2003 Planning Portfolio Management 
Indigo Marketing Agency
MARCH 20, 2025
A notable example is 2003, when the S&P 500 reversed an 8.6% Right now, your clients dont just need portfolio management; they need perspective. Book a free strategy call today , and lets craft a client communication plan that keeps your business strongno matter what the market does next. They need to hear from you.
The Big Picture
DECEMBER 6, 2022
And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. It has to be such a different set, the retirement planning is different, the safety net is different. I think 401(k) plans are starting to use ETFs more broadly. BERRUGA: You know, great question.
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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.
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.
The Big Picture
MAY 9, 2023
What was the original career plan? SALISBURY: Honestly, I didn’t really have a long-term plan. SALISBURY: Yes, I’d love to tell you there was some great master plan. 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.
The Big Picture
AUGUST 20, 2024
What was the initial career plan? Mike Green : Well, the, the initial career plan, actually, so I grew up on a farm in Northern California. My initial career plan was that I was gonna go into science. We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments.
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. Legal immigration has been trending lower since the Gulf War in 2003. RITHOLTZ: So let’s talk a little bit about what Stray Reflections is today and who your clients are. You mentioned immigration.
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