The Big Picture

JANUARY 21, 2025

You, you went and you interviewed some star manager, usually a man, and you would have a couple paragraphs about their investment philosophy and strategy. You would offer three of their stock picks where they were probably touting stocks they wanted to unload from their portfolio. Hey, but that’s the, what’s the old joke?

Investing 144

Investing Investments Retirement Management 144

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.

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Startup Portfolio Management Portfolio Planning 264

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) Why employees hired in the first year of a startup are so important.

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Portfolio Management Startup Portfolio Management 264

Abnormal Returns

DECEMBER 6, 2022

papers.ssrn.com) How bad weather affects portfolio manager activity. papers.ssrn.com) What explains the funding gap for Black-led startups. (caia.org) How much are investors willing to pay for ESG? papers.ssrn.com) How banks make money on leveraged loans. papers.ssrn.com).

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Startup Portfolio Management Retirement Accounting 246

The Big Picture

JANUARY 12, 2024

She became Senior Portfolio Manager for PGIM Real Estate’s flagship core equity real estate fund. Be sure to check out our Masters in Business next week with Shomik Dutta , co-founder and managing partner at Overture , a venture capital firm focused on climate tech and sustainability startups.

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Startup Portfolio Management Assets Valuation 293

Nerd's Eye View

OCTOBER 2, 2023

Welcome to the October 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

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Communication Portfolio Management Clients Tax Planning 246

Abnormal Returns

SEPTEMBER 9, 2022

(acquired.fm) Ali Griswold talks with Eliot Brown, co-author of "The Cult of We: WeWork and the Great Startup Delusion." newcomer.co) Finance Frederick Geischen talks learning and mindset with Alix Pasquet III who is the Managing Partner and portfolio manager at hedge fund Prime Macaya.

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Startup Portfolio Management Management Portfolio 195

Abnormal Returns

JULY 29, 2022

Strategy John Rekenthaler, "Avoid portfolio managers who claim to know how “this time will be different.” wsj.com) Startups The Miami tech scene got out of the gates fast, now comes the hard work. theinformation.com) There's a startup that helps companies do layoffs. It probably won’t be.

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Startup Financial Advising Portfolio Management Economy 130

Abnormal Returns

MARCH 21, 2023

youtube.com) Credit Suisse was also a player in the startup financing space. theinformation.com) Fund management Are pension funds finally tiring of private equity? wsj.com) Vanguard is exiting the Chinese fund management market. etftrends.com) Portfolio management still has a gender problem.

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Startup Financial Advising Banking Portfolio Management 130

The Irrelevant Investor

JANUARY 31, 2021

Articles I’ve been waiting for the day when being a failed mid-50’s former portfolio manager would come in handy! (By

Startup 52

Startup Portfolio Management Portfolio Management 52

The Irrelevant Investor

JULY 24, 2017

Another advisor said they keep 2% of their portfolios invested in gold, and they aren't too bullish on it now because it hasn't performed well recently, and then he made up something about demand in India. There are plenty of reasons to put 3% of your portfolio in gold." It is the go-to tool for the apex financial predator.

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Financial Advisor Wealth Management Valuation Clients 52

Brown Advisory

JUNE 14, 2018

I wanted to make sure we considered those ideas and their implications for the portfolios we manage for our clients, with truly open minds. Jane Korhonen, a portfolio manager in our Washington, D.C. But the shift is occurring nonetheless.

Investing 52

Investing Investments Clients Numbers 52

Brown Advisory

JUNE 14, 2018

I wanted to make sure we considered those ideas and their implications for the portfolios we manage for our clients, with truly open minds. Jane Korhonen, a portfolio manager in our Washington, D.C. But the shift is occurring nonetheless.

Investing 52

Investing Investments Clients Numbers 52

Brown Advisory

OCTOBER 11, 2021

In this brief paper, we will touch on what we believe are some of the most important issues and questions—including the different types of assets, return potential, fees, liquidity, diversification, volatility and transparency—that investment committees must understand as they weigh adding alternatives to their portfolios.

Assets 52

Assets Portfolio Asset Allocation Risk Tolerance 52

Brown Advisory

OCTOBER 11, 2021

In this brief paper, we will touch on what we believe are some of the most important issues and questions—including the different types of assets, return potential, fees, liquidity, diversification, volatility and transparency—that investment committees must understand as they weigh adding alternatives to their portfolios.

Assets 52

Assets Portfolio Asset Allocation Risk Tolerance 52

Bell Investment Advisors

JUNE 29, 2023

I’m joined here today by Ryan Kelley, Lead Portfolio Manager and Research Analyst for Bell. 06:07 Meanwhile, they made some mistakes in their portfolio where they had a mismatch. They had a mismatch between their liabilities, which are their deposits, and portfolio of investments. 0:17 Ryan Kelley: Thanks.

Marketing 52

Marketing Marketing Banking Numbers 52

Abnormal Returns

JULY 21, 2023

(podcasts.apple.com) Startups Joe Weisenthal and Tracy Alloway talk with Josh Wolfe of Lux Capital about the state of AI investing. podcasts.apple.com) Patrick O'Shaughnessy talks with Josh Kushner, founder and managing partner of VC firm Thrive Capital.

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Startup Portfolio Management Portfolio Management 246

The Big Picture

OCTOBER 19, 2022

And Wall Street didn’t work out for a variety of reasons, but I ended up working sort of an adjacent industry in the portfolio management software business, and really wasn’t where my passion was. It was a startup. It felt like a startup. I mean, it wasn’t quite a startup. RAMPULLA: Yeah.

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Clients Financial Advisor Taxes Investing 280

The Big Picture

MAY 23, 2023

RITHOLTZ: And — and to — for a little context, maybe for some of the audience in America who may not be that familiar with Man Group, this isn’t like a startup. GREW: I think the reality for me is that more and more institutional clients need something in a separate managed account. And it is slightly surreal. I said great.

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Clients Management Recruitment Engineering 157

Aleph

JANUARY 21, 2023

Jan 20, 2023 Tech startup workers are grappling with what the market tumult means for their finances. link] It’s a big risk to give up a lot for the startup company you work for in order to have a chance at a big score. ~80% Edgy content is usually bad content. 80% don’t succeed. This is your cause. You should pay for it.

Startup 59

Startup Banking Accounting Food 59

Trade Brains

JULY 30, 2023

The competition to gain market dominance over the brokerage industry in India has led to an outburst of fintech startups offering different types of investment and trading services, from portfolio backtesting, strategy building, and portfolio management all the way to investment advisory services. What Is a Demat Account?

Accounting 52

Accounting Banking Investing Investments 52

Trade Brains

JULY 23, 2022

They have charting, analytics, and fundamental statistics reports feature enabled on this platform for any investor or trader to understand the performance of their portfolios. Free Portfolio Analyser . Initially, Groww a Bangalore-based startup was set up in 2016 as a platform to directly invest in mutual funds.

Accounting 52

Accounting Financial Services Insurance Planning 52

The Big Picture

JUNE 10, 2025

And, and you probably know Bruce, but you know, for people listening, Bruce founded PowerShares originally, which was a, which was a startup ETF business. I was just parroting this article, and at the time the article started with Startup Power shares next to the petting zoo in Wheaton, Illinois. And this is really interesting.

Assets 144

Assets Management Portfolio Investing 144

The Big Picture

APRIL 11, 2023

But if you load up your portfolio with those, God only knows what a year or two from now you’re going to be looking at because these companies are going to be forced to cut their dividends. DAMODARAN: — idea behind all of modern portfolio theory. DAMODARAN: You get rid of those low profile stocks in your portfolio.

Valuation 292

Valuation Education Numbers Government 292

The Big Picture

OCTOBER 5, 2024

And I joined a tech startup called OnDeck and built out their investment education arm. So I approached him with an idea for a financial education startup and he had been, you know, really supportive him, Patrick, both his son. And like, I would do want to take a chance because I don’t know what’s going to happen next.

Economy 157

Economy Education Insurance Economics 157

Aleph

JANUARY 14, 2023

Picture Credit: David Merkel, with an assist from the YouImagine AI image generator || Boldly flying in front of a stained glass window Portfolio Management Sick of the ups and downs of the markets? 2023 is merely a sequel to 2022, already anticipating the FOMC stopping Jan 13, 2023 Experts Spent Years ‘Angst-ing’ Over Value.

Math 59

Math Assets Banking Government 59

The Big Picture

JULY 31, 2023

HOFFMAN: Actually, he responded pretty responsibly, put out, I think, two shareholder letters about a week apart in late March, and actually did what no portfolio manager usually loves doing, which is he deconstructed the trade. We’re more startup than established entity, so not everybody has that ability. RITHOLTZ: Right.

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Retail Government Economy Economics 130

The Big Picture

JULY 8, 2025

She’s had, you know, just about every job on the buy side and sell side, including portfolio manager, consultant to LBOs and m and as she’s just done so much stuff, it’s so interesting that she really brings just this unique set of experiences to Citi. Now here is what was really cool. Yeah, that makes sense.

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Investing Investments Numbers Assets 26

The Big Picture

JANUARY 27, 2025

He worked as a, essentially a high yield portfolio manager before going to the president and then CEO of the company. So he has seen the world of private investing from both sides, both as, as an investor and as part of the management team. He worked as a trader. It was m and m partners at the time. It was relatively small.

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Assets Insurance Investing Management 144