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 Related Topics 
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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.
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Which Yield Calculation is the “Right” One? Guidance on Uses and Nuances of Yield Calculations
XY Planning Network
OCTOBER 31, 2022
investment portfolio asset management bonds yields portfolio management inflation3 MIN READ. Per Investopdia.com, the term “yield” is defined as the earnings generated on an investment over a particular period of time, expressed as a percentage.
How to prepare your portfolio for the uncertain future?
Truemind Capital
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In this blog, I am going to give you insights on the important aspects of investment management employed by the best investors and how we can use them to maximize our portfolio returns besides minimizing the risk. Use tactical allocation to make your portfolio future-ready.
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.
Conversation with the Portfolio Manager: Mid-Cap Growth Strategy
Brown Advisory
SEPTEMBER 20, 2017
Conversation with the Portfolio Manager: Mid-Cap Growth Strategy. Chris and George are both seasoned managers - each with over 16 years of experience – but with complementary backgrounds. Q: Don’t investors get this exposure as a byproduct of large-cap managers going down-cap?
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.
Consensus View Of “No Recession.” Could It Be Wrong?
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MARCH 18, 2023
As portfolio managers, this is the question we ask ourselves daily Could the consensus view of a “no recession” scenario be wrong?
HUB International Buys $1B+ Bridgecreek Investment Management
Wealth Management
NOVEMBER 10, 2022
Boutique portfolio management firm in OK further expands the insurance giant’s wealth advisory arm
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.
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.
Conversation with the Portfolio Manager: Sustainable Core Fixed Income Strategy
Brown Advisory
SEPTEMBER 15, 2017
Tom Graff, the portfolio manager of the Brown Advisory Sustainable Core Fixed Income Strategy, has seen a tremendous evolution in the tools available to ESG-oriented investors since he began helping clients with ESG mandates in the 1990s.
Conversation with the Portfolio Manager: Sustainable Core Fixed Income Strategy
Brown Advisory
SEPTEMBER 15, 2017
Conversation with the Portfolio Manager: Sustainable Core Fixed Income Strategy. During the early part of his career, ESG investing was generally limited to basic portfolio screening, but today, he and his team use a far more comprehensive approach. “We
Finding the Market Bottom: Why It’s a Process, Not a Moment
Advisor Perspectives
OCTOBER 29, 2022
Russ Koesterich, CFA, JD, Managing Director and Portfolio Manager, of the Global Allocation team discusses whether markets have bottomed or not
Research links: publication bias
Abnormal Returns
DECEMBER 6, 2022
papers.ssrn.com) How bad weather affects portfolio manager activity. Retirement Automatic retirement account enrollment helps to boost participation. nber.org) Financial regrets in old age.
Looking Up
Advisor Perspectives
NOVEMBER 25, 2022
Vivek Tanneeru, portfolio manager, sees structural and cyclical tailwinds converging for emerging markets equities
Meet an Advisor: Jake Rue of Shore Point Advisors
Advisor Perspectives
NOVEMBER 8, 2022
Jake Rue is a portfolio manager and financial advisor at New Jersey-based Shore Point Advisors
Two Sides of Healthcare, One Strong Investment Case
Advisor Perspectives
MARCH 20, 2023
Portfolio Manager Andy Acker explains why the healthcare sector could offer an attractive combination of defense and growth in today’s market
The Outlook for Growth Stocks in 2023
Wealth Management
MARCH 12, 2023
Watch as Shivani Vohra, Portfolio Manager and Senior Research Analyst, Parnassus Investments, discusses the outlook for growth stocks in 2023 and whether now is a good time to buy
India’s Balancing Act
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MARCH 17, 2023
Portfolio manager Peeyush Mittal and research analyst Swagato Ghosh say India has a fiscal playbook to chart a path of stability and growth
Asia: The Early Innings of Innovation?
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JANUARY 18, 2023
Portfolio Manager Michael Oh, CFA, reviews what he seeks out in innovative companies and why he thinks Asia may be in the early innings of innovation in more than technology
Uncapped Innovation
Advisor Perspectives
SEPTEMBER 21, 2022
Portfolio Manager Michael Oh, CFA, says attractively valued companies are growing in Asia unfettered by inflationary headwinds
Creator of Anti-Ark ETF Is Losing Fund in Break From New Firm
Wealth Management
NOVEMBER 30, 2022
He'll no longer serve as portfolio manager of SARK and more than two dozen other funds Matthew Tuttle's ETF lineup was acquired by AXS Investments.
Secfi Launches RIA, Targets Startup Employees
Wealth Management
SEPTEMBER 29, 2022
The firm has hired John Morrison, portfolio manager at Dimensional Fund Advisors, to run the RIA, which aims to help startup employees plan around option-rich, but cash-poor, wealth
Mid-Cap ETFs’ Moment
Advisor Perspectives
JANUARY 19, 2023
Dina Ting, our Head of Global Index Portfolio Management, offers her perspective on the allure of multifactor US mid-capitalization strategies for 2023
Talk Your Book: Investing in Quality Growth
A Wealth of Common Sense
FEBRUARY 20, 2023
Today’s Talk Your Book is brought to you by Jensen Investment Management: We had Kevin Walkush, Portfolio Manager at Jensen Investment Management on the show to discuss investing in quality businesses.
Open for Business
Advisor Perspectives
DECEMBER 13, 2022
On his first visit to Japan since the pandemic, portfolio manager Shuntaro Takeuchi found new opportunities as well as familiar ones intact
Wayne Dahl and Danielle Poli on Making Smart Credit Investments
Wealth Management
NOVEMBER 21, 2022
Wayne Dahl and Danielle Poli, co-portfolio managers at Oaktree Capital, describe how investors can seize opportunity and mitigate risk in today’s credit market
Anticipated Joy vs. Anticipated Regret
A Wealth of Common Sense
JULY 22, 2022
Frank Rabinovich was a portfolio manager and technology specialist at bond giant PIMCO in the 1990s. The way his colleagues treated him was a microcosm of the culture at the firm in its heyday. Co-workers would douse him with bug spray, claiming he smelled bad.
Engines of EM Growth
Advisor Perspectives
SEPTEMBER 24, 2022
Portfolio Manager John Paul Lech explains why investors in emerging markets should go upstream in order to leverage the long-term power of the EV sector
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Advisor Perspectives
AUGUST 5, 2022
Russ Koesterich, Managing Director and Portfolio Manager, of the Global Allocation team explains why investors should expand their definition of quality in today’s market environment
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AUGUST 1, 2022
Alastair Reynolds, Portfolio Manager at Martin Currie, discusses the opportunities for investors who look at high quality, sustainable growth companies in emerging markets
MiB: Marta Norton, Morningstar Investment Management
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. We discuss how her career evolved from an economist covering PPI at BLS to an analyst at Morningstar to a portfolio manager to CIO.
Talk Your Book: Investing in Quality Growth
The Irrelevant Investor
FEBRUARY 19, 2023
Today’s Talk Your Book is brought to you by Jensen Investment Management: We had Kevin Walkush, Portfolio Manager at Jensen Investment Management on the show to discuss investing in quality businesses.
Talk Your Book: Portfolio Premortem
A Wealth of Common Sense
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On today’s show we discuss: Rick’s background and the beginnings of Fabric Risk How Fabric is approaching risk for advisors Looking at risk through the lens of an advisor/individual vs a portfolio manager Financial plan ma.
Lawrence Kissko & Graham Robertson, Man AHL – Trend-Following in Inflationary Environments (The Best Investment Writing Volume 6)
Meb Faber Research
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Lawrence Kissko & Graham Robertson, Man AHL – Trend-Following in Inflationary Environments (The Best Investment Writing Volume 6) Authors: Lawrence Kissko is a Client Portfolio Manager for Man AHL.
Research links: return on capital
Abnormal Returns
NOVEMBER 8, 2022
onveston.substack.com) Trend following Why trend following shows up with an allocation in optimal portfolios. papers.ssrn.com) How does bereavement affect portfolio manager behavior? ETFs How Jane Street became an ETF market making powerhouse.
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