The Big Picture

AUGUST 20, 2024

The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management , is below. If you recall, back in 2018, vol Mageddon, he was on the right side of that trade, made hundreds of millions of dollars for his firm in identifying a structural problem that was about to blow up. Mike Green : Barry, thank you for having me.

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The Big Picture

MARCH 18, 2023

The firm has ~$100 billion in assets under management. The book is a fun romp covering the 1998-2018 era. This week, we speak with Cliff Asness , co-founder and managing partner at AQR Capital Management. An active researcher, Asness contributes to numerous publications and has received a variety of accolades, including the James R.

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Retirement Management Sales Investing 310

Calculated Risk

OCTOBER 9, 2023

As non-performing assets get replaced by modernized retail forms or even mixed-use communities, the retail sector ignited a long-awaited hope at the rise of pent-up consumer demand. [N]eighborhood as compared to last quarter but remained in the $21/$18-per-sqft range, a level relatively unchanged since 2018. since early 2023.

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Retail Sales Assets Investing 286

Alpha Architect

DECEMBER 19, 2022

Pastor, Stambaugh, and Taylor (2015) and Zhu (2018) provide significant evidence of decreasing returns to scale (DRS) at both the fund and industry levels. Bigger is Not Always Better in Asset Management was originally published at Alpha Architect.

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Calculated Risk

JANUARY 1, 2023

in Q4 and remained in the $21/$18-per-sqft range, a level unchanged since 2018. Regional mall properties, on the other hand, continue to be the most at-risk retail subtype according to our commercial mortgage delinquency data, driving overall delinquency behavior among retail assets. Asking/effective rents were up slightly by 0.2%/0.2%

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The Big Picture

JANUARY 8, 2025

Fulltranscript below. ~~~ About this weeks guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. His firm runs over $10 billion in client crypto assets. He’s the chief investment officer at Bitwise Asset Management. What is Bitcoin?

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The Big Picture

FEBRUARY 13, 2023

My back-to-work morning train WFH reads: • How State Street Has Used AI to Find ‘Hidden Gems’ Since 2018 : Natural-language processing used in stock picking: Bartolini Wanted something forward-looking, dynamic, he says of the ETF. Bloomberg ) • What Recession? Some Economists See Chances of a Growth Rebound. Rieder helps to manage $2.5

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The Big Picture

JULY 20, 2023

The offering comes from Innovator Capital Management, which launched the first so-called buffer ETFs, also sometimes referred to as defined-outcome funds, in 2018.” – Bloomberg Let’s get this out of the way: I dislike any product that exchanges a portion of your potential gains in exchange for downside protection. for SPY.

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Financial Planning Math Assets Management 186

The Big Picture

MARCH 9, 2023

She is also the author of “ Damsel in Distressed ,” which (surprisingly) turns out to be the very first memoir written by a woman working at a hedge fund (it’s a fun romp through 1998-2018 era). In our discussion, we covered the lack of female representation at hedge funds.

Wealth Management 162

Wealth Management Management Engineering Banking 162

Calculated Risk

SEPTEMBER 7, 2023

Asset Quality Metrics Remained Favorable Despite Modest Deterioration: Loans that were 90 days or more past due or in nonaccrual status (i.e., Total assets of problem banks decreased from $58.0 billion This graph from the FDIC shows the number of problem banks and assets at problem institutions. noncurrent loans) increased to 0.76

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Numbers Banking Insurance Assets 182

The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. I guess I got lucky in January or February of 2018. It depends on your asset allocation. She can go anywhere, do anything.

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Assets Management Investing Investments 147

Nerd's Eye View

DECEMBER 15, 2023

Also in industry news this week: Most businesses that operate in the U.S.,

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Financial Planner Retirement Taxes Insurance 246

The Big Picture

OCTOBER 29, 2022

After his mother died in September 2018, he hosted a private dinner for families staying in Boston Children’s Hospital’s patient housing and sat down with each and every person there. ( Professor Jeremy Siegel of Wharton, and Jeremy Schwartz, Chief Investment Officer at the $75 billion Wisdom Tree Asset Management. The Athletic ).

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Medical Investing Investments Assets 290

The Big Picture

MARCH 3, 2023

2000-13 : Secular bear market did not make new highs until March 2013 2018 : ~20% pullback as the economy slowed, FOMC hiked. By then, we began to have meaningful assets in our savings/retirement accounts and the bear markets had a bigger economic impact on those finances.

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Marketing Marketing Economics Portfolio 336

The Big Picture

MARCH 18, 2024

The 2017 Barron’s cover (above) showing Apple’s extravagant new headquarters and suggesting that the company’s market value would reach $1 trillion in 2018 generated some chatter from the usual suspects. The key takeaway: The value of the signal here is just about zero.

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Marketing Marketing Media Investing 336

Good Financial Cents

NOVEMBER 9, 2022

Having enough income-producing assets working in your favor can make it possible to “live rich” – or at least get by – without ever having to clock in for an employer again. These people have income-producing assets spinning off profits or dividends, and they use those funds to pay for their bills and lifestyle.

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Assets Accounting Investing Investments 93

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

Brown Advisory

NOVEMBER 28, 2018

2018 Year-End Planning Letter. Wed, 11/28/2018 - 08:38. Now those limits are $10 million and $20 million respectively; after factoring in inflation, the 2018 limit is $11.18 million of assets without incurring transfer tax. million per individual, and a married couple can pass on up to $22.36 Agreements signed by Dec.

Planning 52

Planning Taxes Clients Estate Planning 52

Good Financial Cents

AUGUST 14, 2023

The creator(s) of this first-of-its-kind asset developed the cryptocurrency in response to the Great Recession of 2007-2009 , spurred by a distrust of the traditional banking system and concerns about its stability. Read on for insights on Bitcoin milestones, historical returns, and how its returns compare to those of other assets.

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Assets Investing Investments Numbers 119

Brown Advisory

NOVEMBER 26, 2018

2018 Impact Report: Sustainable Core Fixed Income Strategy ajackson Mon, 11/26/2018 - 08:01 A Letter of Introduction From The Portfolio Managers Brown Advisory is deeply committed to sustainable investing. 30, 2018, our firm managed approximately $4.1 As of Sept.

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Brown Advisory

NOVEMBER 26, 2018

2018 Impact Report: Sustainable Core Fixed Income Strategy. Mon, 11/26/2018 - 08:01. 30, 2018, our firm managed approximately $4.1 billion* in client assets under various sustainable investment mandates for individuals, families and institutions. A Letter of Introduction From The Portfolio Managers. . As of Sept.

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The Big Picture

APRIL 21, 2024

NBC News ) Be sure to check out our Masters in Business next week with Ashish Shah , Co-Head and CIO of Public Investing at Goldman Sachs Asset Management : He joined GS as a partner in 2018, and previously served as global co-head and CIO of Fixed Income + Liquidity Solutions. trillion in client assets. His group manages $2.3

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Accounting Education Assets Management 162

The Big Picture

OCTOBER 14, 2023

which has $34 billion in assets under management.  This week, we speak with Graeme Forster, a director at Orbis Investments Ltd., Graeme joined Orbis in 2007 and is responsible for international equity and optimal strategies. Previously : MiB: Adam Karr, Orbis Investments (January 16, 2021) Why Pay Alpha Prices for Beta?

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Investments Investing Startup Management 182

Brown Advisory

FEBRUARY 7, 2019

Muni Bonds: Winners in 2018 and Bright Skies Ahead for 2019 ajackson Thu, 02/07/2019 - 08:44 Municipal bonds held their ground in 2018, and truly shined when equity markets were punished during the fourth quarter. Here’s a quick recap of 2018 and our thoughts heading into 2019. Treasury yields in late November and December 2018.

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Taxes Investing Investments Clients 52

Brown Advisory

FEBRUARY 7, 2019

Muni Bonds: Winners in 2018 and Bright Skies Ahead for 2019. Municipal bonds held their ground in 2018, and truly shined when equity markets were punished during the fourth quarter. Rising uncertainty for risk assets, coupled with a favorable mix of healthy demand and limited supply, offer a promising backdrop.

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Darrow Wealth Management

JULY 1, 2024

In 2018, the brackets dropped to 10%, 12%, 22%, 24%, 32%, 35%, and 37%. Mortgage interest will once again be tax-deductible on larger loans As a result of the 2017 legislation, between 2018 and 2025, interest on new mortgages is only tax-deductible up to $750,000 of mortgage debt on a primary or second home.

Taxes 101

Taxes Tax Planning Planning Estate Planning 101

Random Roger's Retirement Planning

MARCH 29, 2025

First up, Phillip Toews who runs an asset management shop and who wrote a book about about behavioral portfolio construction wrote about understanding market history and a section on how to build robust portfolio that reads like he could have outsourced that part of the article to me.

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Portfolio Management Risk Management Distribution 59

Random Roger's Retirement Planning

FEBRUARY 14, 2025

Right or wrong, I think of endowment style investing as being a similar to the Permanent Portfolio, not so much quadrants but more like disparate asset class segments which gets us to a paper about endowment asset allocation from True North Institute. It's only down year was 2018 with a decline of 7.91%.

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Portfolio Asset Allocation Assets Management 52

Random Roger's Retirement Planning

MARCH 12, 2025

AQR Multi-Asset (AQRIX) used to be called Risk Parity and it also does some quadranty stuff. It's growth rate since inception is 3.58% going back to September, 2018 but a lot of that comes from a 15% lift in 2021 (numbers per testfol.io). PRPFX is the inspiration for all of these so of course we're including that one.

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Portfolio Taxes Numbers Investing 59

Trade Brains

FEBRUARY 22, 2024

The higher the asset quality of banks, the better the state of the economy. Battled Crisis The company, which was once an outperformer and the 5th largest private bank in the country, ran into problems due to stressed assets such as ADAG, Essel Group, and DHFL. 2018-19 ₹ 9,812.51 ₹ 3,460.77 2020-21 ₹ 7,428.35 ₹ 7,383.03

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Banking Planning Accounting Retail 104

Brown Advisory

NOVEMBER 8, 2018

Private Credit: A Surprisingly All-Weather Asset Class. Thu, 11/08/2018 - 09:35. 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?

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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. May 28, 2018). Investment portfolio insurance is a more interesting thought exercise. And that is the ultimate form of financial certainty.

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Harness Wealth

NOVEMBER 12, 2024

While it’s not always advisable to sell investments at a loss, it may make sense in your situation to consider selling underperforming assets, especially if you’re willing to invest in alternative assets that provide similar exposure without triggering a wash sale. Find your next tax advisor at Harness today. million ($27.98

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Validea

MARCH 13, 2025

Strong Liquidity (Current Ratio 2) A companys current assets must be at least twice its current liabilities, ensuring financial stability. Low Debt Levels (Long-Term Debt Net Current Assets) Limiting debt helps safeguard a companys financial health, especially during economic downturns.

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Valuation Investing Investments Portfolio 52

Random Roger's Retirement Planning

SEPTEMBER 18, 2023

RSST is similar to client/personal holding Standpoint Multi Asset (BLNDX/REMIX) in that both blend equities and managed futures but I think they are targeting different return profiles. I think that is attributable to a terrible year for 100/100 in 2018. Terrible year in 2018 or 2022? Pick your poison.

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Management Portfolio Clients Investing 75

MarketWatch

MARCH 30, 2023

trillion asset cap that was placed on it in 2018 by the Fed. The bank violated U.S. sanctions by providing a trade finance platform to an unnamed foreign bank, which used the platform to process $532 million in prohibited transactions between 2010 and 2015, according to a statement.

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Compliance Banking Assets Marketing 75

Trade Brains

APRIL 11, 2023

It has a current ratio of 1.32, indicating that its current assets are higher than its current liabilities. Revenue & Profitability Year 2018 2019 2020 2021 2022 Revenue (in Crores) ₹376.70 ₹504.15 ₹352.81 ₹470.43 ₹768.17 It has a current ratio of 1.37, indicating that its current assets are higher than its current liabilities.

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Retail Government Distribution Financial Services 94