The Big Picture

FEBRUARY 23, 2024

 This week, we speak with Andrew Slimmon , managing director at Morgan Stanley Investment Management , where he leads the Applied Equity Advisors team. He began his career at Morgan Stanley in 1991 as an adviser in private wealth management, and later served as chief investment officer of the Morgan Stanley Trust Co.

Management 200

Management Investing Investments Wealth Management 200

The Big Picture

FEBRUARY 3, 2024

I ask students in my economics classes to inspect the cars’ undersides, and together we trace the gradual movement of toy car manufacturing: from England and the United States in the 1960s to Japan in the mid-1970s, from South Korea in the mid-1980s to China in the late 1990s and Vietnam after.

Portfolio Management 290

Portfolio Management Economics Retail Manufacturing 290

Nerd's Eye View

SEPTEMBER 27, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study by Cerulli has shown a sharp increase in the number of affluent investors willing to pay for advice, which on the one hand reflects the increasing financial complexity in peoples' lives (while they've also gotten (..)

Financial Planner 245

Financial Planner Fiduciary Duty CFP Accounting 245

Nerd's Eye View

AUGUST 8, 2023

In this episode, we talk in-depth about how Lori built her in-depth investment knowledge while working with large institutions and endowments at wirehouse firms like Shearson Lehman Brothers and Citigroup Smith Barney, how Lori approaches portfolio management with an approach of "don't fix what isn't broken" and assumes most large portfolios she manages (..)

Investing 246

Investing Investments Financial Advisor Compensation Planning 246

The Big Picture

AUGUST 12, 2023

As early as 1992, Yale’s Endowment had a robust portfolio of venture capital and hedge funds, long before it became popular. Be sure to check out our Masters in Business next week with legal scholar Cass Sunstein, who founded and leads Harvard Law School’s program on behavioral economics and public policy.

Management 245

Management Portfolio Management Portfolio Assets 245

Advisor Perspectives

SEPTEMBER 16, 2024

The money manager who hasn’t cracked open the Journal of Finance, Journal of Financial Economics, Journal of Portfolio Management, or Financial Analysts Journal for the past few years probably hasn’t lost any steps.

Portfolio Management 117

Portfolio Management Economics Portfolio Management 117

The Big Picture

SEPTEMBER 23, 2023

This week, we speak with Armen Panossian , managing director and head of performing credit at Oaktree Capital Management , which has $179 billion in assets under management. He previously worked for Pequot Capital Management, where he worked on distressed debt strategy. Currently, he is Vice Chairman of IBM.

Management 182

Management Medical Portfolio Management Economics 182

Nerd's Eye View

SEPTEMBER 12, 2023

Jason is the CEO of Altruist, a relatively new RIA custodian that has quickly grown to serve more than 3,500 advisory firms across the country, making it the 4th-largest independent RIA custodian by firm count.

Financial Advisor 246

Financial Advisor Investing Investments Financial Advice 246

Abnormal Returns

JULY 19, 2022

Portfolio management Byrne Hobart, "Inverse correlations tend to go away when people rely on them. thediff.co) Concentrated portfolios are at-risk of missing out on overall equity market gains. evidenceinvestor.com) What's the best way to take distributions from a portfolio? stock returns from 1963-2020.

Distribution 130

Distribution Portfolio Management Portfolio Economics 130

Validea

DECEMBER 20, 2024

.” Bob breaks down how these complex investment vehicles work, discussing their unique structure where multiple portfolio managers operate independently while sharing infrastructure and risk management resources.

Risk Management 52

Risk Management Portfolio Management Management Economics 52

Nerd's Eye View

MARCH 13, 2023

However, the reality is that it’s very expensive to build and maintain technology, especially when considering the full range of CRM, portfolio management, financial planning, and more than a dozen other sub-categories of technology that financial advisors use in their firms. broker-dealers, RIA aggregators, TAMPs, etc.)

Compliance 245

Compliance Portfolio Management Planning Financial Advisor 245

Brown Advisory

SEPTEMBER 20, 2017

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy achen Wed, 09/20/2017 - 16:43 Over time, the Brown Advisory small-cap growth team, led by Christopher Berrier and George Sakellaris, watched numerous successful investments compound and grow out of their investible universe. Q: Can you describe your investment process?

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

Brown Advisory

SEPTEMBER 20, 2017

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy. While both mid-cap portfolio managers believe their experience gives them an advantage, other factors set them apart as well. A: Our process consists of three steps: idea generation, due diligence and portfolio construction. Wed, 09/20/2017 - 16:43.

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

SEI

JANUARY 16, 2024

Jim Solloway, Chief Market Strategist and Senior Portfolio Manager, and Vivian Estadt, Client Service Director, present our economic outlook for 2024.

Economics 52

Economics Portfolio Management Portfolio Clients 52

The Big Picture

JANUARY 13, 2024

Perhaps we’ve all just become economic snowflakes? Previously, she was Senior Portfolio Manager for PGIM Real Estate’s flagship core equity real estate fund. Financial Times ) • China Wants To Ditch The Dollar : Should Beijing successfully wean the world off the U.S. Morningstar ) • Do we really live in an “age of inequality”?

Portfolio Management 162

Portfolio Management Economy Economics Portfolio 162

SEI

JULY 25, 2023

Jim Solloway, Chief market strategist and senior portfolio manager, and Vivian Estadt, Client service director, present our economic outlook.

Economics 52

Economics Portfolio Management Portfolio Clients 52

Tobias Financial

MARCH 11, 2025

Stay up to date with market insights from our Portfolio Manager, Charles Chad NeSmith, CFA, CFP. In this update, Chad discusses inflationary and deflationary pressures, as well as the potential economic impact of tariffs. He also explores the factors that could influence or offset these effects.

Marketing 52

Marketing Marketing Financial Advisor CFP 52

Mish Talk

DECEMBER 9, 2022

The indexes for machinery and vehicle wholesaling, loan services (partial), fuels and lubricants retailing, portfolio management, and long-distance motor carrying also moved higher. Prices for transportation of passengers (partial) fell 5.6 Prices for arrangement of freight and cargo transportation dropped 15.2 percent.

Food 187

Food Transportation Retail Advertising 187

Validea

NOVEMBER 9, 2024

Using arbitrary factors like social media sentiment to make investment decisions lacks logical foundation, while focusing on fundamentals like valuations or systematic patterns follows clear economic rationale. Disciplined Execution : The process must be followed consistently through market ups and downs.

Investing 52

Investing Investments Media Portfolio Management 52

The Big Picture

APRIL 29, 2025

Their focus is on generating alpha with high conviction concentrated portfolios. You get a bachelor’s in economics from Colgate and then an MBA in finance from NYU Stern. I was an economics and English major. Was were these the right terms, you know, for us as we, as we tried to salvage the portfolio.

Management 130

Management Assets Portfolio Insurance 130

Brown Advisory

APRIL 21, 2023

But we never forget that we manage diversified portfolios, and those portfolios are indeed affected by macro factors; inflation, interest rates, bank liquidity and other issues facing the economy will of course influence the prospects of the companies we hold in our strategies.

Portfolio Management 98

Portfolio Management Portfolio Banking Management 98

Yardley Wealth Management

AUGUST 20, 2024

Fluctuations in stock prices, interest rates, and economic indicators can trigger fear and uncertainty, leading many to abandon their financial plans in favor of reactive decision-making. Diversify Your Portfolio: Diversification is a key strategy for managing risk and reducing the impact of market volatility on your investments.

Financial Planning 40

Financial Planning Planning Risk Tolerance Marketing 40

The Big Picture

MARCH 13, 2024

To help us unpack all of this and what it means for your portfolio, let’s bring in Jim Bianco, Chief Strategist at Bianco Research, and His firm has been providing objective and unconventional research and commentary to portfolio managers since 1990, and it is top rated amongst institutional traders. We did it!

Numbers 288

Numbers Insurance Economy Marketing 288

Advisor Perspectives

OCTOBER 3, 2024

In the report, Head of Greater China & Portfolio Manager Victoria Mio, explains why China’s decisive pivot from debt control to growth support could be the catalyst needed to restore confidence and unlock value in China’s markets.

Portfolio Management 52

Portfolio Management Economics Portfolio Management 52

WiserAdvisor

MAY 13, 2025

A well-diversified portfolio helps protect against market volatility and minimizes the risk of significant losses. At the same time, some portion of the portfolio should be allocated to growth-oriented investments, like equities or real estate, to help combat inflation and maintain purchasing power over time.

Retirement 52

Retirement Portfolio Investing Investments 52

Random Roger's Retirement Planning

APRIL 3, 2025

Nate Geraci Tweeted out that "a ny sort of market, economic, or political turmoil offers a window into your financial advisor, portfolio manager, etc" Tough but fair. If you can buy it at 4500, that is buying low, regardless of whether it goes to 4000 before going back up.

Portfolio Management 45

Portfolio Management Financial Advisor Clients Management 45

Advisor Perspectives

DECEMBER 16, 2023

John Baldi, Portfolio Manager at ClearBridge Investments, examines the evolving US equity income landscape and shares his strategies for generating income and growth, while also aiming to manage risk in uncertain economic and market conditions.

Portfolio Management 59

Portfolio Management Economics Portfolio Management 59

SEI

JULY 23, 2024

Jim Solloway, Chief Market Strategist and Senior Portfolio Manager, and Erin Hueber, Client Service Director, present our economic outlook.

Portfolio Management 52

Portfolio Management Economics Portfolio Clients 52

The Big Picture

DECEMBER 19, 2023

There are about 13 different portfolio managers each focused on a different sub-sector. And to the credit of the portfolio manager that I was working with Josh Fisher, we were actually up that year. Since then, it’s grown to about $7 billion. And they are not the typical hedge fund. Your next stop is Millennium.

Healthcare 162

Healthcare Portfolio Management Investing 162

Brown Advisory

OCTOBER 16, 2017

Building A Portfolio To Offset Position Risk achen Mon, 10/16/2017 - 11:53 For years, our firm has built equity strategies that fit squarely into traditional style boxes, like “U.S. Typically, we begin building a client-driven portfolio by targeting a specific metric or set of performance attributes.

Portfolio 52

Portfolio Clients Risk Tolerance Financial Services 52

Brown Advisory

OCTOBER 16, 2017

Building A Portfolio To Offset Position Risk. Working in close collaboration, our equity research team and private client portfolio managers have opened a new frontier in portfolio building, enabling us to offer truly customized portfolios that fit our clients’ specific circumstances. Mon, 10/16/2017 - 11:53.

Portfolio 52

Portfolio Clients Risk Tolerance Financial Services 52

Advisor Perspectives

AUGUST 1, 2023

Russ Koesterich CFA, JD, Managing Director, and Portfolio Manager discusses how improving economic expectations may suggest adding to cyclical areas of the market.

Portfolio Management 52

Portfolio Management Economics Portfolio Management 52

Advisor Perspectives

JANUARY 16, 2024

Real asset categories – such as natural resources, infrastructure and real estate – have historically served as an effective hedge against inflation, demonstrated resilience across economic cycles, and provided diversification to more traditional portfolios.

Assets 59

Assets Portfolio Management Portfolio Economics 59

SEI

APRIL 17, 2024

Part one: Jim Solloway, Chief market strategist and senior portfolio manager, and Vivian Estadt, Client service director, present our economic outlook in this two-part series.

Portfolio Management 52

Portfolio Management Economics Portfolio Clients 52

Advisor Perspectives

FEBRUARY 29, 2024

Dina Ting, Head of Global Index Portfolio Management for Franklin Templeton Exchange-Traded Funds, delves into these positive developments and sheds light on Japan’s expanding economic prospects.

Portfolio Management 52

Portfolio Management Marketing Marketing Economics 52

The Big Picture

MARCH 20, 2024

But today, data is widely available and it’s a key tool you can use to enhance your portfolio returns. Portfolio management was a lot less evidence-based than it is today. To help us unpack all of this and what it means for your portfolio, let’s bring in Jim O’Shaughnessy. market volatility.

Investing 162

Investing Investments Portfolio Valuation 162

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. How does this impact global trade and other economic factors?

Management 305

Management Assets Risk Management Marketing 305