2013 License Portfolio Management 
Brown Advisory
SEPTEMBER 22, 2017
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). The Journal of Portfolio Management 40(2): 18-29. 2013(1): 1-15.
Brown Advisory
SEPTEMBER 22, 2017
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). The Journal of Portfolio Management 40(2): 18-29. 2013(1): 1-15.
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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.
Sara Grillo
SEPTEMBER 26, 2022
I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. 2013, March). Division of Investment Management.
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. Would you license these models to me? Corey Hoffstein : So throughout 2013, I was doing a lot of this research. 00:59:26 [Speaker Changed] So it was 2013.
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