Nerd's Eye View

AUGUST 8, 2023

Lori is the CEO of LVW Advisors, an independent RIA based in Pittsford, New York, that oversees more than $2 billion in assets under management for over 450 small-to-mid-sized institutions and ultra-high-net-worth families. Welcome back to the 345th episode of the Financial Advisor Success Podcast !

Investing 246

Investing Investments Financial Advisor Compensation Planning 246

The Big Picture

DECEMBER 8, 2022

It’s a rarity for the two main asset classes, almost always negatively correlated, to perform a duet. Blackstone is the world’s largest owner of commercial real estate globally with a $565 billion portfolio and $319 billion in investor capital. New York Times ). • So When Will Stocks and Bonds Un-Link? Source: @Markzandi.

Transportation 278

Transportation Retail Portfolio Assets 278

The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. Her job is portfolio and product solutions and that means she could go anywhere in the world and do anything. Elizabeth Burton : Hi Barry.

Assets 147

Assets Management Investing Investments 147

The Big Picture

SEPTEMBER 23, 2023

This week, we speak with Armen Panossian , managing director and head of performing credit at Oaktree Capital Management , which has $179 billion in assets under management. He oversees the firm’s liquid and private credit strategies, and also serves as a portfolio manager within Oaktree’s global private debt and global credit strategies.

Management 182

Management Medical Portfolio Management Economics 182

Trade Brains

SEPTEMBER 28, 2023

It was founded in 1943 and operates through 5 segments – Corporate Banking, Commercial Banking, Branch & Business Banking, Retail Assets and Treasury & Financial Markets Operations and is one of the leading private banks in the nation. The bank currently has over 13.6 It is also constructing the largest office complex of Rs.

Portfolio Analysis 115

Portfolio Analysis Portfolio Banking Engineering 115

Trade Brains

OCTOBER 23, 2023

Best Stocks Held By HDFC Small Cap Fund : On April 3, 2008, the HDFC Small Cap Fund was launched. HDFC Small Cap Fund holds Assets under Management worth Rs. The product portfolio includes rear axle shafts, spindles, and splined shafts, and rear axle shafts contributing to the majority of revenue. Cr as of August 2023.

Portfolio Analysis 105

Portfolio Analysis Portfolio Manufacturing Engineering 105

Abnormal Returns

SEPTEMBER 22, 2022

wsj.com) Fund management What are the most owned private companies in mutual fund portfolios? morningstar.com) Breaking down which assets are still ripe for active management. citywireusa.com) Women are still not making much headway in the asset management business. Think Elon Musk.

Financial Advising 130

Financial Advising Media Valuation Assets 130

The Chicago Financial Planner

FEBRUARY 5, 2022

The New York Giants (an old NFL team) won in 2008 and the market tanked in what was the start of the financial crisis. What impact have the solid stock market gains of the past three years had on your portfolio? Perhaps it’s time to rebalance and to rethink your ongoing asset allocation. Costs matter.

Investing 184

Investing Investments Financial Planner Risk Tolerance 184

The Big Picture

JULY 3, 2024

. ~~~ About this week’s guest: Dr. William Bernstein is the author of numerous books, including “ The Four Pillars of Investing: Lessons for Building a Winning Portfolio.” ” He manages client assets ($25m minimum) at Efficient Frontier Advisors. He is both a neurologist, and a professional investor. Why is that?

Investing 162

Investing Investments Portfolio Assets 162

Nerd's Eye View

APRIL 11, 2023

Thomas is a Senior Partner for Signature Estate & Investment Advisors, an independent RIA based in Los Angeles, California, that oversees nearly $16 billion in assets under management, with $570 million of those assets being managed by Thomas' practice that serves more than 250 client households.

Medical 130

Medical Financial Advisor Financial Planning Clients 130

Brown Advisory

SEPTEMBER 21, 2022

Resilience is Core to Sustainable Portfolio Construction. While the old adage “only time will tell” generally refers to a future outcome, it is apropos of our belief that a truly sustainable portfolio must consist of businesses that have proven to be resilient under a variety of macroeconomic circumstances. Wed, 09/21/2022 - 10:50.

Portfolio 86

Portfolio Manufacturing Investments Investing 86

The Big Picture

NOVEMBER 26, 2024

Full transcript below. ~~~ About this week’s guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. His firm runs over $10 billion in client crypto assets. How can investors get exposure to the space? Matt Hougan : Yeah. All of them.

Investing 147

Investing Investments Assets Retail 147

Abnormal Returns

MARCH 16, 2023

Markets Bonds are once again a risk-off asset. axios.com) Finance Why 2023 is not a replay of 2008-09. ft.com) Japan bank portfolios are full of long dated bonds. thereformedbroker.com) Markets are betting the Fed is closer to a pause. econbrowser.com) Oil prices are below where they were before the Ukraine war.

Government 130

Government Media Financial Advising Banking 130

The Chicago Financial Planner

NOVEMBER 8, 2021

At some point we are bound to see a stock market correction of some magnitude, hopefully not on the order of the 2008-09 financial crisis. This is the time to review your portfolio allocation and rebalance if needed. If so, this is a good time to revisit your asset allocation and perhaps reduce your overall risk. Click To Tweet.

Retirement 130

Retirement Marketing Marketing Financial Planner 130

Validea

OCTOBER 19, 2022

Coming into 2022, the 60/40 stock/bond portfolio had been a stalwart strategy for your balanced investor. Even with bear markets like 2000-2002 and 2008-2009, the portfolio had strong returns for a very long period. at the start of the year) things are looking brighter for this simple portfolio. Tool: [link].

Investing 128

Investing Investments Valuation Portfolio 128

Validea

NOVEMBER 4, 2022

Now, DoubleLine Capital has put out a study touting a new approach: build a portfolio that follows market momentum as it goes up and down, a strategy known as “trend following,” according to an article in Chief Investment Officer. And the index has performed well, beating other alternatives, and returning 14% during the 2008 financial crisis.

Portfolio 52

Portfolio Assets Investments Investing 52

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 billion across eight funds as of January. The flip-side scenario is that the U.S. It is rather notable that toxic loans (e.g.

Government 76

Government Banking Assets Management 76

Random Roger's Retirement Planning

OCTOBER 20, 2024

One of the participants was Rodrigo Gordillo from ReSolve Asset Management and he is also one of the ReturnStacked guys, another was Lauren Sholder from Winton and I don't know who the other two were or who the moderator was or who put on the webinar. Here's a list of how someone might build a portfolio and think they are diversified.

Portfolio 98

Portfolio Assets Management Compliance 98

Random Roger's Retirement Planning

APRIL 17, 2024

The idea of building an All-Weather portfolio of course has its appeal. The basic idea is to be much less volatile than the broad market or the typical 60/40 portfolio. It raises the question though of how much performance should an investor expect or be willing give up for the potential emotional comfort of an All-Weather portfolio.

Portfolio 102

Portfolio Asset Allocation Advertising Numbers 102

The Big Picture

AUGUST 28, 2024

On this episode, Bloomberg Intelligence ETF analyst Eric Balchunas joins us to discuss how fees can significantly impact your portfolio. ~~~ About this week’s guest: Eric Balchunas is been an ETF Analyst for Bloomberg Intelligence. Over the long term, the difference between a few basis points can turn into real, big money.

Assets 173

Assets Numbers Investing Investments 173

BlueMind

SEPTEMBER 11, 2022

It is your duty as a financial advisor to determine where your client’s portfolio stands currently and the amount of risk it can bear. Hardly: don’t forget the unexpected and shocking financial crisis of 2008 in the United States which crippled the economy. However, risk capacity is a numbers game.

Risk Tolerance 98

Risk Tolerance Clients Portfolio Investments 98

Carson Wealth

JANUARY 16, 2024

Just as importantly, with higher starting yields and falling inflation, bonds are less vulnerable to losses and are once again more likely to add ballast to a portfolio during periods of volatility. The chart below is our version of the industry staple Quilt Chart of asset class returns.

Investing 96

Investing Investments Marketing Marketing 96

Brown Advisory

NOVEMBER 8, 2018

Private Credit: A Surprisingly All-Weather Asset Class. Private credit has experienced a post-recession boom, but with rates rising steadily and default risk possibly increasing as well, some view the asset class with caution. Since the credit crisis in 2008-2009, the private credit space has experienced robust growth.

Assets 52

Assets Portfolio Investments Investing 52

Random Roger's Retirement Planning

JANUARY 27, 2024

There was an interesting article at Seeking Alpha about how to build a portfolio that yields 9%. For comparison, from 2008 forward, the S&P 500 had a CAGR of 7.65% and a standard deviation of 16.19%. From the above chart, $30,000 invested in 2008 is now worth $36,875. In some circles volatility is considered an asset class.

Portfolio 72

Portfolio Assets Marketing Marketing 72

Random Roger's Retirement Planning

APRIL 7, 2024

Let's have a little fun with a difference of opinion about how to incorporate managed futures into a portfolio between to big proponents, Corey Hoffstein from ReturnStacked ETFs and Andrew Beer who runs the iMPG DBi Managed Futures Strategy ETF (DBMF). Both of them talk about how to add managed futures to a portfolio.

Management 97

Management Portfolio Portfolio Management Risk Management 97

James Hendries

DECEMBER 12, 2022

during the month, which was the best month for core bonds since December 2008. The Strategic and Tactical Asset Allocation Committee’s (STAAC) S&P 500 year-end fair value target of 4,000-4,100 is based on a price-to-earnings ratio of 17.5 Core bonds, as measured by the Bloomberg Aggregate Bond index, were up 3.7%

Portfolio 52

Portfolio Taxes Asset Allocation Investments 52

Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks achen Thu, 06/01/2017 - 02:47 Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. Take Europe, for instance.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks. Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. Thu, 06/01/2017 - 02:47. Take Europe, for instance.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

The Big Picture

OCTOBER 24, 2022

They advise or directly manage about $250 billion in flying assets. 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. How did that transition happen?

Portfolio 130

Portfolio Management Assets Investing 130

Dear Mr. Market

MARCH 11, 2023

We’re proud to say that My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. With regard to China, let us first say that we ( My Portfolio Guide, LLC ) has a policy to never buy Chinese stocks directly. earthquakes.

Investing 102

Investing Investments Portfolio Assets 102

Brown Advisory

SEPTEMBER 19, 2023

Business Resilience in Portfolio Construction bgregorio Tue, 09/19/2023 - 05:12 Only Time Will Tell While the old adage “only time will tell” generally refers to a future outcome, it reflects our belief that a truly enduring investment must have proven to be resilient under a variety of macroeconomic circumstances. Others such as U.S.

Portfolio 52

Portfolio Investments Investing Financial Services 52

The Irrelevant Investor

JUNE 13, 2017

This fierce competition amongst asset management companies is driving down expense ratios, but investor's are potentially paying higher costs. Large Cap ETFs with over $500 million in assets, which means there will always be something in that category doing better than what you've selected. Portfolio 2 also has a 10% position to U.S.

Asset Allocation 52

Asset Allocation Portfolio Assets Investing 52

Trade Brains

SEPTEMBER 22, 2024

LICHF’s product portfolio includes plot loans, home loans, home improvement, construction and extension loans, loans against property and refinance home loans, among others. Bajaj Housing Finance Bajaj Housing Finance was founded in 2008. Most of their portfolio consists of salaried customers with low risk.

Assets 96

Assets Portfolio Retail Planning 96

Trade Brains

SEPTEMBER 21, 2024

Canara Bank – Canara Robecco AMC Canara Bank is set to make waves in the asset management sector with the planned IPO of its mutual fund arm, Canara Robeco Mutual Fund. Canara Robeco Mutual Fund, a joint venture between Canara Bank and the Robeco Group since 2007, has shown impressive growth with assets under management worth ₹839.3

Banking 111

Banking Financial Services Insurance Assets 111

Aleph

DECEMBER 22, 2022

Think of our last two major crises, the Great Financial Crisis (2008) and the Dot-Com Bubble (2000). Pseudo-indexing is the asset managers who are benchmarked against the market as a whole. There are generally few asset managers that are willing to be unique. Were there many people warning about those events in advance?

Portfolio 59

Portfolio Assets Management Investments 59

Brown Advisory

SEPTEMBER 21, 2022

Resilience is Core to Sustainable Portfolio Construction mhannan Wed, 09/21/2022 - 10:50 As crucial as sustainability may be to investors and companies alike, gauging the long term resilience of their business model is just as important. Sustainable International Leaders views resilience as a crucial lens through which to analyze businesses.

Portfolio 52

Portfolio Manufacturing Investments Investing 52

Brown Advisory

SEPTEMBER 21, 2022

Resilience is Core to Sustainable Portfolio Construction. While the old adage “only time will tell” generally refers to a future outcome, it is apropos of our belief that a truly sustainable portfolio must consist of businesses that have proven to be resilient under a variety of macroeconomic circumstances. Wed, 09/21/2022 - 10:50.

Portfolio 52

Portfolio Manufacturing Investments Investing 52