The Big Picture

APRIL 29, 2025

00:16:57 But I got the call and from a recruiter, and Jenison was an intriguing company to me. We take, we take large positions in, in, in concentrated portfolios, and we’re really striving to be that high alpha equity manager for, for pension plans and for wealth allocators. We’re too high octane for that.

Management 130

Management Assets Portfolio Insurance 130

Brown Advisory

JUNE 14, 2018

Jane Korhonen, a portfolio manager in our Washington, D.C. As such, we’ve tried to account for this rising risk in our asset allocation work, leaning away from large caps and into smaller companies, in both the U.S. and emerging markets, whose businesses are relatively local and not dependent on exports.

Investing 52

Investing Investments Clients Numbers 52

Brown Advisory

JUNE 14, 2018

Jane Korhonen, a portfolio manager in our Washington, D.C. As such, we’ve tried to account for this rising risk in our asset allocation work, leaning away from large caps and into smaller companies, in both the U.S. and emerging markets, whose businesses are relatively local and not dependent on exports.

Investing 52

Investing Investments Clients Numbers 52

The Big Picture

MAY 9, 2023

So what we find, and then of course we have a multi-asset solutions business where we talk to clients about the entirety of their portfolio, their strategic asset allocation models. So you’re Chief Investment officer of Asset and Wealth Management. Is that more or less right?

Assets 299

Assets Clients Investing Investments 299

The Big Picture

AUGUST 29, 2023

And your bio explains how you were recruited to Vanguard. But it was a tremendous experience because I had started off in bond trading, worked my way into portfolio management and running the bond indexing team for a number of years, and then I got asked to take this responsibility, which was much broader.

Portfolio 130

Portfolio Investing Investments Numbers 130

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. One of the reasons I went to Merrill is I was recruited by one of my best friends, who is Sally Crotch?

Asset Allocation 147

Asset Allocation Wealth Management Clients Assets 147