Remove Portfolio Remove Valuation Remove Wealth Management Remove White Paper
article thumbnail

Dystopian Predictions (That Never Come True)

Inside Information

He published a number of white papers around the turn of the century that predicted a dystopian professional landscape composed of a small handful of giant RIAs and a few smaller firms scurrying under their feet, looking for table scraps. Mark Hurley seems to be addicted to predicting the future. Conclusions?

article thumbnail

ESG and the Stock-­Picker’s Dilemma

Brown Advisory

Hundreds of academic studies and thousands of media commentaries have taken different angles on this issue, with the conversation centered on one key question: Does the incorporation of ESG factors in portfolios help, hurt, or do nothing to returns? Can we also generate predictable utility from managing portfolios around an "ESG factor?"

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

ESG and the Stock-­Picker’s Dilemma

Brown Advisory

Hundreds of academic studies and thousands of media commentaries have taken different angles on this issue, with the conversation centered on one key question: Does the incorporation of ESG factors in portfolios help, hurt, or do nothing to returns? Can we also generate predictable utility from managing portfolios around an "ESG factor?"

article thumbnail

Should you die and go to hell before selling an annuity?

Sara Grillo

If you didn’t want equity risk tied to your income, you would structure the portfolio for cash flow using fixed income, which has interest rate risk. They structure the portfolio to provide current income and draw down 4% from the portfolio’s dividends and interest while keeping the portfolio intact.

article thumbnail

Transcript: Jeremy Siegel + Jeremy Schwartz

The Big Picture

We wrote a white paper that was associated with it. RITHOLTZ: So I said something at an event where I had said to a group of young people, hey, if you’re in your 20s, 30s, 40s, you really don’t need bonds in your portfolio. SCHWARTZ: But even broad developed markets, they’re half the valuation of the U.S.

Numbers 144