2003 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% Right now, your clients dont just need portfolio management; they need perspective. For context, Phil Blancato, chief market strategist at Osaic, points out that while the S&P 500s 6.1% early-year loss to finish up 26.4%. Thats where financial advisors come in!

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Transcript: Luis Berruga, Global X ETFs

The Big Picture

DECEMBER 6, 2022

And I always use the exact same example, how will you invest in Google in 1998, or in Facebook in 2003? But when you factor in, you know, legal costs, compliance, portfolio management, trading, there is a lot that goes into launching an ETF. BERRUGA: This is 2003. BERRUGA: Yeah. RITHOLTZ: Yeah. RITHOLTZ: Really?

Clients

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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

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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. We call this the win-win.”.

Investing

Investing Investments Clients Portfolio

Transcript: Julian Salisbury, GS

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. RITHOLTZ: They just became distressed. SALISBURY: The high yield bonds quickly went to zero and then you’re buying the bank loans at discounted prices. And that was fairly evolutionary.

Assets

Assets Clients Investing Investments

Best Dividend Stocks Under Rs 1000 – Analysis & Top Picks

Trade Brains

JULY 24, 2023

The company has been in operation since 2003 and provides various services including equity funds, debt funds, liquid funds & overnight funds, hybrid funds, Exchange-traded funds, and solution-based funds. Stock P/E 24.6 ROCE 17.3% ROE 13% Face Value ₹ 10 Book Value ₹ 264 Promoter Holding 0% Price to Book Value 3.14

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ESG and the Stock-Picker’s Dilemma

Brown Advisory

SEPTEMBER 22, 2017

And one of the authors on this paper has offered a combination of quantitative measures and qualitative evidence that can be combined and mined to create company-specific sustainability models for empirical testing (Funk, 2003). The Journal of Portfolio Management 40(2): 18-29. Sloan Management Review 44(2): 65-70.

Portfolio

Portfolio Investing Investments Management

ESG and the Stock-Picker’s Dilemma

Brown Advisory

SEPTEMBER 22, 2017

And one of the authors on this paper has offered a combination of quantitative measures and qualitative evidence that can be combined and mined to create company-specific sustainability models for empirical testing (Funk, 2003). The Journal of Portfolio Management 40(2): 18-29. Sloan Management Review 44(2): 65-70.

Portfolio

Portfolio Investing Investments 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

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

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

Brown Advisory

JUNE 1, 2023

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. Michael Poggi, CFA Mike is the portfolio manager for the Large-Cap Sustainable Value Strategy.

Portfolio

Portfolio Valuation Investing Investments

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.

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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. 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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Transcript: Joel Tillinghast, Fidelity

The Big Picture

DECEMBER 12, 2023

So, so you set to retire as portfolio manager this year, you mentioned your two successors. And so I had to walk to the hotel and Dave Jenkins or Fidelity Analyst and now portfolio manager had to walk home, which took a few hours. 00:49:28 [Speaker Changed] What year was this? So you could definitely bury that.

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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. And when we’re done, we would go back to our research and also dabbled in a little portfolio management.

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. Out of the nearly 10,300 mutual funds and ETFs in the United States, the listed portfolio managers own no shares in the funds they manage in 5,900 of them.

Economy

Economy Economics Math Banking

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

Carson Wealth

JUNE 3, 2024

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). percentage points, and that’s running hot because stock prices are up (which drives up the “prices” of portfolio management services). Imagine how mad the bears would be if that happened again this year.

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