Clients Math Numbers Portfolio Management 
Random Roger's Retirement Planning
AUGUST 17, 2023
This article obviously favors more stocks but an interesting thing not said was at what number would it make sense to just flip from individual holdings to mutual funds and ETFs. In my opinion the diversification benefit hits diminishing returns pretty close to 40 individual holdings based on math if nothing else.
Brown Advisory
JANUARY 17, 2024
We are in the rejection business and the statistics are stark as to how we should be very careful whenever investing our clients’ hard-earned dollars. Even with 75% accuracy we only move from an investable universe where 30% of constituents outperform to now selecting the portfolio from a pool with a 56% win rate.
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The Big Picture
MAY 9, 2023
He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He’s a member of the management committee. He co-chairs a number of the asset management investment committees. So we really had to work through that over a number of years. Three main client segments. We love it.
The Big Picture
NOVEMBER 14, 2023
She has a really fascinating background, very eclectic, a combination of math and law. She has run a number of firms and a number of divisions at large firms and traced a career arc that’s just very unusual compared to the typical person in finance. It is something, math has always come easy to me since a child.
The Big Picture
OCTOBER 17, 2023
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. Graham Foster] : 00:02:54 That was a number, that was number theory, pure number theory. It gets further and further away the D P U go.
The Big Picture
DECEMBER 6, 2022
when I first moved from Spain, and I learned a lot because I spent a lot of time with financial advisors, which, as you know, is a key segment of our client base today. I was employee number 10. So fast forward to where we are today, we have over $40 billion in assets under management. We have retail clients.
The Big Picture
MARCH 20, 2024
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. And everyone answers for, except for the person they hire, whose answer was, what number did you have in mind? What’s two plus two.
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