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. insights.finominal.com) Global macro hedge funds are mid.

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Abnormal Returns

APRIL 15, 2024

standarddeviationspod.com) Christine Benz and Amy Arnott talk asset allocation and more with Matt Krantz. He is the personal finance and management editor at Investor’s Business Daily. riabiz.com) Why Morgan Stanley's ($MS) wealth management unit is under investigation.

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The Big Picture

OCTOBER 22, 2022

This week, we speak with Marta Norton, Chief Investment Officer for Morningstar Investment Management (MIM ). 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.

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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. How, how does that lead to a degree, to a focus on investment management? She can go anywhere, do anything.

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Abnormal Returns

NOVEMBER 19, 2023

ritholtz.com) What it going to happen to all those assets in money market fund when yields eventually fall? awealthofcommonsense.com) Why asset allocators usually fail when it comes to manager selection. (blog.validea.com) Some behavioral hacks to prevent you from blowing up your portfolio.

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Abnormal Returns

AUGUST 21, 2023

Asset allocation Asset allocation is not a science. om.co) Hedge funds The battle is on for Sculptor Capital Management ($SCU). obliviousinvestor.com) Diversification reduces the risk of adverse outcomes. barrons.com) Strategy Everyone and everything ends up underperforming at some point.

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Brown Advisory

FEBRUARY 26, 2021

2021 Asset Allocation Perspectives and Outlook. Valuations across asset classes, and the importance of interest rates to these valuations. Assets that can serve as a hedge for inflation, including real estate and infrastructure assets. Fri, 02/26/2021 - 13:22. Download the full report >. Download the full report >.

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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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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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Abnormal Returns

NOVEMBER 16, 2023

Active management Why asset allocators usually fail when it comes to manager selection. investmentecosystem.com) When does conviction turn into arrogance? flyoverstocks.com) Finance The London Stock Exchange Group is 'no longer particularly about London — or about trading stocks.'

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Abnormal Returns

SEPTEMBER 26, 2023

morningstar.com) Alternative assets are not all that alternative. wired.com) Asset allocation How various asset classes performed during a recession. mrzepczynski.blogspot.com) Crypto Binance is in crisis management mode. ft.com) Vanguard is launching two new actively managed bond ETFs.

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Abnormal Returns

JULY 26, 2022

alphaarchitect.com) Performance The performance of tactical asset allocation mutual funds has been no great shakes. Inflation Hedging inflation is harder than it looks. insights.factorresearch.com) Can Twitter be used to forecast inflation? morningstar.com) How have multi-factor portfolios performed in practice.

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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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Validea

OCTOBER 12, 2022

For the last 40 years, managing risk for investors has been pretty easy. The fact that bonds haven’t worked has made risk management very challenging during this bear market. But that doesn’t mean there was no way to manage risk. Protective Asset Allocation and Generalized Protective Momentum – Grade: A.

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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. The key to building wealth is diversification and asset allocation.

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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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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. bogleheads.podbean.com) Joe Weisenthal and Tracy Alloway talks with Gerard O'Reilly, co-CEO of Dimensional Fund Advisors.

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Abnormal Returns

JUNE 27, 2023

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. morningstar.com) Stop lumping the 'big three' asset managers together in the same breath.

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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.

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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.

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Wealth Management

JANUARY 22, 2024

The new platform is meant to help advisors achieve portfolio personalization at scale, and bridge an industry gap between financial planning and asset allocation.

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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.

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Truemind Capital

FEBRUARY 23, 2024

However, I would insist on following an asset allocation plan with discipline, which is unaffected by the emotions of greed and fear. Asset allocation should follow probabilities of future outcomes along with risk profile. Therefore, the current asset allocation shouldn’t be too exposed to risky assets.

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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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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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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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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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Million Dollar Round Table (MDRT)

APRIL 25, 2024

The financial advisor recommends rebalancing within the asset allocation. The client knows someone else (often the money manager) is driving the bus. The advisor and client work together to identify goals and work toward them. It’s a long-term relationship. Spot issues before they become problems.

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WiserAdvisor

SEPTEMBER 8, 2022

This is why portfolio risk management can be very critical. However, it is crucial to understand how to manage portfolio risk and what can trigger it. In the case of an investment portfolio, risk refers to the likelihood of your combination of assets and investments not meeting your financial goals.

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Wealth Management

DECEMBER 11, 2023

Nick Zamparelli, CIO at Sequoia Financial Group, breaks down his asset allocation for the $15 billion RIA’s 50/50 model portfolio.

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Tobias Financial

APRIL 11, 2024

Edzai and Franklin will cover a wide range of essential topics including managing student debt, understanding employer-provided benefits, retirement planning fundamentals, holistic asset allocation for tax-efficient returns, risk management, and asset protection strategies.

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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. (morningstar.com) Mark Bruno speaks with Brandon Kawal, principal of Advisor Growth Strategies, about the challenge of attracting talent.

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Truemind Capital

JANUARY 24, 2024

Hybrid mutual funds have industry-wide assets under management (AUM) of INR 4.70 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. The next known wisdom would be not to mix different asset classes in the same fund.

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A Wealth of Common Sense

APRIL 4, 2024

Further Reading: The Siren Song of Market Timing The post The Difference Between Market Timing & Risk Management appeared first on A Wealth of Common Sense.

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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. Washington Post ) Be sure to check out our Masters in Business this weekend with Franklin Templeton CEO Jenny Johnson, which manages $1.5

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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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Random Roger's Retirement Planning

MARCH 30, 2024

Right out of the starting block for GHTA, VBAIX fell off a small cliff and GHTA managed to avoid that decline. Circling back to model ETF portfolio mentioned at the top of this post, the asset allocation was as follows. The above goes back to GHTA's inception. In those first three months or so, GHTA outperformed by about 8.5%

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