Indigo Marketing Agency

MARCH 20, 2025

Recession Concerns & Market Volatility: How Financial Advisors Should Communicate With Clients As financial advisors , youre well aware that so far the 2025 financial market has been more unpredictable than a toddler. Right now, your clients dont just need portfolio management; they need perspective.

Communication 69

Communication Financial Advisor Marketing Marketing 69

The Big Picture

FEBRUARY 5, 2025

February 5, 2025) At five trillion dollars, hedge funds have never been more popular — or less hedged. What percentage of your portfolio should be allocated? At the Money: Are Hedge Fund Right For You? Investors have lots of questions when allocating to this trading asset class, including how much capital do you need?

Taxes 147

Taxes Portfolio Management Investing 147

Validea

AUGUST 5, 2022

Three-quarters of high-yield debt and loans won’t mature until after 2025. Though investors could own high-yield ETFs or individual issues, the article advises to instead buy an actively-managed fund with an expert portfolio manager at its helm to navigate you through this “tricky economic environment.”.

Portfolio Management 59

Portfolio Management Portfolio Banking Management 59

Validea

MAY 15, 2023

Matthew Fine started in an entry-level position at Third Avenue Management in 2000 and worked is way up to portfolio manager of their flagship Third Avenue Value fund, overseeing its $900 million since 2017. over 3 and 5 years, respectively.

Distribution 52

Distribution Banking Portfolio Portfolio Management 52

Trade Brains

SEPTEMBER 14, 2024

Fund Management includes managing debt funds and providing portfolio management services. It uses data-driven risk management and credit underwriting processes. lakh crore in funding between Fiscal 2025 and 2027. Net interest margins are expanding due to portfolio growth and the softening cost of funds.

Retail 52

Retail Risk Management Assets Management 52

Brown Advisory

SEPTEMBER 12, 2016

When sizing up a company’s opportunities and risks, portfolio managers vary widely in how they weigh ESG factors. Some portfolio managers use ESG data to find companies that they believe are less harmful than others. The company aims to expand its use of recycled aluminum to 80% by 2025.

Food 52

Food Executive Compensation Portfolio Management Valuation 52

Brown Advisory

SEPTEMBER 12, 2016

When sizing up a company’s opportunities and risks, portfolio managers vary widely in how they weigh ESG factors. Some portfolio managers use ESG data to find companies that they believe are less harmful than others. The company aims to expand its use of recycled aluminum to 80% by 2025.

Food 52

Food Executive Compensation Portfolio Management Valuation 52

The Big Picture

FEBRUARY 12, 2024

I’m the portfolio manager and I’m actually the only portfolio manager. But, but I view my, I i, I enjoy my analyst job as certainly as much as I enjoy the portfolio 00:18:07 [Speaker Changed] Manager job. Where is it gonna come for 2025? Because I view myself as an analyst first.

Management 294

Management Investments Investing Economy 294

Trade Brains

MARCH 8, 2024

With a commitment to providing end-to-end digital financial solutions, the company has also ventured into portfolio management services. Today, Angel One Limited offers a comprehensive digital investment solution, encompassing stock, currency, and commodity broking, margin trading, depository services, and mutual fund distribution.

Planning 59

Planning Financial Services Retail Distribution 59

The Big Picture

MARCH 25, 2025

It was, we wanted to have the absolute best software for the way we managed money. And so we put on a pretty significant developer team that had background in portfolio management. On March 18th, 2025. And there was really nothing off the shelf that suited our needs. This is key. I’ve done that a few times.

Management 147

Management Numbers Investments Investing 147

The Big Picture

JANUARY 21, 2025

I’m hoping I’ll make it through 2025. It’s also why as soon as January one passed this year, that’s why I made them a gift for 2025. 01:04:39 [Speaker Changed] I think it was the Journal of Portfolio Management. But, you know, the cancer is, you know, is it my blood? That’s exactly right.

Investments 147

Investments Investing Management Retirement 147

Brown Advisory

OCTOBER 26, 2021

Our due diligence process is built on Brown Advisory’s small-cap heritage, a solid foundation developed over the 15 years of experience in the space, and implemented by a large team of analysts and portfolio managers. Since SAPIEN’s U.S. Today, despite Edwards’ $66 billion market cap, we see similar prospects.

Manufacturing 52

Manufacturing Investments Investing Communication 52

Carson Wealth

DECEMBER 23, 2024

Yes, worries spiked last week over fears about sticky inflation (which we dont see) and fewer rate cuts next year (which wasnt really a surprise to us just two weeks ago our Global Macro Strategist Sonu Varghese wrote about expecting just 2-3 cuts in 2025). Back in September, eight members projected 2025 policy rates below the median.

Marketing 69

Marketing Marketing Economy Economics 69

The Big Picture

JANUARY 13, 2025

( Bloomberg ) How to Make the Most of the New Super Catch-Ups for 401(k)s : Savers in their early 60s can sock away nearly $35,000 in their 401(k) account for retirement in 2025, thanks to the new super catch-up rules. FT Alphaville ) Just how many ads are there on ad-supported streaming apps, really?

Retirement 130

Retirement Portfolio Management Accounting Assets 130

The Big Picture

FEBRUARY 14, 2025

The Atlantic ) Super Bowl 2025: How the Eagles dominated the Chiefs, Patrick Mahomes : Complete and utter dominance. ESPN ) Be sure to check out our Masters in Business interview this weekend with Christine Phillpotts , Portfolio Manager at Ariel Investments. She manages Ariels Emerging Markets Value strategies.

Economy 147

Economy Wealth Management Portfolio Management Management 147

Carson Wealth

APRIL 14, 2025

A Dash for Cash Instead, the rise in rates is likely due to portfolio managers at hedge funds liquidating positions. Lower growth expectations, or even a recession, should ordinarily lead one to expect the Fed to cut rates (and markets expect five cuts now in 2025).

Economics 65

Economics Marketing Marketing Banking 65

The Big Picture

APRIL 8, 2025

You’re there almost a decade, Lisa Shalett : So, and, and from 2012 to 2025, that’s a huge run. And so when we, you know, kind of came into January of 2025, we were starting to talk to folks about, look at where the dollar is versus virtually every other currency super strong. I do not believe that.

Asset Allocation 147

Asset Allocation Wealth Management Clients Assets 147

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. He worked as a trader. I’d love to say that it was, it was real easy to do.

Assets 147

Assets Insurance Management Investments 147

The Big Picture

FEBRUARY 17, 2025

Not only do the aerial employees, a majority of aerial employees, compensation is tied to stock, it’s also tied to the performance of you, the strategies you’re responsible for managing. And so this is literally an active conversation now as we enter 2025. Like at some point we just need to, to do it.

Investments 147

Investments Investing Economics Management 147

Carson Wealth

JANUARY 21, 2025

As we look ahead to 2025, we know the scars of high inflation in 2022 and the higher interest rates that came with it are still with us. never pointed to recession at any point over the last two years, and its still in strong territory as we start 2025 (in contrast to other popular leading economic indicators).

Marketing 52

Marketing Marketing Economy Economics 52

The Big Picture

JANUARY 12, 2025

Morgans Michael Cembalest Predicts Trump Alchemists Will Prompt a Correction in 2025 : They are going to break something. New York Times ) Be sure to check out our Masters in Business interview this weekend with Brian Hurst , founder and CIO of ClearAlpha , a multi strategy hedge fund managing $1 billion in client assets.

Healthcare 246

Healthcare Government Transportation Portfolio Management 246

The Better Letter

FEBRUARY 28, 2025

He pioneered a portfolio management strategy that became known as the “Yale Model.” ” Over those 36 years, Swensen reimagined endowment investing such that the traditional 60/40 portfolio that had prevailed before him transitioned into a portfolio dominated by exposure to private markets.

Portfolio 65

Portfolio Asset Allocation Investing Investments 65