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.
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
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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.
Brown Advisory
SEPTEMBER 22, 2017
It is up to investment managers and, ultimately, their clients whether they seek investment exposures that are systematic (beta exposure) or idiosyncratic (alpha exposure). The Journal of Portfolio Management 40(2): 18-29. Deutsche Asset & Wealth Management White Paper. Hammond, and W. Springsteel.
Brown Advisory
SEPTEMBER 22, 2017
It is up to investment managers and, ultimately, their clients whether they seek investment exposures that are systematic (beta exposure) or idiosyncratic (alpha exposure). The Journal of Portfolio Management 40(2): 18-29. Deutsche Asset & Wealth Management White Paper. References. Hammond, and W.
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