Brown Advisory

AUGUST 14, 2023

Factor risk is best described as any exposure that can explain the portfolio returns other than the individual investments, such as a “theme” or a sector. In this example, the stock picking hardly matters anymore – the portfolio is predominantly a sector bet and hence has a large factor risk. Numbers may not total due to rounding.

Investing 52

Investing Investments Portfolio Accounting 52

The Big Picture

JULY 11, 2023

JOHNSON: So I spent a year, my father said to me, “Look, if you’re going to be in the financial services business you should probably work in New York.” Otherwise, the West Coast, if you were in the financial services business, it was rough life. RITHOLTZ: It was just Franklin. RITHOLTZ: Right.

Management 213

Management Investing Investments Assets 213

Trade Brains

JUNE 11, 2023

It is also registered as a Systemically Important Non–Deposit taking Non-Banking Financial Company (NBFC – ND-SI) and Infrastructure Finance Company (NBFC- IFC) with the Reserve Bank of India (RBI). As far as the financials of the company is concerned, it has grown at a fast pace. CMP (in Rs.) EPS (in Rs.) Stock P/E 11.23

Banking 97

Banking Government Financial Services Insurance 97

The Big Picture

MAY 9, 2023

Investment banks were not really a known concept in the area where I grew up. I lined up a bunch of job interviews with a variety of banks. And again, I ended up in the financial services audit practice at KPMG. So I got to know banks a little bit. We need a bad bank and a good bank. SALISBURY: Yes.

Assets 286

Assets Clients Investing Investments 286

Brown Advisory

JUNE 21, 2017

As professional investors have found it increasingly challenging to meet or exceed market benchmarks, many of their clients have grown disillusioned with active management. In theory, the odds of choosing correctly should be 50% (ignoring fees), but, as we’ve said, more managers have underperformed lately than outperformed.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

As professional investors have found it increasingly challenging to meet or exceed market benchmarks, many of their clients have grown disillusioned with active management. In theory, the odds of choosing correctly should be 50% (ignoring fees), but, as we’ve said, more managers have underperformed lately than outperformed.

Investing 52

Investing Investments Portfolio Management 52

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.

Management 80

Management Investing Investments Wealth Management 80

MarketWatch

MARCH 24, 2023

SCHW CEO Walt Bettinger said the brokerage and financial services firm has enough resources to continue to operate even if it lost its deposits over the coming year, The Wall Street Journal reported Friday. In the case of Charles Schwab, the bank is holding some bonds that are currently under water on paper.

Certification 74

Certification Portfolio Management Financial Services Portfolio 74

The Big Picture

OCTOBER 19, 2022

And Wall Street didn’t work out for a variety of reasons, but I ended up working sort of an adjacent industry in the portfolio management software business, and really wasn’t where my passion was. They’ll construct the portfolio. We’ll do estate planning and other complex financial planning.

Financial Advisor 274

Financial Advisor Clients Taxes Investing 274

The Big Picture

OCTOBER 31, 2023

And so our initial thrust was what our first hedge fund called Bay Pond, which is a financial services hedge fund, started by Nick Adams back in 1994, which will, I guess be celebrating its 30th anniversary next year. Where, 00:06:25 [Speaker Changed] Where were you managing those for in 96? Prior to getting to Wellington.

Management 152

Management Investing Investments Portfolio 152

The Big Picture

NOVEMBER 14, 2023

00:02:59 [Speaker Changed] I was not, I was waitressing one summer, my final summer after my senior year and a friend called and said, I just interviewed with the financial services company. It was Mass Financial Services. Didn’t really think about going into financial services. That is p gm.

Math 130

Math Management Insurance Assets 130

Brown Advisory

OCTOBER 11, 2021

In this brief paper, we will touch on what we believe are some of the most important issues and questions—including the different types of assets, return potential, fees, liquidity, diversification, volatility and transparency—that investment committees must understand as they weigh adding alternatives to their portfolios.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

OCTOBER 11, 2021

In this brief paper, we will touch on what we believe are some of the most important issues and questions—including the different types of assets, return potential, fees, liquidity, diversification, volatility and transparency—that investment committees must understand as they weigh adding alternatives to their portfolios.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Carson Wealth

AUGUST 21, 2023

The Bank of America Global Fund Manager Survey surveys portfolio managers that manage hundreds of billions of dollars. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 52

Marketing Marketing Economy Retail 52

The Big Picture

MARCH 7, 2023

Maria Vassalou has a fascinating history and background, London School of Economics to Columbia School of Business, where she actually was a professor for over a decade, and started consulting to the hedge fund and financial services industry. And at the SAC Capital, it was all about risk management.

Assets 161

Assets Management Portfolio Marketing 161

The Big Picture

MAY 23, 2023

My dad was a public GP, you know, in the National Health Service in England and my mom was a public school teacher. And quite frankly, I didn’t know what financial services was. GREW: So, I got a call and this one was ultimately from a recruiter who’s working for Lehman Brothers, an investment bank, a bond house.

Clients 152

Clients Management Engineering Investing 152

The Big Picture

JULY 18, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Tom Wagner, co-founder and portfolio manager at Knighthead Capital. If you jump into a First Republic Bank a little early, well your early is the same as wrong. RITHOLTZ: That’s your glory days, right?

Investing 130

Investing Investments Assets Insurance 130

Brown Advisory

SEPTEMBER 11, 2016

More so than any other time since the financial crisis we believe that a winning investment portfolio today needs a thoughtful focus on both. This provides a meaningful boost to return in a low-yield environment and cushions a portfolio should interest rates begin to rise. (We Shield or sword? small-cap stocks. versus 1.9

Economics 52

Economics Economy Communication Clients 52

Brown Advisory

SEPTEMBER 11, 2016

More so than any other time since the financial crisis we believe that a winning investment portfolio today needs a thoughtful focus on both. This provides a meaningful boost to return in a low-yield environment and cushions a portfolio should interest rates begin to rise. (We Shield or sword? small-cap stocks. versus 1.9

Economics 52

Economics Economy Communication Clients 52

The Irrelevant Investor

JULY 19, 2016

Here he is, from his 1967 classic: A stock is for all practical purposes, a piece of paper that sits in a bank vault. A large swath of the financial services industry would love to have you believe in their magic. That being said, no investment strategy can protect your portfolio all the time. But it just wasn't the case.

Investing 52

Investing Investments Asset Allocation Assets 52

The Big Picture

FEBRUARY 28, 2023

I was actually running the Investment Banking Club at BYU, and you know, thought I was interested in that, interested in going to Wall Street. You buy companies to run them and manage them for the long haul. Tell us a little bit about the giant portfolio of companies you guys are managing. LAYTON: Yeah. LAYTON: Yeah.

Clients 141

Clients Investing Investments Assets 141

Good Financial Cents

FEBRUARY 15, 2023

Investment management companies – firms that provide individual portfolio management and may work with other investment companies. For example, do you want to make investment decisions or let the experts do it through a managed portfolio? Robo-advisors, in particular, have democratized investment management.

Investing 93

Investing Investments Commission Risk Tolerance 93

The Big Picture

APRIL 11, 2023

And if you’re a lazy value investor buying high yields, you’re going to be buying a lot of banks right now. DAMODARAN: A lot of regional banks right now have dividend yields of 6, 7, 8 percent. DAMODARAN: The write-offs are going to be the banks writing it off. RITHOLTZ: Right. RITHOLTZ: Not the debt.

Valuation 286

Valuation Education Government Numbers 286