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.

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Management Medical Portfolio Management Economics 182

The Big Picture

NOVEMBER 20, 2023

My firm RWM uses Canvas for those clients who want their portfolios to reflect their values. The most popular ESG application of direct indexing software has been to remove guns and tobacco from portfolios. It reflects the desire for investors to have their portfolios reflect their personal values. Oct 31, 2023) 4.

Taxes 195

Taxes Portfolio Investments Investing 195

Random Roger's Retirement Planning

JANUARY 14, 2024

Long time readers might know my fascination with Nassim Taleb's idea about barbelling portfolios to concentrate risk into a small slice while having the vast majority in safe assets. LFMIX in Portfolio 1 is the LoCorr Macro Strategy Fund and in Portfolio 2, QGMIX is AQR Macro Opportunities. So this is interesting.

Portfolio 72

Portfolio Budgeting Assets Investing 72

Brown Advisory

DECEMBER 4, 2017

2017 Year-End Planning Letter. Mon, 12/04/2017 - 13:10. We are closing 2017 with nearly the same stance as last year. Spotlights for Prudent Planning in 2017. There have been very few changes to tax law in 2017, given that Congress has been focused on the longer-term tax reform effort. Since last year’s U.S.

Planning 52

Planning Taxes Clients Tax Planning 52

David Nelson

JANUARY 3, 2023

Investors need to do their own due diligence and perform a full ORM review of their portfolio and its ability to navigate the many challenges we face at the start of a new year. From 2017 – 2021 growth outperformed value by a staggering 119%. S&P 500 2 Years. Growth vs Value – There was no alternative. 60-40 is reborn.

Risk Management 98

Risk Management Portfolio Management Valuation 98

Darrow Wealth Management

JULY 1, 2024

The 2017 Tax Cuts and Jobs Act (TCJA) brought sweeping changes to the tax code, impacting every taxpayer and business owner. At that point, many provisions will revert to 2017 levels, adjusted for inflation. For example, in 2017, the marginal tax brackets were 10%, 15%, 25%, 28%, 33%, 25%, and 39.6%.

Taxes 89

Taxes Tax Planning Planning Estate Planning 89

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. Does the asset class still make sense in this environment? Thu, 11/08/2018 - 09:35.

Assets 52

Assets Portfolio Investments Investing 52

Discipline Funds

JULY 21, 2023

You’re buying a long-term asset that is designed to lose money, but will create a very large short-term real return in the case of an outlier risk event. Investment portfolio insurance is a more interesting thought exercise.

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Insurance Assets Financial Planning Portfolio 52

BlueMind

NOVEMBER 24, 2022

Consequently, HNW clients usually have more than one wealth management advisor handling all of their financial concerns, be it handling their investment goals, personal liability insurance, estate taxes, or managing overseas assets. In fact, the 2017 U.S.

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Clients Insurance Financial Advisor Assets 98

Random Roger's Retirement Planning

OCTOBER 10, 2023

There was some interesting reading today looking at various portfolio construction and strategy issues. lagged far behind the Vanguard Balanced Index Fund (VBAIX) which is a proxy for a 60/40 portfolio. lagged far behind the Vanguard Balanced Index Fund (VBAIX) which is a proxy for a 60/40 portfolio. For the year, that 1.8%

Portfolio 98

Portfolio Assets Management Marketing 98

Brown Advisory

OCTOBER 16, 2017

Building A Portfolio To Offset Position Risk achen Mon, 10/16/2017 - 11:53 For years, our firm has built equity strategies that fit squarely into traditional style boxes, like “U.S. Typically, we begin building a client-driven portfolio by targeting a specific metric or set of performance attributes.

Portfolio 52

Portfolio Clients Risk Tolerance Taxes 52

Brown Advisory

OCTOBER 16, 2017

Building A Portfolio To Offset Position Risk. Mon, 10/16/2017 - 11:53. Working in close collaboration, our equity research team and private client portfolio managers have opened a new frontier in portfolio building, enabling us to offer truly customized portfolios that fit our clients’ specific circumstances.

Portfolio 52

Portfolio Clients Risk Tolerance Taxes 52

Trade Brains

SEPTEMBER 22, 2023

Fundamental Analysis of Ujjivan Small Finance Bank We will begin with understanding the services offered by the Bank, its Net Interest growth, and its Deposits & assets growth. It commenced operations on 1 February 2017. Ujjivan SFB is majorly into micro banking, providing small credit facilities with an asset base of 17,401 Cr.

Banking 126

Banking Assets Accounting License 126

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. and in Europe.)

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks. 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. stocks growing more expensive.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Random Roger's Retirement Planning

SEPTEMBER 3, 2022

We've spent a lot of time this summer modeling portfolios that steer clear of interest rate risk as I believe bonds have entered a new volatility regime where their volatility is now unreliable for use as an equity buffer. Risk free assets now have yield although the backtest of this portfolio was in a period where T-bills had no yield.

Portfolio 68

Portfolio Clients Assets Accounting 68

Trade Brains

SEPTEMBER 19, 2023

Decentralised exchanges are autonomous bodies that work on distributed ledger concepts where users control their digital assets with more privacy. Top Cryptocurrency Exchanges #2 – BitForex BitForex is a Hong Kong-based centralised cryptocurrency exchange founded in 2017.

Marketing 116

Marketing Marketing Accounting Engineering 116

Brown Advisory

AUGUST 24, 2017

A Solid Foundation: The Value of Private Real Estate in Balanced Portfolios. Thu, 08/24/2017 - 15:12. We believe that focusing solely on current market conditions ignores the true, long-term value that private real estate investments can add to a portfolio. Low correlation with other core asset classes. Lower volatility.

Portfolio 52

Portfolio Assets Clients Investments 52

Brown Advisory

NOVEMBER 8, 2021

Global Cooldown: Tackling Climate Change Through Our Bond Portfolios. We seek to avoid climate risks while embracing opportunities for mitigation and adaptation in our sustainable fixed income strategies, using multiple layers of research and analysis in an effort to pursue improved risk-adjusted returns and decarbonize our portfolios.

Portfolio 52

Portfolio Assets Investments Investing 52

The Irrelevant Investor

JUNE 24, 2019

Let's say there was an asset that you thought had the potential to do really well. How would you go about putting this in your portfolio? We're going to use Bitcoin as an example, which began its meteoric ascent in 2017. The purple line shows 100% of the money invested in 60/40 portfolio (iShares, AOM). Plan accordingly.

Portfolio 52

Portfolio Numbers Assets Investing 52

Brown Advisory

APRIL 22, 2020

Oil & Water: Fossil Fuel Divestment in Sustainable Bond Portfolios ajackson Wed, 04/22/2020 - 13:47 To many sustainable investors, owning fossil fuels is a black-and-white issue. For example, MidAmerican Energy issued its first Green Bond in 2017 to finance two massive wind facilities in Iowa with a total of 2.5GW of generation capacity.

Portfolio 52

Portfolio Clients Investments Investing 52

Brown Advisory

APRIL 22, 2020

Oil & Water: Fossil Fuel Divestment in Sustainable Bond Portfolios. We have learned that our clients have differing motives—some simply want the comfort of knowing their bond portfolio is “clean,” while others want to invest in bonds that are funding the transition to wind, solar and other renewable energy sources. Conclusion.

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Portfolio Clients Investments Investing 52

Brown Advisory

SEPTEMBER 20, 2017

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy achen Wed, 09/20/2017 - 16:43 Over time, the Brown Advisory small-cap growth team, led by Christopher Berrier and George Sakellaris, watched numerous successful investments compound and grow out of their investible universe. Q: Can you describe your investment process?

Portfolio Management 52

Portfolio Management Portfolio Management Investments 52

Brown Advisory

SEPTEMBER 20, 2017

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy. Wed, 09/20/2017 - 16:43. While this was frustrating at times, it produced a valuable asset – a sizeable library of fully vetted “up cap” growth ideas. A: Our process consists of three steps: idea generation, due diligence and portfolio construction.

Portfolio Management 52

Portfolio Management Portfolio Management Investments 52

Trade Brains

FEBRUARY 26, 2024

The Company has over 6 years of experience in the execution of infrastructure projects since 2017. Under the Bharatmala Pariyojana plan, the Government approved Phase-I of the project in October 2017 with an aggregate length of 34,800 Km with an estimated outlay of Rs. The IRB InvIT was listed on the exchanges in June of 2017.

Government 59

Government Assets Compliance Transportation 59

Validea

AUGUST 5, 2022

Del Buono will oversee wealth management for a16z’s partners and executives of its portfolio companies, according to an article in Financial Advisor , which spoke to insiders familiar with the firm’s plans. With managers charging 1% of the assets they handle, profit margins can get up to 50%, and growth can skyrocket quickly.

Management 59

Management Wealth Management Startup Engineering 59

Good Financial Cents

MAY 1, 2023

Diversifying Your Contributory IRA Portfolio Diversification is an essential strategy for maximizing the returns of a Contributory IRA account while minimizing risks. Diversification involves investing in a variety of asset classes, such as stocks, bonds, and cash, to spread out the risk and reduce the impact of market volatility.

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Risk Tolerance Taxes Retirement Retirement Planning 95

Good Financial Cents

DECEMBER 22, 2022

2017: 19.42%. One of the challenges of building a diversified portfolio with individual stocks is that some come with a high sticker price of $2,000 per share, $5,000 per share, or more. Note that Fundrise requires a 0.15% annual advisory fee and an annual asset management fee of up to 0.85%. 2020: 16.26%. 2019: 28.88%.

Investing 108

Investing Investments Risk Tolerance Accounting 108

Trade Brains

NOVEMBER 30, 2023

Lakh Cr worth of Assets Under Management (AUM), which grew by 29% from the previous year. Assets Under Management (AUM) ₹2,47,379.00 Lakh Cr worth of Assets under Management (AUM), which grew by 36% from Rs. Chola’s Vehicle Finance business is its largest segment with assets worth Rs. The Company currently has about Rs.

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Financial Services Banking Assets Management 105

Dear Mr. Market

MARCH 17, 2024

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. We break down and assign each of the four “regions” with an asset class and then pick teams (stocks) that we think have the best chance at doing well relative to others.

Investing 95

Investing Investments Portfolio Assets 95

Darrow Wealth Management

JULY 1, 2024

The 2017 Tax Cuts and Jobs Act (TCJA) brought sweeping changes to the tax code, impacting every taxpayer and business owner. At that point, many provisions will revert to 2017 levels, adjusted for inflation. For example, in 2017, the marginal tax brackets were 10%, 15%, 25%, 28%, 33%, 25%, and 39.6%.

Taxes 52

Taxes Tax Planning Planning Estate Planning 52

Trade Brains

JUNE 14, 2024

After hearing this, the RBI started an asset quality review on Yes bank books and they found that yes bank’s loan books include Anil Ambani’s Reliance, the Essel Group (Zee), IL&FS, Jet Airways, Cox & Kings and Vodafone which were all under stress. CASA + Retail Term Deposits accounted for approximately 59% of Total deposits.

Banking 105

Banking Retail Accounting Assets 105

Trade Brains

JUNE 11, 2023

There is an increase in the net profits in the past 5 years from Rs 2,386 crores in FY 2017-18 to Rs 4,734 in FY 2022-23. With more than 3 decades of experience in capital markets, the company offers all kinds of financial products and services such as equity, derivatives, mutual funds, insurance, and asset portfolio management services.

Banking 97

Banking Government Financial Services Insurance 97

Yardley Wealth Management

MAY 18, 2022

Following are some relevant examples: Global investing and inflation : In their 2021 analysis, “ US Inflation and Global Asset Returns ,” Wei Dai and Mamdouh Medhat of Dimensional Fund Advisors studied how bonds, stocks, industry portfolios, factor premiums, commodities, and REITs performed during periods of high and low U.S.

Investing 52

Investing Investments Economics Portfolio 52

Trade Brains

JULY 8, 2022

Clean energy currently makes up 34% of Tata Power’s portfolio and the company plans to increase this to 40% by 2025 and 80% by 2030. This will be done through the strategic sale of assets in its green energy business through billionaire industrialist Sajjan Jindal. 303 cr in 2017 to making a loss every year after.

Manufacturing 81

Manufacturing Commission Government Investing 81

Random Roger's Retirement Planning

SEPTEMBER 7, 2024

In 2022 we wrote a couple of posts about the Dragon Portfolio which an interesting idea inspired by the Permanent Portfolio which allocates 25% each to stocks, long bonds, cash and gold. Dragon is similar to the Cockroach Portfolio in that it is offered at a high minimum to sophisticated investors.

Portfolio 52

Portfolio Asset Allocation Assets Taxes 52

Good Financial Cents

OCTOBER 20, 2022

CrowdStreet also offers advisory services so a team can work with you to customize your real estate portfolio with private deals. You can buy REITs, customized portfolios, and individual deals. RealyMogul allows anyone to invest in REITs to earn passive income from a portfolio of income-generating properties. since 2017.

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Investments Investing Portfolio Management 72