Remove Ethics Remove Portfolio Management Remove Retail
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Transcript: Jeffrey Becker, Jennison Associates Chair/CEO

The Big Picture

There aren’t many people who have this sort of perspective and perch to see the world of investing from both an institutional and insurance based perspective and a long, long-term retail investment perspective. So our analysts and our firm are as important as our portfolio managers. 00:48:04 [Speaker Changed] Absolutely.

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Transcript: Luis Berruga, Global X ETFs

The Big Picture

And definitely, their retail market participation is significantly lower than you can see in the U.S. We have retail clients. I think, obviously, the ticker is very important, particularly for the self-directed retail client base. So let’s talk about managing through volatility. Is that who the Global X investor is?

Clients 162
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Transcript: David Layton

The Big Picture

And so that vehicle, you don’t have to worry about having the A Team on the big institutional money and the B Team on the retail money — RITHOLTZ: Right. This is not an asset class that I think like retail investors are going to allocate to. My dad was a business person and had a tremendous work ethic.

Clients 147
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Angel One Review – Demat & Trading Account, Brokerage, Charges!

Trade Brains

A complete Angel One Review: One of the leading broking service providers, Angel One is the largest full-service retail broker of India. It is also known for its transparent working policies and ethical practices. The firm has trading strategies that are considered best among all other retail brokers of the country.

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Should you die and go to hell before selling an annuity?

Sara Grillo

Macchia mentions that there are firms that have sprung up offering no load products, products that report into your portfolio management system, wrap-able products, etc. And if you want to join the right for higher ethics in financial advice, join the Transparent Advisor Movement.

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Transcript: Bryon Lake, Goldman Sachs Asset Management’s Chief Transformation Officer

The Big Picture

And, and then what we’re having is this interesting debate is, so, okay, so go back, I’m a port, you know, think about an active portfolio manager saying, wait a second, these indexes are eating my lunch. Whereas, you know, a typical retail investor is less than 5%. What’s going on with this thing?

Assets 147
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Transcript: Ed Hyman

The Big Picture

Don’t write it down, but they surveyed retailers. Like re like retail for example, or autos, trucking companies, you name it. How do you measure GDP two weeks or three weeks after the quarter ends or retail sales eight days after the month ends. He helps portfolio managers make sense of the world.

Economy 147