The Big Picture

FEBRUARY 23, 2024

 This week, we speak with Andrew Slimmon , managing director at Morgan Stanley Investment Management , where he leads the Applied Equity Advisors team. He began his career at Morgan Stanley in 1991 as an adviser in private wealth management, and later served as chief investment officer of the Morgan Stanley Trust Co.

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Management Investing Investments Wealth Management 186

Good Financial Cents

JANUARY 16, 2023

If you’re tired of watching your stock investments drop in value and are looking for a way to diversify, you may want to consider alternative investments. Access to wide array of alternative asset classes Access to ultra-wealthy investments Can invest for income or growth Learn More Now. Unique Asset Classes.

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Abnormal Returns

OCTOBER 31, 2023

(wsj.com) Six lessons from William Bernstein's "The Four Pillars of Investing." markets.businessinsider.com) Investors who bought the Grayscale Bitcoin Investment Trust ($GBTC) at a big discount are looking good. humbledollar.com) Why it's easy to say you will buy when stocks 'go on sale.'

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The Big Picture

JANUARY 3, 2024

At The Money: Contrarian Investing. January 3, 2024) Is contrarian investing a solid strategy, or a fool’s errand? Head of Consilient Research at Counterpoint Global, Morgan Stanley Investment Management We discuss why it is so difficult to fight the crowd, and identify when the crowd is right and when they have gone mad.

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The Big Picture

OCTOBER 22, 2022

This week, we speak with Marta Norton, Chief Investment Officer for Morningstar Investment Management (MIM ). The firm manages or advises on about $250 billion in advisor assets. Norton’s responsibilities include equity, alternative and fixed income research, asset allocation, and portfolio management.

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Management Investing Investments Portfolio Management 218

Wealth Management

MARCH 5, 2024

Duff & Phelps' David Grumhaus discusses the past, present and future of investing in real assets.

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Wealth Management

SEPTEMBER 1, 2023

Eric Ervin, CEO of Onramp Invest, recently acquired by Securitize, discusses wealth management in the age of digital assets.

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Assets Wealth Management Investing Investments 107

Abnormal Returns

NOVEMBER 5, 2023

theirrelevantinvestor.com) Why you should avoid big investment shifts. Markets Small and mid-cap stocks have badly lagged large caps. awealthofcommonsense.com) This week was a good example why you should never be positioned for extremes. humbledollar.com) Trading Brett Steenbarger, "The best traders evolve."

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Assets Financial Advising Healthcare Economy 206

Advisor Perspectives

DECEMBER 15, 2023

In the latest episode of our Alternative Allocations podcast, Franklin Templeton Institute’s Tony Davidow discusses asset allocation and portfolio construction with Aaron Filbeck, Managing Director of the Chartered Alternative Investment Analyst Association.

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Asset Allocation Portfolio Assets Investing 52

Nerd's Eye View

JANUARY 18, 2023

Many investors are familiar with private equity as an alternative asset class, which is popular with certain high-net-worth and institutional investors as a vehicle for diversification and a source of potentially higher risk-adjusted returns than what is available on the public market.

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Assets Clients Portfolio Asset Allocation 191

Wealth Management

APRIL 23, 2024

The bank has struck an agreement to transfer clients and their assets from the unit known as Marcus Invest to Betterment, a $45 billion digital investment-advisory firm.

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Nerd's Eye View

MAY 17, 2023

For example, some brokerage firms won’t even allow foreign nationals to open new accounts, and others may require the individual to close the account and move their assets out if they ever move away from the U.S. on a work visa – maintaining enough flexibility to preserve their assets should those plans change.

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Taxes Investing Investments Accounting 239

Wealth Management

NOVEMBER 21, 2022

Market uncertainty, high inflation and rising interest rates have emphasized the importance of flexibility in seeking compelling investment opportunities. A flexible, multi-asset approach can enable investors to adapt to changing market conditions and pursue their objectives.

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Assets Investing Investments Marketing 98

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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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. Tue, 09/06/2022 - 10:30. 70–90% vs. 80%).

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Asset Allocation Assets Investing Investments 98

Advisor Perspectives

OCTOBER 20, 2023

A multi-asset approach to sustainable investing brings a broad and more balanced palette to paint with.

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Wealth Management

APRIL 2, 2024

Some asset managers are raising the alarm on the booming private credit market, reports FundFire. These are among the investment must reads we found this week for wealth advisors. Fidelity has imposed a new $100 fee on ETFs issued by nine firms in order to account for the cost of listing the funds on its platform.

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Investing Investments Wealth Advisor Accounting 106

Wealth Management

APRIL 9, 2024

Blackrock’s bitcoin ETF now has almost $18 billion in assets, putting it in the top 3% of all ETFs ever launched. These are among the investment must reads we found this week for wealth advisors. The IMF raised red flags about the growing private credit market.

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Investing Investments Wealth Advisor Assets 96

The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. Previously she was Chief Investment Officer at various state pension funds, including Maryland and Hawaii. Elizabeth Burton : Hi Barry.

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Assets Management Portfolio Investing 140

Truemind Capital

FEBRUARY 8, 2024

Imagine you have invested 50% of your money in the Nifty Index Fund portfolio. Which part of your investment would have generated higher returns in the last 10 years? Many investors do not realize the importance of asset allocation which contributes 80% of the outcome of the overall return. How could ICICI BAF do it?

Asset Allocation 52

Asset Allocation Assets Portfolio Planning 52

Wealth Management

APRIL 5, 2024

Gert van der Geer explains how financial advisors can incorporate thematic investments in their client's investment portfolios.

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Investing Investments Financial Advisor Assets 103

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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Assets Management Banking Investing 116

Wealth Management

MAY 4, 2023

As office real estate continues to navigate headwinds, investors are realizing that certain assets and markets within the sector can offer stability in volatile times.

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Assets Marketing Marketing Investing 102

A Wealth of Common Sense

NOVEMBER 3, 2022

A reader asks: My question is how does asset allocation strategy change with your net worth? The bulk of my career has been spent working in the institutional investment space — mainly foundations and endowments. These huge pools of capital liked to call themselves “sophisticated” invest.

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The Big Picture

NOVEMBER 18, 2023

This week, we speak with Brad Gerstner , founder and CEO of Altimeter Capital , a technology-focused investment firm, which has about $7 billion in assets under management. He explains how he launched Altimer as a founder-run venture fund with interests in both public and private investments.

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Investing Investments Government Economy 150

The Big Picture

OCTOBER 28, 2023

This week, we speak with Michael Carmen , co-head of private investments at Wellington Management Co. LLP, which has more than $1 trillion in assets under management. He has written papers on topics concerning investment trends in late-stage growth and small-cap equity portfolios and is a chartered financial analyst.

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Management Investing Investments Portfolio 140

Wealth Management

MARCH 5, 2024

Blackstone’s spot Bitcoin ETF reached $10 billion in assets faster than any other ETF. These are among the investment must reads we found this week for wealth advisors. PIMCO has filed for its first mutual fund to ETF conversion on a mutual fund focused on mortgage-backed securities.

Investing 109

Investing Investments Wealth Advisor Assets 109

A Wealth of Common Sense

SEPTEMBER 5, 2023

I’m generally not a fan of completely rethinking your asset allocation just because you wish you would have invested in something else with the benefit of hindsight. Fighting the last war can be a damaging strategy if you’re constantly investing in the rearview mirror based strictly on performance.

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Asset Allocation Assets Marketing Marketing 82

Nerd's Eye View

DECEMBER 6, 2023

And because many service offerings have traditionally focused on areas like investments and securities recommendations, there has been little debate about the need to register as an advisor. Thus, Advice, Business, Compensation, and Securities (ABCS) are the key elements in this definition.

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Investing Investments Retirement Planning Financial Advising 243

Wealth Management

FEBRUARY 13, 2024

The push to develop products for the wealth channel has raised concerns about how asset managers are selecting investments for these funds vs. their traditional vehicles, reports Pitchbook. These are among the investment must reads we found this week for wealth advisors.

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Investing Investments Wealth Advisor Assets 112

Truemind Capital

JANUARY 22, 2024

Not exactly for the Russia-Ukraine event, but for all the possible events that can puncture the bubble in various asset classes that were created on the back of unlimited and cheap liquidity. The runup in any asset class creates a delusion that the rally will be permanent. Read below to know HOW.

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Asset Allocation Assets Valuation Portfolio 52

WiserAdvisor

JULY 7, 2022

Asset management and investment management are often used interchangeably. Once you understand the difference between investments and assets, you can formulate a customised strategy and meet your short-term and long-term financial goals effectively. What is asset management? is referred to as asset management.

Management 52

Management Assets Investing Investments 52

Wealth Management

JANUARY 16, 2024

BlackRock’s move into the private infrastructure investment space is part of a broader strategy for the asset manager to diversify from its strength in ETFs, according to FundFire. These are among the investment must reads we found this week for wealth advisors.

Investing 107

Investing Investments Wealth Advisor Portfolio 107

Advisor Perspectives

DECEMBER 19, 2023

For multi-asset income investors, adapting portfolios for equity defense, credit potential and duration exposure should be on the docket for 2024.

Assets 52

Assets Investing Investments Portfolio 52

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 240

Truemind Capital

APRIL 5, 2024

As many of you know, I am an investment professional. Therefore, it’s natural for me to think of analogies from table tennis that apply to winning the game of investments. Here are three fundamental qualities that you need to win in sports and investments (applicable to many sports but I will stick to table tennis here): 1.

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Investing Investments Risk Tolerance Asset Allocation 105

A Wealth of Common Sense

AUGUST 21, 2023

Today’s Animal Spirits is brought to you by Halo Investing: See here for more information on investing with Halo. We had Matt Radgowski, CEO of Halo Investing to discuss an update on structured products.

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