The Big Picture

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He’s a member of the management committee. He co-chairs a number of the asset management investment committees. So we really had to work through that over a number of years. What can I say about Julian Salisbury? We love it.

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Assets Clients Investing Investments 290

The Big Picture

OCTOBER 17, 2023

Graham Foster] : 00:02:54 That was a number, that was number theory, pure number theory. And whether it’s all numbers or even numbers. Some people look at a casino as entertainment and hey, we’re gonna spend X dollars, pick a number, 500, 2000, whatever it is. Number one, longevity.

Investing 130

Investing Investments Clients Management 130

The Big Picture

AUGUST 29, 2023

And it worked out and had multiple job offers coming out of school from a number of different insurance companies. I had a number of relationships that I built up and had another job lined up in New York City. And I had an opportunity to be an underwriter for a few years before I decided to go back to school to get the MBA.

Portfolio 130

Portfolio Investing Investments Numbers 130

Truemind Capital

APRIL 19, 2024

However, unsatisfactory progress to the falling inflation trajectory in the latest numbers has dampened the hope of cutting the rates anytime soon. Indian equity benchmark BSE Sensex went up by only 2% due to already stretched equity valuations. One can consider debt portfolios with floating rate instruments for long-term allocation.

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Financial Market Asset Allocation Marketing Marketing 98

Brown Advisory

FEBRUARY 14, 2023

Focus on Risks and Opportunities: Our ESG research approach seeks to assess ESG risk management, and identify sustainable opportunities that address key environmental and/or social challenges, which we believe can lead to improved performance and impact. Our approach is consistent and systematic across our platform.

Government 52

Government Economics Investing Investments 52

Brown Advisory

FEBRUARY 14, 2023

Focus on Risks and Opportunities: Our ESG research approach seeks to assess ESG risk management, and identify sustainable opportunities that address key environmental and/or social challenges, which we believe can lead to improved performance and impact. Our approach is consistent and systematic across our platform.

Government 52

Government Economics Investing Investments 52

The Big Picture

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. I was employee number 10. So I saw the opportunity, and that’s when Global X came along.

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Clients Investing Investments Management 154

The Better Letter

JANUARY 26, 2024

2014 : “What concerns us beyond valuations is the full ensemble of overvalued, overbought, overbullish conditions.” 2020 : “[E]xtreme valuations. ” Harry Markowitz won the Nobel Prize for exploring the mathematical tradeoff between risk and return. .” The S&P earned 15.89 2015 : “Exit now.”

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Assets Valuation Management Investing 103

The Big Picture

AUGUST 15, 2023

That’s a really easy portfolio to create. It allows you to understand, generally speaking, what is a reasonable beta for that whole portfolio. The other thing it allows you to do is to benchmark your ability to select managers that outperform both in each areas and across the sleeve. I don’t remember the number.

Management 130

Management Investing Investments Government 130

International College of Financial Planning

APRIL 16, 2021

Corporate Investment Management. Hedge fund management. Portfolio Management. Must know basic financial management principles and accounting principles. Ability to work with numbers in the long run. Asset Management. Credit Risk Management. Hedge Fund Management. Investments.

Management 52

Management Valuation Certification Financial Market 52

Brown Advisory

NOVEMBER 1, 2019

These conditions present a variety of challenges for investors; more germane to our discussion in this letter, they also present a number of planning opportunities that may require near-term action. Additionally, such gifts may be an effective risk management strategy for those who may otherwise choose to be uninsured.

Planning 52

Planning Taxes Clients Estate Planning 52

Brown Advisory

MAY 25, 2017

That may sound like an obvious point, but fixed income portfolios are not always guided by that principle—some are guided more by an effort to conform to a benchmark index, while others focus on driving returns with bets on portfolio duration or other factors. Credit risk assessment focuses on two classically accepted components.

Portfolio 52

Portfolio Clients Investing Investments 52

The Big Picture

SEPTEMBER 26, 2023

Ritholtz ] 00:09:37 I recall reading, and I know you can’t say this, but I recall reading that fund return something like 19% a year, some just astounding number. So, so let’s talk about some of those legacy portfolio issues. Tell us about what’s going on today that makes it so interesting.

Banking 130

Banking Investing Investments Clients 130

The Big Picture

AUGUST 16, 2022

If you’re all interested in macro investing, trend following, commodities, currencies, fixed income, various types of quantitative strategies, and most important of all, risk management, you’re going to find this conversation to be absolutely fascinating. Who’s added to risk? Who’s got risk?

Management 296

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The Big Picture

APRIL 18, 2023

In the short run, there can be distortions in public market valuations as we saw in 2001 and we saw prior to that in 2007, and prior to that in 2000, in ‘99. Valuations go up and you saw it, of course, in the late ‘90s, in the tech sector. BARATTA: Yeah. In the long run. You saw it in the financial services sector.

Assets 154

Assets Investing Investments Valuation 154

The Big Picture

JULY 19, 2022

The transcript from this week’s, MiB: Antti Ilmanen, Co-Head, Portfolio Solutions, AQR , is below. BARRY RITHOLTZ; HOST; MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Antti Ilmanen is AQR’s Co-head of the Portfolio Solutions Group. CO-HEAD, AQR’S PORTFOLIO SOLUTIONS GROUP: Thanks, Barry.

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Investing Investments Valuation Portfolio 130

The Big Picture

DECEMBER 20, 2022

It’s just a fascinating conversation about looking at the world from both bottoms up and top-down, as well as thinking about what valuations are like, how likely are macro events, the impact you’re getting not just the return on capital, but as famously said in fixed income, a return of your capital. And our mission is really simple.

Banking 154

Banking Assets Government Investing 154

The Big Picture

MARCH 12, 2024

So we could construct trades that had very, very low premiums to sell this volatility to, to basically join the consumer on their side of the trade, which is in essence buying insurance on, on the bonds that were exposed to these great risk. So that’s an active part of portfolio trimming and opt and optimization.

Banking 143

Banking Investing Investments Marketing 143