The Big Picture

DECEMBER 9, 2023

 This week, we speak with investing legend Joel Tillinghast. He has been a mutual fund manager in the equity division at Fidelity Investments since the 1980s. In 2002, Tillinghast was named “ Morningstar’s Domestic Stock Fund Manager of the Year.”

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The Big Picture

JANUARY 24, 2024

Full transcript below. ~~~ About this week’s guest: Ari Rosenbaum serves as the Director of Private Wealth Solutions at O’Shaughnessy Asset Management , now part of investing giant Franklin Templeton. Barry Ritholtz : So in other words, I have a dozen funds. Equity returns. Ari Rosenbaum, welcome to At The Money.

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Abnormal Returns

JULY 25, 2023

(priceactionlab.com) Why managed futures investing isn't more popular. institutionalinvestor.com) Mutual funds Do mutual funds overvalue their stakes in startups? papers.ssrn.com) How disappointment drives a lot of fund outflows. caia.org) Private equity Smaller companies benefit more from PE ownership.

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Abnormal Returns

JANUARY 9, 2024

insights.finominal.com) The case for buying open-end bond mutual funds with unrealized losses. advisorperspectives.com) A review of "Investing in U.S. (alphaarchitect.com) How the sensitivity to interest rates of factors, and sectors, vary in the U.S. Financial History: Understanding the Past to Forecast the Future" by Mark J.

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Abnormal Returns

MARCH 11, 2024

ft.com) Are current money market mutual fund assets all that unusual? om.co) Why do investment banks love having co-heads of divisions? Markets It shouldn't be surprising that technology dominates the S&P 500. morningstar.com) Crypto BlackRock’s iShares Bitcoin Trust ($IBIT) has topped $10 billion in AUM.

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Wealth Management

MARCH 14, 2024

The investment management industry stands at the threshold of a transformative era, with the evolution towards hybrid mutual fund/ETF structures marking a pivotal shift in strategic institutional asset management.

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Abnormal Returns

SEPTEMBER 5, 2023

Research A closer look at the investment factor. alphaarchitect.com) Does investment skill transfer across asset classes? papers.ssrn.com) How fee salience helped drive down mutual fund fees. papers.ssrn.com) Why bond momentum has been largely ignored.

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The Reformed Broker

FEBRUARY 26, 2023

He’s in his early twenties and knows less than nothing about stocks, bonds, mutual funds, investing, the economy, financial advice or anything else germane to the profession. Act I Our hero Josh Brown spends a decade working at a succession of third-tier brokerage firms on Long Island and in New York City.

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Abnormal Returns

FEBRUARY 14, 2023

wired.com) Spotify Spotify ($SPOT) invested big in podcasting and is struggling to make it all work. variety.com) Hedge funds Successfully investing in hedge funds requires getting four things right. morningstar.com) The biggest hedge funds are splashing big pay packages for top traders.

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Wealth Management

APRIL 23, 2024

PGIM is the latest fund manager to seek approval to offer an ETF share class on existing mutual funds. These are among the investment must reads we found this week for wealth advisors. Asset managers are increasingly focusing on advisor preferences when designing products, according to a Cerulli study.

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The Reformed Broker

NOVEMBER 25, 2022

Especially if we’re referring to the past performance of a particular investment strategy, portfolio manager, mutual fund or individual stock. Past performance is not a guarantee of future results. Of course it isn’t. Things change. But past performance of asset classes should be well understood.

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Wealth Management

MARCH 5, 2024

PIMCO has filed for its first mutual fund to ETF conversion on a mutual fund focused on mortgage-backed securities. These are among the investment must reads we found this week for wealth advisors. Blackstone’s spot Bitcoin ETF reached $10 billion in assets faster than any other ETF.

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The Big Picture

NOVEMBER 11, 2023

 This week, we speak with Linda Gibson , who is CEO of PGIM ‘s Quantitative Solutions , a pioneer in quant investing managing $119 billion in assets. After her firm was acquired by Old Mutual , a giant South African bank, she was directed to wind down her business unit. PGIM is one of the world’s largest asset managers, running $1.27

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Abnormal Returns

DECEMBER 20, 2023

Podcasts Barry Ritholtz talks with Dave Nadig about the differences between mutual funds and ETFs. financialsamurai.com) Investing Five ways you lost money in 2023 including overtrading. humbledollar.com) Why TIPS, not funds, are different. morningstar.com) Why it's so hard to stay retired when you retire early.

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The Chicago Financial Planner

JUNE 13, 2022

Assuming that you have a financial plan with an investment strategy in place there is really nothing to do at this point. Review your mutual fund holdings. I always look at rough market periods as a good time to take a look at the various mutual funds and ETFs in a portfolio. Do nothing. Focus on risk.

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The Big Picture

DECEMBER 12, 2022

RWM is a discretionary RIA, which primarily invests in stocks and bonds via ETFs, Mutual Funds, and Direct Indexing. Illiquid investments do have some appealing aspects: Start with the illiquidity premium, the return above traditional stocks or funds. A huge swath of its holders is large (BD) brokerage firms.

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The Big Picture

OCTOBER 15, 2022

The division provides investments, services, education and research to more than 1,000 financial advisory firms representing more than $3 trillion in assets. Instead of paying dividends to shareholders, it is more tax efficient to lower fees of the funds held by their investors aka owners. in client funds. Books Barry mentioned.

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Abnormal Returns

SEPTEMBER 22, 2023

joincolossus.com) Jeff Malec talks options mutual funds with Russ Kellites from Alpha Centric Funds. rcmalternatives.com) Barry Ritholtz talks investment edges with Elizabeth Burton, managing director and client investment strategist at Goldman Sachs Asset Management.

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Nerd's Eye View

DECEMBER 30, 2022

And given the variety of planning opportunities created by the legislation – from the raising of the beginning age for RMDs to the ability to transfer funds from 529 plans to Roth IRAs – advisors have a significant opportunity to demonstrate value for their clients! Enjoy the ‘light’ reading!

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Nerd's Eye View

FEBRUARY 8, 2023

Seasoned financial advisors have likely worked with clients with a wide variety of workplace retirement accounts, which can vary in terms of their investment offerings, fees, and other characteristics. But given that the U.S. While many features of the TSP (e.g.,

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Abnormal Returns

APRIL 28, 2023

Venture capital Ted Seides talks biotech investing with Rod Wong is the founder and Managing Partner of RTW Investments. capitalallocators.com) Eric Newcomer talks climate investing with Albert Wenger of USV. rationalreminder.libsyn.com) Rick Ferri talks fund performance with Prof. Derek Horstmeyer.

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Trade Brains

NOVEMBER 30, 2023

Best Mutual Fund Courses : Starting the journey of investing in mutual funds as a beginner is a wise step toward financial growth. In this article, we explore best mutual fund courses that help create awareness and knowledge about the funds and their functioning.

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The Reformed Broker

JUNE 27, 2023

On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Flows is Back – “ICI reported a $22B estimated net-inflow into domestic equity mutual funds plus ETFs” ►Higher or Lower? – Our viewers believe the market will go up from here.

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Dear Mr. Market

NOVEMBER 17, 2023

Market: The stock market is made up of thousands of choices and one easy way to gain exposure to it is via mutual funds. Costs/Expenses : ETFs typically have lower expense ratios compared to mutual funds. Tax Efficiencies : ETFs are generally more tax-efficient than mutual funds. The numbers don’t lie.

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The Big Picture

DECEMBER 7, 2023

Each week, we are going to spend 10 minutes diving into a specific topic that affects you and your money: Acquiring it, spending it, and most of all, investing it. When we launched Masters in Business in 2014, there were no long-form interviews with people in finance discussing their careers and investing philosophies.

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Abnormal Returns

JUNE 11, 2023

(humbledollar.com) This mutual fund company is essentially betting it all on one company. om.co) Kai Wu, "While Quality seeks firms that are profitable today, Intangible Value seeks those investing in profitability tomorrow." morningstar.com) The 60/40 portfolio was supposed to be dead.

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Truemind Capital

FEBRUARY 27, 2024

Many people rely on historical returns to estimate the expected returns on their debt mutual fund investments. Unfortunately, this is a very misleading way of evaluating debt fund returns. The historical returns vary significantly from future returns in debt funds due to changes in interest rates.

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The Chicago Financial Planner

JANUARY 17, 2022

In a variable annuity, you can choose to invest your purchase payments from among a range of different investment options, typically mutual funds. There are typically several layers of fees in an annuity: Fees connected with the underlying investments. Not sure if your investments are right for your situation?

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Integrity Financial Planning

DECEMBER 5, 2022

On their surfaces, index funds and mutual funds may seem interchangeable. Both offer diversification of assets and are commonly invested in a basket of stocks that aim to meet a certain investment goal. The Breakdown of Index Funds. The Breakdown of Index Funds. The Mutual Fund Difference.

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Trade Brains

JANUARY 26, 2024

A high NPM could be a starting point for further analysis to determine whether a company is a good investment option. Nippon India Mutual Fund (NIMF) was earlier known as Reliance​​​ Mutual Fund. The total assets under management (AUM) stood at ₹ 3,62,981 crore, and the mutual fund AUM stood at ₹ 2,86,873 crore.

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The Big Picture

APRIL 17, 2023

It’s hard to believe how much brainpower, time, effort and money go into beating the market by hedge funds, mutual funds, separately-managed accounts and stock-pickers…and the vast majority of them fail at their stated goal. ( from the burial economy. Money dominates our thoughts, but time is actually your most important asset.

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Abnormal Returns

FEBRUARY 17, 2023

marketwatch.com) Strategy Copycat investing is blind alley. wsj.com) Fund management With other mutual funds companies adopt Vanguard's approach to ETFs? morningstar.com) Index funds now own more Tesla ($TSLA) shares than Elon Musk. (ft.com) Zero day options are growing in popularity.

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Wealth Management

JANUARY 30, 2024

The secular shift from mutual funds to ETFs, including through conversions, shows no signs of letting up in 2024, according to FINSUM. These are among the investment must reads we found this week for wealth advisors.

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Abnormal Returns

APRIL 7, 2023

Strategy What does ChatGPT know about investing? morningstar.com) Why fund managers don't want to talk about skill. behaviouralinvestment.com) Money market mutual fund assets are surging. axios.com) VC VC funding fell sharply in Q1 2023. nytimes.com) The metaverse was a 'fever dream.'

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The Chicago Financial Planner

FEBRUARY 5, 2022

Is this a valid investment strategy? As far as your investments, I think you’ll agree that the outcome of the game should not dictate your strategy. Rather I suggest an investment strategy that incorporates some basic blocking and tackling: A financial plan should be the basis of your strategy.

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Ron A. Rhodes

NOVEMBER 7, 2023

6, 2023) October 2023 was a rough month for investment returns, with asset class returns in these ranges (as implemented via Dimensional Funds Advisors’ mutual funds and… (As of Nov.

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Trade Brains

FEBRUARY 14, 2023

Top Mutual Funds For SIP : Did you know that about 27.6% Yeah, that lot that talks about terms like compounding, risk profile, returns, retirement planning, budgeting, Investing, and whatnot! They’ll tell you how they’ve made a massive amount of wealth and the next investment opportunity that they’ve set their eyes on.

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