Asset Allocation Assets Download 
The Big Picture
MARCH 28, 2025
You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. We breakdown the ins and outs of government and his latest book “ Who is Government: The Untold Story of Public Service.” ” A transcript of our conversation is available here Tuesday.
The Big Picture
SEPTEMBER 16, 2023
This week, we speak with Elizabeth Burton , managing director and client investment strategist at Goldman Sachs Asset Management. We discuss how the traditional “bucketing” approach of crisply defining asset classes can limit opportunities for asset allocators.
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The Big Picture
APRIL 4, 2025
Previously, she was CEO and chairman at Sanford Bernstein, CIO at Merrill Lynch Asset Management, and now CIO at both Morgan Stanley Wealth Management and runs their asset allocation models and their outsourced chief investment officer models. All of our earlier podcasts on your favorite pod hosts can be found here.
Brown Advisory
MARCH 6, 2023
2023 Asset Allocation Perspectives and Outlook ajackson Mon, 03/06/2023 - 14:43 We are pleased to share Brown Advisory’s 2023 Outlook. Each year, the Annual Outlook report assesses the current investment landscape and discusses some of the main themes being expressed in client portfolios.
The Big Picture
OCTOBER 22, 2022
The firm manages or advises on about $250 billion in advisor assets. Norton’s responsibilities include equity, alternative and fixed income research, asset allocation, and portfolio management. Her role is to help create multi-asset model portfolios with assets that include Mutual Funds, ETFs, and Alternatives.
The Big Picture
MAY 17, 2024
She explains what she is concerned about: “The areas that I worry about are that bottomless pit of “unmarked” assets that have doubled or quadrupled in size and asset allocation… Think about the average teacher or firefighter pension plan – it’s 30% illiquid today versus 5% back in the 2000s.
The Big Picture
MAY 31, 2024
Sherman oversees and administers DoubleLine’s investment management subcommittee; serves as lead portfolio manager for multisector and derivative-based strategies; and is a member of the firm’s executive management and fixed-income asset allocation committees. He is host of the podcast The Sherman Show and a CFA charter holder.
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