Remove Definition Remove Fiduciary Duty Remove Portfolio
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Transcript: John Montgomery, Bridgeway Capital Management

The Big Picture

How did that background help when it comes to modeling portfolios or applying those methods of statistical analysis to investing? 00:02:52 [Speaker Changed] Well, the statistical side definitely comes from my degree and then work as a project manager at MIT. Same number of shares is just gonna be, you know, 0.001 of the portfolio.

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Empower (formerly Personal Capital) Review – Managing All Your Investments in One Place

Good Financial Cents

One thing that I have craved for investors is a tool that allows you to sync all your financial accounts – your investment portfolio, checking and savings accounts, credit cards and other loan accounts – in one place, and then provides an investment-related analysis of your entire portfolio.

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ESG: Virtue or Vice? Wrong Question.

Brown Advisory

Larger asset managers have been able to build fairly passive approaches to ESG integration, where indexes or portfolios with low active share are “tilted” to emphasize holdings with lower reported carbon emissions or other desired ESG metrics. being excluded from portfolios. Often this led to entire industries–alcohol, tobacco, etc.–being

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ESG: Virtue or Vice? Wrong Question.

Brown Advisory

Larger asset managers have been able to build fairly passive approaches to ESG integration, where indexes or portfolios with low active share are “tilted” to emphasize holdings with lower reported carbon emissions or other desired ESG metrics. being excluded from portfolios. Often this led to entire industries–alcohol, tobacco, etc.–being

article thumbnail

ESG: Virtue or Vice? Wrong Question.

Brown Advisory

Larger asset managers have been able to build fairly passive approaches to ESG integration, where indexes or portfolios with low active share are “tilted” to emphasize holdings with lower reported carbon emissions or other desired ESG metrics. being excluded from portfolios. Often this led to entire industries – alcohol, tobacco, etc.

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Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Sara Grillo

Researching costs of investments, services, and products rendered to the client Assessing if risk is reasonable for the client Assessing if performance expectations are reasonable for the client But these are all loose definitions. What does the law actually say about the fiduciary standard? Federal statutory law: Section 206.

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The Other 95%

Brown Advisory

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.