The Irrelevant Investor

SEPTEMBER 19, 2022

Today’s Talk Your Book is presented by Fabric Risk: On today’s show, we spoke with Fabric Risk Co-Founder Rick Bookstaber about how Fabric is identifying risks for advisors. The post Talk Your Book: Portfolio Premortem appeared first on The Irrelevant Investor.

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Advisor Perspectives

MAY 14, 2025

In the report, Portfolio Managers John Kerschner, Nick Childs, and Thomas Polus highlight three reasons why agency mortgage-backed securities (MBS) look attractive in the present environment.

Portfolio Management 52

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Tobias Financial

MARCH 11, 2025

Stay up to date with market insights from our Portfolio Manager, Charles Chad NeSmith, CFA, CFP. The information presented is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed.

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Nerd's Eye View

APRIL 23, 2024

What's unique about Tyson, though, is how he has developed a planning process he calls their "Total Relationship" approach, which puts an emphasis on determining a client's near-term lump sum spending needs like a new car purchase or a big vacation, and ensuring the portfolio is built around having sufficient cash available for those goals, which Tyson (..)

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Clients Financial Advisor Wealth Advisor Financial Advice 130

The Big Picture

APRIL 29, 2025

Their focus is on generating alpha with high conviction concentrated portfolios. As you, as you may recall, the insurance companies had huge commercial loan portfolios in those days that they were using to backstop long dated life insurance liabilities. And you know, we’re a, we’re a concentrated manager.

Management 130

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Indigo Marketing Agency

MARCH 20, 2025

Right now, your clients dont just need portfolio management; they need perspective. Social media posts: Even short LinkedIn or X updates can remind clients youre present, engaged, and monitoring the situation. Thats where financial advisors come in! They need to hear from you. When clients feel informed, they feel confident.

Communication 69

Communication Financial Advisor Marketing Marketing 69

The Big Picture

MAY 20, 2025

How did that background help when it comes to modeling portfolios or applying those methods of statistical analysis to investing? 00:02:52 [Speaker Changed] Well, the statistical side definitely comes from my degree and then work as a project manager at MIT. That sort of data analytics wasn’t really well understood back then.

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SEI

JULY 23, 2024

Jim Solloway, Chief Market Strategist and Senior Portfolio Manager, and Erin Hueber, Client Service Director, present our economic outlook.

Portfolio Management 52

Portfolio Management Economics Portfolio Clients 52

Harness Wealth

JANUARY 29, 2025

This type of strategy typically involves selling underperforming investments at a loss to offset capital gains (or ordinary income) to optimize portfolio returns. Portfolio rebalancing: Selling underperforming assets helps investors maintain an optimal asset allocation.

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Brown Advisory

OCTOBER 4, 2021

Considering Climate within Portfolios ajackson Mon, 10/04/2021 - 11:00 An increasing number of investors are seeking to incorporate climate change in their investment calculus. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting.

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Brown Advisory

OCTOBER 4, 2021

Considering Climate within Portfolios. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting. CLIMATE DASHBOARD: SUSTAINABLE MODEL PORTFOLIO AS OF 6/30/21. Mon, 10/04/2021 - 11:00. A 360-Degree Climate Evaluation.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

The Big Picture

DECEMBER 19, 2023

There are about 13 different portfolio managers each focused on a different sub-sector. And to the credit of the portfolio manager that I was working with Josh Fisher, we were actually up that year. So we ended up presenting to just him. Since then, it’s grown to about $7 billion. What was it like there?

Healthcare 159

Healthcare Portfolio Investing Investments 159

SEI

JULY 25, 2023

Jim Solloway, Chief market strategist and senior portfolio manager, and Vivian Estadt, Client service director, present our economic outlook.

Economics 52

Economics Portfolio Management Portfolio Clients 52

SEI

JANUARY 16, 2024

Jim Solloway, Chief Market Strategist and Senior Portfolio Manager, and Vivian Estadt, Client Service Director, present our economic outlook for 2024.

Economics 52

Economics Portfolio Management Portfolio Clients 52

SEI

APRIL 17, 2024

Part one: Jim Solloway, Chief market strategist and senior portfolio manager, and Vivian Estadt, Client service director, present our economic outlook in this two-part series.

Portfolio Management 52

Portfolio Management Economics Portfolio Clients 52

Advisor Perspectives

JULY 14, 2023

Portfolio manager Shuntaro Takeuchi says Japanese equities, for so long a market of false dawns, may now be stirring up investment opportunities that finally present Japan as a long-term growth market.

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

WiserAdvisor

MAY 13, 2025

A well-diversified portfolio helps protect against market volatility and minimizes the risk of significant losses. At the same time, some portion of the portfolio should be allocated to growth-oriented investments, like equities or real estate, to help combat inflation and maintain purchasing power over time.

Retirement 52

Retirement Portfolio Investing Investments 52

Sara Grillo

AUGUST 15, 2022

Now for the feature presentation. In this podcast we don’t discuss the basics of direct indexing or talk about any of the direct indexing providers per se, but instead we focus on how to apply it to client portfolio management. The key benefits derived are: Tax optimization Portfolio customization. ” Ehem.

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Clients Financial Advisor Portfolio Consulting 98

Brown Advisory

NOVEMBER 26, 2018

2018 Impact Report: Sustainable Core Fixed Income Strategy ajackson Mon, 11/26/2018 - 08:01 A Letter of Introduction From The Portfolio Managers Brown Advisory is deeply committed to sustainable investing. 30, 2018, our firm managed approximately $4.1 As of Sept. and Brown Advisory Trust Company of Delaware, LLC.

Portfolio Management 52

Portfolio Management Portfolio Clients Management 52

Brown Advisory

NOVEMBER 26, 2018

A Letter of Introduction From The Portfolio Managers. . 30, 2018, our firm managed approximately $4.1 Impact case studies of individual bonds held in the portfolio. Portfolio Manager. Associate Portfolio Manager. 2018 Impact Report: Sustainable Core Fixed Income Strategy. As of Sept.

Portfolio Management 52

Portfolio Management Portfolio Clients Management 52

International College of Financial Planning

JUNE 5, 2025

What This Means for Advisors We can’t just be portfolio managers anymore; we need to evolve into kinda life architects. But you do have to be present. So Here’s My Ask If you’re an advisor reading this, take a moment to reflect: • Are you just managing portfolios or helping design lives? • Often fast.

Wealth Management 40

Wealth Management Management CFP Certified Financial Planner 40

Brown Advisory

DECEMBER 19, 2018

The report includes a review of how we invest using innovative ESG and sustainability research, a discussion of the positive environmental and social outcomes being created by our portfolio companies, and a look at how we engage with portfolio companies and with the broader sustainable investing community.

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52

Brown Advisory

DECEMBER 19, 2018

A Letter of Introduction From The Portfolio Managers. . On their behalf, we are proud to present this Impact Report to our clients. Portfolio Manager and. Portfolio Manager. . . . . . 2018 Impact Report: Large-Cap Sustainable Growth Strategy. Wed, 12/19/2018 - 11:16. Sincerely, .

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52

The Big Picture

AUGUST 16, 2022

We do discretionary macro trading, which is typically a portfolio manager — and we have some number of portfolio managers, 15 or 18 different portfolio managers that independently manage a book of, you know, risk assets. And they will decide what they’re going to buy and sell.

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The Big Picture

FEBRUARY 12, 2024

I just figured if I do well, I would be able to be presented with, with good options. And we had about, I don’t know, we had about eight or 10 tables and we have, I do a presentation PowerPoint and the rest of it, then you have questions and answers. I have other people at the firm helping me prepare these, these presentations.

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Management Investing Economy Investments 292

The Irrelevant Investor

DECEMBER 3, 2018

Today's Animal Spirits Talk Your Book is presented by Graniteshares Topics discussed Boom and bust nature of commodities What is the role of commodities in a portfolio -- manage risk or price appreciation? Why would commodities add a risk management component to a typical portfolio? Is Bitcoin the new gold?

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Investing Investments Portfolio Management Risk Management 52

The Irrelevant Investor

MAY 15, 2022

Today’s Animal Spirits is brought to you by KraneShares ETFs: We had Roger Mortimer, Portfolio Manager of KraneShares Global Carbon Transformation ETF on the show to talk about the clean energy transition. Check out our t-shirts, stickers, coffee mugs, and other swag here.

Investing 52

Investing Investments Portfolio Management Portfolio 52

Diamond Consultants

FEBRUARY 11, 2025

Typically, the platform firm provides compliance oversight and access to a wide range of technology providers and investment options, including the option for an advisor to operate as a portfolio manager. Advisors are free to select and bear the cost (at scaled pricing) of the specific solutions they believe best meet their needs.

Compliance 52

Compliance Clients Estate Planning Management 52

SEI

APRIL 18, 2024

Part two: Jim Solloway, Chief market strategist and senior portfolio manager, and Vivian Estadt, Client service director, present our economic outlook in this two-part series.

Banking 40

Banking Portfolio Management Economics Portfolio 40

The Big Picture

SEPTEMBER 3, 2024

All of their portfolio managers not only are substantial investors in each of their funds, but they do a disclosure year that shows each manager by name and how much money they have invested in their own fund. And we do think that the short time periods are noise. Tell us a little bit about that.

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Good Financial Cents

JANUARY 11, 2023

At this rate, there will be an additional 750,800 new jobs within this field each year, presenting countless opportunities for professionals already in the sector. Because of this crucial role, financial managers command top dollar in big banks. Portfolio Manager. Average Salary: $131,710 per year.

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Banking Budgeting Recruitment Portfolio Management 96

International College of Financial Planning

MAY 9, 2024

In the present rapidly evolving digital landscape, integration of technology into everyday activities has transformed numerous industries, i8 financial management and investment advisory services. In the present advisory environment, advisors need to be as proficient with technological tools as they are with financial strategies.

Investing 52

Investing Investments Budgeting Investment Advisor 52

The Irrelevant Investor

NOVEMBER 30, 2018

The first edition of the Journal of Portfolio Management opened with an article from its founder and editor, the great Peter Bernstein. Presented with that challenge, I couldn't stand back any longer." In What this Journal is About , he wrote: The maiden issue of this Journal appears at a critical time for our profession.

Portfolio Management 52

Portfolio Management Portfolio Government Management 52

Brown Advisory

DECEMBER 18, 2017

To address this need, we created the role of investigative analyst on our research team to serve as both a conduit and lightning rod for the flow of potential qualitative information that can help us make better decisions about the companies we consider for our portfolios. Sustainable investing is one of our firm’s strongest growth drivers.

Portfolio Management 52

Portfolio Management Portfolio Management Clients 52

Brown Advisory

DECEMBER 18, 2017

To address this need, we created the role of investigative analyst on our research team to serve as both a conduit and lightning rod for the flow of potential qualitative information that can help us make better decisions about the companies we consider for our portfolios. Emily Dwyer.

Portfolio Management 52

Portfolio Management Portfolio Management Clients 52

Sara Grillo

OCTOBER 27, 2023

Let’s talk about how most portfolio management or equity research interviews go (versus how they should). It’s kind of like presenting yourself in a vacuum. So the tip I would give you, and I advocate for this in my book, Emergency Interview Kit for Equity Research and Portfolio Management , is this.

Portfolio Management 52

Portfolio Management Portfolio Media Consulting 52

Validea

JANUARY 9, 2023

Veteran portfolio manager Bill Miller, founder of Miller Value Partners and manager of the firm’s Miller Opportunity Trust and the Miller Income funds, retired at the end of 2022, reports an article in CityWire.

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