2009, Asset Allocation and Portfolio Management

MiB: Jeffrey Sherman, DoubleLine Deputy CIO

The Big Picture

MAY 31, 2024

Sherman oversees and administers DoubleLine’s investment management subcommittee; serves as lead portfolio manager for multisector and derivative-based strategies; and is a member of the firm’s executive management and fixed-income asset allocation committees.

Asset Allocation

Asset Allocation Math Portfolio Management Engineering

Empower (formerly Personal Capital) Review – Managing All Your Investments in One Place

Good Financial Cents

JUNE 11, 2023

In fact, the only feature that differentiates the free version from Personal Capital’s premium product is their personalized portfolio management. You can also get information on your performance and asset allocation. They were founded in 2009 and sold to Empowe for up to $1 billion in enterprise value.

Management

Management Investing Investments Accounting

How to prepare your portfolio for the uncertain future?

Truemind Capital

MAY 19, 2020

One can prepare a customized plan depending upon their investment liking and understanding of different asset classes, sub-categories, and their own risk profile. Having a sense of market/asset class cycles and at which stage we could be in that cycle helps tremendously.

Portfolio

Portfolio Asset Allocation Valuation Assets

Webinars

Back to Basics with Reconciliations

Less Stress, More Success: Accounting Best Practices & Processes for 2025

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. Dick Mayo was a traditional, I’d say portfolio, strong portfolio manager focused on US stocks. Jeremy’s never really been a portfolio manager.

Valuation

Valuation Investing Investments Assets

Anchoring Expectations

Brown Advisory

DECEMBER 2, 2015

In advising clients over the years, we have seen the value of helping families buy into the longterm orientation essential to successful investing and portfolio management through all market conditions. Therefore, it is essential that we structure client portfolios to be tax efficient. We cannot control the first two forces.

Taxes

Taxes Clients Estate Planning Portfolio

Diamonds In The Rough

Brown Advisory

DECEMBER 2, 2015

built up substantial reserve capital while recovering from the Great Recession in 2008-2009. By Taylor Graff, CFA, Asset Allocation Analyst. We are recommending that clients consider high-yield bonds and other asset classes that can offer the prospect of solid gains that diverge from the path of traditional stocks and bonds.

Clients

Clients Asset Allocation Economics Estate Planning

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

Europe's Slow Climb

Brown Advisory

SEPTEMBER 3, 2015

Morgan began tracking this data in 2009. That is the highest level since quarterly data collection began in 2009. . By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. By Taylor Graff, CFA, Asset Allocation Analyst. The IMF in July downgraded its forecast for global growth this year to 3.3% Rude Awakening.

Economy

Economy Economics Asset Allocation Banking

ESG and the Stock-Picker’s Dilemma

Brown Advisory

SEPTEMBER 22, 2017

84 One study concluded that investors "pay a financial cost in abstaining from [sin] stocks" (Hong, 2009). Another study found that by eliminating the worst ESG offenders the resulting hypothetical portfolios have greater downside protection (Hoepner, 2013). The Journal of Portfolio Management 40(2): 18-29. Springsteel.

Portfolio

Portfolio Investing Investments Management

ESG and the Stock-Picker’s Dilemma

Brown Advisory

SEPTEMBER 22, 2017

84 One study concluded that investors "pay a financial cost in abstaining from [sin] stocks" (Hong, 2009). Another study found that by eliminating the worst ESG offenders the resulting hypothetical portfolios have greater downside protection (Hoepner, 2013). The Journal of Portfolio Management 40(2): 18-29. References.

Portfolio

Portfolio Investing Investments Management

Investment Perspectives | Bubbles II

Brown Advisory

APRIL 1, 2015

Almost exactly five years ago, we wrote a piece entitled Bubbles, which discussed the sharp rally in stocks from the lows of early 2009 and the risks of the growing federal deficit that resulted from government bail-outs and fiscal stimulus during the financial crisis. Simply stated, asset classes tended to move together: When U.S.

Investing

Investing Investments Valuation Assets

Investment Perspectives - The Great Debate

Brown Advisory

JUNE 21, 2017

The academic thesis that equity managers as a whole will approximately equal overall market returns is followed by a corollary: Some managers will outperform for periods of time, but it is impossible to predict which manager will deliver favorable results, or when they will do so—in other words, outperformance (alpha) is random.

Investing

Investing Investments Portfolio Management

Investment Perspectives - The Great Debate

Brown Advisory

JUNE 21, 2017

The academic thesis that equity managers as a whole will approximately equal overall market returns is followed by a corollary: Some managers will outperform for periods of time, but it is impossible to predict which manager will deliver favorable results, or when they will do so—in other words, outperformance (alpha) is random.

Investing

Investing Investments Portfolio Management

Myth-Busting with Momentum: How to Pursue the Premium

ClearMoney

NOVEMBER 4, 2021

As with many things in life, the truth is somewhere between the extremes: While both simulated and real-world data suggest momentum may not be suitable as a driver of long-term asset allocations, we believe momentum considerations can be integrated in a cost-effective way to help inform daily portfolio management decisions.

Asset Allocation

Asset Allocation Commission Portfolio Assets

Transcript: Richard Bernstein

The Big Picture

MARCH 14, 2023

He launched his own firm right into the teeth of the collapse in ’09, which turned out to be quite a fortuitous time to launch an asset management shop. RITHOLTZ: So you’re there for 20 years, from 1988 to 2009. So, you know, 2009, what had happened was I was very burnt out. BERNSTEIN: Right. BERNSTEIN: Yeah.

Economy

Economy Investing Investments Portfolio

Transcript: Robert Koenigsberger

The Big Picture

DECEMBER 20, 2022

KOENIGSBERGER: What I really like is on top of these four return streams that we have, we kind of have a multi-asset, dynamic asset allocation process. KOENIGSBERGER: So that’s what — with our multi-asset strategy, we wanted to solve for that problem, which is — I call it a governance problem.

Banking

Banking Assets Government Marketing

Transcript: Jeffrey Sherman, DoubleLine

The Big Picture

JUNE 3, 2024

At TCW Barry Ritholtz : You were at the Trust company of the West, you’re a senior vice president, you’re a portfolio manager, you’re a quantitative analyst. And so I worked a lot on the asset allocation side. Again, as I said, we’ve worked in asset allocation. Signs him, right?]

Math

Math Marketing Marketing Engineering

Financial Advisor Source

MiB: Jeffrey Sherman, DoubleLine Deputy CIO