roles?

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Validea

AUGUST 5, 2022

Junk bonds—high-yield debt from riskier companies that are rated below BB by Standard & Poor’s—could provide a solid source of dividend yield and capital appreciation, and investors should consider holding them in their portfolios, contends an article in MarketWatch. in a recent note, according to the article.

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Clever Girl Finance

SEPTEMBER 11, 2023

Articles related to the best investing websites Pick the best investing website for you and get started! In this article, we’ll focus more on the best websites that make it simple to start investing and then grow your financial knowledge. Expert tip: You can use more than one investing website! How can I invest $1,000 right now?

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Validea

SEPTEMBER 23, 2022

Two ETFs that will track the trades of members of Congress are in the works, reports an article in Bloomberg. Michael Auerbach and Christian Cooper are listed as the funds’ portfolio managers, Bloomberg cites. When a lawmaker sells a position, the ETFs will follow their lead and sell, too.

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Validea

MARCH 31, 2023

Research has shown that funds whose managers invest in them do better than their peers, according to an article in Barron’s. Case in point: the American Century Small Cap Value fund, in which co-managers Ryan Cope and Jeff John are also investors, a top-performing fund.

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Brown Advisory

AUGUST 9, 2021

2020 Global Leaders Impact Report ajackson Mon, 08/09/2021 - 09:43 Download the Report A Letter of Introduction From The Portfolio Managers We are pleased to introduce our new Impact Report which reflects our activity and progress throughout 2020. and Brown Advisory Trust Company of Delaware, LLC.

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Brown Advisory

AUGUST 9, 2021

A Letter of Introduction From The Portfolio Managers. . The report reviews how we seek to use ESG research in our investment process, and how we seek companies with what we call Sustainable Business Advantage drivers (“SBA drivers”) and strong ESG risk management. Portfolio Manager . . Mon, 08/09/2021 - 09:43.

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The Irrelevant Investor

NOVEMBER 30, 2018

The first edition of the Journal of Portfolio Management opened with an article from its founder and editor, the great Peter Bernstein. What makes this worthy of a place on the Mount Rushmore of financial articles is because of how it influenced one of its readers, Jack Bogle.

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Good Financial Cents

JUNE 11, 2023

One thing that I have craved for investors is a tool that allows you to sync all your financial accounts – your investment portfolio, checking and savings accounts, credit cards and other loan accounts – in one place, and then provides an investment-related analysis of your entire portfolio.

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Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks achen Thu, 06/01/2017 - 02:47 Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. Over the long term, that stance has paid off.

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Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. We maintain a model portfolio internally to track the results of our asset allocation stances. Thu, 06/01/2017 - 02:47.

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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.

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Brown Advisory

JUNE 17, 2022

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. We are seeing progress towards published targets across the portfolio, including those that are SBTi backed.

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Validea

JANUARY 9, 2023

Veteran portfolio manager Bill Miller, founder of Miller Value Partners and manager of the firm’s Miller Opportunity Trust and the Miller Income funds, retired at the end of 2022, reports an article in CityWire.

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The Irrelevant Investor

JANUARY 31, 2021

Articles I’ve been waiting for the day when being a failed mid-50’s former portfolio manager would come in handy! (By

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Advisor Perspectives

OCTOBER 31, 2023

In this article, Portfolio Managers Jonathan Curtis and Ryan Biggs share their insights on where they see opportunities in digital transformation and how they are thinking about the relative attractiveness of public and private company investment opportunities.

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WiserAdvisor

AUGUST 31, 2023

They can provide ongoing support so you can continue investing after retirement, monitor market fluctuations, and make necessary adjustments to your retirement portfolio. This article goes over several benefits of hiring a financial advisor after you retire to help you decide if you need a financial advisor after retirement.

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The Irrelevant Investor

OCTOBER 7, 2018

Articles It’s not without precedent that the stock market can go long stretches in the absence of an enormous market crash. By Ben Carlson Investors then received 40% of their investment in pepper, before finally receiving a 30% dividend in nutmeg. By Jamie Catherwood The big culprit on the year is systematic value investing.

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Sara Grillo

APRIL 11, 2022

We’re going to talk about how he provides high value as an hourly financial advisor by saving investors from the “Humpty Dumpty portfolio” and the lessons other advisors can learn about serving clients with simplicity, transparency, and integrity, whether they choose to adopt the hourly fee model or not.

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