Portfolio Management - Financial Advisor Source

The Holy Grail of Portfolio Management

A Wealth of Common Sense

JANUARY 16, 2024

Diversification is one of the first building block portfolio management concepts I ever learned in my first job in the investment industry. Our firm would create a Harry Markowitz efficient frontier chart for every client portfolio.

Portfolio Management

Portfolio Management Portfolio Management Clients

The Most Important Part of Portfolio Management

Random Roger's Retirement Planning

JUNE 14, 2024

The better takeaway is more along the lines of how risk is managed, maybe allocating a little to asymmetry to maybe dial down the volatility elsewhere in the portfolio or using alternatives to manage volatility and risk.

Portfolio Management

Portfolio Management Portfolio Management Taxes

The Inside ETFs Podcast: Nancy Davis on Portfolio Management For 2023

Wealth Management

DECEMBER 14, 2022

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

Portfolio Management

Portfolio Management Portfolio Management Investing

Webinars

Confronting the Change Challenge

MORE WEBINARS

Stock Picking is Not the Same Thing as Portfolio Management

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

Portfolio Management Retirement Planning Portfolio Management

Flexible Equity Strategy: Portfolio Manager Maneesh Bajaj Discusses His Investment Approach

Brown Advisory

FEBRUARY 23, 2022

Flexible Equity Strategy: Portfolio Manager Maneesh Bajaj Discusses His Investment Approach. Listen to our Flexible Equity Strategy's Portfolio Manager, Maneesh Bajaj, discuss his investment approach: Your browser does not support the audio element. Wed, 02/23/2022 - 10:38.

Portfolio Management

Portfolio Management Portfolio Management Investing

MiB: Brian Higgins, King Street

The Big Picture

OCTOBER 18, 2024

This week, we speak with Brian Higgins , co-founder, managing partner and co-portfolio manager of King Street. He is chair of the Management Committee, Global Investment Committee, Real Estate Investment Committee, and is a member of the Risk Committee and Operating Committee.

Portfolio Management

Portfolio Management Management Portfolio Investing

Research links: an attractive business model

Abnormal Returns

OCTOBER 10, 2023

libertystreeteconomics.newyorkfed.org) Portfolio managers Why portfolio managers get fired. alphaarchitect.com) Is there a relationship between manager attractiveness and fund performance? (papers.ssrn.com) Box spreads The pros and cons of using box spreads to generate cash-like returns.

Portfolio Management

Portfolio Management Startup Portfolio Management

Research links: keeping things simple

Abnormal Returns

SEPTEMBER 26, 2023

Portfolio management Fund investors prefer managers who stick to their knitting. papers.ssrn.com) Why portfolio managers invest more research into short positions. papers.ssrn.com) Research The structure of the stock market has changed a lot over time, but the results are still largely the same.

Portfolio Management

Portfolio Management Portfolio Management Assets

Podcast links: hedge fund math

Abnormal Returns

OCTOBER 11, 2024

awealthofcommonsense.com) Corey Hoffstein talks with Farouk Jivraj, Portfolio Manager and Head of Alternative Risk Premia at Fidelity Investments’ Asset Management Solutions division. podcasts.apple.com) Barry Ritholtz talks with Vincent Aita, Founder and CIO of Cutter Capital Management.

Math

Math Portfolio Management Management Portfolio

MiB: Vincent Aita of Cutter Capital on the DNA of Biotech Investing

The Big Picture

OCTOBER 4, 2024

This week, we speak with Vincent Aita, Founder and CIO of Cutter Capital Management. Prior to founding Cutter Capital in November 2022, Vincent spent time as a Senior Analyst for Millennium Partners and a Portfolio Manager at Citadel. He also received a Ph.D. in molecular genetics from Columbia University.

Investments

Investments Investing Pharmaceutical Portfolio Management

Animal Spirits: Why Andy Dufresne Would be a Good Portfolio Manager

The Irrelevant Investor

AUGUST 22, 2018

On this week's Animal Spirits, we discuss: Old-money billionaires are chasing new tech riches The stories war The shrinking public stock market "Not a public company" The Netflix of fitness Tech billionaire busted for drug trafficking Listen here Tweets mentioned [link] [link] [link] [link] Recommendations Rocket Men Walt Disney: An American Original (..)

Portfolio Management

Portfolio Management Portfolio Management Marketing

Research links: better behavior

Abnormal Returns

APRIL 16, 2024

blogs.cfainstitute.org) Some evidence that it is possible to measure portfolio manager decision making. (wisdomtree.com) What happens to the stock market on days before holidays. papers.ssrn.com) How a stock's price affects its risk profile. capitalspectator.com) A link to "The Cockroach Approach" by Taylor Pearson with Jason Buck.

Asset Allocation

Asset Allocation Portfolio Management Portfolio Assets

Carson Group: We Still Think Stocks Are Going to Overperform Bonds This Year

Wealth Management

SEPTEMBER 5, 2024

Barry Gilbert, portfolio manager with the Carson Group, talks about why the firm is risk-on right now, why it prefers ETFs over mutual funds and what’s different about this market cycle.

Portfolio Management

Portfolio Management Portfolio Management Marketing

Podcast links: changing our minds

Abnormal Returns

AUGUST 16, 2024

joincolossus.com) Barry Ritholtz talks with Mike Greene, portfolio manager and chief strategist for Simplify Asset Management. ritholtz.com) Eric Golden talks investing in India with Saurabh Mukherjea is the founder and CIO of Marcellus Investment Managers.

Portfolio Management

Portfolio Management Economy Management Portfolio

Podcast links: generational differences

Abnormal Returns

JUNE 30, 2023

genuineimpact.substack.com) Companies Matt Reustle talks with Tom Walsh, a portfolio manager at Baillie Gifford, about ASML Holdings ($ASML). trendfollowingradio.com) Corey Hoffstein talks trend and carry with Rob Croce, Senior Portfolio Manager at Newton Investment Management Group.

Portfolio Management

Portfolio Management Portfolio Management Retirement

Planning For Early Retirement

A Wealth of Common Sense

SEPTEMBER 26, 2024

The Roth Man himself, Bill Sweet, joined me on the show this week to discuss questions about taxes in marriage, retirement withdrawal strategies, the tax implications of selling farmland and how to manage tax rates in early retirement.

Retirement

Retirement Planning Portfolio Management Taxes

Research links: tracking performance

Abnormal Returns

DECEMBER 5, 2023

hamiltonlane.com) Portfolio managers love to shift blame for underperforming assets. (bloomberg.com) Research Passive investing is making markets less efficient, but. morningstar.com) How much more expensive are large cap vs. small caps? papers.ssrn.com) How to best measure investor disagreement.

Portfolio Management

Portfolio Management Assets Taxes Management

Adviser links: financial compassion

Abnormal Returns

AUGUST 14, 2023

humansvsretirement.com) Corey Hoffstein talks with Martin Tarlie, a Portfolio Manager at GMO, about bridging the gap between financial planning and portfolio management. (wiredplanning.com) Dan Haylett talks funded contentment with Brian Portnoy of Shaping Wealth.

Portfolio Management

Portfolio Management Compliance Portfolio Financial Planning

Past Performance

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.

Portfolio Management

Portfolio Management Portfolio Assets Management

Podcast links: crypto confessions

Abnormal Returns

JULY 12, 2024

open.spotify.com) Finance Meb Faber talks trend following with Jerry Parker, portfolio manager of the Cambria Chesapeake Pure Trend ETF ($MFUT) ETF. (infiniteloopspodcast.com) Khe Hy talks with Nat Eliason author of "Crypto Confidential: Winning and Losing Millions in the New Frontier of Finance."

Portfolio Management

Portfolio Management Economics Management Portfolio

Top clicks this week on Abnormal Returns

Abnormal Returns

SEPTEMBER 3, 2023

theverge.com) The story of a portfolio manager holding onto Credit Suisse stock too long. (humbledollar.com) Why are mortgage rates so high? awealthofcommonsense.com) Google ($GOOGL) has dominated seemingly forever. The cracks are showing. morningstar.com) Is illiquidity a feature or a bug?

Portfolio Management

Portfolio Management Retirement Portfolio Management

Research links: avoiding the table

Abnormal Returns

DECEMBER 12, 2023

riabiz.com) Fund management Diseconomies of scale in fund management are real. alphaarchitect.com) Why portfolio managers shift styles. (insights.finominal.com) The factor ETF space has gotten crowded. papers.ssrn.com) Research What does the 'risk matters hypothesis' say?

Portfolio Management

Portfolio Management Retail Assets Portfolio

$7.5B Americana Adds Managing Partner to International Unit

Wealth Management

AUGUST 26, 2024

Javier Altimari, a former senior director and portfolio manager at Oppenheimer & Co., will be instrumental in building out Americana Partners International, the RIA’s new division serving international UHNW clients.

Management

Management Portfolio Management Portfolio Clients

Debunking Common Investment Myths

Pragmatic Capitalism

SEPTEMBER 19, 2022

I joined Dr. Daniel Crosby on the Standard Deviations podcast for a wide ranging discussion about portfolio management and navigating the conspiracy theories of the financial markets. This one’s short [ … ]

Investing

Investing Investments Portfolio Management Financial Market

Podcast links: being happier at work

Abnormal Returns

MAY 10, 2024

mebfaber.com) Eric Golden talk with Nir Kaissar, founder and portfolio manager at Unison Advisors, about the state of markets. (freakonomics.com) Finance Barry Ritholtz talks with Jim O'Shaughnessy about his investing career, VC and the potential of AI.

Portfolio Management

Portfolio Management Portfolio Management Investing

What Happens to Bonds When Stocks Go Up?

A Wealth of Common Sense

AUGUST 15, 2024

Further Reading: The Holy Grail of Portfolio Management 1The S&P 500 was up 9.8% per year while the 10 year Treasury gained 4.6% annually from.

Portfolio Management

Portfolio Management Financial Advisor Portfolio Management

MiB: Tom Hancock, GMO Focused Equity

The Big Picture

FEBRUARY 2, 2024

He manages the focused quality fund and its new Quality ETF, and is the portfolio manager for quality strategies. Hancock is also portfolio manager for GMO’s Quality Strategies, including the Quality Fund MF ( GQETX ); that fund manages >8$ billion dollars and over the past 20 years, has returned 13.6%

Portfolio Management

Portfolio Management Engineering Distribution Retail

Who Needs Academic Finance Literature?

Advisor Perspectives

SEPTEMBER 16, 2024

The money manager who hasn’t cracked open the Journal of Finance, Journal of Financial Economics, Journal of Portfolio Management, or Financial Analysts Journal for the past few years probably hasn’t lost any steps.

Portfolio Management

Portfolio Management Economics Portfolio Management

Podcast links: the rise of the pod shop

Abnormal Returns

MARCH 1, 2024

wired.com) Finance Joe Weisenthal and Tracy Alloway talks multi-strategy hedge funds with Krishna Kumar, a portfolio manager at Goose Hollow Capital Management. joincolossus.com) Barry Ritholtz talks concentrated portfolios with Andrew Slimmon, managing director at Morgan Stanley Investment Management.

Portfolio Management

Portfolio Management Portfolio Management Investing

Listed Real Estate: Weaker Shelter Inflation the Additional Signal Needed for Fed Rate Cuts?

Advisor Perspectives

JUNE 20, 2024

Portfolio Managers Guy Barnard and Greg Kuhl highlight how the shelter component of CPI is exerting downward pressure on inflation, paving the way for rate cuts – a tailwind for listed real estate.

Portfolio Management

Portfolio Management Portfolio Management

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy

Brown Advisory

SEPTEMBER 20, 2017

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy achen Wed, 09/20/2017 - 16:43 Over time, the Brown Advisory small-cap growth team, led by Christopher Berrier and George Sakellaris, watched numerous successful investments compound and grow out of their investible universe.

Portfolio Management

Portfolio Management Portfolio Management Investing

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy

Brown Advisory

SEPTEMBER 20, 2017

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy. While both mid-cap portfolio managers believe their experience gives them an advantage, other factors set them apart as well. Wed, 09/20/2017 - 16:43.

Portfolio Management

Portfolio Management Portfolio Management Investing

Talk Your Book: Dividend Stocks are Cheap

A Wealth of Common Sense

SEPTEMBER 9, 2024

Today’s Talk Your Book is sponsored by Schafer Cullen Capital Management: On today’s show, we spoke with Jennifer Chang, Portfolio Manager and Executive Director to discuss Schafer Cullen’s high dividend value strategies.

Portfolio Management

Portfolio Management Portfolio Management

BNY Mellon’s Pershing X Upgrades Wove Platform

Wealth Management

JUNE 4, 2024

The new features include a one-stop client portal, cloud data platform, consolidated APIs and portfolio management suite.

Portfolio Management

Portfolio Management Portfolio Clients Management

Fidelity Bundles Advyzon With eMoney And Wealthscape In Its New RIA “Tech Stack” (And More Of The Latest In Financial #AdvisorTech – September 2024)

Nerd's Eye View

SEPTEMBER 2, 2024

This month's edition kicks off with the news that Fidelity has announced a new bundled technology offering for advisors, including its own Wealthscape brokerage and eMoney financial planning software, alongside Advyzon's portfolio management and performance reporting platform – which is rather surprising given that Wealthscape itself was once (..)

Compliance

Compliance Estate Planning Portfolio Management Advertising

Rockefeller Joins Muni ETF Boom With Three High-Yield Funds

Wealth Management

AUGUST 15, 2024

The products, which will be managed by a trio of portfolio managers who joined earlier this year from Invesco Ltd., will focus on lower-rated bonds.

Portfolio Management

Portfolio Management Portfolio Management

Inside ETFs+: Resist the Urge to Get Fancy with Actively Managed Portfolios

Wealth Management

MAY 15, 2024

Often the most accessible investment choices deliver the best returns, according to portfolio managers.

Portfolio

Portfolio Management Portfolio Management Investing

Active ETFs Boom as State Street Eyes Record $260B Inflow

Wealth Management

JUNE 6, 2024

Portfolio managers have poured money into the active sector for 50 consecutive months after a $22 billion allocation in May, data compiled by Bloomberg Intelligence show.

Portfolio Management

Portfolio Management Portfolio Management

Market Scout – Lessons Learned Through Nearly 50 Years of Investing

Advisor Perspectives

OCTOBER 7, 2024

The Wasatch team shares lessons they’ve learned on business models, portfolio management, management teams and markets.

Portfolio Management

Portfolio Management Marketing Marketing Investing

The Smart Money Can Buy Stocks, but They Can’t Sell Them

Alpha Architect

JANUARY 29, 2024

The paper aims to investigate whether experienced institutional portfolio managers (PMs) exhibit behavioral biases in their decision-making processes, specifically focusing on the selling decisions. The Smart Money Can Buy Stocks, but They Can’t Sell Them was originally published at Alpha Architect.

Portfolio Management

Portfolio Management Portfolio Management Government

MiB: Marta Norton, Morningstar Investment Management

The Big Picture

OCTOBER 22, 2022

Norton’s responsibilities include equity, alternative and fixed income research, asset allocation, and portfolio management. We discuss how her career evolved from an economist covering PPI at BLS to an analyst at Morningstar to a portfolio manager to CIO.

Management

Management Investments Investing Portfolio Management

Thursday links: a heckuva business model

Abnormal Returns

NOVEMBER 30, 2023

(valueandopportunity.com) Fund management DFA's push into ETFs has been more successful than even they expected. etf.com) How much personal trading is too much for a mutual fund portfolio manager? propublica.org) The Roundhill MEME ETF ($MEME) will liquidate next month.

Financial Advising

Financial Advising Portfolio Management Media Economics

Debunking Common Investment Myths

Pragmatic Capitalism

SEPTEMBER 7, 2022

I joined Dr. Daniel Crosby on the Standard Deviations podcast for a wide ranging discussion about portfolio management and navigating the conspiracy theories of the financial markets. This one’s short [ … ].

Investing

Investing Investments Portfolio Management Financial Market

Podcast links: fake podcast invites

Abnormal Returns

APRIL 26, 2024

(podcasts.apple.com) Barry Ritholtz spoke with Ashish Shah, CIO, Public Investing, Goldman Sachs Asset Management (ritholtz.com) Cameron Passmore and Benjamin Felix talk index dynamics with Michael Green, Chief Strategist and Portfolio Manager for Simplify Asset Management.

Portfolio Management

Portfolio Management Economics Assets Management

The Holy Grail of Portfolio Management

The Most Important Part of Portfolio Management

Webinars

Trending Sources

The Inside ETFs Podcast: Nancy Davis on Portfolio Management For 2023

Webinars

Stock Picking is Not the Same Thing as Portfolio Management

Flexible Equity Strategy: Portfolio Manager Maneesh Bajaj Discusses His Investment Approach

MiB: Brian Higgins, King Street

Research links: an attractive business model

Research links: keeping things simple

Podcast links: hedge fund math

MiB: Vincent Aita of Cutter Capital on the DNA of Biotech Investing

Animal Spirits: Why Andy Dufresne Would be a Good Portfolio Manager

Research links: better behavior

Carson Group: We Still Think Stocks Are Going to Overperform Bonds This Year

Podcast links: changing our minds

Podcast links: generational differences

Planning For Early Retirement

Research links: tracking performance

Adviser links: financial compassion

Past Performance

Podcast links: crypto confessions

Top clicks this week on Abnormal Returns

Research links: avoiding the table

$7.5B Americana Adds Managing Partner to International Unit

Debunking Common Investment Myths

Podcast links: being happier at work

What Happens to Bonds When Stocks Go Up?

MiB: Tom Hancock, GMO Focused Equity

Who Needs Academic Finance Literature?

Podcast links: the rise of the pod shop

Listed Real Estate: Weaker Shelter Inflation the Additional Signal Needed for Fed Rate Cuts?

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy

Talk Your Book: Dividend Stocks are Cheap

BNY Mellon’s Pershing X Upgrades Wove Platform

Fidelity Bundles Advyzon With eMoney And Wealthscape In Its New RIA “Tech Stack” (And More Of The Latest In Financial #AdvisorTech – September 2024)

Rockefeller Joins Muni ETF Boom With Three High-Yield Funds

Inside ETFs+: Resist the Urge to Get Fancy with Actively Managed Portfolios

Active ETFs Boom as State Street Eyes Record $260B Inflow

Market Scout – Lessons Learned Through Nearly 50 Years of Investing

The Smart Money Can Buy Stocks, but They Can’t Sell Them

MiB: Marta Norton, Morningstar Investment Management

Thursday links: a heckuva business model

Debunking Common Investment Myths

Podcast links: fake podcast invites

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