Meb Faber Research

NOVEMBER 22, 2023

Episode #509: Austin Root, Stansberry Asset Management – The Case For Productive Assets Guest: Austin Root is the Chief Investment Officer of Stansberry Asset Management.

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Wealth Management

OCTOBER 18, 2023

Asset managers are increasingly rolling out products aimed at the wealth channel, but will advisors bite?

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Wealth Management

JUNE 4, 2023

Demand for asset managers is so high that our firm has seen executive searches in the asset management sector triple over the last year.

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Wealth Management

OCTOBER 31, 2022

In spite of concerns over inflation and potential recession, as well as some lagging pandemic effects, hotel asset managers expect RevPAR levels to exceed 2019 figures.

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Wealth Management

APRIL 4, 2024

The firm, which already works with individual investors, wants to build up its relationships across private wealth distribution channels.

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WiserAdvisor

JULY 7, 2022

Asset management and investment management are often used interchangeably. Understanding the differences between the two is crucial for effective selection, allocation of your funds, and portfolio management. What is asset management? The management of assets, such as real estate, equities, bonds, etc.,

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Advisor Perspectives

JANUARY 23, 2023

For the 15 years preceding 2022, asset management was a great business, fueled by near-double-digit AUM growth driven by rising equity and bond markets. My guest today is here to discuss what that means for asset managers, advisors, and the consumer who ultimately own mutual funds and ETFs.

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Wealth Management

MARCH 10, 2023

Three former Carson Wealth advisors have joined Private Wealth Asset Management by way of Wells Fargo Private Bank.

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Alpha Architect

DECEMBER 19, 2022

Bigger is Not Always Better in Asset Management was originally published at Alpha Architect. Pastor, Stambaugh, and Taylor (2015) and Zhu (2018) provide significant evidence of decreasing returns to scale (DRS) at both the fund and industry levels. Please read the Alpha Architect disclosures at your convenience.

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Assets Management Investing Investments 72

SEI

FEBRUARY 6, 2024

Turnkey Operational Platform Supports Asset Managers’ and Plan Sponsors’ Unique Demands

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Assets Management Planning 59

Validea

SEPTEMBER 23, 2023

In this episode, we take a deep dive into quantitative investing with Michael Robbins, author of the new book “Quantitative Asset Management: Factor Investing and Machine Learning for Institutional Investing.” 01:58 – Why Michael wrote the book 04:11 – Is it better if the math or the finance comes first?

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Wealth Management

APRIL 9, 2024

The new role will partly support 55ip, whose CEO, Paul Gamble, revealed last week that he would step down from that post in September.

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Wealth Management

SEPTEMBER 13, 2022

Former Vanguard wholesaler Devon Drew wants to bring $1 trillion in assets to demographically underrepresented investment managers by 2030.

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Wealth Management

MARCH 22, 2024

Brookfield Oaktree Wealth Solutions was an early mover in developing alternatives for individual investors. Here’s where it stands today.

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Wealth Management

DECEMBER 14, 2023

Silicon Valley Wealth Advisors and Hall Private Wealth Advisors represent Allworth's sixth and seventh deals of 2023 and mark its entry into Southern California.

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Advisor Perspectives

JULY 17, 2023

Nikko Asset Management presents an analysis of global market trends, offering insights into the surprising performance of equities and the resilience of the global economy to date.

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Wealth Management

OCTOBER 18, 2022

The unit is likely to draw interest from other asset managers and private equity firms.

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Advisor Perspectives

MAY 9, 2023

Why might a firm eliminate the ability for a broker to manage assets? Here are two reasons.

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Wealth Management

NOVEMBER 15, 2023

The firm has been running a Reg D offering involving senior secured bridge real estate loans for the past eight years. Earlier this year, it decided to switch to an interval fund structure.

Management 101

Management Assets 101

Wealth Management

DECEMBER 27, 2023

Unlock the secrets behind successful financial advising.

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Wealth Management Management Financial Advising Assets 101

Wealth Management

MARCH 23, 2023

With this acquisition, the two firms now have a collective $21 billion in platform assets.

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Meb Faber Research

AUGUST 12, 2022

The post Ehren Stanhope, O’Shaughnessy Asset Management – The Great Inflation, Factors, and Stock Returns (The Best Investment Writing Volume 6) appeared first on Meb Faber Research - Stock Market and Investing Blog.

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Wealth Management

OCTOBER 26, 2023

The launch of JP Morgan Private Markets Fund earlier this month was the asset manager’s latest offering in the race to make alternatives more accessible.

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Assets Management Marketing Marketing 107

MarketWatch

MAY 10, 2023

Brookfield Asset Management Ltd. The Canadian asset manager said it is nearing a final close on its fifth flagship infrastructure fund with $24 billion raised thus far. Brookfield Asset Management stock is up 16% in 2023. Its sixth flagship private equity fund has drawn in $9 billion.

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Abnormal Returns

APRIL 29, 2024

Podcasts Ben Johnson and Julie Willoughby talk with Jen Abate, Head of Financial Institutions Group at Lazard Asset Management (morningstar.com) Cameron Passmore and Benjamin Felix talk with Meir Statman author of the new book "A Wealth of Well-Being: A Holistic Approach to Behavioral Finance."

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Communication Wealth Management Management Assets 235

MarketWatch

JUNE 6, 2023

s GS alternative investing division Goldman Sachs Asset Management on Monday said it would acquire Frøy ASA NO:FROY in a deal that values the salmon farming transportation company at about $595 million. A unit of Goldman Sachs Group Inc.’s

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Assets Management Transportation Investing 40

MarketWatch

APRIL 14, 2023

in premarket trades after the money management company’s first-quarter earnings beat Wall Street analyst estimates, although its profit and assets under management fell. BlackRock said its assets under management dropped by 5% to $9.09 BlackRock Inc. BLK stock rose 0.9% billion, or $7.64 a share, from $1.44

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Assets Management Marketing Marketing 40

SEI

NOVEMBER 9, 2023

Company Aligns Asset Management Expertise to Drive Growth in UK and Global Markets

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Assets Management Marketing Marketing 52

Abnormal Returns

APRIL 26, 2024

(whatsimportant.substack.com) Finance Paul Richards and Joe Wiggins ask 'How much time do you give an underperforming investment manager?' rationalreminder.libsyn.com) Sports adjacent Howard, Phil and JC talk collectibles with Darren Rovell, founder of Cllct.com.

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Portfolio Management Economics Assets Management 202

Abnormal Returns

APRIL 30, 2024

alphaarchitect.com) Research Managed futures returns are lumpy. morganstanley.com) How much do valuations matter for multi-asset investing? (insights.finominal.com) Does machine learning improve on factor investing? rcmalternatives.com) What valuations miss.

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Valuation Media Portfolio Assets 192

Advisor Perspectives

JANUARY 3, 2023

Nikko Asset Management’s Global Investment Committee recently got together to discus their views heading into 2023.

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Assets Management Investing Investments 52

Advisor Perspectives

FEBRUARY 28, 2023

The asset management industry is overlooking what promises to be a major new ESG risk: biodiversity.

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Assets Management 52

Wealth Management

NOVEMBER 7, 2023

They see a $10 trillion opportunity in the next decade, but obstacles remain to widespread use of private investments.

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Assets Management Investing Investments 121

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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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. wsj.com) Ron Carson is out as CEO of Carson Wealth Group.

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Wealth Management Asset Allocation Retirement Financial Planning 211

The Big Picture

JANUARY 12, 2024

 This week, we speak with Cathy Marcus , co-chief executive officer and global chief operating officer of PGIM Real Estate , which manages over $200 billion in assets. She is also co-chair of the board of directors of RealAssetX , PGIM Real Estate’s innovation lab aimed at accelerating advancement in the real assets industry.

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Abnormal Returns

MAY 1, 2024

on.spdji.com) How major asset classes performed in April 2024. axios.com) Fund management It's easy to forget how much the fund management business has improved over the past few decades. April 2024 The S&P 500 lost 4.08% in April 2024. capitalspectator.com) Hedge funds are overexposed to momentum.

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Marketing Marketing Financial Advising Economy 240