Abnormal Returns

DECEMBER 19, 2023

alphaarchitect.com) The high quality anomaly shows up across asset classes. advisorperspectives.com) A history of quant investing and the state of the factor zoo. klementoninvesting.substack.com) Historical performance doesn't really help pick outperforming managers.

Investing 250

Investing Investments Valuation Retail 250

The Big Picture

DECEMBER 9, 2023

 This week, we speak with investing legend Joel Tillinghast. He has been a mutual fund manager in the equity division at Fidelity Investments since the 1980s. In 2002, Tillinghast was named “ Morningstar’s Domestic Stock Fund Manager of the Year.”

Management 183

Management Portfolio Management Investing Investments 183

Wealth Management

OCTOBER 18, 2023

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

Assets 113

Assets Management Banking Investing 113

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.

Assets 69

Assets Management Investing Investments 69

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? is referred to as asset management.

Management 52

Management Assets Investing Investments 52

The Big Picture

DECEMBER 17, 2022

This week, we speak with Robert Koenigsberger , the managing partner and chief investment officer of Gramercy Funds Management. A dedicated emerging markets investment manager, Gramercy Funds Management — which Koenigsberger founded in 1998 — now has more than $5 billion dollars in assets under management.

Management 269

Management Valuation Consulting Investing 269

Wealth Management

DECEMBER 13, 2023

Kudu's minority investment in Sage Advisory Services will support succession and technology initiatives for the Austin-based institutional asset manager.

Management 107

Management Investing Investments Assets 107

Wealth Management

MARCH 14, 2024

The investment management industry stands at the threshold of a transformative era, with the evolution towards hybrid mutual fund/ETF structures marking a pivotal shift in strategic institutional asset management.

Management 92

Management Investing Investments Distribution 92

Wealth Management

APRIL 23, 2024

Asset managers are increasingly focusing on advisor preferences when designing products, according to a Cerulli study. PGIM is the latest fund manager to seek approval to offer an ETF share class on existing mutual funds. These are among the investment must reads we found this week for wealth advisors.

Investing 89

Investing Investments Wealth Advisor Assets 89

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. Management fees 1.5%

Assets 93

Assets Investing Investments Accounting 93

The Big Picture

JULY 15, 2023

The deep value and special situation fund manages $10 billion in assets. He is a co-investor with Tom Brady in several sports assets, including a pickleball team, the English Football League’s Birmingham City club, and an endurance auto racing team. Tom Wagner Current Reading One Second After by William R.

Management 130

Management Assets Accounting Investing 130

Wealth Management

APRIL 5, 2024

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

Investing 89

Investing Investments Financial Advisor Assets 89

Abnormal Returns

APRIL 30, 2024

Factor investing Portfolio construction matters when it comes to factor investing. insights.finominal.com) Does machine learning improve on factor investing? alphaarchitect.com) Research Managed futures returns are lumpy. morganstanley.com) How much do valuations matter for multi-asset investing?

Valuation 204

Valuation Media Portfolio Assets 204

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.

Assets 80

Assets Management Investing Investments 80

Wealth Management

SEPTEMBER 1, 2023

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

Assets 99

Assets Wealth Management Investing Investments 99

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.

Assets 180

Assets Clients Portfolio Asset Allocation 180

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.

Investing 183

Investing Investments Assets Numbers 183

Wealth Management

MARCH 14, 2023

Brookfield Managing Partner Zachary Vaughan spoke with WMRE about the firm’s debt investments and how its partnership with Oaktree has expanded capabilities.

Management 88

Management Investing Investments Assets 88

Meb Faber Research

JULY 19, 2023

Episode #490: Bill Bernstein on Financial History, Star Managers & The 4 Pillars of Investing Guest: William (Bill) Bernstein is a financial theorist, a neurologist, and a financial adviser to high net worth individuals.

Management 98

Management Asset Allocation Investing Investments 98

The Big Picture

APRIL 4, 2024

The Fed was worried that the psyche of investors was to stay away from Riskier assets like home prices or equities. When they took yields as low as they did, they sent bond managers looking for higher and riskier yields. And without that, you know, investment in the economy, we weren’t going to get the economy forward.

Portfolio 152

Portfolio Management Assets Economy 152

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.” 33:44 – The different types of models 37:51 – Is value investing dead?

Assets 52

Assets Management Math Risk Management 52

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.

Asset Allocation 52

Asset Allocation Portfolio Assets Investing 52

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."

Communication 231

Communication Wealth Management Management Assets 231

Wealth Management

APRIL 30, 2024

Advisors Asset Management's Cliff Corso shares his thoughts on creating an investment portfolio to withstand sticky inflation and uncertain monetary policies.

Portfolio 76

Portfolio Investing Investments Assets 76

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.

Assets 40

Assets Management Investing Investments 40

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.

Asset Allocation 98

Asset Allocation Assets Investing Investments 98

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. Altimeter manages a variety of venture and public funds and serves as a long-term partner to companies as they enter the public markets.

Investing 152

Investing Investments Government Economy 152

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.

Investing 239

Investing Investments Retirement Planning Financial Advising 239

Nerd's Eye View

MAY 17, 2023

Like native-born workers, foreign workers need to think about saving for retirement, planning for their children’s college, managing healthcare costs, and all manner of other financial goals. on a work visa – maintaining enough flexibility to preserve their assets should those plans change. However, the system in the U.S.

Taxes 232

Taxes Investing Investments Accounting 232

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.

Investing 90

Investing Investments Wealth Advisor Accounting 90

Abnormal Returns

APRIL 26, 2024

(bloomberg.com) Logan Bartlett talks with Jeremy Levine, partner at Bessemer Ventures, about his best and worst investments. whatsimportant.substack.com) Finance Paul Richards and Joe Wiggins ask 'How much time do you give an underperforming investment manager?'

Portfolio Management 198

Portfolio Management Economics Assets Management 198

Advisor Perspectives

JANUARY 3, 2023

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

Assets 52

Assets Management Investing Investments 52

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. As co-CEO, Marcus develops and leads the company’s global strategy; as global COO, she is responsible for overseeing business and investment operations globally.

Startup 286

Startup Portfolio Management Valuation Assets 286

Wealth Management

SEPTEMBER 13, 2022

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

Assets 98

Assets Management Investing Investments 98

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.

Investing 104

Investing Investments Wealth Advisor Assets 104

A Wealth of Common Sense

SEPTEMBER 7, 2023

I also have a small personal investment account. My question is around how I should think about investing this – should I use the fact that I spend. I get a base salary and a bonus for performance. So a good amount of my annual earnings are tied to the performance of the companies I pick.

Investing 124

Investing Investments Management Accounting 124

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