Meb Faber Research

DECEMBER 5, 2022

Cambria Fund Profile Series – Cambria Asset Allocation ETFs (GAA) (GMOM) (TRTY) Host: Meb Faber is Co-Founder and Chief Investment Officer of Cambria Investment Management. Meb has authored numerous books, whitepapers and blog posts, and is the host of The Meb Faber Show podcast.

Asset Allocation 67

Asset Allocation Assets Investing Investments 67

Abnormal Returns

APRIL 16, 2024

Asset allocaiton Is regret a better measure to target for portfolio allocations? blogs.cfainstitute.org) Why asset allocation is sensitive to goals and assumptions. priceactionlab.com) The case against a cryptocurrency allocation. papers.ssrn.com) Research Is sector-neutrality a mistake in factor investing?

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Asset Allocation Portfolio Management Portfolio Assets 233

The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. Previously she was Chief Investment Officer at various state pension funds, including Maryland and Hawaii.

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Assets Management Portfolio Investing 143

Meb Faber Research

JULY 19, 2023

Episode #490: Bill Bernstein on Financial History, Star Managers & The 4 Pillars of Investing Guest: William (Bill) Bernstein is a financial theorist, a neurologist, and a financial adviser to high net worth individuals.

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Management Asset Allocation Financial Advising Investing 98

Abnormal Returns

JANUARY 24, 2023

blog.thinknewfound.com) A century long look at various asset allocation strategies. papers.ssrn.com) How investment management operations are organized matters more than any 'model' they follow. (klementoninvesting.substack.com) Research A look at the returns of private debt funds.

Investing 146

Investing Investments Asset Allocation Portfolio 146

Nerd's Eye View

JANUARY 18, 2023

Many investors are familiar with private equity as an alternative asset class, which is popular with certain high-net-worth and institutional investors as a vehicle for diversification and a source of potentially higher risk-adjusted returns than what is available on the public market.

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Assets Clients Portfolio Asset Allocation 176

Brown Advisory

FEBRUARY 26, 2021

2021 Asset Allocation Perspectives and Outlook. Each year, our Investment Solutions Group (ISG) assess the current investment landscape and discuss how we are positioning client portfolios. We are pleased to share Brown Advisory’s 2021 Investment Solutions Group (ISG) Annual Outlook report.

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Asset Allocation Assets Valuation Clients 52

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. The post Talk Your Book: Investing for Income appeared first on The Irrelevant Investor.

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Asset Allocation Investing Investments Portfolio Management 74

Abnormal Returns

SEPTEMBER 26, 2023

morningstar.com) Alternative assets are not all that alternative. integratinginvestor.com) Will music royalties turn out to be a worthy investment? wired.com) Asset allocation How various asset classes performed during a recession. mrzepczynski.blogspot.com) Crypto Binance is in crisis management mode.

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Asset Allocation Financial Advising Assets Media 258

Abnormal Returns

JULY 26, 2022

alphaarchitect.com) Performance The performance of tactical asset allocation mutual funds has been no great shakes. evidenceinvestor.com) Research The accounting treatment of intangible investments is too conservative. Inflation Hedging inflation is harder than it looks.

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Risk Management Management Asset Allocation Media 130

Truemind Capital

APRIL 5, 2024

As many of you know, I am an investment professional. Therefore, it’s natural for me to think of analogies from table tennis that apply to winning the game of investments. Here are three fundamental qualities that you need to win in sports and investments (applicable to many sports but I will stick to table tennis here): 1.

Investing 105

Investing Investments Risk Tolerance Asset Allocation 105

A Wealth of Common Sense

FEBRUARY 26, 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.

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Asset Allocation Portfolio Management Investing Investments 63

Investment Writing

MAY 7, 2024

Check out the five-step process in my blog post on “ 5 steps for rewriting your investment commentary ”! Also, if you’re writing for an audience of individual investors, pay attention to my list of “ Words to avoid in your investment communications with regular folks. ” Pursue diversity for better investment results!

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Asset Allocation Communication Clients Assets 104

Validea

OCTOBER 12, 2022

For the last 40 years, managing risk for investors has been pretty easy. But many investors have not seen significant inflation during their investing careers and didn’t recognize that during inflationary bear markets, bonds do the opposite and fall along with stocks. But that doesn’t mean there was no way to manage risk.

Risk Management 115

Risk Management Management Asset Allocation Portfolio 115

Abnormal Returns

DECEMBER 15, 2023

(joincolossus.com) Fintech Erik Golden talks with Pierce Crosby is the general manager of TradingView. youtube.com) Investing Barry Ritholtz talks with Joel Tillinghast, portfolio manager of the Fidelity Low-Priced Stock Fund. morningstar.com) Corey Hoffstein talks backtesting and LLMs with Bin Ren, founder of SigTech.

Asset Allocation 146

Asset Allocation Portfolio Management Economy Portfolio 146

Abnormal Returns

NOVEMBER 3, 2023

(joincolossus.com) Rick Ferri talks TIPS and asset allocation with William Bernstein. podcasts.apple.com) Barry Ritholtz talks with Michael Carmen, co-head of private investments at Wellington Management Co. ritholtz.com) Justin Carbonneau and Jack Forehand talk credit with Asterozoa Capital CIO Joe Hegener.

Asset Allocation 238

Asset Allocation Economy Assets Management 238

Abnormal Returns

JUNE 27, 2023

Strategy High uncertainty decisions, like investing, are by definition difficult. behaviouralinvestment.com) Do commodities have a role to play in a long-term, strategic asset allocation? theatlantic.com) Fund management Fund company shares have not been a great bet over the past decade or so.

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Asset Allocation Financial Advising Startup Valuation 199

Advisor Perspectives

OCTOBER 4, 2023

Northern Trust’s Capital Market Assumptions (CMA) report, an annual report of long-term average annualized return expectations for a wide range of asset classes, forecasts below-trend global growth at an annualized rate of 2.4% trillion in assets under management. a year on average.

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Assets Asset Allocation Marketing Marketing 52

International College of Financial Planning

JULY 30, 2022

Certified Financial Planner (CFP) is globally the most respected financial designation for personal assets management. Here will discuss why CFP professionals are the first choice for millions of people worldwide regarding managing their finances. It can help you make better investment decisions and avoid going into debt.

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Certified Financial Planner Financial Planner Assets CFP 52

MarketWatch

MAY 31, 2023

BEN, the parent of investment firm Franklin Templeton, on Wednesday said it would acquire Putnam Investments from Great-West Lifeco CA:GWO for about $925 million. Great-West will also provide an initial asset allocation of $25 billion to Franklin Templeton’s specialist investment managers.

Investing 75

Investing Investments Asset Allocation Assets 75

The Big Picture

JUNE 15, 2023

The firm’s release of How America Saves is chock full of data and charts showing how 401k savings have reached all-time highs at Vanguard; I expect other large plan managers like Fidelity and Schwab to be at or near similar levels. VG credits the impact of automatic enrollment/contribution escalation as leading savers to this milestone.

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Planning Asset Allocation Management Assets 280

A Wealth of Common Sense

SEPTEMBER 7, 2023

I also have a small personal investment account. My question is around how I should think about investing this – should I use the fact that I spend. I get a base salary and a bonus for performance. So a good amount of my annual earnings are tied to the performance of the companies I pick.

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Investing Investments Management Accounting 126

Truemind Capital

FEBRUARY 23, 2024

Since we have expertise in long-term investment strategies and financial planning, I told her that we could not help her with this requirement. During times of euphoria and bubbles, a huge number of retail investors want to invest in the stock market. The next thought in my mind was why she was making this unusual request.

Asset Allocation 98

Asset Allocation Marketing Marketing Assets 98

The Chicago Financial Planner

FEBRUARY 5, 2022

Is this a valid investment strategy? As far as your investments, I think you’ll agree that the outcome of the game should not dictate your strategy. Rather I suggest an investment strategy that incorporates some basic blocking and tackling: A financial plan should be the basis of your strategy. Costs matter.

Investing 184

Investing Investments Financial Planner Risk Tolerance 184

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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Asset Allocation Portfolio Management Tax Planning Financial Planning 105

Nerd's Eye View

MARCH 8, 2024

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that RIA clients of an insurance broker providing Errors & Omissions (E&O) coverage saw a 213% increase in claims paid in 2023, attributed to significant jumps in suitability claims (likely stemming (..)

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Financial Planner Asset Allocation Clients Risk Management 184

Discipline Funds

FEBRUARY 21, 2023

The problem with investing is that these time horizons involve uncertainty because we do not know the time horizons over which certain instruments exist and protect us. Traditional portfolio management applies allocation models that account for risk per unit of return, but fail to account for the problem of time within this process.

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Asset Allocation Investing Investments Portfolio Management 52

WiserAdvisor

SEPTEMBER 8, 2022

Investing your money involves a number of strategies and instruments. The ideal investment term for each instrument also differs. So, the decision to pick an option can depend on the investment term and whether or not it aligns with your financial goals. This is why portfolio risk management can be very critical.

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Risk Management Portfolio Management Asset Allocation 52

Zoe Financial

JANUARY 17, 2024

The Wealth Management Digest Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA January 17, 2023 Watch Time: 3 minutes Transcript : Welcome to this week’s Wealth Management Digest. We have three headlines this week. The first one is Bill Crager stepping down as CEO at Envestnet. ” That’s to be seen.

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Wealth Management Management Taxes Asset Allocation 52

Discipline Funds

DECEMBER 28, 2022

Understanding Modern Portfolio Construction Understanding the Modern Monetary System Everything you need to know about finance and investing in less than an hour How The Economic Machine Works in 30 Minutes Section 1 – Understanding Money & the Macroeconomy What Is Money? Why Indexing Works Should You Use an Automated Investment Service?

Investing 52

Investing Investments Asset Allocation Risk Management 52

The Big Picture

JULY 6, 2023

Financial Times ) • Re-Mixing Asset Allocation: Insurers Decrease Bonds, Then Do a Partial Reversal : The industry also is expanding its exposure to stocks and alts, amid rising rates. Chief Investment Officer ) • TV’s Golden Era Proved Costly to Streamers : Streaming losses and layoffs were already leading to an industry retrenchment.

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Asset Allocation Commission Distribution Assets 211

The Richer Geek

OCTOBER 12, 2022

He’s a seasoned CryptoCurrency Hedge Fund manager who is passionate about helping investors invest confidently into Blockchain Technology and Cryptocurrency. Jeff serves as the CIO for Boron Capital’s Digital Large Cap Cryptocurrency investment fund. Jeff is a key component to the fund as it pertains to asset allocation.

Investing 52

Investing Investments Asset Allocation Education 52

Truemind Capital

JANUARY 24, 2024

Hybrid mutual funds have industry-wide assets under management (AUM) of INR 4.70 Hybrid funds (HF) invest in a mix of equity & debt (& gold in a few funds). In conservative HF, equity allocation is between 20-40% whereas, in an aggressive HF, equity allocation is between 65-85% and the rest is in debt.

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Asset Allocation Fee Only Assets Taxes 52

International College of Financial Planning

JULY 31, 2023

Investing is essential to achieving our financial goals, whether saving for retirement, funding our children’s education, or building wealth for the future. However, eliminating the complex world of investments can be challenging, and many individuals fall prey to common investment mistakes that can hinder their financial success.

Investment Advisor 52

Investment Advisor Investing Investments Risk Tolerance 52

Abnormal Returns

NOVEMBER 21, 2022

wiredplanning.com) Douglas Blake, Managing Director of Investment Services at Kingswood U.S., riabiz.com) Retirement Why retirees should include Social Security into their asset allocation. wealthmanagement.com) Brendan Frazier talks the four pillars of a client discovery meeting. unit debt-free in 2023.

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Asset Allocation Financial Planner Recruitment Financial Advising 146

Wealth Management

MAY 17, 2023

The University of Pennsylvania faculty member and Forefront Analytics' CEO Dr. Christopher Geczy joins the show.

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Asset Allocation Assets Portfolio Investing 52

Validea

OCTOBER 25, 2023

With over $230 billion in total assets, the SPDR Select Sector ETFs are considered the go-to funds for investors looking to make sector bets or investment allocations. One observation is the Energy (XLE) ETF, at $40 billion in assets under management (AUM), accounting for 17% of the total assets across all sector ETFs.

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Investing Investments Communication Assets 72