The Big Picture

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He co-chairs a number of the asset management investment committees. trillion in assets under supervision. JULIAN SALISBURY, CHIEF INVESTMENT OFFICER OF ASSET AND WEALTH MANAGEMENT, GOLDMAN SACHS: Thanks, Barry. And I think you will also.

Assets 286

Assets Clients Investing Investments 286

The Big Picture

MARCH 20, 2024

But today, data is widely available and it’s a key tool you can use to enhance your portfolio returns. Portfolio management was a lot less evidence-based than it is today. As it turns out, there are ways you can use data to your advantage, even if you’re not a math wizard. market volatility. Tell us about that.

Investing 152

Investing Investments Portfolio Valuation 152

Mr. Money Mustache

MAY 20, 2022

Instead of investing in a productive asset, these speculators were just assuming the recent momentum would continue. It’s fun math – a 20% drop in prices means you get 25% more shares for your dollar, and a 50% drop means twice as many , or 100% more shares per dollar invested.). 2) My net worth has just cratered by 20%.

Marketing 57

Marketing Marketing Retirement Investing 57

The Big Picture

AUGUST 29, 2023

So I came down, met with our head of the portfolio review department, which oversees our external managers, met with our head of brokerage, and then met with the head of bind indexing, who was Ken Volpert at the time. And she was like, “You should come down and talk to some people at Vanguard.”

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

OCTOBER 17, 2023

I want to get into that before we start talking about asset management. So I, I did a math degree at Oxford, which is more pure math. So I, I did a math degree at Oxford, which is more pure math. You know, pure math can be very theoretical and detached from the real world, and it’s getting worse.

Investing 130

Investing Investments Clients Management 130

Brown Advisory

JUNE 16, 2022

Long duration assets are losing favour given higher rates act like gravity on the price of securities whose intrinsic value is based on cash flows generated further into the future. Today the Global Leaders portfolio cash flow duration in real terms is in the 15 to 17-year range using this calculation.

Investing 52

Investing Investments Valuation Accounting 52

Aleph

JANUARY 14, 2023

Picture Credit: David Merkel, with an assist from the YouImagine AI image generator || Boldly flying in front of a stained glass window Portfolio Management Sick of the ups and downs of the markets? link] Abundant liquidity from the Fed emboldened growth investors to bid prices to unsustainable valuations. Can They Take Over $GBTC?

Math 59

Math Assets Government Engineering 59

The Big Picture

AUGUST 15, 2023

So if you start with the S&P 500 or in this case stocks and bonds, you only have two asset classes, right. So the proper benchmark for those pools has to look a little bit like the underlying assets they’re investing in. That’s a really easy portfolio to create. RITHOLTZ: Fair enough. RITHOLTZ: Right.

Management 130

Management Investing Investments Government 130

The Big Picture

DECEMBER 6, 2022

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. What percentage of the assets are in ETFs relative to mutual funds? So fast forward to where we are today, we have over $40 billion in assets under management. BERRUGA: You know, great question. RITHOLTZ: Wow.

Clients 152

Clients Investing Investments Management 152

Trade Brains

DECEMBER 16, 2022

They use several valuation metrics to know more about the company. ROE is also considered the return on net assets. It is because shareholders’ equity is equal to a company’s assets minus its debt. It is because of the simple accounting equation which states that “Equity= Asset – Liabilities (Debt)”.

Pharmaceutical 52

Pharmaceutical Manufacturing Engineering Distribution 52

The Big Picture

FEBRUARY 13, 2023

And this is just a masterclass in how to manage assets, think about your career, understand the relationship between markets, between fixed income, the Fed, the dollar, sentiment, consumer spending, just everything is related and understanding what matters when is the key to your success. Last year, it’s in our tactical portfolios.

Economy 141

Economy Numbers Portfolio Marketing 141

The Big Picture

MARCH 21, 2023

You’re accidentally waiting into yet another quant controversy, whether you need both these characteristics in every stock, or whether you can have some stocks that are great on one and simply average on the other and the portfolio comes out. It’s about half our assets. This is like quant finance circa 1990. RITHOLTZ: Okay.

Valuation 161

Valuation Investing Investments Numbers 161

The Big Picture

JULY 19, 2022

The transcript from this week’s, MiB: Antti Ilmanen, Co-Head, Portfolio Solutions, AQR , is below. BARRY RITHOLTZ; HOST; MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Antti Ilmanen is AQR’s Co-head of the Portfolio Solutions Group. CO-HEAD, AQR’S PORTFOLIO SOLUTIONS GROUP: Thanks, Barry.

Investing 130

Investing Investments Valuation Portfolio 130

The Big Picture

DECEMBER 12, 2023

And I was a math nerd as a kid. And the assets under management were smaller. And the fact that you’re trying to bundle it up into a terminal value in, unless the assets are cash or convert to cash. 00:44:11 [Speaker Changed] Kathy would may have her own valuation, so, but I can’t replicate it myself.

Management 258

Management Investing Investments Retail 258

The Big Picture

MARCH 12, 2024

No income, no job, no assets were exactly ninja, Sean Dobson : No pulse seems reasonable. We see it as, like I said, about 50 million assets and we’re modeling up the value of every home in the country, every, every week, basically. We’re we’re the quant shop in real estate, in the quant shop in physical assets.

Banking 141

Banking Investing Investments Marketing 141

The Big Picture

NOVEMBER 21, 2023

And I said, Paul, I don’t know anything about managing a public portfolio, but the deal we made with each other. So we repositioned our portfolio at the end of 22, recognizing that there had been too many dollars that went into safety trades. It was about $170 million valuation. He said, I overpaid for the asset.

Investing 246

Investing Investments Startup Accounting 246

The Big Picture

MAY 16, 2023

Literally the first check-in to Robinhood, which went public in 2021 at about a $34 billion valuation. RITHOLTZ: He was the first (inaudible) in round B at the higher valuation. Is it about the valuation? Back then I was Wallstrip was like a 400K valuation. RITHOLTZ: Valuation didn’t make much of a difference.

Media 278

Media Investing Investments Valuation 278

The Big Picture

OCTOBER 31, 2022

RITHOLTZ: So here’s the question about 2020 and we could talk a little bit about the pandemic, when you have an event from outside the market, sort of feels less like the dot-coms and the valuation issue, and more like the meteor that killed the dinosaurs, it’s totally outside of the system. SIEGEL: Right. SIEGEL: Yeah.

Numbers 141

Numbers Investing Investments Marketing 141