The Big Picture

JANUARY 25, 2023

He points to a research note from Kings College where the authors surveyed active managers about how they were responding to the shift in favor from active to passive fund management over the past decade or two. But they also asked questions about how these managers invested their own monies.

Management 301

Management Investing Investments Financial Market 301

The Big Picture

AUGUST 13, 2022

This week, we speak with Kenneth Tropin, chairman and founder of Graham Capital Management , a multi-strategy quantitative hedge fund with $18 billion in assets under management. The fund has flourished, and evolved multiple quantitative strategies, now running 19 separate portfolios across a variety of asset classes.

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Management Assets Portfolio 302

Abnormal Returns

OCTOBER 25, 2023

vox.com) Fund management Why the biggest money managers are updating their money market mutual fund prospectuses to allow for liquidity fees. (theinformation.com) Why Apple ($AAPL) isn't at the forefront of AI. daringfireball.net) The iTunes brand was once a big deal for Apple ($AAPL).

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Portfolio Financial Advising Economy Media 229

The Big Picture

DECEMBER 9, 2023

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.” ” Previously, he worked as a Portfolio Manager at Citadel Global Equities and as an Analyst at Millennium Management.

Management 190

Management Portfolio Management Investing Investments 190

The Big Picture

OCTOBER 22, 2022

This week, we speak with Marta Norton, Chief Investment Officer for Morningstar Investment Management (MIM ). The firm manages or advises on about $250 billion in advisor assets. Norton’s responsibilities include equity, alternative and fixed income research, asset allocation, and portfolio management.

Management 225

Management Investing Investments Portfolio Management 225

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 176

Management Medical Portfolio Management Economics 176

Wealth Management

DECEMBER 14, 2022

The portfolio manager for IVOL and BNDD discusses how those funds fit within modern investing portfolios.

Portfolio Management 118

Portfolio Management Portfolio Management Investing 118

WiserAdvisor

SEPTEMBER 8, 2022

This is why portfolio risk management can be very critical. However, it is crucial to understand how to manage portfolio risk and what can trigger it. What is portfolio risk? The portfolio is made up of different asset classes, investments, market capitalizations, etc. Keep reading to find out more.

Risk Management 52

Risk Management Portfolio Management Asset Allocation 52

The Big Picture

OCTOBER 28, 2023

This week, we speak with Michael Carmen , co-head of private investments at Wellington Management Co. LLP, which has more than $1 trillion in assets under management. Carmen, who manages the diversified late-stage growth equity business, previously managed institutional portfolios in the multi-cap growth style.

Management 144

Management Investing Investments Portfolio 144

Random Roger's Retirement Planning

APRIL 7, 2024

Let's have a little fun with a difference of opinion about how to incorporate managed futures into a portfolio between to big proponents, Corey Hoffstein from ReturnStacked ETFs and Andrew Beer who runs the iMPG DBi Managed Futures Strategy ETF (DBMF). Both of them talk about how to add managed futures to a portfolio.

Management 77

Management Portfolio Portfolio Management Risk Management 77

David Nelson

JANUARY 3, 2023

By David Nelson, CFA CMT All branches of the military use ORM or their own Operational Risk Management system. Investors need to do their own due diligence and perform a full ORM review of their portfolio and its ability to navigate the many challenges we face at the start of a new year. S&P 500 2 Years. 60-40 is reborn.

Risk Management 98

Risk Management Portfolio Management Valuation 98

A Wealth of Common Sense

FEBRUARY 16, 2024

Early on in my savings journey I prioritized tax-deferred retirement accounts over all else. I like the ease and simplicity of 401k contributions coming out of my paycheck before it ever even touches my checking account. It’s easy to automate. The set-it-and-forget-it nature of a workplace retirement plan is one of my favorite features.

Portfolio Management 101

Portfolio Management Retirement Planning Portfolio Management 101

A Wealth of Common Sense

APRIL 4, 2024

Nick Maggiulli joined me again on the show this week to discuss questions relating to giving financial advice to family members, the rent vs. buy decision, how hard it is to become a millionaire and how to diversify your portfolio as you age.

Risk Management 73

Risk Management Management Financial Advice Marketing 73

Advisor Perspectives

NOVEMBER 18, 2023

In an environment of uncertainty and elevated inflation, the inclusion of managed futures in a portfolio made a significant difference in the last few years as modeled by DBi recently. Though inflation continues to cool, there remains a potentially longer road ahead to get to the Fed’s desired 2%.

Portfolio 52

Portfolio Management 52

Wealth Management

NOVEMBER 28, 2023

Envestnet's Brooks Friederich is leading the firm's model-portfolio division with 2,000 customized products from some 150 asset managers.

Portfolio 93

Portfolio Assets Management 93

Wealth Management

FEBRUARY 20, 2024

Aaron Filbeck, who leads UniFi by CAIA, delves into how the CAIA association contributes to the education surrounding alternative investments.

Wealth Management 90

Wealth Management Investing Investments Portfolio 90

Validea

JANUARY 18, 2024

In this episode, we speak with DBi founder Andrew Beer about his approach to managing his personal portfolio. Audio Platforms Watch on YouTube The post Show Us Your Portfolio: Andrew Beer appeared first on Validea's Guru Investor Blog.

Portfolio 52

Portfolio Management Financial Planner Education 52

Trade Brains

SEPTEMBER 17, 2023

Best Porinju Veliyath Portfolio Stocks: Investors are always on the lookout for small-cap companies which can lead to multi-bagger returns. In this article, we’ll read about such best Porinju Veliyath portfolio stocks. In this article, we’ll read about such best Porinju Veliyath portfolio stocks. EPS ₹8 Stock P/E 196 RoE 3.2%

Portfolio 109

Portfolio Electronics Manufacturing Engineering 109

Validea

FEBRUARY 29, 2024

In this episode of Show Us Your Portfolio, we speak with Unlimited Funds founder Bob Elliott. We discuss the unique multi strategy approach he uses to manage his personal portfolio. Audio Platforms Watch on YouTube The post Show Us Your Portfolio: Bob Elliott 🔍 appeared first on Validea's Guru Investor Blog.

Portfolio 52

Portfolio Management Investing Investments 52

Validea

JANUARY 25, 2024

In our latest episode of Show Us Your Portfolio, we are joined by Fairlead Strategies founder Katie Stockton. We discuss how Katie thinks about managing her personal portfolio and the investing process.

Portfolio 52

Portfolio Asset Allocation Financial Advisor Assets 52

Ron A. Rhodes

AUGUST 6, 2023

I have increasingly witnessed registered investment adviser (RIA) firms, as well as brokerage firms, generally disavow (often in their client services agreement) any duty to manage the investment portfolios of…

Portfolio 61

Portfolio Management Taxes Clients 61

Abnormal Returns

AUGUST 21, 2023

Podcasts Jason Wenk and Dasarte Yarnway talk with Michael Kitces about advisor tech and practice management. altruist.com) Brendan Frazier talks with Libby Greime about creating systems and processes to scale the human-to-human connection. wiredplanning.com) Michael Kitces talks with Jim Ludwick about turning prospects into clients.

Portfolio 130

Portfolio Estate Planning Banking Retirement 130

Nerd's Eye View

JANUARY 18, 2023

And in the midst of a rough market for publicly traded debt, high-net-worth individuals (and their advisors) who might be seeking alternatives for the fixed-income portions of their portfolio may be curious about what private debt might have to offer. by making concentrated bets or through a more diversified approach).

Assets 188

Assets Clients Portfolio Asset Allocation 188

Random Roger's Retirement Planning

NOVEMBER 21, 2023

First up was a webinar about model portfolios at ETF.com. Outsourcing the work related to actually being an advisor would not feel right to me and I enjoy what I get to do including portfolio construction. I think that when investors hear about model portfolios they sort of think in terms of set and forget.

Portfolio 72

Portfolio Asset Allocation Math Compliance 72

Integrity Financial Planning

OCTOBER 9, 2023

An investment portfolio focused on income generation has unique qualities, goals, and risks. [1] Instead of focusing on developing a portfolio specifically around cash returns, a total return portfolio is optimized for generating growth by considering all forms of wealth generation, namely, equity growth. [1]

Retirement 98

Retirement Portfolio Investing Investments 98

The Irrelevant Investor

AUGUST 6, 2023

Today’s Talk Your Book is brought to you by AKRE Capital Management: We had John Neff, Partner and Portfolio Manager of AKRE Capital Management on to discuss their best-ideas Focus Fund. The post Talk Your Book: Compounding with Concentrated Portfolios appeared first on The Irrelevant Investor.

Portfolio 82

Portfolio Portfolio Management Management Investing 82

The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. Her job is portfolio and product solutions and that means she could go anywhere in the world and do anything. Elizabeth Burton : Hi Barry.

Assets 144

Assets Management Portfolio Investing 144

MarketWatch

JUNE 26, 2023

PacWest Bancorp PACW said Monday it agreed to sell a lender finance loan portfolio to Ares Management Corp. billion unfunded commitment in the portfolio. It’s the second major loan portfolio sale by PacWest after it sold construction loans for $2.36 billion and assumed $187.14 million of the $1.33

Portfolio 75

Portfolio Management Banking Sales 75

Trade Brains

NOVEMBER 11, 2023

is an investment management and advising firm. trillion in global assets under management. Its domestic broadcast portfolio includes over 48 channels. The Company’s 41-channel international broadcast portfolio is available in over 170 countries. Top Indian Stocks Held By Vanguard Group : Vanguard Group, Inc.

Portfolio Analysis 105

Portfolio Analysis Portfolio Manufacturing Distribution 105

Wealth Management

OCTOBER 11, 2022

Model portfolios are an increasingly popular way for advisors to reduce the time needed to manage individual client portfolios. This way, advisors can spend more time growing their overall practice while providing existing clients with the benefits of a professionally-managed portfolio.

Portfolio 94

Portfolio Clients Management 94

MainStreet Financial Planning

FEBRUARY 22, 2024

Managing cash flow in retirement is a crucial aspect of financial planning that can feel daunting after decades of receiving regular paychecks. If there’s a shortfall, plan to draw from savings or investment portfolios to cover expenses. The post Managing Cash Flow in Retirement appeared first on MainStreet Financial Planning.

Retirement 80

Retirement Management Taxes Financial Planning 80

Wealth Management

APRIL 15, 2024

iCapital's Lawrence Calcano explores the world of alternative investments and their role in modern portfolio strategies.

Wealth Management 95

Wealth Management Investing Investments Management 95

Abnormal Returns

APRIL 14, 2024

(radreads.co) 15 investing principles including 'I believe managing one’s behavior is more important than managing one’s investments.' morningstar.com) Bond returns are buoying the prospects for a 60/40 portfolio. betterletter.substack.com) How you implement a commodities allocation matters.

Media 257

Media Portfolio Management Investing 257

Wealth Management

DECEMBER 5, 2023

Commonwealth's PPS Select Compass is intended to provide advisors with more control and flexibility in portfolio construction.

Portfolio 111

Portfolio 111

Advisor Perspectives

APRIL 20, 2023

Tax season isn't the only time advisors should think about how taxes may impact their client portfolios. There are various strategies advisors can use year-round to ensure they are investing in a tax-efficient manner. Helping your clients maximize their after-tax wealth is an important element of the value you provide.

Portfolio 52

Portfolio Management Taxes Clients 52

Advisor Perspectives

DECEMBER 18, 2023

The flexibility of the program allows for several other exposure management strategies. There's more to an overlay program than just cash equitization and systematic rebalancing.

Management 59

Management Portfolio 59

Abnormal Returns

NOVEMBER 2, 2022

danieldrezner.substack.com) Fund management The shift from mutual funds to ETFs has accelerated in 2022. (wsj.com) Twitter Twitter needed a reboot. The question is whether Elon Musk is the guy to do it. ramp.beehiiv.com) Elon is moving fast and breaking stuff at Twitter. thinkadvisor.com) How stable value funds work.

Portfolio 194

Portfolio Financial Advising Medical Retail 194