2007, Assets and Portfolio Management - Financial Advisor Source

Market Extra: Government bonds held at banks may be so-called ‘toxic asset’ of next financial crisis, fund manager says

MarketWatch

MARCH 14, 2023

banks, one in which government bonds would be the “toxic asset” at the center of it all.That’s one of two scenarios being entertained by European global investment manager Eric Sturdza Investments, which managed $1.3 The fund manager couldn’t immediately be reached for further comment.“It All three major U.S.

Government

Government Banking Assets Management

Transcript: Julian Salisbury, GS

The Big Picture

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He’s a member of the management committee. He co-chairs a number of the asset management investment committees. trillion in assets under supervision. At the end of 2008, we owned a lot of illiquid assets.

Assets

Assets Clients Investments Investing

Transcript: Heather Brilliant, Diamond Hill

The Big Picture

SEPTEMBER 3, 2024

All of their portfolio managers not only are substantial investors in each of their funds, but they do a disclosure year that shows each manager by name and how much money they have invested in their own fund. So, so you’ve held analyst roles and a number of asset managers.

Investing

Investing Investments Management Valuation

Webinars

Avoiding Lease Accounting Pitfalls in 2025: Lessons Learned from Spreadsheet Errors

MORE WEBINARS

Transcript: Tom Hancock, GMO

The Big Picture

FEBRUARY 6, 2024

Now I do fundamental side research portfolio management, which I just, 00:08:20 [Speaker Changed] So, so you joined GMO, there’s 60 people, 30 years. So it’s, 00:09:11 [Speaker Changed] You’ve become an enterprise, it’s 10 x what it once was in terms of headcount, it’s much bigger in terms of assets.

Valuation

Valuation Investing Investments Assets

SPX 11,000?

Random Roger's Retirement Planning

AUGUST 12, 2024

Or you could look at the 2007 high which was within a few points of the 2000 high and say it took 12 years to double. Since we cannot know the path, this really spotlights a couple of important portfolio management concepts. From the high in 1968, it took 18 years to double which is a very long time of course.

Asset Allocation

Asset Allocation Portfolio Portfolio Management Assets

Transcript: Jenny Johnson, Franklin Templeton

The Big Picture

JULY 11, 2023

One is we were securitizing the assets in the auto loan and selling them off to other asset managers because we weren’t able to buy them ourselves. Did you guys just say, we really want to be pure investment management? The requirements for asset managers to have a bank were such that it would inhibit us a bit.

Management

Management Investing Investments Assets

Transcript: Michael Carmen, Wellington

The Big Picture

OCTOBER 31, 2023

And so we’ve grown from a very small company with 29 partners back in 1979 to, as you noted, over a trillion dollars of assets and it become very diversified. So fixed income is now a substantial percentage of our assets. Where, 00:06:25 [Speaker Changed] Where were you managing those for in 96? That are all gone.

Management

Management Investing Investments Portfolio

Diamonds In The Rough

Brown Advisory

DECEMBER 2, 2015

History offers many examples of investors beguiled and then burned by high-yield bonds sold by overleveraged companies, from telecommunications firms in 2000 to homebuilders in 2007 to coal mining companies in 2014. By Taylor Graff, CFA, Asset Allocation Analyst. By Mark Kodenski, Private Client Portfolio Manager.

Clients

Clients Asset Allocation Economics Estate Planning

How to prepare your portfolio for the uncertain future?

Truemind Capital

MAY 19, 2020

The chart below illustrates that the smart money enters when valuations are low and the majority of the investors aren’t looking at that asset class or security. The important takeaway is that there should be an allocation plan prepared for asset class volatility and it shouldn’t be just an ad-hoc emotional buying or selling.

Portfolio

Portfolio Asset Allocation Valuation Investments

Investment Perspectives | Cool Change

Brown Advisory

AUGUST 6, 2019

As head of asset allocation research in our Investment Solutions Group, he is responsible for analyzing the relative attractiveness of various asset classes and investment strategies. Technology has also enabled analysts, portfolio managers and traders to improve their productivity.

Investing

Investing Investments Clients Portfolio Management

Investment Perspectives | Cool Change

Brown Advisory

AUGUST 6, 2019

As head of asset allocation research in our Investment Solutions Group, he is responsible for analyzing the relative attractiveness of various asset classes and investment strategies. Technology has also enabled analysts, portfolio managers and traders to improve their productivity.

Investing

Investing Investments Clients Portfolio Management

Investment Perspectives | Bubbles II

Brown Advisory

APRIL 1, 2015

Although we expressed some worry about the long-term effects of mounting deficits, we concluded that stocks and other assets were not in bubble territory and represented good value despite what we saw as a weak economic recovery. Some might argue that the Fed’s policy could trigger another crisis as asset prices become overly inflated.

Investing

Investing Investments Valuation Assets

Bogle’s Big Mistake

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.

Assets

Assets Management Investing Investments

High FII Holding Stocks Under Rs 200 To Add To Your Watchlist

Trade Brains

DECEMBER 11, 2023

In 2007, the Company received funding from Sequoia Capital, which invested Rs. Asset Under Management (AUM) (Cr.) Apart from PTC’s core business of providing Power Trading services, the Company also owns trading assets of its own via its subsidiary PTC Energy Ltd. 70 Cr along with Hudson Equity Holdings. GNPA (%) 1.3%

Banking

Banking Government Investing Investments

ESG and the Stock-Picker’s Dilemma

Brown Advisory

SEPTEMBER 22, 2017

This work builds on the Capital Asset Pricing Model developed in the 1960s.) To expect attractive returns with factor-based portfolios, a good deal of skill is required. The United Nations Environment Program published a helpful review of key academic and broker reports on responsible investment and performance (UNEP, 2007).

Portfolio

Portfolio Investments Investing Management

ESG and the Stock-Picker’s Dilemma

Brown Advisory

SEPTEMBER 22, 2017

This work builds on the Capital Asset Pricing Model developed in the 1960s.) To expect attractive returns with factor-based portfolios, a good deal of skill is required. The United Nations Environment Program published a helpful review of key academic and broker reports on responsible investment and performance (UNEP, 2007).

Portfolio

Portfolio Investments Investing Management

Transcript: Graeme Forster, Orbis Investments

The Big Picture

OCTOBER 17, 2023

I want to get into that before we start talking about asset management. So those two things, longevity, a little bit of excess return and, and risk management would be the key. You joined in 2007, what led you there? We do have multi-asset strategy called balanced, which we launched in 2014 15. What is that?

Investing

Investing Investments Clients Numbers

Bell Webinar: 2022 Market Review & 2023 Outlook

Bell Investment Advisors

MARCH 15, 2023

Original air date: Monday, March 13th, 2023 at 12pm PDT Presenter: Portfolio Manager Ryan Kelley, CFA® Slide 1: Annual Review and Outlook 0:00 Good afternoon. I’m a portfolio manager here at Bell Investment Advisors. Thanks for joining me. My name is Ryan Kelley. That shouldn’t be a controversial statement.

Marketing

Marketing Marketing Investing Investments

Transcript: Armen Panossian

The Big Picture

SEPTEMBER 26, 2023

I wanna say it’s about $179 billion in client assets. You’ve probably heard some aspects of this from the various interviews I’ve done with Howard Marks talking about the distressed asset fund they set up in 2007. You joined in 2007. It’s a very different philosophy. Panossian ] 00:05:18 Yeah.

Banking

Banking Investing Investments Clients

Transcript: Vincent Aita of Cutter Capital

The Big Picture

OCTOBER 8, 2024

00:07:45 [Speaker Changed] My first gig was at Paramount Capital Asset Management. And so that’s what had me pivot back in 2007 to the first market neutral hedge fund that I worked at. When you’re an analyst, they’re training you to do the portfolio manager’s job.

Healthcare

Healthcare Medicine Portfolio Investing

Conversation with the Portfolio Manager: Sustainable Core Fixed Income Strategy

Brown Advisory

SEPTEMBER 15, 2017

Tom Graff, the portfolio manager of the Brown Advisory Sustainable Core Fixed Income Strategy, has seen a tremendous evolution in the tools available to ESG-oriented investors since he began helping clients with ESG mandates in the 1990s. Q: Why is this the right time for sustainable bonds?

Portfolio Management

Portfolio Management Portfolio Management Fiduciary Duty

Conversation with the Portfolio Manager: Sustainable Core Fixed Income Strategy

Brown Advisory

SEPTEMBER 15, 2017

Conversation with the Portfolio Manager: Sustainable Core Fixed Income Strategy. As of the end of 2015, $1 out of every $5 under professional management was invested in accordance with some sort of social, environmental and governance (ESG) consideration, according to the Forum for Sustainable and Responsible Investment (US SIF).

Portfolio Management

Portfolio Management Portfolio Management Fiduciary Duty

Transcript: Corey Hoffstein on Return Stacking

The Big Picture

NOVEMBER 25, 2024

We were talking about luck earlier, got introduced to a local asset manager outside of Boston who saw what I was working on and said, this is really interesting. And so as those assets grew, I’m now a young 20-year-old going out trying to go to other asset managers saying, Hey, I have this quantitative research.

Portfolio

Portfolio Management Assets Marketing

Transcript: Aswath Damodaran

The Big Picture

APRIL 11, 2023

And as you well know, in 2007, accountants fixed what I thought was a horrendous mistake — RITHOLTZ: Right. So when he bought Goldman Sachs in November of 2008 and Bank of America in November 2008, I thought about a traditional portfolio manager doing the same thing and trying to explain to their clients what they just did.

Valuation

Valuation Education Government Numbers

Financial Advisor Source