The Big Picture

MAY 20, 2025

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. So there are four portfolio managers on every strategy at Bridgeway.

Management

Random Roger's Retirement Planning

MARCH 4, 2025

I spent a lot of time Monday evening going down the Blackrock rabbit hole starting with their thoughts about adding Bitcoin to a portfolio which they say they're starting to do in their models.

Portfolio

The Big Picture

APRIL 8, 2025

So, yeah, so fantastic memory, Barry, because that has been transformational as you know, indexing tax management, direct indexing, or the ability to customize our, you know, all demands and, and it’s a tech, it’s a very tech heavy business. It is, you know, definitely diamonds in the rough that we got.

Asset Allocation

Bell Investment Advisors

JUNE 27, 2025

From Policy to Portfolio: The Economic Impact of Tariffs On Thursday, June 26 th at 12pm Pacific Time, Financial Advisor Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for a 45-minute webinar that covered the following topics: Financial Market Returns The U.S. My name is Laurent Harrison.

Economics

The Big Picture

MAY 13, 2025

I mean the, the GFC was definitely qualified as a crisis for our firm and the industry and investors. So, so I have to ask you, you are working at this giant shop and you say, I know, let’s build an RIAA registered investment advisory firm that’s a fiduciary within a giant asset manager. Tell us about the genesis of this.

Clients

The Big Picture

MARCH 25, 2025

It was, we wanted to have the absolute best software for the way we managed money. And so we put on a pretty significant developer team that had background in portfolio management. He was also a Jim and he probably did more for me when I was young and filled with, you know, vinegar and, and very definitive beliefs.

Management

The Big Picture

FEBRUARY 17, 2025

So to me that was the definition of uncorrelated asset. So we use the MSCI benchmark definition. So South Korea for the MSCI definition is emerging. We have been speaking with Christine Philpots of Ariel Investments, where she is a portfolio manager for emerging market value strategies. Is it still emerging?

Investing

The Big Picture

MAY 6, 2025

Barry Ritholtz : I definitely can see that, you know, the concept, I dunno if I’m stealing this from Zen Buddhism, but it’s the water flows, but the rigid tree breaks in the storm. And it gives us a batting average so we can understand is a portfolio manager winning more ideas than they lose.

Risk Management

Abnormal Returns

JUNE 2, 2023

bloomberg.com) Christine Benz and Jeff Ptak talk with Joel Tillinghast about his biggest investing mistake, the implications of AI for portfolio management, and how private equity affects investors in public securities. (om.co) Finance David Rubenstein talks with Cliff Asness about the return of value. econtalk.org) Preet Bharara.

Portfolio Management

The Big Picture

APRIL 6, 2023

” We may have increased our ownership of Veradigm, but 2 things I know for sure: 1) It is not because of “Growing Potential” and 2) It’s definitely not because — despite a headline declaring so — we are a “Hedge Fund.” Ritholtz Wealth Management is a registered investment advisor or RIA.

Wealth Management

Abnormal Returns

JULY 29, 2022

Strategy John Rekenthaler, "Avoid portfolio managers who claim to know how “this time will be different.” news.crunchbase.com) Economy The economy isn't in recession, but it is definitely slowing. It probably won’t be. Even if it is, it may not match their expectations." axios.com) The housing downturn is here.

Startup

The Big Picture

JANUARY 16, 2024

And my mom’s a speech pathologist, so our dinner table conversation definitely had a business orientation, especially a small business owner. And so I definitely learned a lot there. I worked in sort of a quasi portfolio management role for like a single client account type business. Definitely.

Assets

The Big Picture

DECEMBER 6, 2022

And definitely, their retail market participation is significantly lower than you can see in the U.S. But I think it’s definitely changing, Barry, because, you know, you see more and more fintech platforms and robo-advisors that in a way, are making accessing financial markets easier for more and more investors in in Spain.

Clients

Nerd's Eye View

OCTOBER 18, 2022

We also explore how, even though the auditing firm where Louis and his partner were employed was very interested in the prototype they built, they refused to purchase the product, which led Louis to a crossroads that ultimately led him to the decision to leave the firm and start his own financial planning practice, and how, even though Louis and his (..)

Financial Planning

The Big Picture

AUGUST 16, 2022

We do discretionary macro trading, which is typically a portfolio manager — and we have some number of portfolio managers, 15 or 18 different portfolio managers that independently manage a book of, you know, risk assets. Definitely. Was 2021 a less interesting year than 2022?

Management

The Big Picture

FEBRUARY 6, 2024

Now I do fundamental side research portfolio management, which I just, 00:08:20 [Speaker Changed] So, so you joined GMO, there’s 60 people, 30 years. Dick Mayo was a traditional, I’d say portfolio, strong portfolio manager focused on US stocks. Jeremy’s never really been a portfolio manager.

Valuation

Brown Advisory

MAY 31, 2022

2021 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy ajackson Tue, 05/31/2022 - 15:22 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. While this municipal portfolio is by definition focused on U.S.-based

Taxes

Brown Advisory

MAY 31, 2022

A Letter of Introduction From The Portfolio Managers. We now have more avenues than ever before to tackle issues like climate change, energy and food security, managing a global pandemic and its aftermath, and others with our investments. While this municipal portfolio is by definition focused on U.S.-based

Taxes

Brown Advisory

AUGUST 11, 2023

Old economy refers to industries that have not changed significantly despite advances in technology – subsectors like steel, agriculture and manufacturing come to mind, but for inclusivity let’s broaden the definition out to the industrials and materials sectors. Terms and Definitions: Sensational Seven Stocks: Apple Inc.

Economy

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. 00:10:10 [Speaker Changed] I mean, the, the deal was definitely done in Japan and Australia, not in the us right?

Valuation

Brown Advisory

APRIL 12, 2023

Large-Cap Sustainable Growth Strategy: Reporting on the impact of our investment decisions 2022 ajackson Wed, 04/12/2023 - 09:56 A Letter of Introduction From The Portfolio Managers Since launching this strategy more than 13 years ago, the demand for information on ESG, impact, and sustainability has risen dramatically.

Investing

Brown Advisory

APRIL 12, 2023

2022 Impact Report: Large-Cap Sustainable Growth Strategy ajackson Wed, 04/12/2023 - 09:56 A Letter of Introduction From The Portfolio Managers Since launching this strategy more than 13 years ago, the demand for information on ESG, impact, and sustainability has risen dramatically.

Portfolio Management

International College of Financial Planning

JUNE 14, 2023

Definition of an Investment Advisor In simple terms, an investment advisor actively provides investment-related advice to individuals, groups, or companies. It can involve guidance on buying or selling securities, portfolio management, and other relevant financial products.

Investment Advisor

The Big Picture

OCTOBER 31, 2023

And, and definitely more emphasis on the, the types of investments the fund is, is making. , Barry Ritholtz: Michael Carmen: 00:05:59 [Speaker Changed] So you started out investing directly in the public markets, small cap, mid cap, various styles. Where, 00:06:25 [Speaker Changed] Where were you managing those for in 96?

Management

Good Financial Cents

JUNE 11, 2023

In fact, the only feature that differentiates the free version from Personal Capital’s premium product is their personalized portfolio management. All of the features aside from the personalized portfolio management are absolutely free, so there’s really no reason not give them a try.

Management

Brown Advisory

SEPTEMBER 21, 2017

Karina is Brown Advisory’s Head of Sustainable Investing and co-portfolio manager of the firm’s Large-Cap Sustainable Growth equity strategy. Karina drew a contrast between that definition of quality, and the more subjective, qualitative information that she finds valuable when assessing a company’s management quality.

Portfolio

Brown Advisory

SEPTEMBER 21, 2017

Karina is Brown Advisory’s Head of Sustainable Investing and co-portfolio manager of the firm’s Large-Cap Sustainable Growth equity strategy. Karina drew a contrast between that definition of quality, and the more subjective, qualitative information that she finds valuable when assessing a company’s management quality.

Portfolio

Brown Advisory

SEPTEMBER 3, 2015

By Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy; Priyanka Agnihotri, Equity Research Analyst. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. Rude Awakening. As recently as 2012 Puerto Rico was able to sell to investors public-sector bonds despite its bleak fiscal outlook and shrinking economy.

Insurance

Good Financial Cents

AUGUST 11, 2022

Robo-advisors offer easy account setup, robust goal planning, account services, and portfolio management all at a reasonable price - start investing today by clicking on your state. In that case, I definitely would have a larger percentage of municipal bonds, the tax-free kind, in my portfolio. Step 11: Invest in Crypto.

Investing

Brown Advisory

SEPTEMBER 1, 2015

By Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy and Priyanka Agnihotri, Equity Research Analyst. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. Rude Awakening. As recently as 2012 Puerto Rico was able to sell to investors public-sector bonds despite its bleak fiscal outlook and shrinking economy.

Food

Carson Wealth

FEBRUARY 27, 2023

ETFs can offer investors a convenient way to diversity their portfolio so they can work toward their investment goals while minimizing risk. ETF: A Definition Exchange-traded funds (ETFs) are pooled investment securities that hold a basket of assets like stocks, bonds, or commodities.

Commission

Trade Brains

SEPTEMBER 16, 2023

Again within mutual funds, you can invest in different schemes Invest professionally with the help of the Fund Manager It is always better to seek professional advice if you are not an expert in any particular field. With respect to investments, a skilled fund manager can definitely help you in earning maximum returns from your investments.

Portfolio

Brown Advisory

SEPTEMBER 22, 2017

Many studies have asked whether ESG metrics are statistically significant as a factor in market or portfolio returns. Defining the question in this way is appealing: it demands a definitive yes-or-no answer. There are many challenges to finding definitive causality between ESG data and financial performance. Hammond, and W.

Portfolio

Brown Advisory

SEPTEMBER 22, 2017

Many studies have asked whether ESG metrics are statistically significant as a factor in market or portfolio returns. Defining the question in this way is appealing: it demands a definitive yes-or-no answer. There are many challenges to finding definitive causality between ESG data and financial performance. References.

Portfolio

Brown Advisory

JUNE 1, 2023

Portfolio Manager Michael Poggi, CFA, has 20 years of investment experience as a value investor and is supported by our large and diverse team of sector specialists and ESG experts. Please see the last page for a complete list of terms and definitions. Sector weights include cash and cash equivalents.

Portfolio

Brown Advisory

JUNE 14, 2017

The figure below provides MSRB definitions and certain exemptions for dealers transacting with SMMPs. This is why we believe that competent research and portfolio management are so important today. Events transpire quickly, and investors can not rely solely on ratings agencies.

Compliance

Brown Advisory

JUNE 14, 2017

The figure below provides MSRB definitions and certain exemptions for dealers transacting with SMMPs. This is why we believe that competent research and portfolio management are so important today. Events transpire quickly, and investors can not rely solely on ratings agencies.

Compliance