Remove Asset Allocation Remove Assets Remove Valuation Remove White Paper
article thumbnail

Myth-Busting with Momentum: How to Pursue the Premium

ClearMoney

As with many things in life, the truth is somewhere between the extremes: While both simulated and real-world data suggest momentum may not be suitable as a driver of long-term asset allocations, we believe momentum considerations can be integrated in a cost-effective way to help inform daily portfolio management decisions.

article thumbnail

Investment Perspectives - The Great Debate

Brown Advisory

Generally, index fund fees are low because management costs are minimal (investment judgment is not required to track an index) and administrative expenses are typically spread over a large asset base. are there better or worse moments in time to enact an indexing strategy) and choice of asset class (i.e.,

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Investment Perspectives - The Great Debate

Brown Advisory

Generally, index fund fees are low because management costs are minimal (investment judgment is not required to track an index) and administrative expenses are typically spread over a large asset base. are there better or worse moments in time to enact an indexing strategy) and choice of asset class (i.e., Manager Characteristics.

article thumbnail

ESG and the Stock-­Picker’s Dilemma

Brown Advisory

This work builds on the Capital Asset Pricing Model developed in the 1960s.) ESG information helps with broader due diligence, providing insight into a company’s sustainability strategies alongside their fundamental strengths, the competitive environment, and, of course, stock valuation at the time of buy or sell decisions. Hoepner, A.

article thumbnail

ESG and the Stock-­Picker’s Dilemma

Brown Advisory

This work builds on the Capital Asset Pricing Model developed in the 1960s.) ESG information helps with broader due diligence, providing insight into a company’s sustainability strategies alongside their fundamental strengths, the competitive environment, and, of course, stock valuation at the time of buy or sell decisions. Hoepner, A.

article thumbnail

Transcript: Sean Dobson, Amherst Holdings

The Big Picture

No income, no job, no assets were exactly ninja, Sean Dobson : No pulse seems reasonable. We see it as, like I said, about 50 million assets and we’re modeling up the value of every home in the country, every, every week, basically. We’re we’re the quant shop in real estate, in the quant shop in physical assets.

Banking 144