Clients Portfolio Management White Paper 
The Big Picture
SEPTEMBER 3, 2024
All of their portfolio managers not only are substantial investors in each of their funds, but they do a disclosure year that shows each manager by name and how much money they have invested in their own fund. And so that’s not something that every client is willing to tolerate.
Inside Information
DECEMBER 26, 2023
He published a number of white papers around the turn of the century that predicted a dystopian professional landscape composed of a small handful of giant RIAs and a few smaller firms scurrying under their feet, looking for table scraps. Mark Hurley seems to be addicted to predicting the future.
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Random Roger's Retirement Planning
JUNE 27, 2022
According to this white paper from ReSolve and Newfound, it does. Back to the white paper linked above from ReSolve and Newfound who built a return stack portfolio that is far more sophisticated than my examples. Does it do what it's supposed to? 1.25X and 1.5X
ClearMoney
NOVEMBER 4, 2021
As with many things in life, the truth is somewhere between the extremes: While both simulated and real-world data suggest momentum may not be suitable as a driver of long-term asset allocations, we believe momentum considerations can be integrated in a cost-effective way to help inform daily portfolio management decisions.
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. As active managers ourselves, we might be expected to take a strong stance against indexing, but that is not the case.
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. Manager Characteristics. As active managers ourselves, we might be expected to take a strong stance against indexing, but that is not the case.
Investment Writing
NOVEMBER 20, 2024
Use the Oracle of Omaha When I push for plain language, sometimes my asset manager clients say they’re worried they’ll be seen as “dumb.” ” Though a securities analyst and a portfolio manager might want to dig into the annual report for more details, these sentences give them a quick idea of what to seek.
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