Validea

JANUARY 4, 2023

After a tough decade for simple systematic value strategies from 2011-2021 this model bounced back very well in 2022. Risk-Managed ETF Model Portfolios: Multi-asset ETFs with risk management inputs. The model portfolio was up 17.2% in 2022 vs. a 19.4% and -6.1%, respectively. Surprises Lead to Lessons.

Portfolio 52

Portfolio Risk Management Assets Asset Allocation 52

The Big Picture

SEPTEMBER 19, 2023

Elizabeth Burton : I think it’s because I went into risk management straight out school on the risk side of fund to funds and, and various other industries. So, so let’s talk a little bit about risk management. We actually have a budget for risk management and technology and tools.

Assets 147

Assets Management Investments Investing 147

The Better Letter

JANUARY 26, 2024

2010 : “Investors dangerously underestimate the risk of an abrupt and possibly severe equity market plunge.” 2011 : “[T]he expected return/risk profile of the stock market has shifted to hard-negative.” Not surprisingly, outflows began in earnest in 2011. percent while the S&P 500 made 14.82

Assets 105

Assets Valuation Management Marketing 105

The Big Picture

APRIL 4, 2023

And so five years into that growth of our business, we sold the firm to Carlyle in 2011. KENCEL: I launched in ’06 and we sold to Carlyle in 2011. So we did the deal in 2011, and I kind of gave up my baby, if you will. Arcmont, one of the early adopters in Europe, they actually launched their firm back in 2010, 2011.

Banking 147

Banking Management Investing Investments 147