The Inside ETFs Podcast: Nancy Davis on Portfolio Management For 2023
Wealth Management
DECEMBER 14, 2022
The portfolio manager for IVOL and BNDD discusses how those funds fit within modern investing portfolios.
2023 Portfolio Portfolio Management 
The Latest In Financial #AdvisorTech (October 2023)
Nerd's Eye View
OCTOBER 2, 2023
Welcome to the October 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!
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Trending Sources
The Most Important Part of Portfolio Management
Random Roger's Retirement Planning
JUNE 14, 2024
It turned out that a 39% allocation since the start of 2023 did the trick. With so much allocated to T-bills, it makes sense that the standard deviations of the barbell portfolios is so much lower. It doesn't get said often enough but really, the most important part of portfolio management is mitigating risk.
Adviser links: financial compassion
Abnormal Returns
AUGUST 14, 2023
humansvsretirement.com) Corey Hoffstein talks with Martin Tarlie, a Portfolio Manager at GMO, about bridging the gap between financial planning and portfolio management. thinkadvisor.com) IRAs IRS Notice 2023-54 answers some important questions for inherited IRAs.
The Latest In Financial #AdvisorTech (July 2023)
Nerd's Eye View
JULY 3, 2023
Welcome to the July 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!
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MiB: Cathy Marcus, Co-CEO, Global COO of PGIM Real Estate
The Big Picture
JANUARY 12, 2024
Finance in 2023 She discusses how from an early age, she was primarily interested in all aspects of real estate, from architecture to investments. She became Senior Portfolio Manager for PGIM Real Estate’s flagship core equity real estate fund. She was named one of Barron’s 100 Most Influential Women in U.S.
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Podcast links: an investing paradox
Abnormal Returns
DECEMBER 1, 2023
washingtonpost.com) Lists The best podcasts of 2023 including “The Big Dig.” newyorker.com) The top podcasts of 2023 via Apple Podcasts, including the Huberman Lab. apple.com) The top podcasts of 2023 via Spotify, including the Joe Rogan Experience. (sixcolors.com) Substack is adding video creation tools.
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Register Now for Future Proof 2023!
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.
Buy This, Sell That? Please Don’t…
The Big Picture
APRIL 6, 2023
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? RWM runs over $3 billion in client assets. Really, Covid 19 uncertainties ?
The Outlook for Growth Stocks in 2023
Wealth Management
MARCH 12, 2023
Watch as Shivani Vohra, Portfolio Manager and Senior Research Analyst, Parnassus Investments, discusses the outlook for growth stocks in 2023 and whether now is a good time to buy.
What Does the Relative Performance of Equal Weight S&P500 Mean?
The Big Picture
APRIL 26, 2023
Desmond loved to ask professional portfolio managers “What percentage of stocks would you expect would be making new highs at the top day of the bull market when the Dow Jones was making its absolute high?” He noted that markets get increasingly narrow by cap size (capitalization) as longer secular bull markets approach their ends.
Weekend Reading For Financial Planners (June 29-30)
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 (..)
10 Tuesday AM Reads
The Big Picture
JULY 18, 2023
Wall Street analysts think companies in the S&P 500 will see earnings per share rise just 1% in 2023, compared with 2022. Wired ) • Here are all the positive environmental stories from 2023 so far We’re going to be regularly updating this page with good news about our planet in an effort to combat climate anxiety.
The Latest Trends in Advisor Technology
Advisor Perspectives
DECEMBER 26, 2023
Advisors are being asked to provide their clients with a full suite of solutions, ranging from estate and tax planning to portfolio management, and everything in between. Clients are increasingly eager to gain access to fully customizable solutions that meet their individual needs.
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10 Weekend Reads
The Big Picture
JANUARY 13, 2024
NOEMA ) • 12 Lessons the Market Taught Investors in 2023 : Market-timing, short-term thinking again cost investors. Previously, she was Senior Portfolio Manager for PGIM Real Estate’s flagship core equity real estate fund. dollar, it would reshape the global economy and geopolitical landscape.
MiB: Jenny Johnson, Franklin Templeton CEO
The Big Picture
JULY 8, 2023
She also led the historic acquisition of Legg Mason in 2020, and Putnam in 2023, with the organization now managing more than $1.5 We also discussed active management versus indexing: “If you are an active manager, your job is to have a diversified portfolio and think about risk-adjusted returns. trillion globally.
Talk Your Book: Strategic Income
A Wealth of Common Sense
NOVEMBER 27, 2023
Today’s Talk Your Book is brought to you by Nuveen: On today’s show, we spoke with Nick Travaglino, Managing Director and Portfolio Manager at Nuveen to discuss the fixed-income market in 2023. On today’s show, we discuss: Will rates be higher for longer or has consensus changed?
MiB: Jenny Johnson, Franklin Templeton CEO
The Big Picture
DECEMBER 30, 2023
She also led the historic acquisition of Legg Mason in 2020, and Putnam in 2023, with the organization now managing more than $1.5 We also discussed active management versus indexing: “If you are an active manager, your job is to have a diversified portfolio and think about risk-adjusted returns. trillion globally.
Market Commentary: Top Charts From 2023 Set the Scene For 2024
Carson Wealth
JANUARY 2, 2024
Some are perhaps unorthodox, but they tell us a lot about 2023 while setting the scene for 2024. Carson’s team provides its top charts that tell the story of 2023, including the four-year presidential cycle, high-tech manufacturing, bond yields, equity style performance, and a certain chipmaker that received a lot of attention.
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Equity Beat: In Consideration of the Macro
Brown Advisory
APRIL 21, 2023
Equity Beat: In Consideration of the Macro mhannan Fri, 04/21/2023 - 10:56 At Brown Advisory, we often describe ourselves as “bottom-up” investors. Our portfolio managers differ in how they incorporate “the macro” into their thinking on portfolio construction, although there are points in common.
10 Sunday Reads
The Big Picture
JANUARY 14, 2024
Washington Post ) • 2023’s billion-dollar disasters list shattered the US record for weather and climate disasters amid Earth’s hottest year on record : The U.S. set an unwelcome record for weather and climate disasters in 2023, with 28 disasters that exceeded more than US$1 billion in damage each.
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The 8 Highest-Paying Jobs in Major Banks for 2023
Good Financial Cents
JANUARY 11, 2023
Because of this crucial role, financial managers command top dollar in big banks. Portfolio Manager. Portfolio Managers are responsible for developing investment strategies, tracking markets, evaluating documents and figures, and creating customer investment plans. Average Salary: $131,710 per year.
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10 Best Algo Trading Software in India 2023 – Top Software List
Trade Brains
NOVEMBER 4, 2023
In addition to this, it offers other services such as portfolio management, consultancy, etc. The latest version uses the Esper engine which operates at a high speed by processing 5 lakh events per second. For example, you can choose day trading, swing trading, etc.
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Episode #497: Ulrike Hoffmann-Burchardi, Tudor Investments – AI, Digital, Data & Disruptive Innovation
Meb Faber Research
AUGUST 30, 2023
Episode #497: Ulrike Hoffmann-Burchardi, Tudor Investments – AI, Digital, Data & Disruptive Innovation Guest: Ulrike Hoffmann-Burchardi is a Portfolio Manager at Tudor Investment Corporation where she oversees a global equity portfolio inside Tudor’s flagship fund focusing on Digital, Data & Disruptive Innovation.
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Q2 2023 Review and economic outlook
SEI
JULY 25, 2023
Jim Solloway, Chief market strategist and senior portfolio manager, and Vivian Estadt, Client service director, present our economic outlook.
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: Schwab CEO says the company has ample liquidity: WSJ
MarketWatch
MARCH 24, 2023
Without having to sell a single security in its portfolio, “there would be a sufficient amount of liquidity right there to cover if 100% of our bank’s deposits ran off,” Bettinger said in the report. Schwab could borrow from the Federal Home Loan Bank, issue certificates of deposit, or collect interest paid on its bond portfolio, he said.
Transcript: Julian Salisbury, GS
The Big Picture
MAY 9, 2023
But what was interesting about that was the quick need to both separate the portfolio between the old stuff and the new stuff, because there were a lot of new investment opportunities. So you’re Chief Investment officer of Asset and Wealth Management. And there was a problem with 168 of them at the end of 2008.
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Market Commentary: Carson Investment Research Looks at the Year Ahead
Carson Wealth
JANUARY 16, 2024
What a strange year we had in 2023. Carson Investment Research took an unpopular contrarian stance in 2023, calling for the expansion to continue and stocks to post solid gains, based simply on what we were seeing in the data. While 2023 was a strong year, solid performance has not historically been a harbinger of market downside.
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10 Wednesday AM Reads
The Big Picture
JULY 19, 2023
BBC ) • ‘The Bear’ and the Need for a Place to Belong : In 2023, a very different character is revealing different truths, and the effect is, if anything, even richer and more meaningful. New York Times ) Be sure to check out our Masters in Business next week with Tom Wagner, Co-Portfolio Manager at Knighthead Capital.
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Episode #507: Thomas George, Grizzle – Disruption at a Reasonable Price
Meb Faber Research
NOVEMBER 8, 2023
Episode #507: Thomas George, Grizzle – Disruption at a Reasonable Price Guest: Thomas George is the President of Grizzle and Portfolio Manager of the DARP ETF. Date Recorded: 10/25/2023 | Run-Time: 50:37 Summary: In today’s episode, Thomas talks about investing in disruption at a reasonable price.
Unwrapping the Good Things That Come in Small (Cap) Packages
Advisor Perspectives
JANUARY 21, 2024
The surge in small-cap stock performance in the final weeks of 2023 may signal a long-awaited turnaround for smaller companies that have lagged large-cap peers for a decade, according to Head of Global Index Portfolio Management Dina Ting.
5 Tips to Build an Investment Portfolio for Retirement
WiserAdvisor
JANUARY 3, 2024
Yet, the path to building a robust investment portfolio for retirement can be an intimidating task. You may ponder where to begin and how to create a portfolio that matches your goals, stands the test of time, and shields you from financial uncertainty. Let’s first understand what these accounts are and how they work.
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President Forrest Bell’s Letter on Kindness & Gratitude for 2023
Bell Investment Advisors
JANUARY 11, 2024
We were also delighted that three babies joined the broader Bell family: Relationship Manager Taylor Bogert welcomed baby Bret, Advisor Tiffany Blaho welcomed baby Neil, and Portfolio Manager Ryan Kelley welcomed baby Emma. We also had an important ending. It is our rallying cry for next year, too.
Mid-Cap ETFs’ Moment
Advisor Perspectives
JANUARY 19, 2023
Dina Ting, our Head of Global Index Portfolio Management, offers her perspective on the allure of multifactor US mid-capitalization strategies for 2023.
Best Midcap Stocks with High Net Profit Margin – Watchlist Gems?
Trade Brains
JANUARY 26, 2024
of its paid-up equity share capital as of March 31, 2023. As of March 31, 2023, Nippon AMC caters to 1.35 As of March 31, 2023, CDSL accounted for 73% of the market share with 8.3+ As of March 31, 2023, the current net worth is Rs 13821.97 in construction as of March 2023. crore folios. crore investor accounts.
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Top Mutual Funds For SIP In 2023
Trade Brains
FEBRUARY 14, 2023
In this article, we’re going to take a look at the Top Mutual Funds For SIP in 2023. The asset management company charges a fee in the form of an expense ratio to compensate them. Let’s take a look at the top mutual funds for SIP in 2023. In Closing In this article, we took a look at some of the top mutual funds for SIP in 2023.
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The Insight: Conversations – This Time Might Be Different with Howard Marks and David Rosenberg
Advisor Perspectives
JUNE 26, 2023
Howard Marks (Co-Chairman) and David Rosenberg (Co-Portfolio Manager, U.S. High Yield, Global High Yield, Global Credit) discuss topics from the June 2023 edition of The Roundup. They consider the evolution of the high yield bond market, investor optimism, and why this time might actually be different in financial markets.
Episode #485: Dan Niles on Big Tech Stocks and the AI Revolution
Meb Faber Research
JUNE 14, 2023
Episode #485: Dan Niles on Big Tech Stocks and the AI Revolution Guest: Dan Niles is the Founder and Portfolio Manager of the Satori Fund, a US focused, technology biased, large capitalization, long-short equity fund.
Global Sustainable Total Return Bond Strategy: Reporting on the impact of our investment decisions 2022
Brown Advisory
AUGUST 3, 2023
Global Sustainable Total Return Bond Strategy: Reporting on the impact of our investment decisions 2022 bgregorio Thu, 08/03/2023 - 09:16 A Letter of Introduction From The Portfolio Managers Our 2022 impact report builds on our commitment to measuring, documenting and communicating the outcomes that our strategy produces for our clients.
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Sustainable Core Fixed Income Strategy: Reporting on the impact of our investment decisions 2022
Brown Advisory
MAY 1, 2023
Sustainable Core Fixed Income Strategy: Reporting on the impact of our investment decisions 2022 ajackson Mon, 05/01/2023 - 12:34 A Letter of Introduction From The Portfolio Managers Our 2022 impact report builds on our commitment to measuring, documenting and communicating the outcomes that our strategy produces for our clients.
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Sustainable Core Fixed Income Strategy: Reporting on the impact of our investment decisions
Brown Advisory
MAY 1, 2023
Sustainable Core Fixed Income Strategy: Reporting on the impact of our investment decisions ajackson Mon, 05/01/2023 - 12:34 A Letter of Introduction From The Portfolio Managers Our 2022 impact report builds on our commitment to measuring, documenting and communicating the outcomes that our strategy produces for our clients.
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2022 Impact Report: Sustainable Core Fixed Income Strategy
Brown Advisory
MAY 1, 2023
2022 Impact Report: Sustainable Core Fixed Income Strategy ajackson Mon, 05/01/2023 - 12:34 A Letter of Introduction From The Portfolio Managers Our 2022 impact report builds on our commitment to measuring, documenting and communicating the outcomes that our strategy produces for our clients.
How Muni-Bond ETFs Help with Tax-Loss Harvesting
Advisor Perspectives
DECEMBER 21, 2023
As 2023 is nearing its end, tax-loss harvesting season is in full swing. Courtney is a muni portfolio manager at Capital Group and the principal investment officer for the firm’s active muni ETF, CGMU. This is often top of mind for advisors and their clients.
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Sustainable Small-Cap Core Strategy: Reporting on the impact of our investment decisions 2022
Brown Advisory
NOVEMBER 10, 2023
Sustainable Small-Cap Core Strategy: Reporting on the impact of our investment decisions 2022 bgregorio Fri, 11/10/2023 - 13:26 Download the Report A Letter of Introduction From The Portfolio Managers Brown Advisory has made a deep commitment to sustainable investing across a wide range of its equity and fixed income strategies.
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