The Big Picture

APRIL 8, 2023

He tells his classes “ What makes for a good valuation is you’re either a disciplined storyteller or an imaginative number cruncher.” ” Damodaran wants the verbal half of the class to use the numbers intelligently, while the more mathematically inclined need to put those numbers into a narrative that is understandable.

Valuation 306

Valuation Numbers Insurance Portfolio Management 306

Wealth Management

JUNE 20, 2025

Number 8860726. Today, firms are using it to quickly build proposal decks and help advisors consolidate held-away assets. I also sat in on the keynote address of someone I’d not yet heard of, Dr. Naomi Win, a behavioral finance analyst at Orion, titled “Aligning Lives and Portfolios: Meeting the Moment for Modern Investors.”

Wealth Management 147

Wealth Management Management Financial Advisor Estate Planning 147

Wealth Management

JUNE 10, 2025

Number 8860726. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales.

Wealth Management 147

Wealth Management Marketing Marketing Tax Planning 147

Nerd's Eye View

JUNE 28, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent study found that at a time when the number of SEC-registered broker-dealers and their registered representatives is declining, the number of SEC-registered RIAs, their assets under management, and the number of (..)

Financial Planner 189

Financial Planner Clients Numbers Compliance 189

The Big Picture

FEBRUARY 5, 2025

Investors have lots of questions when allocating to this trading asset class, including how much capital do you need? What percentage of your portfolio should be allocated? Chasing that performance has led the hedge fund space to swell to over 5 trillion in assets today, with forecasts topping 13 trillion globally by 2032.

Taxes 147

Taxes Portfolio Management Investing 147

The Big Picture

MAY 31, 2024

Sherman oversees and administers DoubleLine’s investment management subcommittee; serves as lead portfolio manager for multisector and derivative-based strategies; and is a member of the firm’s executive management and fixed-income asset allocation committees.

Asset Allocation 189

Asset Allocation Math Portfolio Management Engineering 189

Wealth Management

JULY 10, 2025

Number 8860726. Related: What’s In My Wealthstack: Sanctuarys Robert Coppola Reporting & Portfolio Management: Tamarac / Envestnet and Addepar Wealthspire 2.0, Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Registered in England and Wales.

Wealth Management 165

Wealth Management Estate Planning Clients Planning 165

Nerd's Eye View

AUGUST 2, 2022

Matthew is the Founder and CIO of Lansing Street Advisors, an independent RIA based in Ambler, Pennsylvania that oversees $160 million in assets under management for 60 client households. My guest on today's podcast is Matthew Topley.

Clients 244

Clients Financial Advisor Financial Planning Portfolio 244

Nerd's Eye View

NOVEMBER 29, 2022

In this episode, we talk in-depth about how, even though it is admittedly more time consuming for her firm, Anh conducts extensive due diligence and analysis to integrate structured notes into her client portfolios and ladders them on a rolling quarterly basis so that clients can continuously reinvest at then-current rates and features, why Anh decided (..)

Estate Planning 246

Estate Planning Financial Advisor Clients Financial Services 246

The Big Picture

APRIL 29, 2025

This is Masters in business with Barry Ritholtz on Bloomberg Radio 00:00:17 [Speaker Changed] This week on the podcast, Jeff Becker, chairman and CEO of Jenison Associates, they’re part of the PG Im family of Asset Managements. Jenison manages over $200 billion in assets. Each of these asset managers had A-A-C-E-O.

Management 130

Management Assets Portfolio Insurance 130

The Big Picture

AUGUST 16, 2022

The basic concept is when one of these asset classes starts a long move, they tend to go much further and much longer than people typically expect, and you want to capture as much of that move as possible. So different time horizons, different assets. What assets are they in? I don’t know if all our listeners are.

Management 305

Management Assets Valuation Risk Management 305

The Big Picture

JANUARY 16, 2024

She has had a number of different positions within PIM, including managing their flagship core real estate fund. Before she moved into management, she has been on all of the big lists. I like as a real estate person, you walk through your assets, you can touch and feel things. Essentially you buy assets.

Assets 264

Assets Investments Investing Management 264

The Big Picture

MAY 20, 2025

In addition, they’ve put up some really impressive numbers over the past 30 years, which has given them the opportunity to donate tens of millions of dollars to their favorite organizations. We don’t give exact numbers. Number one, it means our transaction costs are less, which based on your career, you know exactly.

Management 130

Management Numbers Transportation Accounting 130

Harness Wealth

JANUARY 29, 2025

This type of strategy typically involves selling underperforming investments at a loss to offset capital gains (or ordinary income) to optimize portfolio returns. The tax treatment of this loss will depend on how long the asset has been held. For example, lets assume an investor made a capital gain on an asset amounting to $30,000.

Taxes 52

Taxes Assets Sales Portfolio 52

Nerd's Eye View

APRIL 23, 2024

Tyson is the CEO of FORM Wealth Advisors, a hybrid advisory firm based in Lake Geneva, Wisconsin, that oversees approximately $900 million in assets under management for just over 800 client households. My guest on today's podcast is Tyson Ray.

Clients 130

Clients Financial Advisor Wealth Advisor Financial Advice 130

Brown Advisory

SEPTEMBER 20, 2017

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy achen Wed, 09/20/2017 - 16:43 Over time, the Brown Advisory small-cap growth team, led by Christopher Berrier and George Sakellaris, watched numerous successful investments compound and grow out of their investible universe.

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

Brown Advisory

SEPTEMBER 20, 2017

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy. While this was frustrating at times, it produced a valuable asset – a sizeable library of fully vetted “up cap” growth ideas. While both mid-cap portfolio managers believe their experience gives them an advantage, other factors set them apart as well.

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

The Big Picture

JULY 19, 2023

The firm, Strive Asset Management, is seen “as political over investment oriented,” turning off some investors and limiting its opportunities to grow, according to the letter. Rival app Threads now has 150 million users, according to some estimates. (

Advertising 130

Advertising Portfolio Management Sales Assets 130

Trade Brains

JUNE 18, 2025

As of 2025, the number of billionaires worldwide has surpassed 3,000 people, with their total net worth more than $16 trillion. From hedge fund kings and private equity masters to investment bankers and wealth managers, the world of finance provides virtually unparalleled conditions for compound growth of capital.

Manufacturing 52

Manufacturing Healthcare Pharmaceutical Retail 52

Indigo Marketing Agency

MARCH 20, 2025

When clients see red numbers flashing across their screens, their instinct is often to panic, pull out of investments, or assume the worst. Right now, your clients dont just need portfolio management; they need perspective. Thats where financial advisors come in! They need to hear from you.

Communication 69

Communication Financial Advisor Marketing Marketing 69

The Big Picture

MARCH 7, 2023

 The transcript from this week’s, MiB: Maria Vassalou, Goldman Sachs Asset Management , is below. And that led her to various jobs at Wasserstein Perella McKinsey’s Asset Management Group. And all these questions that I was trying to answer had direct applications to hedge fund strategies and portfolio management.

Assets 173

Assets Management Marketing Marketing 173

The Big Picture

SEPTEMBER 3, 2024

They are a publicly traded investment manager, stocks symbol DHIL, that have been public since day one since 2016. They do a number of things at Diamond Hill that many other investment shops don’t. So, so you’ve held analyst roles and a number of asset managers. 00:16:33 [Speaker Changed] Exactly.

Investing 147

Investing Investments Valuation Management 147

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. To help us unpack all of this and what it means for your portfolio, let’s bring in Jim O’Shaughnessy. What’s two plus two.

Investing 162

Investing Investments Portfolio Valuation 162

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? I was employee number 10. So fast forward to where we are today, we have over $40 billion in assets under management.

Clients 162

Clients Investments Investing Management 162

Good Financial Cents

JUNE 11, 2023

One thing that I have craved for investors is a tool that allows you to sync all your financial accounts – your investment portfolio, checking and savings accounts, credit cards and other loan accounts – in one place, and then provides an investment-related analysis of your entire portfolio. And, that’s it.

Management 80

Management Investments Investing Accounting 80

The Big Picture

OCTOBER 31, 2023

And so we’ve grown from a very small company with 29 partners back in 1979 to, as you noted, over a trillion dollars of assets and it become very diversified. So fixed income is now a substantial percentage of our assets. Where, 00:06:25 [Speaker Changed] Where were you managing those for in 96? That are all gone.

Management 162

Management Investments Investing Portfolio 162

Advisor Perspectives

FEBRUARY 6, 2023

Northern Trust Asset Management (NTAM) is a leading global investment manager with $1 trillion in assets under management. It released “The Risk Report” late last year, which is an aggregated analysis of 280 institutional equity portfolios across the globe.

Portfolio Management 52

Portfolio Management Portfolio Consulting Assets 52

Trade Brains

NOVEMBER 4, 2023

More specifically, tradetron tech allows the user to trade in multiple asset classes like equities, forex, F&O, etc across multiple exchanges like NSE, NASDAQ, Bitcoin Exchanges, etc. Order management facility to keep track of different orders across multiple asset classes Access to live technical charts to facilitate algo trading.

Assets 111

Assets Planning Financial Market Retail 111

Good Financial Cents

FEBRUARY 15, 2023

Investment management companies – firms that provide individual portfolio management and may work with other investment companies. Robo-advisors, in particular, have democratized investment management. Outstanding customer service, including a large number of local branch offices.

Investments 94

Investments Investing Commission Risk Tolerance 94

Brown Advisory

FEBRUARY 3, 2020

Our firm managed more than $6 billion* in client assets under various sustainable investment mandates for individuals, families and institutions, as of Dec. Our firm managed more than $6 billion* in client assets under various sustainable investment mandates for individuals, families and institutions, as of Dec.

Taxes 52

Taxes Portfolio Management Portfolio Clients 52

Brown Advisory

FEBRUARY 3, 2020

Our firm managed more than $6 billion* in client assets under various sustainable investment mandates for individuals, families and institutions, as of Dec. For a number of our sustainable investment strategies, we issue formal reports each year to keep clients informed about how those strategies are generating positive impact.

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52

Brown Advisory

FEBRUARY 3, 2020

A Letter of Introduction From The Portfolio Managers. . Our firm managed more than $6 billion* in client assets under various sustainable investment mandates for individuals, families and institutions, as of Dec. Portfolio Manager. Portfolio Manager. . . . . Sincerely, . Amy Hauter, CFA.

Taxes 52

Taxes Portfolio Management Portfolio Clients 52

Brown Advisory

FEBRUARY 3, 2020

A Letter of Introduction From The Portfolio Managers. . Our firm managed more than $6 billion* in client assets under various sustainable investment mandates for individuals, families and institutions, as of Dec. Portfolio Manager. . Portfolio Manager. . . . . Sincerely, .

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52

Brown Advisory

JANUARY 28, 2021

2020 Impact Report: Sustainable Core Fixed Income Strategy ajackson Thu, 01/28/2021 - 12:56 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. 31, 2020. Enclosed is our 2020 Impact Report for the Sustainable Core Fixed Income strategy.

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52

Brown Advisory

JANUARY 28, 2021

2020 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy ajackson Thu, 01/28/2021 - 15:15 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. 31, 2020. Enclosed is our 2020 Impact Report for the Tax-Exempt Sustainable Fixed Income strategy.

Taxes 52

Taxes Portfolio Management Portfolio Clients 52

Brown Advisory

JANUARY 28, 2021

A Letter of Introduction From The Portfolio Managers. Our firm managed more than $16 billion* in client assets under various sustainable investment mandates for individuals, families and institutions, as of Dec. Portfolio Manager. . Portfolio Manager. . . . . . . 31, 2020. Sincerely,

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52

Brown Advisory

JANUARY 28, 2021

A Letter of Introduction From The Portfolio Managers. Our firm managed more than $16 billion* in client assets under various sustainable investment mandates for individuals, families and institutions, as of Dec. Portfolio Manager. Portfolio Manager. . . . . Thu, 01/28/2021 - 15:15. .

Taxes 52

Taxes Portfolio Management Portfolio Clients 52