The Big Picture

FEBRUARY 6, 2024

And Tom has helped with the introduction of GMO’s first retail product, the quality ETF stock symbol Q-L-T-Y-G-M-O has been institutional since they launched in 1977. This is the first time they’re putting out a product for retail. And actually Ben Inker is the head of our asset allocation group.

Valuation 130

Valuation Investing Investments Assets 130

The Big Picture

SEPTEMBER 19, 2023

One, one is true and I’ve always said is that I wanted people to stop, ask if I could doing math. And no one asked me if I can do math anymore with a degree from Booth, particularly in econometrics and statistics. So people really ask you, you take French and can you do math. It depends on your asset allocation.

Assets 144

Assets Management Portfolio Investing 144

The Big Picture

AUGUST 29, 2023

Few people are in a position to see what’s going on in the world of investing, whether it’s institutional or retail, better than Vanguard CIO. So there’s been a big push for folks to get the appropriate level of asset allocation in a highly diversified, low cost way. And Greg Davis just does an amazing job.

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

SEPTEMBER 12, 2022

And so, with this gave me exposure to everything from investment banking to retail, looking at like checking account campaigns, like how do you get more assets in the door to credit risk. I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature.

Clients 293

Clients Wealth Management Investing Investments 293

The Big Picture

JUNE 20, 2023

We looked at everything from retail to nursing homes to hospitals to insurance companies to manufacturers. It’s only later, or at least in the book you described it that way, it’s only later that it’s household brands and retailers and names we know. It’s really attracting a lot of retail dollars.

Insurance 144

Insurance Healthcare Retail Medicine 144

The Big Picture

MARCH 12, 2024

I’m assuming it’s primarily institutional and not retail. They’re asset allocation model driven folks. They 00:38:39 [Speaker Changed] Price insensitive, they 00:38:41 [Speaker Changed] Right, they cared what the lower mortgage rate did to the economy. Huh, 00:20:35 [Speaker Changed] Absolutely.

Banking 144

Banking Investing Investments Marketing 144