The Big Picture

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He co-chairs a number of the asset management investment committees. So I interviewed with a bunch of banks, got a number of job offers by the end of the week, and joined Goldman Sachs in October 1998. So I got to know banks a little bit.

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Assets Clients Investments Investing 299

The Big Picture

MARCH 7, 2023

How do you crunch the numbers on that, and where do you come out on small cap and value? VASSALOU: I joined in the summer of 2006. And at the same time, we have also a number of short-term drivers to the markets that we need to take into account. Now, is that historically a very high number? VASSALOU: Yeah. VASSALOU: Yes.

Assets 173

Assets Management Marketing Marketing 173

The Big Picture

AUGUST 20, 2024

These are the single largest pools of assets on the planet is the American retirement system. The F, there is a subsequent change in 2006 called the Pension Protection Act. So the growth of balanced funds was a real, really key characteristic of that 2006 to 2012 market. That’s the world that largely existed prior to 2006.

Assets 173

Assets Management Portfolio Taxes 173

Cordant Wealth Partners

SEPTEMBER 8, 2022

Whether or not rolling these assets into the Microsoft 401(k) plan is advantageous will depend on factors such as: Investment options in each plan compared to an outside custodian Consolidation and simplicity Whether you feel more comfortable with these assets in the Microsoft 401(k) than in an IRA with an outside custodian.

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Retirement Planning Retirement Planning Taxes 52

The Big Picture

NOVEMBER 8, 2022

Jeremy called and said, “Would you like to join the asset allocation team?” So he wanted a sort of non-quanty view input into the asset allocation process. And GMO was still sitting on a massive emerging market position in the asset allocation team. CHANCELLOR: Well, I said no initially. CHANCELLOR: Yes.

Banking 147

Banking Valuation Economy Investing 147

James Hendries

JANUARY 13, 2023

When LPL Research released the Outlook 2022: Passing the Baton in December 2021, the team’s view was that the hit from inflation would be manageable and would therefore limit the number and magnitude of interest rate increases, enable the U.S. economy to avoid recession, and support above-average valuations.

Marketing 52

Marketing Marketing Valuation Asset Allocation 52

Brown Advisory

SEPTEMBER 22, 2017

In studying the characteristics of socially responsible indices, some researchers have found high correlations with conventional indices (Statman, 2006). Finally, a growing number of meta-analyses conclude that incorporating ESG issues into investment decision making generates better returns than comparable non-ESG strategies (Clark, et al.,

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