The Big Picture

AUGUST 20, 2024

The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management , is below. We have to pay attention to this, and we have to understand why this is potentially a risky asset. And finally, I think it was 2003 or four, I ran into Mitch on the street on, actually on 57th, just around the corner from where we are right now.

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Assets Management Portfolio Taxes 173

The Big Picture

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He co-chairs a number of the asset management investment committees. trillion in assets under supervision. JULIAN SALISBURY, CHIEF INVESTMENT OFFICER OF ASSET AND WEALTH MANAGEMENT, GOLDMAN SACHS: Thanks, Barry. And I think you will also.

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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.

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Portfolio Asset Allocation Taxes Assets 52

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.

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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. large cap S&P 500 Index.

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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 ) —.

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The Big Picture

NOVEMBER 8, 2022

No, I — the first thing I spoke at was a Goldman Sachs Asset Management conference, strange enough in a place called Carefree, Arizona. 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 — CHANCELLOR: Well, yes. CHANCELLOR: Yes.

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