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. But what was interesting about that was the quick need to both separate the portfolio between the old stuff and the new stuff, because there were a lot of new investment opportunities.

Assets 299

Assets Clients Investing Investments 299

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. Guru Model Portfolios. ETF Model Portfolios.

Portfolio 52

Portfolio Risk Management Assets Asset Allocation 52

The Big Picture

DECEMBER 6, 2022

And my answer was, “Hey, not everybody wants to buy a passive index around the satellite of a core portfolio or even just, hey, I have an idea, I think this is going to change the world.” And I always use the exact same example, how will you invest in Google in 1998, or in Facebook in 2003? Is that the clients you’re aiming for?

Clients 162

Clients Investments Investing Management 162

Good Financial Cents

AUGUST 12, 2023

EXPERT TIP: Consider starting small and gradually building your passive income portfolio. By investing in a diverse array of income-generating opportunities tailored to your risk tolerance and financial goals, you can create a resilient and sustainable revenue stream.

Risk Tolerance 58

Risk Tolerance Taxes Compliance Retirement 58

The Big Picture

JULY 4, 2023

RITHOLTZ: So you launch your own firm IDW in 2003. And we’ve talked about whether we go deeper on existing strategies, we build new businesses, we find somebody who can help him more as almost a co-CIO with risk management, with the investment process. What led you to decide I know I’m going to go out on my own?

Management 147

Management Recruitment Numbers Banking 147

Sara Grillo

AUGUST 14, 2023

She obtained her CFP designation in 2003. He has presented papers at conferences on topics such as investment fraud, risk management, and retirement planning. A few years later Scott merged Quest with another local investment advisory firm, Portfolio Solutions, that shared the same investment principles at that time.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Validea

MARCH 21, 2025

This Weeks Featured Strategy: Martin Zweig Growth Investor Model This week, we spotlight the Martin Zweig Growth Investor Model , a strategy that seeks to balance the aggressive pursuit of growth with a conservative attention to risk management. Since 2003, this portfolio has returned 1,113.1% , outperforming the market by 642.2%.

Risk Management 52

Risk Management Valuation Portfolio Sales 52