2005 Assets Portfolio Management 
The Big Picture
OCTOBER 22, 2022
This week, we speak with Marta Norton, Chief Investment Officer for Morningstar Investment Management (MIM ). The firm manages or advises on about $250 billion in advisor assets. Norton’s responsibilities include equity, alternative and fixed income research, asset allocation, and portfolio management.
The Big Picture
FEBRUARY 23, 2024
This week, we speak with Andrew Slimmon , managing director at Morgan Stanley Investment Management , where he leads the Applied Equity Advisors team. He began his career at Morgan Stanley in 1991 as an adviser in private wealth management, and later served as chief investment officer of the Morgan Stanley Trust Co.
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The Big Picture
OCTOBER 24, 2022
BARRY RITHOLTZ, BLOOMBERG RADIO HOST: This week on the podcast, I have an extra special guest, Marta Norton is the Chief Investment Officer for Morningstar Investment Management. They advise or directly manage about $250 billion in flying assets. So I applied and was hired as an ETF analyst in 2005. NORTON: Right.
Trade Brains
JUNE 11, 2023
With more than 3 decades of experience in capital markets, the company offers all kinds of financial products and services such as equity, derivatives, mutual funds, insurance, and asset portfolio management services. Over the years, the company has built a trustworthy group of around one billion customers. CMP (in Rs.)
The Big Picture
JULY 19, 2022
So, first, I found the book to be quite fascinating, very in depth and you managed to take some of the more technical arcana and make it very understandable. You began as a central bank portfolio manager in Finland. So, that relationship actually already started when I was a portfolio manager, right? ILMANEN: Yes.
The Irrelevant Investor
JANUARY 19, 2019
Jack Bogle The Vanguard 500 Index fund is the world’s largest mutual fund, with $292 billion in assets. Vanguard is now ubiquitous, managing more than $4 trillion in client assets. The fund had 38% of its assets in cash heading into the crash of 1929. When Bogle was hired in 1951, the Wellington Fund managed $140 million.
The Big Picture
OCTOBER 17, 2023
I want to get into that before we start talking about asset management. And I mean, but it is endemic in the industry because the industry is incentivized to grow assets and hence admitting errors is not something that you want to do on tv. We do have multi-asset strategy called balanced, which we launched in 2014 15.
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