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Mercer Advisors' Don Calcagni discussed the latest investment vehicles transforming strategies, the ongoing active versus passive management debate and the nuances of private markets.
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The probabilities make it clear that a broad index should be the core of your portfolio; if you want to put your own spin on it, feel free to try. But the key takeaway remains this: Portfolios cannot achieve Alpha if they are not at least getting out with Beta. ~~~ Do you need help with your assets? Africa , and Australia.
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The transcript from this weeks, MiB: John Montgomery, Bridgeway Capital Management , is below. How did that background help when it comes to modeling portfolios or applying those methods of statistical analysis to investing? First of all, my, some of my co-portfoliomanagers will bristle if you refer to us as a factor based firm.
Be sure to check out our Masters in Business next week with Lisa Shalett , Chief Investment Officer and head of Global Investment Office for Morgan Stanley Wealth Management , with more than $100 billion in assets under management.
For investment management services, documenting the entire client engagement – such as onboarding, reviewing and recommending portfolio adjustments in line with collected suitability information, opening and funding accounts, conducting periodic reviews, and rebalancing – can help clearly evidence the services provided.
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He is the portfoliomanager of the Return Stacked ETF Suite, manging 800 million in ETF assets. All of our earlier podcasts on your favorite pod hosts can be found here. Be sure to check out our Masters in Business next week with Corey Hoffstein , CEO/CIO Newfound Research.
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