The Richer Geek

OCTOBER 12, 2022

In this episode, we’re discussing… [2:18] How is he now into Blockchain Technology and Crypos after he started his career as an asset management for Chase Bank, JP Morgan [5:05] We know cryptocurrencies are a digital currency but as well an asset and how is not just an asset. [12:48]

Investing 52

Investing Investments Asset Allocation Education 52

Truemind Capital

OCTOBER 18, 2024

Here is what’s happening currently- Stock markets are rising Bond Prices are increasing / Bond Yields are falling Gold is trending upwards Real Estate Prices are inching upwards ALL KEY ASSET PRICES ARE GOING NORTHWARDS! We maintain our underweight position to equity (check the asset allocation section) on the back of pricey markets.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Random Roger's Retirement Planning

MAY 10, 2023

Sure, I'm $200,000 short of my goal but you know what, I beat the market five years in a row from 2009-2013." When you get close to retirement, you know what will matter? What will matter is whether you have enough to retire to the lifestyle you want plus maybe having some sort of margin for error in your accumulated savings.

Marketing 75

Marketing Marketing Wealth Advisor Retirement 75

Aleph

SEPTEMBER 15, 2022

I have always kept my asset allocation around 70% risky, 30% safe. All that said, I haven’t had a good year prior to this since 2013. When the yield curve inverts, those who finance long assets with short-term debt blow up. So what to do? For me, not much. I am near that now, and don’t feel the need to panic.

Asset Allocation 59

Asset Allocation Banking Assets Clients 59

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 52

Asset Allocation Commission Portfolio Assets 52

The Big Picture

SEPTEMBER 12, 2022

They run over $800 billion in client assets, and Kristen’s group, the North American Group, is responsible for about half of the revenue that that massive organization generates. BITTERLY MICHELL: … across asset classes is the way that I think about it. perspective, how you hold your assets is just as important as what you hold, right?

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Clients Wealth Management Banking Investing 299

Truemind Capital

JANUARY 16, 2024

Most of the time, even the winners account for very low weight in the overall assets, resulting in miniscule contribution to the portfolio returns. For example, a stock rising by 100% in a year, if had a weightage of 1% in the overall assets, adds only 1% more return to the portfolio.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

The Irrelevant Investor

JULY 19, 2016

It's the assets you have to worry about. Investors were apparently seeking safer assets that morning, and the Bloomberg News service flashed this headline: U.S. TREASURIES FALL; HUSSEIN CAPTURES BOOSTS ALLURE OF RISKY ASSETS. Ferri was an early champion of indexing and asset allocation for financial advisors.

Investments 52

Investments Investing Asset Allocation Assets 52

Dear Mr. Market

APRIL 29, 2022

At the time of our writing in 2013 the market was climbing a “wall of worry” We always preach about people having short-term memory issues and emotions take hold more than does disciplined decision making. If you need a refresher from that time period where 2013 opened up the year +13%, it was very different from the -13.3%

Marketing 52

Marketing Marketing Assets Government 52

Brown Advisory

AUGUST 1, 2018

In spite of what some would argue is an atmosphere of increasingly elevated risk, many investors are stretching for incremental returns by adding to positions in the most richly valued stocks or in illiquid investments in asset classes with inflated valuations. Based on this very broad data set, the real return for bonds (i.e.,

Management 52

Management Investments Investing Valuation 52

Brown Advisory

AUGUST 1, 2018

In spite of what some would argue is an atmosphere of increasingly elevated risk, many investors are stretching for incremental returns by adding to positions in the most richly valued stocks or in illiquid investments in asset classes with inflated valuations. Bond Returns Since 2013. Annualized Returns, 04/30/2013-06/30/2018.

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Management Investments Investing Valuation 52

The Irrelevant Investor

NOVEMBER 5, 2018

He has an infectious personality and I remember saying to Barry after I first met him in 2013. His famous paper, A Quantitative Approach to Tactical Asset Allocation is the most downloaded paper at the SSRN network. Holy s**t that guy's awesome." I first met Meb through his writing, like so many others.

Asset Allocation 52

Asset Allocation Investing Investments Valuation 52

Brown Advisory

OCTOBER 4, 2021

For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting. In our role as a strategic asset allocator, we want to dig deeper: Are there asset-class subsegments with greater or lesser risk that we can differentiate?

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

OCTOBER 4, 2021

For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting. In our role as a strategic asset allocator, we want to dig deeper: Are there asset-class subsegments with greater or lesser risk that we can differentiate?

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Truemind Capital

OCTOBER 22, 2021

Low interest rates have also played a major role to push people towards speculative asset classes. Poor suffer the most from the impact of inflation since they have very low exposure to assets whereas food & fuel accounts for a major part of their household budget. Remember the taper tantrum of 2013?

Marketing 52

Marketing Marketing Banking Economics 52

The Big Picture

NOVEMBER 8, 2022

No, I — the first thing I spoke at was a Goldman Sachs Asset Management conference, strange enough in a place called Carefree, Arizona. 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. CHANCELLOR: Yes.

Banking 147

Banking Valuation Economy Investments 147

Brown Advisory

MARCH 28, 2017

Assets in investments aligned to environmental, social or governance factors increased nearly fivefold between 2012 and 2016, according to US SIF Foundation. Still, nearly three out of four investors wait for their advisors to raise the topic of sustainability in relation to their portfolios, according to a 2013 survey by Calvert Investments.

Portfolio 52

Portfolio Clients Nonprofit Asset Allocation 52

Brown Advisory

MARCH 28, 2017

Assets in investments aligned to environmental, social or governance factors increased nearly fivefold between 2012 and 2016, according to US SIF Foundation. . . The numbers tell a clear story about the growing number of investors interested in sustainable investing.

Portfolio 52

Portfolio Clients Nonprofit Asset Allocation 52

Investing Caffeine

MAY 2, 2022

As you can see from the chart below, there have been no shortage of issues and events to worry about over the last 15 years (2007 – 2022): 2008-2009: Financial Crisis 2010: Flash Crash (electronic trading collapse) 2011: Debt Ceiling – Eurozone Collapse 2012: Greek Debt Crisis – Arab Spring (anti-government protests) 2012: Presidential Elections (..)

Electronics 59

Electronics Economy CFP Investments 59

Brown Advisory

SEPTEMBER 22, 2017

This work builds on the Capital Asset Pricing Model developed in the 1960s.) Moreover, they must understand that the correlation of traditional factors with performance outcomes (such as portfolio returns and volatility) is highly sensitive to market conditions and the exact time-periods reviewed (Podkaminer, 2013). 2013(1): 1-15.

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

SEPTEMBER 22, 2017

This work builds on the Capital Asset Pricing Model developed in the 1960s.) Moreover, they must understand that the correlation of traditional factors with performance outcomes (such as portfolio returns and volatility) is highly sensitive to market conditions and the exact time-periods reviewed (Podkaminer, 2013). 2013(1): 1-15.

Portfolio 52

Portfolio Investing Investments Management 52

WiserAdvisor

JANUARY 23, 2024

For instance, events like a market downturn in June 2013 allowed some services to capture losses promptly, providing tax savings for clients. It is crucial to note that tax-loss harvesting is not about avoiding certain asset classes that are not doing well.

Financial Advisor 40

Financial Advisor Risk Tolerance Communication Taxes 40

Brown Advisory

JUNE 14, 2018

This was in 2013. As such, we’ve tried to account for this rising risk in our asset allocation work, leaning away from large caps and into smaller companies, in both the U.S. It should not be assumed that investments in such securities or asset classes have been or will be profitable. The technology is there.

Investments 52

Investments Investing Clients Numbers 52

Brown Advisory

JUNE 14, 2018

This was in 2013. As such, we’ve tried to account for this rising risk in our asset allocation work, leaning away from large caps and into smaller companies, in both the U.S. It should not be assumed that investments in such securities or asset classes have been or will be profitable. The technology is there.

Investments 52

Investments Investing Clients Numbers 52

The Better Letter

JANUARY 26, 2024

who became a professor at the University of Michigan before setting up his own asset management firm. 2013 : “[S]tock returns prospectively are very low.” 2021 : “Nothing so animates a speculative herd as a parabolic price advance in an asset detached from any standard of value. Hussman is a smart guy.

Assets 105

Assets Valuation Management Marketing 105

Dear Mr. Market

OCTOBER 11, 2022

For some quick background, our first original review was written in June of 2013 ( click here to see that). The Permanent Portfolio is a seemingly basic portfolio allocation strategy created by investment advisor Harry Browne in the 1980’s and outlined in his book Fail-Safe Investing back in 2001. 25% Long-Term Bonds (deflation).

Portfolio 59

Portfolio Assets Economics Marketing 59

The Big Picture

MARCH 26, 2024

He wasn’t tactical asset allocator. And the sort of narrative embedded in that, I suppose might matter to institutions, but our eight plus trillion dollars of client assets are for the most part individual investors. So my firm launched in 2013 with very little money. It wasn’t the case. TD was our custodian.

Marketing 147

Marketing Marketing Investments Investing 147

The Big Picture

JANUARY 27, 2025

They run over $431 billion in global assets. Most of what they do are, are real assets, credit debt, middle market banking. Mike Freno : It’s become, it’s become an asset for us to be located there for, for sure. Our asset is our, is our people. It’s an incredibly valuable asset.

Assets 147

Assets Insurance Management Investing 147

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 147

Portfolio Management Marketing Marketing 147

The Big Picture

JANUARY 31, 2023

I mean, by 2013, the household deleveraging was basically over, and the economy was gaining a lot of momentum. And you know, the Fed can play a role in sort of backtracking sentiment in the short run, but the Fed can’t permanently increase the level of asset values. And that’s pretty much what happened, right?

Economics 147

Economics Economy Marketing Marketing 147