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 169

Management Medical Portfolio Management Economics 169

SEI

APRIL 18, 2024

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

Banking 40

Banking Portfolio Management Economics Portfolio 40

Abnormal Returns

DECEMBER 9, 2022

podcasts.apple.com) Economy Ezra Klein talks economic trends with Mohamed El-Erian. nytimes.com) Tracy Alloway and Joe Weisenthal talk with Brad DeLong author of "Slouching Towards Utopia: An Economic History of the Twentieth Century." (acquired.fm) Roben Farzad talks with Felix Gillette and Joel Mier about the future of streaming.

Portfolio Management 196

Portfolio Management Economics Economy Portfolio 196

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

Abnormal Returns

AUGUST 3, 2023

(advisorperspectives.com) Managed futures are struggling to keep up YTD. etf.com) Portfolio managers won't outperform if they get it wrong about the biggest seven stocks. theatlantic.com) Why economic perceptions have been so negative. capitalallocators.com) Strategy Market regimes change, whether you like it or not.

Financial Advising 197

Financial Advising Portfolio Management Economy Media 197

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

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

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

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 205

Investing Investments Financial Advisor Compensation Planning 205

WiserAdvisor

JANUARY 3, 2024

Yet, the path to building a robust investment portfolio for retirement can be an intimidating task. You may ponder where to begin and how to create a portfolio that matches your goals, stands the test of time, and shields you from financial uncertainty. Let’s first understand what these accounts are and how they work.

Retirement 52

Retirement Portfolio Investing Investments 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

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 152

Portfolio Management Economy Economics Portfolio 152

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

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 209

Financial Advisor Investing Investments Financial Advice 209

Advisor Perspectives

NOVEMBER 7, 2023

Adam Bloch, Portfolio Manager on our Total Return team, and Matt Bush, Guggenheim Investments' U.S. Economist, update our economic and market outlook.

Portfolio Management 59

Portfolio Management Marketing Marketing Economics 59

Validea

AUGUST 31, 2023

In this episode, we speak with Comgest portfolio manager Alistair Wittet We discuss his approach for building a focused portfolio of high-quality European growth companies and the most important criteria he looks at.

Investing 52

Investing Investments Portfolio Management Valuation 52

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

The Big Picture

JANUARY 14, 2024

FRBSF Economic Letter ) • Why Are American Drivers So Deadly? Previously, she was Senior Portfolio Manager for PGIM Real Estate’s flagship core equity real estate fund. Financial markets show heightened uncertainty among investors for companies that have been hit by hurricanes.

Insurance 130

Insurance Portfolio Management Financial Market Retirement 130

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 186

Compliance Portfolio Management Planning Financial Advisor 186

Validea

FEBRUARY 17, 2023

Wall Streeters give a lot of credence to economic forecasts at the start of every year, as corporations project demand and craft their budgets and money managers plan out their strategies for the next year.

Portfolio Management 59

Portfolio Management Budgeting Economics Portfolio 59

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

Discipline Funds

JUNE 26, 2023

Markowitz is the the father of Modern Portfolio Theory and the basic building blocks of how most financial planners and portfolio managers think about asset allocation. The concepts in Portfolio Selection formed the foundation for how we think about diversification and “efficient” portfolio construction.

Asset Allocation 52

Asset Allocation Financial Planner Portfolio Portfolio Management 52

Carson Wealth

JANUARY 16, 2024

DOWNLOAD OUR 2024 MARKET OUTLOOK The Macroeconomic Backdrop As we look to the year ahead, our proprietary Leading Economic Index (LEI) indicates even lower odds of a recession than 2023. Our Market Views This economic environment should support solid earnings growth and improved margins, leading to a good year for markets.

Investing 96

Investing Investments Marketing Marketing 96

International College of Financial Planning

JULY 10, 2023

Understanding the Role of a Certified Financial Advisor An investment or certified financial advisor is a financial professional who provides guidance and recommendations to clients regarding their investment portfolios.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

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 Taxes 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 Taxes 52

Brown Advisory

AUGUST 9, 2021

2020 Global Leaders Impact Report ajackson Mon, 08/09/2021 - 09:43 Download the Report A Letter of Introduction From The Portfolio Managers We are pleased to introduce our new Impact Report which reflects our activity and progress throughout 2020. ESG research is an essential part of our investment strategy.

Portfolio Management 52

Portfolio Management Portfolio Risk Management Investing 52

Brown Advisory

AUGUST 9, 2021

A Letter of Introduction From The Portfolio Managers. . The report reviews how we seek to use ESG research in our investment process, and how we seek companies with what we call Sustainable Business Advantage drivers (“SBA drivers”) and strong ESG risk management. Portfolio Manager . . Mon, 08/09/2021 - 09:43.

Portfolio Management 52

Portfolio Management Portfolio Risk Management Investing 52

Brown Advisory

AUGUST 24, 2023

The team discusses this and Mick talks about the tools he, and his global equity team, use to assess various macro risks and determine which factors are legitimate threats to the cash flows of their portfolio companies. He used case studies of portfolio holdings Taiwan Semiconductor and AIAA in a discussion of opportunities and risks.

Economy 52

Economy Portfolio Management Portfolio Clients 52

Brown Advisory

AUGUST 24, 2023

The team discusses this and Mick talks about the tools he, and his global equity team, use to assess various macro risks and determine which factors are legitimate threats to the cash flows of their portfolio companies. He used case studies of portfolio holdings Taiwan Semiconductor and AIAA in a discussion of opportunities and risks.

Economy 52

Economy Portfolio Management Portfolio Clients 52

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 277

Numbers Insurance Economy Marketing 277

Brown Advisory

FEBRUARY 21, 2022

George Sakellaris, Portfolio Manager of Brown Advisory’s Mid-Cap Growth (MCG) strategy interviews John Kett, CEO of Insurance Auto Auctions (IAA). Innovation and Growth Potential in Mid-caps: a Conversation with John Kett, CEO of IAA. Mon, 02/21/2022 - 08:12. Your browser does not support the audio element.

Portfolio Management 52

Portfolio Management Portfolio Investing Investments 52

Validea

JUNE 27, 2023

In an article from Royce Investment Partners , portfolio managers Jim Stoeffel, Brendan Hartman, Jim Harvey, and Kavitha Venkatraman shared where they believe the best opportunities for long-term investments in small-caps are. As interest rates rose last year, shares of homebuilders in the U.S.

Manufacturing 52

Manufacturing Portfolio Management Valuation Retail 52

International College of Financial Planning

JUNE 14, 2023

It can involve guidance on buying or selling securities, portfolio management, and other relevant financial products. Individuals associated with investment guidance must possess at least two years of experience in financial offerings, securities, funds, or portfolio management.

Investment Advisor 52

Investment Advisor Investing Investments Certification 52

Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks achen Thu, 06/01/2017 - 02:47 Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. Over the long term, that stance has paid off.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. We maintain a model portfolio internally to track the results of our asset allocation stances. Thu, 06/01/2017 - 02:47.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52