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 223

The Big Picture

DECEMBER 9, 2023

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.” Launched in 2019 with around $2 billion in initial assets, it was one of the fastest-growing emerging funds over the past few years.

Management 187

Management Portfolio Management Investing Investments 187

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 74

Portfolio Investing Investments Assets 74

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

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. Carmen, who manages the diversified late-stage growth equity business, previously managed institutional portfolios in the multi-cap growth style.

Management 143

Management Investing Investments Portfolio 143

The Big Picture

SEPTEMBER 23, 2023

This week, we speak with Armen Panossian , managing director and head of performing credit at Oaktree Capital Management , which has $179 billion in assets under management. He previously worked for Pequot Capital Management, where he worked on distressed debt strategy. Currently, he is Vice Chairman of IBM.

Management 173

Management Medical Portfolio Management Economics 173

Abnormal Returns

APRIL 30, 2024

Factor investing Portfolio construction matters when it comes to factor investing. 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?

Valuation 192

Valuation Media Portfolio Assets 192

WiserAdvisor

SEPTEMBER 8, 2022

This is why portfolio risk management can be very critical. However, it is crucial to understand how to manage portfolio risk and what can trigger it. What is portfolio risk? The portfolio is made up of different asset classes, investments, market capitalizations, etc. Keep reading to find out more.

Risk Management 52

Risk Management Portfolio Management Asset Allocation 52

Abnormal Returns

APRIL 16, 2024

Asset allocaiton Is regret a better measure to target for portfolio allocations? blogs.cfainstitute.org) Why asset allocation is sensitive to goals and assumptions. blogs.cfainstitute.org) Some evidence that it is possible to measure portfolio manager decision making.

Asset Allocation 217

Asset Allocation Portfolio Management Portfolio Assets 217

Wealth Management

NOVEMBER 28, 2023

Envestnet's Brooks Friederich is leading the firm's model-portfolio division with 2,000 customized products from some 150 asset managers.

Portfolio 105

Portfolio Assets Management 105

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

Random Roger's Retirement Planning

APRIL 7, 2024

Let's have a little fun with a difference of opinion about how to incorporate managed futures into a portfolio between to big proponents, Corey Hoffstein from ReturnStacked ETFs and Andrew Beer who runs the iMPG DBi Managed Futures Strategy ETF (DBMF). Both of them talk about how to add managed futures to a portfolio.

Management 79

Management Portfolio Portfolio Management Risk Management 79

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.

Portfolio Management 202

Portfolio Management Economics Assets Management 202

Abnormal Returns

DECEMBER 12, 2023

institutionalinvestor.com) Alternative assets The institutionalization of alternative assets has backfired for most investors. investmentecosystem.com) The dispersion in private equity portfolio returns is not unexpected. riabiz.com) Fund management Diseconomies of scale in fund management are real.

Portfolio Management 219

Portfolio Management Retail Assets Portfolio 219

Truemind Capital

FEBRUARY 8, 2024

Imagine you have invested 50% of your money in the Nifty Index Fund portfolio. And another 50% in a mutual fund portfolio with an average of 50% debt allocation and 50% in equity allocation. You would say obviously the first portfolio which has 100% equity allocation because equity performed far better than debt in the last 10 years.

Asset Allocation 52

Asset Allocation Assets Portfolio Planning 52

Abnormal Returns

AUGUST 21, 2023

Podcasts Jason Wenk and Dasarte Yarnway talk with Michael Kitces about advisor tech and practice management. riaintel.com) Turnqey wants to be for crypto 'what is Plaid for banking assets.' altruist.com) Brendan Frazier talks with Libby Greime about creating systems and processes to scale the human-to-human connection.

Portfolio 130

Portfolio Estate Planning Banking Retirement 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 102

Investing Investments Financial Advisor Assets 102

Validea

OCTOBER 12, 2022

For the last 40 years, managing risk for investors has been pretty easy. The fact that bonds haven’t worked has made risk management very challenging during this bear market. But that doesn’t mean there was no way to manage risk. Permanent Portfolio – Grade: C. The concept behind the Permanent Portfolio is a simple one.

Risk Management 115

Risk Management Management Asset Allocation Portfolio 115

Validea

JANUARY 25, 2024

In our latest episode of Show Us Your Portfolio, we are joined by Fairlead Strategies founder Katie Stockton. We discuss how Katie thinks about managing her personal portfolio and the investing process.

Portfolio 52

Portfolio Asset Allocation Financial Advisor Assets 52

David Nelson

JANUARY 3, 2023

By David Nelson, CFA CMT All branches of the military use ORM or their own Operational Risk Management system. Investors need to do their own due diligence and perform a full ORM review of their portfolio and its ability to navigate the many challenges we face at the start of a new year. S&P 500 2 Years. 60-40 is reborn.

Risk Management 98

Risk Management Portfolio Management Valuation 98

Abnormal Returns

DECEMBER 5, 2023

Active management Active investing has a tax problem. alphaarchitect.com) Why the active management space may be bigger than currently measured. papers.ssrn.com) Replication Managed futures strategies are ripe for replication. hamiltonlane.com) Portfolio managers love to shift blame for underperforming assets.

Portfolio Management 235

Portfolio Management Assets Taxes Management 235

Abnormal Returns

OCTOBER 10, 2023

msn.com) How JP Morgan Asset Management is rolling out AI tools for its analysts and PMs. libertystreeteconomics.newyorkfed.org) Portfolio managers Why portfolio managers get fired. alphaarchitect.com) Is there a relationship between manager attractiveness and fund performance?

Portfolio Management 250

Portfolio Management Startup Portfolio Management 250

The Big Picture

NOVEMBER 15, 2023

The problem is those behaviors are so destructive to a portfolio. 1 We ignore the reality of human behavior, including the need for some thrills and excitement, at the peril of our portfolios. Understanding these basics will at least give you some guidance as to when your behavior is putting your assets at risk. We all are! –

Investing 343

Investing Investments Portfolio Economics 343

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.

Startup 289

Startup Portfolio Management Valuation Assets 289

The Big Picture

SEPTEMBER 9, 2023

Previously, he developed and managed statistical arbitrage trading strategies at D.E.Shaw. We discuss his career in machine learning, from Amazon’s recommendation engine to using AI to manage portfolios. Voleon, which manages $10 billion in client assets, has achieved great success applying these technologies to investing.

Engineering 319

Engineering Management Portfolio Assets 319

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

Advisor Perspectives

JANUARY 16, 2024

As we look ahead to the rest of 2024, we’ll explore one strategy that may help advisors weather the storm – real assets. My guest today, Christopher Huemmer, senior client portfolio manager at FlexShares Exchange Traded Funds, will offer insights into how to invest in real assets and ways to get exposure with ETFs.

Assets 59

Assets Portfolio Management Portfolio Economics 59

Wealth Management

DECEMBER 15, 2023

Advisors are using Nebo to construct institutional quality, dynamic, real-time model portfolios that are personalized to each client, in a fraction of the time previously required.

Financial Planning 103

Financial Planning Assets Management Planning 103

A Wealth of Common Sense

FEBRUARY 16, 2024

Early on in my savings journey I prioritized tax-deferred retirement accounts over all else. I like the ease and simplicity of 401k contributions coming out of my paycheck before it ever even touches my checking account. It’s easy to automate. The set-it-and-forget-it nature of a workplace retirement plan is one of my favorite features.

Portfolio Management 101

Portfolio Management Retirement Planning Portfolio Management 101

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.

Asset Allocation 52

Asset Allocation Assets Valuation Portfolio 52

Abnormal Returns

SEPTEMBER 26, 2023

Portfolio management Fund investors prefer managers who stick to their knitting. papers.ssrn.com) Why portfolio managers invest more research into short positions. alphaarchitect.com) How many assets is too many when it comes to trend following? priceactionlab.com) What's the evidence for the R&D factor?

Portfolio Management 197

Portfolio Management Portfolio Management Assets 197

Trade Brains

SEPTEMBER 22, 2023

(JPM) is a financial holding corporation that, through its subsidiaries, provides solutions for consumer and commercial banking, investment banking, processing financial transactions, and asset management. The amount of assets under management was $3 trillion. Computer Age Management Service Ltd 2,595.80

Portfolio Analysis 116

Portfolio Analysis Portfolio Healthcare Banking 116

Nerd's Eye View

AUGUST 18, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study has found that consumers are increasingly likely to spread their portfolios across a range of asset managers, and that this trend is particularly pronounced amongst more affluent clients (e.g.,

Financial Planner 220

Financial Planner CFP Assets Clients 220

A Wealth of Common Sense

APRIL 4, 2024

Nick Maggiulli joined me again on the show this week to discuss questions relating to giving financial advice to family members, the rent vs. buy decision, how hard it is to become a millionaire and how to diversify your portfolio as you age.

Risk Management 73

Risk Management Management Financial Advice Marketing 73

Abnormal Returns

FEBRUARY 12, 2024

trillion in assets. riabiz.com) Does Citigroup ($C) have a path forward in wealth management? investmentnews.com) Lifetime income Americans need more help managing retirement income. morningstar.com) Talent Wealth management firms are coming to realize they have a headcount problem. thinkadvisor.com)

Wealth Management 193

Wealth Management Retirement Communication Investment Planning 193

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

Abnormal Returns

NOVEMBER 19, 2023

(blog.validea.com) Some behavioral hacks to prevent you from blowing up your portfolio. ritholtz.com) What it going to happen to all those assets in money market fund when yields eventually fall? awealthofcommonsense.com) Why asset allocators usually fail when it comes to manager selection.

Asset Allocation 250

Asset Allocation Assets Portfolio Management 250