Brown Advisory

AUGUST 6, 2019

As head of asset allocation research in our Investment Solutions Group, he is responsible for analyzing the relative attractiveness of various asset classes and investment strategies. Technology has also enabled analysts, portfolio managers and traders to improve their productivity.

Investments 52

Investments Investing Clients Portfolio Management 52

Brown Advisory

AUGUST 6, 2019

As head of asset allocation research in our Investment Solutions Group, he is responsible for analyzing the relative attractiveness of various asset classes and investment strategies. Technology has also enabled analysts, portfolio managers and traders to improve their productivity.

Investments 52

Investments Investing Clients Portfolio Management 52

Brown Advisory

OCTOBER 11, 2021

We believe that the investment return needed to achieve that objective should be the most important guidepost for a portfolio’s asset allocation. With traditional assets like stocks and bonds at high valuations, the implications for future returns of those assets may be underwhelming. Dates: 1/31/1995 to 9/30/2020.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

OCTOBER 11, 2021

We believe that the investment return needed to achieve that objective should be the most important guidepost for a portfolio’s asset allocation. With traditional assets like stocks and bonds at high valuations, the implications for future returns of those assets may be underwhelming. Dates: 1/31/1995 to 9/30/2020.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

The Big Picture

MAY 9, 2023

But in some ways, those events, and we saw it again in March of 2020, we saw it again around where you see these big moments where it draws people together. So what we find, and then of course we have a multi-asset solutions business where we talk to clients about the entirety of their portfolio, their strategic asset allocation models.

Assets 299

Assets Clients Investing Investments 299

The Big Picture

JANUARY 21, 2025

I did it during the coronavirus collapse in 2020, and I did it again in 2022. 01:04:39 [Speaker Changed] I think it was the Journal of Portfolio Management. It’s, it’s a temporary move. But you know, I’ve done it repeatedly. I did it in 2000, 2002. I did it in 2008 in oh nine. That’s exactly right.

Investing 147

Investing Investments Management Retirement 147

The Big Picture

AUGUST 29, 2023

But it was a tremendous experience because I had started off in bond trading, worked my way into portfolio management and running the bond indexing team for a number of years, and then I got asked to take this responsibility, which was much broader. What does that do in terms of resetting the cycle? Just buy stocks that are going up.

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

AUGUST 20, 2024

The second thing that it ultimately does is it creates conditions under which there’s a transition from cash rich portfolios that are ultimately option like in their characteristics. So I, as a discretionary portfolio manager, if you hand me cash, I can look at the market and say, you know what? Thank you for the cash.

Assets 173

Assets Management Portfolio Marketing 173

ClearMoney

JANUARY 4, 2022

It was a year of uncertainty and anticipation, of hopes for a return to a degree of normalcy following the onset of the COVID-19 pandemic in 2020. Coming out of a volatile 2020, investors sought signals as to which way the global economy was headed. But growth stocks rallied later in the year.

Marketing 52

Marketing Marketing Commission Government 52

The Big Picture

DECEMBER 20, 2022

KOENIGSBERGER: What I really like is on top of these four return streams that we have, we kind of have a multi-asset, dynamic asset allocation process. I remember like 2020, during COVID, and you know, we wrote at Gramercy that we expected there could be a dislocation in the fourth quarter of 2019. RITHOLTZ: Sure.

Banking 162

Banking Assets Government Marketing 162

The Big Picture

JULY 11, 2023

She’s been CEO since February 2020. It’s actually great and especially because you can do some basic kind of asset allocation models, so the robo-advisor… RITHOLTZ: Right. 2020, you buy Legg Mason. So she wants her portfolio managed that way. You step into the CEO role February 2020.

Management 222

Management Investing Investments Assets 222

The Big Picture

JANUARY 27, 2025

He worked as a, essentially a high yield portfolio manager before going to the president and then CEO of the company. So he has seen the world of private investing from both sides, both as, as an investor and as part of the management team. The parent company handles all the asset liability management side of things.

Assets 147

Assets Insurance Management Investing 147

The Big Picture

MARCH 26, 2024

00:09:37 [Speaker Changed] So again, I was on the avatar side of this y avatar broader organization, which was institutional money management, managing money for a lot of large corporate plans and foundations and endowments. And I was a portfolio manager, so I was doing bottom up research and picking stocks.

Marketing 147

Marketing Marketing Investing Investments 147

The Big Picture

MAY 21, 2024

What, what was your experience during the first quarter of 2020 during the pandemic s and p down 34%. But the areas that I worry about are that, is that bottomless pit of, you know, unmarked assets that have doubled or quadrupled in size in asset allocation. Neatly within the quarter.

Numbers 147

Numbers Management Banking Marketing 147

The Big Picture

MARCH 14, 2023

He launched his own firm right into the teeth of the collapse in ’09, which turned out to be quite a fortuitous time to launch an asset management shop. We’ll talk in depth more about your process, but it’s late ‘21, S&P up 28 percent from the previous low, from the COVID low in 2020. BERNSTEIN: Yes.

Economy 162

Economy Investing Investments Portfolio 162

The Big Picture

NOVEMBER 25, 2024

00:19:11 [Speaker Changed] The, the challenge is always the transition from the uptrend to the downtrend, which is why you have portfolio managers and allocators arguing who’s responsible. And are you saying the recession in 2020 is similar to recession in the 1950s? 12, 14 even that not a lot of numbers.

Portfolio 147

Portfolio Management Marketing Marketing 147

The Big Picture

JUNE 3, 2024

At TCW Barry Ritholtz : You were at the Trust company of the West, you’re a senior vice president, you’re a portfolio manager, you’re a quantitative analyst. And so I worked a lot on the asset allocation side. Again, as I said, we’ve worked in asset allocation. Signs him, right?]

Math 147

Math Marketing Marketing Engineering 147