2005 Clients 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.
The Big Picture
OCTOBER 24, 2022
She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. So I applied and was hired as an ETF analyst in 2005. And we were doing the same with clients.
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Random Roger's Retirement Planning
OCTOBER 2, 2024
Part 1 took a look the evolution of the blog and for Part 2, I want to try to look at how portfolio process has evolved and track how I view life milestones as related to things like retirement. Starting with portfolio construction, we've always placed a emphasis on holding long term. One client has been taking out 10-15% for 18 years.
The Big Picture
OCTOBER 17, 2023
And if you’re in a quant fund and your clients say, you know, you’ve underperformed for the last three quarters and I don’t quite understand the black box, how do you retain, how you drive that alignment between the client and the business? It goes back to the client. And that is the case.
Brown Advisory
OCTOBER 26, 2021
Concurrently, the weight of biotech in the index has ballooned from 9% at beginning of 2005 to close to 16% as of the end of the third quarter of 2021. The R2G and RMG experienced a decrease in the size of cyclical sectors (consumer discretionary, energy, financials, industrials and materials) since 2005.
The Irrelevant Investor
JANUARY 19, 2019
Vanguard is now ubiquitous, managing more than $4 trillion in client assets. Walter Cabot, the new portfolio manager, wrote: Times change. Portfolio managers would no longer rapidly trade these growth stocks, instead they would invest in blue chips like IBM and Disney, and no price was too rich.
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.
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