2003, Numbers and Portfolio Management - Financial Advisor Source

Financial Advisors Communicating About Market Volatility

Indigo Marketing Agency

MARCH 20, 2025

A notable example is 2003, when the S&P 500 reversed an 8.6% When clients see red numbers flashing across their screens, their instinct is often to panic, pull out of investments, or assume the worst. Right now, your clients dont just need portfolio management; they need perspective. They need to hear from you.

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Transcript: Julian Salisbury, GS

The Big Picture

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He’s a member of the management committee. He co-chairs a number of the asset management investment committees. So we really had to work through that over a number of years. What can I say about Julian Salisbury? We love it.

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Assets Clients Investing Investments

Transcript: Luis Berruga, Global X ETFs

The Big Picture

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. I was employee number 10. RITHOLTZ: Which is really a pretty big number. billion dollars in AUM.

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Reflections for Five Years of Global Leaders

Brown Advisory

MAY 12, 2020

Mick Dillon and Bertie Thomson, portfolio managers of the strategy, are keenly aware of the events that have disrupted markets over the last five years, yet equally aware of the risk to the portfolio if they let those events distract them from their research and investment decisions. 6th Edition, 2015. “We

Investing

Investing Investments Portfolio Clients

Reflections for Five Years of Global Leaders

Brown Advisory

MAY 12, 2020

Mick Dillon and Bertie Thomson, portfolio managers of the strategy, are keenly aware of the events that have disrupted markets over the last five years, yet equally aware of the risk to the portfolio if they let those events distract them from their research and investment decisions. We call this the win-win.”.

Investing

Investing Investments Portfolio Clients

Markets, Inflation, & the Fed

Bell Investment Advisors

MAY 24, 2024

On Friday, May 24 th at 12pm Pacific time, Investment Advisor & Financial Planner Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for an engaging discussion of the following topics: Stock & Bond Market Commentary Global Economic Update Inflation Concerns & the Federal Reserve Are Stocks Expensive?

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Transcript: Mike Green, Simplify Asset Management

The Big Picture

AUGUST 20, 2024

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. The second thing that it ultimately does is it creates conditions under which there’s a transition from cash rich portfolios that are ultimately option like in their characteristics.

Assets

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Investment Perspectives - The Great Debate

Brown Advisory

JUNE 21, 2017

The academic thesis that equity managers as a whole will approximately equal overall market returns is followed by a corollary: Some managers will outperform for periods of time, but it is impossible to predict which manager will deliver favorable results, or when they will do so—in other words, outperformance (alpha) is random.

Investing

Investing Investments Portfolio Management

Investment Perspectives - The Great Debate

Brown Advisory

JUNE 21, 2017

The academic thesis that equity managers as a whole will approximately equal overall market returns is followed by a corollary: Some managers will outperform for periods of time, but it is impossible to predict which manager will deliver favorable results, or when they will do so—in other words, outperformance (alpha) is random.

Investing

Investing Investments Portfolio Management

ESG and the Stock-Picker’s Dilemma

Brown Advisory

SEPTEMBER 22, 2017

Of the 20 academic studies referenced, half reported a positive effect of ESG factors on portfolio performance, three reported negative effects, and the rest were neutral. Some want to achieve impact; others want to align their portfolio with their values; others simply want to gather better information to drive better decisions.

Portfolio

Portfolio Investing Investments Management

ESG and the Stock-Picker’s Dilemma

Brown Advisory

SEPTEMBER 22, 2017

Of the 20 academic studies referenced, half reported a positive effect of ESG factors on portfolio performance, three reported negative effects, and the rest were neutral. Some want to achieve impact; others want to align their portfolio with their values; others simply want to gather better information to drive better decisions.

Portfolio

Portfolio Investing Investments Management

Introducing the Brown Advisory U.S. Large-Cap Sustainable Value Strategy

Brown Advisory

JUNE 1, 2023

The number of ESG-focused funds has mushroomed to meet investor demand. Portfolio Manager Michael Poggi, CFA, has 20 years of investment experience as a value investor and is supported by our large and diverse team of sector specialists and ESG experts. Numbers may not total due to rounding. WHY SUSTAINABLE VALUE?

Portfolio

Portfolio Valuation Investing Investments

Transcript: Jawad Mian

The Big Picture

JULY 24, 2023

MIAN: So Stray Reflections is a macro advisory and community that works with portfolio managers, CIOs around the world. RITHOLTZ: You had 1987, you had 1997, you had 1998 there were a number of really substantial. But number two is from a demographic standpoint. Tell us a little bit about your research. RITHOLTZ: Right.

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Transcript: Joel Tillinghast, Fidelity

The Big Picture

DECEMBER 12, 2023

And because my mother and grandmother were looking at these trying to figure out what was going on, I was curious about the sea of numbers. And 00:28:03 [Speaker Changed] That’s an amazing number. And the value line has all these statistical patterns. But yeah, I think, I think it’s problematic in fixed income.

Management

Management Investing Investments Retail

Transcript: Matt Eagan

The Big Picture

JULY 15, 2024

Matt Eagan has spent his entire career in fixed income from credit analyst to portfolio manager. Now he’s the head of the discretion team at Loomis Sales, which manages well over $335 billion in client assets. I had a number of other things as well. And that persistent until about 2003.

Portfolio

Portfolio Banking Management Portfolio Management

Forecasting Follies 2024

The Better Letter

JANUARY 11, 2024

As outlined in his Expert Political Judgment , Wharton’s Philip Tetlock looked at 82,361 economic and political forecasts by 284 experts between 1987 and 2003. As my friend Morgan Housel has explained , “Every forecast takes a number from today and multiplies it by a story about tomorrow.” So did Ron Paul.

Economy

Economy Economics Math Banking

Market Commentary: Why We Don’t Expect a June Swoon

Carson Wealth

JUNE 3, 2024

gain, but the numbers will be the same. In fact, the past three times May gained at least 5% the rest of year added 14.4% (1997), 15.4% (2003), and 21.3% (2009). But good news can often make investors nervous, so it’s helpful to look at the numbers and see that good news now actually implies good news is likely ahead too.

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