The Big Picture

JUNE 23, 2025

Steve Laipply : Yeah, so I, I think that group, the idea was to work with institutional clients to really help them manage risk, right? You need to get those assets allocated, you know, on a risk basis. Tell us a little bit about your time at Bank America Merrill Lynch. We, we launched money market ETFs.

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The Big Picture

JANUARY 21, 2025

But today, you know, a lot of brokers, you know, whether they’re with the big full service brokerage firms now have advisory accounts that they flog to clients where they can buy ETFs. And I think it partly depends on the economic comfort in which you grew up. 00:09:30 [Speaker Changed] So that’s an interesting thesis.

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The Big Picture

APRIL 8, 2025

She was 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. But let’s start with your background in your career, applied mathematics and economics from Brown and then a Harvard MBA.

Asset Allocation 144

Asset Allocation Wealth Management Clients Assets 144

The Big Picture

JULY 15, 2025

But before we get to that, let’s start with Bachelor’s in economics from Hamilton, MBA from NYU. And a friend of mine who had gotten fired from this economic consulting firm, got a job at Chase Econometrics, IDC, and said, you have to come over here. Barry Ritholtz : I’m, I’m thrilled to have you. I got the job.

Numbers 144

Numbers Investments Investing Economics 144

Truemind Capital

APRIL 11, 2025

Any attempts to reduce quantitative easing lead to stock market tantrums and economic slowdown. Have exposure to Gold: We have been investing 15-20% of all our client’s portfolios in Gold since 2018 (when quantitative tightening was reversed to easing) 2. Stick to your suitable asset allocation.

Asset Allocation 52

Asset Allocation Economy Valuation Portfolio 52

Truemind Capital

APRIL 18, 2025

A combination of average Q3FY25 earnings, sluggish economic data, and persistent FII outflows weighed on the sentiment. This market correction opened up opportunities for us to realign portfolios in line with our strategic asset allocation framework. This quarter was another strong validation of that view.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

The Big Picture

MAY 7, 2025

His firm, Efficient Frontier Advisors manages $400 million in client assets ($25m minimum). He is also the author of multiple books, the Intelligent Asset Allocator, four Pillars of Investing, investors Manifesto, and on and on. Did you develop systems for managing assets and dealing with clients or checklists?

Asset Allocation 144

Asset Allocation Medical Assets Management 144

Brown Advisory

SEPTEMBER 6, 2022

Asset Allocation: Developing a Long-Term Investment Strategy for Mission-Driven Organizations. When putting a plan in place, we believe it is critical for any mission-driven organization to develop an effective, long-term asset allocation strategy to manage its endowment assets. A MULTISTEP CLIENT-CENTRIC PROCESS.

Asset Allocation 98

Asset Allocation Assets Investments Investing 98

Nerd's Eye View

APRIL 10, 2024

Every document that considers the facts around any particular asset class will invariably include that disclaimer, but constructing a portfolio consisting of a mix of equities, fixed income, and other assets requires investors and advicers to make some fundamental assumptions around long-term expected returns and correlations between assets.

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Asset Allocation Wealth Accumulation Assets Portfolio 246

Nationwide Financial

MARCH 1, 2023

Recessions often arrive unexpectedly, even for investors tuned in to the latest economic news. As a financial professional, keeping your clients on track toward their goals is a key mandate, especially in times of recession or market upheaval. What guidance can you offer your clients when they ask how to prepare for a recession?

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Clients Retirement Risk Tolerance Asset Allocation 72

Fortune Financial

OCTOBER 14, 2024

It has been my experience when reviewing portfolios that diversification is typically expressed simply as a number of various stocks owned, or owning a handful of asset classes, usually stocks of various sizes and geographies, and bonds of varying maturities.

Asset Allocation 131

Asset Allocation Government Portfolio Financial Advisor 131

Investment Writing

MAY 7, 2024

I sometimes ask my clients to substitute a different word when they use a word that’s not in the dictionary. That’s because, as Wylie Tollette, head of client investment solutions at Franklin Templeton Multi-Asset Services, said, that would take 30 years and a double-blind study, but no one would want to be in the control group.

Asset Allocation 109

Asset Allocation Communication Clients Assets 109

The Big Picture

SEPTEMBER 12, 2022

They run over $800 billion in client assets, and Kristen’s group, the North American Group, is responsible for about half of the revenue that that massive organization generates. And so, coming out of school, I studied Economics and Spanish Literature, and I applied to a — a program that actually targeted Liberal Arts majors.

Clients 293

Clients Wealth Management Banking Investing 293

James Hendries

NOVEMBER 3, 2022

Some recent softening in economic data, coupled with signals from the bond market, may be indicating that Fed policymakers’ concerted inflation fight may be closer to the end than the beginning. We should also have slowing corporate earnings growth and greater economic uncertainty to contend with, some formidable seas to navigate.

Clients 52

Clients Asset Allocation Economics Assets 52

Brown Advisory

AUGUST 19, 2022

From geopolitical tensions to questionable economic fundamentals, investors have plenty to be concerned about. Inflection Points: 2022 Asset Allocation Perspectives and Outlook Report. ESG considerations that are material will vary by investment style, sector/industry, market trends and client objectives.

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Marketing Marketing Clients Asset Allocation 98

WiserAdvisor

APRIL 12, 2024

The time and attention they can dedicate to each client is a significant contributor to their effectiveness. As such, determining the optimal financial advisor-to-client ratio is crucial for ensuring that advisors can devote sufficient resources to understand, strategize, and support their clients effectively.

Financial Advisor 52

Financial Advisor Clients Numbers Management 52

James Hendries

OCTOBER 7, 2022

Any economic forecasts set forth may not develop as predicted and are subject to change. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Asset allocation does not ensure a profit or protect against a loss. Diversification does not protect against market risk.

Clients 52

Clients Asset Allocation Portfolio Assets 52

International College of Financial Planning

JULY 31, 2023

Understanding the Role of Investment Advisors: Investment advisors are crucial in guiding clients’ investment decisions. As investment professionals, they offer personalized advice and customized strategies to help clients achieve their financial goals. By diversifying investments advisors can help with asset allocation.

Investment Advisor 52

Investment Advisor Investments Investing Risk Tolerance 52

International College of Financial Planning

JULY 30, 2022

They can help you better prepare for future economic challenges and prevent you from going into debt. The key to building wealth is diversification and asset allocation. And the ability to adjust your asset allocation as your financial goals change strategically.

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Brown Advisory

MARCH 28, 2019

In this paper, we will discuss our framework for spend-rate analysis, and how we help our endowment and foundation clients translate this analysis into decisions for their portfolios. Each “shoestring” curve represents the expected outcomes for various allocation targets, assuming a given spend rate.

Asset Allocation 52

Asset Allocation Portfolio Assets Clients 52

Brown Advisory

MARCH 28, 2019

In this paper, we will discuss our framework for spend-rate analysis, and how we help our endowment and foundation clients translate this analysis into decisions for their portfolios. Each “shoestring” curve represents the expected outcomes for various allocation targets, assuming a given spend rate.

Asset Allocation 52

Asset Allocation Portfolio Assets Clients 52

Brown Advisory

SEPTEMBER 11, 2016

September 2016 Insights on Markets and Investments achen Mon, 09/12/2016 - 01:00 In this issue: Investors Facing Rising Risks Need Solid Defense, Savvy Offense Increasing political and economic risk during the past year has widened the range of possible positive and negative scenarios for financial markets.

Investments 52

Investments Investing Asset Allocation Marketing 52

Brown Advisory

SEPTEMBER 11, 2016

In this issue: Investors Facing Rising Risks Need Solid Defense, Savvy Offense Increasing political and economic risk during the past year has widened the range of possible positive and negative scenarios for financial markets. By Taylor Graff, Head of Asset Allocation Research and Ed Chadwyck-Healey, Head of International Private Clients ?

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Investments Investing Asset Allocation Marketing 52

Brown Advisory

OCTOBER 11, 2022

The steps private companies are taking to respond to the current economic backdrop, how different VC subsegments are performing and where we may be in a potential correction in private markets, which tend to lag pubic markets by several months. Inflection Points: 2022 Asset Allocation Perspectives and Outlook Report.

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Marketing Marketing Investing Investments 98

Truemind Capital

AUGUST 12, 2023

All the sectors went up with major sectoral growth seen in auto (up 22%), realty (up 33%), and consumer durables (up 13%) on the back of an improving economic outlook. We continue to stay under-allocated to equity (check the 3rd page for asset allocation) at the current valuation levels.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

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.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

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. We maintain a model portfolio internally to track the results of our asset allocation stances. Thu, 06/01/2017 - 02:47.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Random Roger's Retirement Planning

OCTOBER 11, 2024

Crittenden manages the Standpoint Multi-Asset Fund (BLNDX/REMIX) which I've owned personally and for clients pretty much since the fund listed. FIG, the blue line, " is a modern take on the balanced portfolio, built to help navigate today’s toughest asset allocation challenges." Two things to note here.

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Asset Allocation Portfolio Assets Taxes 52

Investing Caffeine

JANUARY 2, 2024

Source: Trading Economics Declining inflation and interest rates explain a lot of investor optimism, but there are additional reasons to be sanguine. There are always plenty of unforeseen issues that could slow or reverse our economic train. a few months ago to 3.9% today (see chart below). Source: Yardeni.com What could go wrong?

Economy 98

Economy CFP Accounting Economics 98

Brown Advisory

MARCH 30, 2018

Throughout 2017, our meetings and conversations with clients very frequently focused on the topic of risk. While February’s volatility did not materially change our asset allocation views, it reinforced to us the importance of a comprehensive discussion about how we think about risk and how we manage it. Fri, 03/30/2018 - 11:57.

Asset Allocation 52

Asset Allocation Portfolio Assets Valuation 52

Brown Advisory

NOVEMBER 29, 2016

Alternatively, nonprofits can boost potential portfolio returns, which often means tolerating more risk and illiquidity, through a recalibration of asset allocation— the single biggest driver of long-term gains. We believe that this structure enables our clients to contain risk while meeting their long-term objectives for returns.

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Brown Advisory

JULY 24, 2018

Strong Defense: The Falling Opportunity Cost of Allocating to Bonds ajackson Tue, 07/24/2018 - 09:25 For years, “defense” in portfolios—i.e., allocations to cash and core fixed income holdings—has meant a willingness to accept extremely low returns. stocks play in most investors’ core equity allocations.

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Valuation Economics Asset Allocation Clients 52

Brown Advisory

JULY 24, 2018

allocations to cash and core fixed income holdings—has meant a willingness to accept extremely low returns. But after many years of economic recovery, we finally have reached a point where defensive allocations once again provide a reasonable yield. stocks play in most investors’ core equity allocations.

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Valuation Economics Asset Allocation Clients 52

Dear Mr. Market

AUGUST 5, 2022

Inflation is currently at 40 year highs with increasing signs of slowing economic growth. Going forward we’ll update our readers and clients about the strategy and performance on a quarterly basis. We bring up that latter point with Ford being one of our current holdings.

Portfolio 105

Portfolio Risk Tolerance Valuation Investing 105

Brown Advisory

DECEMBER 2, 2015

Through conservative, bottom-up analysis, we are taking advantage of current market dynamics to buy attractively priced debt in companies with solid revenues and limited vulnerability to an economic downturn. Debt in well-managed companies positioned to weather an economic slump return nearly three times the 2.3%

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Clients Asset Allocation Economics Estate Planning 52

Workable Wealth

SEPTEMBER 16, 2020

Adding another layer, the stocks in your portfolio can be across economic sectors like pharmaceuticals, finance, and petroleum. . Asset Allocation. Building on diversification, asset allocation is an investment strategy that builds your portfolio by weighing an adequate amount of risk for your goals.

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Investments Investing Asset Allocation Risk Tolerance 52

Zoe Financial

JANUARY 17, 2024

And this is just a reality, which is tax implementation is time-consuming and it’s often offered because clients want more for that 1%. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. But they did close tax prep.

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Wealth Management Management Taxes Asset Allocation 52