Clients Definition Financial Services Portfolio Management 
Nerd's Eye View
OCTOBER 18, 2022
equivalent of nearly $60 million in assets under management for 115 client households. Louis is the Director of WealthUp, an independent advice practice based in Cape Town, South Africa, that oversees the U.S.
Brown Advisory
AUGUST 11, 2023
Old economy refers to industries that have not changed significantly despite advances in technology – subsectors like steel, agriculture and manufacturing come to mind, but for inclusivity let’s broaden the definition out to the industrials and materials sectors. Terms and Definitions: Sensational Seven Stocks: Apple Inc.
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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.
The Big Picture
OCTOBER 24, 2022
She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. And so our customer base is financial advisors and their underlying clients. NORTON: Yeah.
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. We’re owned by our clients. So let’s talk a little bit about the Advisor Services Division.
Brown Advisory
AUGUST 14, 2023
Download it here > The Hidden Trouble Within Dear Fellow Investors, We have fielded a number of questions over the past six months from clients and prospects about how we think about and control factor risks within the Global Leaders strategy. One quantitative tool we use to assess our ongoing factor risk is Bloomberg PORT.
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? The more private side of the street?
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