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10 Brilliant Financial Advisor Websites from Osaic That Drive Results

FMG

You know exactly the steps to take from give us a call and lets talk, to schedule a call even free portfolio risk analysis. The homepage has a smart lead-capture tool a downloadable white paper focused on women and investing. While the design is equestrian-themed, theyre not horsing around when it comes to CTAs.

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Transcript: Apollo’s Torsten Slok

The Big Picture

And we have 50, a little less than 50 portfolio companies talking to the CEOs of these portfolio companies. White paper was about private credit, white paper was about private equity. White paper was about asset backed finance. That’s the starting point for where we sit today.

Economy 253
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Transcript: Heather Brilliant, Diamond Hill

The Big Picture

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. So we really think that it creates alignment to have our portfolio managers meaningfully owning shares of the funds that they manage.

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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.

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Investment Perspectives - The Great Debate

Brown Advisory

Instead, they’ve turned to indexing their portfolios to the S&P 500 ® Index or some other relevant benchmark, thereby accepting “average” performance rather than trying for something better. Portfolios with greater active share could be said to reflect more independent thinking on the part of the managers.

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Investment Perspectives - The Great Debate

Brown Advisory

Instead, they’ve turned to indexing their portfolios to the S&P 500 ® Index or some other relevant benchmark, thereby accepting “average” performance rather than trying for something better. Portfolios with greater active share could be said to reflect more independent thinking on the part of the managers. Manager Characteristics.

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Myth-Busting with Momentum: How to Pursue the Premium

ClearMoney

As with many things in life, the truth is somewhere between the extremes: While both simulated and real-world data suggest momentum may not be suitable as a driver of long-term asset allocations, we believe momentum considerations can be integrated in a cost-effective way to help inform daily portfolio management decisions. A Matter of Time.