Random Roger's Retirement Planning

FEBRUARY 28, 2025

Based on Cambria's other multi-asset funds, ENDW will probably have fixed income duration but that's a space I will continue to avoid. There were places to make money during that run, most notably foreign stocks and equal weight S&P 500, that ETF came out in 2003 and had very good years until 2008. The results.

Portfolio 52

Portfolio Asset Allocation Taxes Assets 52

The Big Picture

MAY 9, 2023

And then in about 2003, we set up a group called the European Special Situations Group, which was a multi-asset class proprietary investing business. So what we find, and then of course we have a multi-asset solutions business where we talk to clients about the entirety of their portfolio, their strategic asset allocation models.

Assets 299

Assets Clients Investing Investments 299

The Irrelevant Investor

JANUARY 3, 2018

In 2003, it only got down to a low of 20.75, after peaking at 47 in March 2000. investors who allocate to emerging markets. Asset allocation- never the best, never the worst, usually good enough. But this year I went through all of them and picked out my favorite slides, for your viewing pleasure. This is a scary chart.

Asset Allocation 52

Asset Allocation Education Assets Marketing 52

James Hendries

NOVEMBER 15, 2022

One equity market debate discussed frequently in the LPL Research Strategic & Tactical Asset Allocation Committee (STAAC) is the growth vs. value style reversal experienced the past 12 months. Since then, value has outperformed growth for the longest sustained period since 2003–2007.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

Validea

JANUARY 4, 2023

We’ve been running quantitative model portfolios since 2003. While many of our models were launched after that, our initial set of guru models actually went live in July of 2003, so this year we’ll hit the 20-year mark in terms of running systematic investment strategies. By Justin Carbonneau ( @jjcarbonneau ) —.

Portfolio 52

Portfolio Risk Management Assets Management 52

The Big Picture

NOVEMBER 8, 2022

And so, Crispin and I were having lunch in late 2003. Jeremy called and said, “Would you like to join the asset allocation team?” So he wanted a sort of non-quanty view input into the asset allocation process. And GMO was still sitting on a massive emerging market position in the asset allocation team.

Banking 147

Banking Valuation Economy Investing 147

Brown Advisory

JUNE 21, 2017

Stock-specific fundamental research from our equity research teams, along with input on asset allocation from our Investment Solutions Group, can be supplemented by customized portfolio analytics to achieve client-defined outcomes. pdf 2 On the Performance of Mutual Fund Managers," Baks, Emory University, June 2003.

Investing 52

Investing Investments Portfolio Management 52