Zoe Financial

OCTOBER 12, 2023

Investing in the Future: CAPTRUST’s AI Stock Portfolio Updated October 12th, 2023 Reading Time: 6 minutes Written by: Lauren C. Lambert, CFA CAPTRUST Zoe Network Advisor Investing in the Future: CAPTRUST’s AI Stock Portfolio Updated October 12th, 2023 Reading Time: 6 minutes Written by: Lauren C. percentage points annually.

Portfolio

Zoe Financial

OCTOBER 12, 2023

Investing in the Future: CAPTRUST’s AI Stock Portfolio Updated October 12th, 2023 Reading Time: 6 minutes Written by: Lauren C. Lambert, CFA CAPTRUST Zoe Network Advisor Investing in the Future: CAPTRUST’s AI Stock Portfolio Updated October 12th, 2023 Reading Time: 6 minutes Written by: Lauren C. percentage points annually.

Portfolio

Brown Advisory

MARCH 28, 2017

We help many of our clients align their portfolios with their values, and screening is one of the tools we employ to accomplish that alignment. Of course, investors do not all share the same values, and screens are used to exclude a wide variety of businesses, activities and behaviors from their portfolios.

Ethics

Brown Advisory

MARCH 28, 2017

We help many of our clients align their portfolios with their values, and screening is one of the tools we employ to accomplish that alignment. Of course, investors do not all share the same values, and screens are used to exclude a wide variety of businesses, activities and behaviors from their portfolios. High Stakes.

Ethics

The Big Picture

JULY 19, 2022

The transcript from this week’s, MiB: Antti Ilmanen, Co-Head, Portfolio Solutions, AQR , is below. BARRY RITHOLTZ; HOST; MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Antti Ilmanen is AQR’s Co-head of the Portfolio Solutions Group. CO-HEAD, AQR’S PORTFOLIO SOLUTIONS GROUP: Thanks, Barry.

Valuation

Sara Grillo

OCTOBER 31, 2022

A Form ADV, according to definition by the SEC , is a legal document that anyone who is holding him or herself out as a professional financial advisor in the United States must file with the SEC, whether they are state or Federally registered. Ethics matter. Here are some examples of things Ethical Financial Advisors do.

Financial Advisor

The Big Picture

FEBRUARY 28, 2023

Tell us a little bit about the giant portfolio of companies you guys are managing. So we manage a portfolio of several dozen companies. When you add together all of our portfolio companies, it’s effectively $100 billion enterprise — RITHOLTZ: Wow. You sit on the board of directors on a number of portfolio companies.

Clients

Brown Advisory

APRIL 16, 2018

The Other 95% achen Mon, 04/16/2018 - 13:23 The traditional goal for a nonprofit’s investment portfolio was to earn a 5% return or so that could be used to fund the nonprofit’s programs. Today, we help nonprofits make an impact with the other 95% of their portfolio. The “other 95%” of the portfolio existed solely as a financial engine.

Nonprofit

Brown Advisory

APRIL 16, 2018

The traditional goal for a nonprofit’s investment portfolio was to earn a 5% return or so that could be used to fund the nonprofit’s programs. Today, we help nonprofits make an impact with the other 95% of their portfolio. The “other 95%” of the portfolio existed solely as a financial engine. Mon, 04/16/2018 - 13:23.

Nonprofit

Inside Information

OCTOBER 29, 2023

Every client you bring onboard is somebody who might otherwise have been working with an ‘advisor’ whose goal is to turn as much of his/her retirement portfolio into fees and commissions. Doctors, CPAs and (to some extent) lawyers have this built into their codes of ethics and professional DNA—and why should advisors be any different?

Sales

The Big Picture

JANUARY 9, 2024

You were saying that you had a code of ethics, but then your CEO was sexually harassing people. Yeah, I mean like you can definitely, it is unusual for like a CEO to like get arrested for selling stock while he was, you know, doing sexual harassment or whatever. Matt Levine : 00:16:23 Yeah, and I, and I’ve written about that.

Banking

Brown Advisory

JUNE 16, 2022

Today the Global Leaders portfolio cash flow duration in real terms is in the 15 to 17-year range using this calculation. By this valuation method, the portfolio cashflow duration is in the 16 to 17-years range. Financial Accountings Standard Board brought stock-based compensation into the definition of U.S. Well, not entirely.

Investments

Good Financial Cents

APRIL 19, 2023

Earn Passive Income in Real Estate Low minimum investment – $10 Diversified real estate portfolio Portfolio Transparency > Skip to the Passive Income Ideas What is Passive Income? If you need a more formal definition, IRS Pub 925 has you covered. The golden rule of passive income – protect your time.

Accounting

Sara Grillo

JANUARY 9, 2023

The goal of the Transparent Advisor Movement is to create the country’s best financial advisors – the most ethical, effective, and successful financial advisors that the industry has ever seen in its history. If somebody has a $500k portfolio and we just use a standard 1%, they’d be charged $5k a fee. Let’s look at an example.

Financial Planning

Clever Girl Finance

JULY 16, 2023

” There are some life situations when you should definitely seek professional guidance. A robo-advisor can make automatic investments for clients, and this is great if you have a simple portfolio. How to know Hiring a financial advisor can be costly. So let’s first answer the question, “Do I need a financial advisor?”

Financial Advisor

Clever Girl Finance

JULY 16, 2023

” There are some life situations when you should definitely seek professional guidance. A robo-advisor can make automatic investments for clients, and this is great if you have a simple portfolio. How to know Hiring a financial advisor can be costly. So let’s first answer the question, “Do I need a financial advisor?”

Financial Advisor

The Big Picture

NOVEMBER 15, 2022

The academic side of how to build a portfolio, we can argue about the details, right? As an advisor, you could get somebody’s model portfolio, or you could hire some, you know, three CFAs and do it yourself. Some advisor that’s out there can say, “I have generally 1% alpha for the last three years in my model portfolio.”

Management

The Big Picture

JULY 4, 2023

And they end up being great candidates for us to put into to run the next big portfolio or start a new strategy. So it is attractive to go somewhere where you will now be given the ability to manage a portfolio and make decisions, or at least be on a path to learn how to do that. They get trained at great places.

Recruitment

Good Financial Cents

APRIL 10, 2023

When I was in high school, there was a kid in my class who I definitely *thought* was rich. This couple was definitely “rich” based on their income alone, but they were not wealthy at all. Ad Invest as little or as much as you want with a Robinhood portfolio. ” Of course, this couple is not an anomaly at all.

Accounting

The Big Picture

AUGUST 29, 2022

So it’s unusual though to have that much work ethic, that much drive and say, yeah, I want all the investors to have the money. of that fund had to call himself a portfolio administrator. But yeah, I would — I would say that, you know, that is definitely one of them. RITHOLTZ: Yes. RITHOLTZ: Right. RITHOLTZ: Go ahead.

Assets

The Big Picture

DECEMBER 14, 2022

MCCARTHY: I’d back up actually a little bit further in thinking about how did I get there, because I don’t think it was very obvious actually that I would come out of Yale with an ethics, politics and economics degree — RITHOLTZ: Perfect really, right? I definitely wanted to gain investing skills. RITHOLTZ: Right.

Assets

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners.

CFP

The Big Picture

JUNE 10, 2025

I had been given the fortunate opportunity to talk to incumbent asset managers and how they then are digesting ETFs in their portfolios and how that’s going to change the, the industry and what’s happening there. What’s the value proposition to investors to buy these, how are they using ’em in portfolios?

Assets

The Big Picture

APRIL 8, 2024

00:03:42 I wouldn’t put him as a mentor because I didn’t spend that much time with him, but he definitely influenced my career in a practical way that I think has served me very well ever since then. He helps portfolio managers make sense of the world. And so I was in incentivized, you know, monetarily to help him.

Economy

The Big Picture

JANUARY 14, 2025

You were a portfolio manager, researcher head of trading, and apparently tech geek putting machines together. That there’s a definitely a network effect that happens there. But I would say the consequence and it’s, or the issue really is both for fund to funds and really for portfolios of hedge funds that investors have.

Management

The Big Picture

NOVEMBER 19, 2024

Like, and, and it might be hard to see with the naked eye, but the machines we use can definitely see it. 01:00:49 And, you know, ethically, it’s hard for us to generate that dramatic right. That, that was definitely the, the, the poster child for the simplest nudge. That would be a big jump, you know, a big tell.

Economics