This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
2023 Assets Portfolio 
Calculated Risk
FEBRUARY 25, 2025
percent) from 2023. The aggregate return-on-assets ratio (ROA) increased 3 basis points to 1.12 The increase primarily occurred due to one-time events in 2023 and 2024 that led to lower noninterest expense (down $8.5 percent, down 8 basis points from 2023. billion, up $14.1 billion (5.6 billion, or 1.4 billion, or 2.0
162 
Wealth Management
JULY 10, 2023
Advisors Asset Management's CIO Cliff Corso provides his investment outlook for the remainder of 2023.
263
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Book of Secrets on the Month-End Close
What Your Financial Statements Are Telling You—And How to Listen!
Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments
Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management
Abnormal Returns
DECEMBER 13, 2023
Strategy There's a good chance you need to rebalance your portfolio. bloomberg.com) Some ETF statistics for 2023. morningstar.com) Bonds outperform bills leading up to a Fed rate cut. carsongroup.com) Apple What's going on with Apple's ($AAPL) Vision Pro? om.co) Apple ($AAPL) is adding a new Stolen Device Protection setting.
278 
Wealth Management
FEBRUARY 11, 2025
The firm estimates that assets in custom models increased by nearly 50% between mid-2023 and late 2024.
230 
The Big Picture
NOVEMBER 15, 2023
The problem is those behaviors are so destructive to a portfolio. 1 We ignore the reality of human behavior, including the need for some thrills and excitement, at the peril of our portfolios. Understanding these basics will at least give you some guidance as to when your behavior is putting your assets at risk. We all are! –
344 
Wealth Management
JANUARY 16, 2024
After 2022, many declared the 60/40 portfolio dead, but the traditional portfolio mix rebounded in 2023, writes Morningstar. BlackRock’s move into the private infrastructure investment space is part of a broader strategy for the asset manager to diversify from its strength in ETFs, according to FundFire.
278 
The Big Picture
JANUARY 3, 2025
She also earned a spot as one of the Twenty Trailblazing Women in Private Equity in 2023. Be sure to check out our Masters in Business next week with Brian Hurst founder and CIO of ClearAlpha , a multi strategy hedge fund managing $1 billion in client assets.
Nerd's Eye View
MAY 1, 2023
Welcome to the May 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
245 
Calculated Risk
MARCH 11, 2025
Most of these gains in Treasury and Agency MBS assets were funded with increases in very short duration interest-bearing Federal Reserve liabilities, mainly deposits of depository institutions (reserves) and Reverse Repos. After all, Treasury notes close to maturity are by their nature short maturity assets!)
165 
Nerd's Eye View
APRIL 10, 2024
Every document that considers the facts around any particular asset class will invariably include that disclaimer, but constructing a portfolio consisting of a mix of equities, fixed income, and other assets requires investors and advicers to make some fundamental assumptions around long-term expected returns and correlations between assets.
246 
Abnormal Returns
MAY 1, 2023
Markets How major asset classes performed in April 2023. capitalspectator.com) The Nasdaq 100 has outpaced the Russell 2000 by over 20% in 2023. ft.com) The amount of bank failures, measured by assets, rivals that of 2008. nytimes.com) ETFs Model portfolio shifts can have a big effect on ETF flows.
Brown Advisory
MARCH 6, 2023
2023 Asset Allocation Perspectives and Outlook ajackson Mon, 03/06/2023 - 14:43 We are pleased to share Brown Advisory’s 2023 Outlook. Each year, the Annual Outlook report assesses the current investment landscape and discusses some of the main themes being expressed in client portfolios.
Abnormal Returns
JANUARY 5, 2024
Markets A look at major asset class returns in 2023. visualcapitalist.com) Long technology, short utilities was the trade in 2023. morningstar.com) A look at different variants of the 60/40 portfolio. visualcapitalist.com) Strategy How to read all those market and economic forecasts.
The Big Picture
JANUARY 12, 2024
This week, we speak with Cathy Marcus , co-chief executive officer and global chief operating officer of PGIM Real Estate , which manages over $200 billion in assets. She is also co-chair of the board of directors of RealAssetX , PGIM Real Estate’s innovation lab aimed at accelerating advancement in the real assets industry.
298 
Abnormal Returns
SEPTEMBER 26, 2023
morningstar.com) Alternative assets are not all that alternative. wired.com) Asset allocation How various asset classes performed during a recession. morningstar.com) Achieving these three portfolio goals simultaneously is tough. Alternatives Private market access funds are all the rage.
278 
The Big Picture
AUGUST 20, 2024
The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management , is below. We have to pay attention to this, and we have to understand why this is potentially a risky asset. Initially I joined to help them manage their equity portfolio. With no further ado, my discussion with simplifies Mike Green.
173 
The Big Picture
AUGUST 30, 2023
Whatever phrase you select, the persistent gap between investors’ performance and the assets they hold is a substantial drag on returns. In this report, we dig into these nuances and explore how differences in the timing of cash flows, sequence of returns, and asset size can impact this gap. Jeffrey Ptak, Amy C.
243 
Abnormal Returns
DECEMBER 11, 2023
Markets Every major asset class, except commodities, is set for an up 2023. ft.com) Triple-levered anything can wreck your portfolio. capitalspectator.com) The drop in bond yields reversed a lot of market trends. wsj.com) Crypto Coinbase ($COIN) is the 'last man standing' in the crypto space.
276 
The Big Picture
MAY 11, 2023
SAVE THE DATE: Future Proof 2023, September 10-13 We hosted the first Future Proof conference last year, and it was quite delightful (see all of the reviews here ). I think for RIAs, it is the most important conference event of the year, as do others ( Best Conference Experience for 2023 ). Its only 4 months away! the curve.
Abnormal Returns
FEBRUARY 12, 2024
trillion in assets. kindnessfp.com) DPL Financial Partners saw a big boost in annuity sales in 2023. kitces.com) How direct indexing can be used in bond portfolios. (kitces.com) Daniel Crosby reads another chapter from his forthcoming book "The Soul of Money." standarddeviationspod.com) The biz Fidelity now oversees some $12.6
Nerd's Eye View
JANUARY 13, 2023
Also in industry news this week: A study suggests that simplification is the top reason consumers combine their investment accounts, signaling that the onboarding process for new advisory client assets is a value-add in itself. The long-term portfolio growth trajectory clients can expect when implementing a dollar-cost averaging strategy.
Abnormal Returns
AUGUST 1, 2023
July 2023 How major asset classes performed in July 2023. ofdollarsanddata.com) What you leave out of your portfolio can be as important as what you put in. capitalspectator.com) The U.S. stock market is on a five-month winning streak. ft.com) Markets What investors got wrong about the stock market's rally year-to-date.
Trade Brains
NOVEMBER 23, 2023
Best RK Damani Portfolio Stocks: Investing in the stock market can be a daunting task, given the sheer number of stocks available to choose from. To simplify things, many investors follow the portfolio of successful investors such as RK Damani, who has amassed a fortune through stock investments. Crores as of November 23, 2023.
Nerd's Eye View
JULY 26, 2024
The study also identified attributes of "top performing" firms across a range of metrics, finding that they are more likely than other firms to have a clear ideal client persona, client value proposition, and marketing plan.
Abnormal Returns
MAY 11, 2023
Markets What's the best asset to hold during a recession? ft.com) Softbank continues to mark down its Vision Fund portfolio. news.crunchbase.com) Future Proof 2023 The lineup for FutureProof 2023 has been announced. morningstar.com) If you invest in stocks there are going to be extended periods of poor performance.
Nerd's Eye View
DECEMBER 8, 2023
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a new study from research firm Cerulli has found that investors' willingness to pay for financial advice has risen over the last 15 years, with more investors reporting using a financial advisor (and a decreasing share considering (..)
Abnormal Returns
FEBRUARY 13, 2023
mattreiner.com) SEC The SEC is going to focus on the new marketing rule in 2023. etf.com) Things to keep in mind when direct indexing a client's portfolio. tonyisola.com) Advisers RIAs continue to take share of IRA assets. riaintel.com) RIA organizations are lining up against the SEC's proposed outsourcing rule.
245 
The Big Picture
NOVEMBER 27, 2023
Low Stakes : The most successful market timers are often those people who do not have actual assets at risk. 24, 2023 _ 1: In particular, why average outperforms over the long run; Sommers credits not making errors (via Charlie Ellis’ “Winning the Loser’s Game”) but the nuance and math are fascinating. It’s utterly laughable.
304 
Alpha Architect
JANUARY 19, 2024
Antonello Cirulli and Patrick Walker, authors of the December 2023 study “Outperforming Equal Weighting,” examined whether equally weighted portfolios could be enhanced by avoiding negative exposure to some of the most prominent factor anomalies documented in asset pricing literature.
97 
The Big Picture
APRIL 6, 2023
RWM runs over $3 billion in client assets. Our core portfolios are built from mutual funds and ETFs – we are not individual stock pickers. We own individual stocks that are in our portfolio mutual funds. Is that a thing in March 2023? Active portfolio management strategy? Really, Covid 19 uncertainties ?
NAIFA Advisor Today
OCTOBER 10, 2024
New NAIFA member, Alexander Flecker, CFP, CIMA , Head of Distribution at Measured Risk Portfolios , shares insights into his journey in the financial services industry and the firm's rapid growth since joining in mid-2023.
98 
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. Her job is portfolio and product solutions and that means she could go anywhere in the world and do anything. Elizabeth Burton : Hi Barry.
147 
The Big Picture
MARCH 3, 2023
My portfolio was tiny; I had no 401k, and my wife’s 403(b), with less than a decade’s worth of contributions, was barely 5-figures. 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.
336 
The Big Picture
MAY 5, 2023
From the perspective of an asset management and financial planning firm, the challenge is getting people to ignore the day-to-day noise in favor of thinking about where prices will be a decade hence. Yesterday (May 4) it looked like this the odds of a pause were over 98.9%
363 
Nerd's Eye View
JUNE 28, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent study found that at a time when the number of SEC-registered broker-dealers and their registered representatives is declining, the number of SEC-registered RIAs, their assets under management, and the number of (..)
The Big Picture
MAY 9, 2023
He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He co-chairs a number of the asset management investment committees. trillion in assets under supervision. JULIAN SALISBURY, CHIEF INVESTMENT OFFICER OF ASSET AND WEALTH MANAGEMENT, GOLDMAN SACHS: Thanks, Barry. And I think you will also.
299 
Good Financial Cents
FEBRUARY 16, 2023
Most people have an investment portfolio that consists of stocks, bonds and maybe real estate. However, there are many other asset classes that should be considered too. Alternative assets refers to non-traditional investments , such as artwork, farmland and even precious metals. trillion asset class.
84 
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. So what does all this mean for today’s investor as we head into 2023. S&P 500 2 Years. The good news is that you have choices. 60-40 is reborn.
The Big Picture
DECEMBER 12, 2022
Yet the fundamental math of bond returns bodes well for 2023, our columnist says. ( Has private equity avoided the asset-price crash? Blackstone is the world’s largest owner of commercial real estate globally with a $565 billion portfolio and $319 billion in investor capital. New York Times ). • Economist ).
306 
Random Roger's Retirement Planning
JUNE 27, 2024
Taylor Pearson and Jason Buck from Mutiny Funds and managers of The Cockroach Portfolio had a short podcast about sequences of returns that is worth listening to. I'm sure I project that onto client portfolios. Luck can trickle into portfolio results in a bunch of different ways. It's an interesting thought exercise.
95 
Abnormal Returns
MAY 14, 2023
businesswire.com) Top clicks this week What's the best asset to hold during a recession? morningstar.com) The 60/40 portfolio is flawed, but you need an alternative. humbledollar.com) Some lessons from the 2023 Berkshire Hathaway ($BRK.A) financialmechanic.com) Concentrated portfolios come with a lot of psychological stress.
162 
Abnormal Returns
JANUARY 3, 2023
Markets How major asset classes performed in December 2022. capitalspectator.com) 2022 was the third worst year for the 60/40 portfolio. feld.com) 2023 is going to be a year or reckoning for the startup space. awealthofcommonsense.com) The Dow lead the major indices in 2022. axios.com) U.S.
242 
The Big Picture
FEBRUARY 7, 2024
To find out more, I speak with Jeremy Schwartz, Global Chief Investment Officer of WisdomTree, leading the firm’s investment strategy team in the construction of equity Indexes, quantitative active strategies and multi-asset Model Portfolios. Present value of future cash flows, any asset is present value of future cash flows.
296 
Random Roger's Retirement Planning
APRIL 19, 2024
The basic summary is that they blended together a bunch of asset classes, of which only gold had negative correlation to US large cap, and that blend lagged in 2023. Also, 2023 it noteworthy. Both portfolios have higher standard deviations than the Trinity Replication but much higher returns. We say that repeatedly here.
93
Expert insights. Personalized for you.
We have resent the email to
Are you sure you want to cancel your subscriptions?
Let's personalize your content