The Big Picture

MAY 8, 2024

. ~~~ About this week’s guest: Andrew Slimmon is Managing Director at Morgan Stanley Investment Management, and leads the Applied Equity Advisors team; he serves as Senior Portfolio Manager for all long equity strategies. Concentrated portfolios are the opposite of bropad market indexes or funds and ETFs.

Portfolio 147

Portfolio Portfolio Management Management Numbers 147

Carson Wealth

JANUARY 28, 2025

Like portfolio management, there is a spectrum of risk appetite, and you need to consider where you are comfortable. 1] [link] The information in this article is provided by CWM, LLC. The post Philanthropic Risk Management: Ensuring Effective and Compliant Giving appeared first on Carson Wealth.

Risk Management 52

Risk Management Management Nonprofit Compliance 52

David Nelson

JULY 25, 2022

Normally, as an analyst and on the line portfolio manager I would be diving into the merits of the bill pointing out its strengths, weaknesses and whether it could achieve its intended goal. The article points out trades ranging from $1 – $5 Million from June 2021 – June 2022.

Compliance 98

Compliance Portfolio Management Management Manufacturing 98

Diamond Consultants

FEBRUARY 11, 2025

For the purpose of this article, we will refer to all of these as Supported RIAs. Typically, the platform firm provides compliance oversight and access to a wide range of technology providers and investment options, including the option for an advisor to operate as a portfolio manager.

Compliance 52

Compliance Clients Management Investing 52

Darrow Wealth Management

FEBRUARY 9, 2025

If you’re not working with a financial advisor , seriously consider your appetite for ongoing portfolio management, fund analysis, rebalancing, etc. This article should not be misinterpreted as personalized advice or a recommendation for any specific investment product, strategy, or financial decision.

Retirement 67

Retirement Asset Allocation Taxes Portfolio 67

Random Roger's Retirement Planning

FEBRUARY 25, 2023

I am less interested in the sensational numbers they are throwing around than a couple of smaller observations in the article. Some number of the survey respondents were portfolio managers and 10% said they don't plan on ever retiring. Well, then. If 4% only gets you $19,000 then yeah, that's a much bigger issue.

Retirement 98

Retirement Numbers Portfolio Portfolio Management 98

Validea

AUGUST 23, 2023

Look back to how computers changed the industry in the 1980s, posits an article in Morningstar. Back then, computers offered more information to portfolio managers, gave financial advisors software to manage their business, and provided researchers with better analytics. How will AI affect those three industry roles?

Investing 52

Investing Investments Portfolio Management Financial Advisor 52

Validea

FEBRUARY 17, 2023

One key factor that goes into that planning is where the gross domestic product (GDP) is headed, but whether or not those predictions are accurate is a big question asked by an article in Barron’s. to 3.4%, when the actual GDP change was -2.6%, the article details. Meanwhile, the current outlook for 2023 is a 0.5%

Portfolio Management 59

Portfolio Management Budgeting Economics Portfolio 59

Validea

OCTOBER 25, 2022

Determining if a manager produced high returns thanks to their expertise or because of luck is a key piece of information for investors who are selecting which firm to give their money to, and Essentia Analytics purports to have found a way to figure that out, reports an article in Institutional Investor.

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

Validea

MARCH 31, 2023

Research has shown that funds whose managers invest in them do better than their peers, according to an article in Barron’s. Case in point: the American Century Small Cap Value fund, in which co-managers Ryan Cope and Jeff John are also investors, a top-performing fund.

Management 59

Management Investing Investments Portfolio Management 59

Validea

JANUARY 9, 2023

Veteran portfolio manager Bill Miller, founder of Miller Value Partners and manager of the firm’s Miller Opportunity Trust and the Miller Income funds, retired at the end of 2022, reports an article in CityWire.

Retirement 59

Retirement Management Portfolio Management Portfolio 59

Validea

AUGUST 26, 2022

His firm has begun restructuring portfolios in order to jump on the burgeoning opportunities in the current market, reports an article in Financial Standard. Meanwhile, John Lobb, portfolio manager at Insync, told the outlet that many investors are focused on the negative news cycle instead of looking at where the opportunities are.

Investing 59

Investing Investments Valuation Portfolio Management 59

Validea

AUGUST 5, 2022

Junk bonds—high-yield debt from riskier companies that are rated below BB by Standard & Poor’s—could provide a solid source of dividend yield and capital appreciation, and investors should consider holding them in their portfolios, contends an article in MarketWatch. in a recent note, according to the article.

Portfolio Management 59

Portfolio Management Portfolio Banking Management 59

Random Roger's Retirement Planning

OCTOBER 29, 2023

This post looks at several interesting articles in the current Barron's. Normal 0 false false false EN-US X-NONE X-NONE A quick hit article on HSAs which have evolved to be more of a mainstream type of health insurance offered now as a benefit to employees. Here is an interesting quote from the first Barron’s article.

Insurance 96

Insurance Clients Math Portfolio 96

The Irrelevant Investor

JANUARY 31, 2021

Articles I’ve been waiting for the day when being a failed mid-50’s former portfolio manager would come in handy! (By

Startup 52

Startup Portfolio Management Portfolio Management 52

Advisor Perspectives

OCTOBER 31, 2023

In this article, Portfolio Managers Jonathan Curtis and Ryan Biggs share their insights on where they see opportunities in digital transformation and how they are thinking about the relative attractiveness of public and private company investment opportunities.

Portfolio Management 40

Portfolio Management Portfolio Management Investing 40

Validea

JUNE 27, 2023

In an article from Royce Investment Partners , portfolio managers Jim Stoeffel, Brendan Hartman, Jim Harvey, and Kavitha Venkatraman shared where they believe the best opportunities for long-term investments in small-caps are. The post The Best Small-Cap Opportunities appeared first on Validea's Guru Investor Blog.

Manufacturing 52

Manufacturing Portfolio Management Valuation Retail 52

The Irrelevant Investor

NOVEMBER 30, 2018

The first edition of the Journal of Portfolio Management opened with an article from its founder and editor, the great Peter Bernstein. What makes this worthy of a place on the Mount Rushmore of financial articles is because of how it influenced one of its readers, Jack Bogle.

Portfolio Management 52

Portfolio Management Portfolio Government Management 52

The Irrelevant Investor

OCTOBER 7, 2018

Articles It’s not without precedent that the stock market can go long stretches in the absence of an enormous market crash. By Ben Carlson Investors then received 40% of their investment in pepper, before finally receiving a 30% dividend in nutmeg. By Jamie Catherwood The big culprit on the year is systematic value investing.

Portfolio Management 52

Portfolio Management Investments Investing Portfolio 52

Harness Wealth

JANUARY 29, 2025

As a strategy, tax-loss harvesting is most effective for disciplined portfolio managers who carefully monitor portfolio performance and strategically reinvest in similar but not identical assets. This article should not be considered tax or legal advice and is provided for informational purposes only.

Taxes 52

Taxes Assets Sales Portfolio 52

Validea

JULY 19, 2023

Jack Bogle, the founder of Vanguard, was most well-known for popularizing three principles: 1) on the whole, funds keep with the indexes until their costs are paid, then they lag behind; 2) given the unpredictability of fund returns, don’t bother trying to pick winners; and 3) long-term success is more likely due to lower costs than managers’ skill.

Portfolio Management 52

Portfolio Management Management Accounting Investing 52

Validea

JULY 19, 2023

Jack Bogle, the founder of Vanguard, was most well-known for popularizing three principles: 1) on the whole, funds keep with the indexes until their costs are paid, then they lag behind; 2) given the unpredictability of fund returns, don’t bother trying to pick winners; and 3) long-term success is more likely due to lower costs than managers’ skill.

Portfolio Management 52

Portfolio Management Management Accounting Investing 52

Validea

OCTOBER 17, 2022

MercadoLibre, known as “the Amazon of Latin America,” may provide a choice buying opportunity after its 52% decline from its peak, contends an article in CityWireUSA’s Fix the Future column. Quick Links Validea Special Discount Offer Top Value Stocks in Today’s Market Screen for Stocks Using Peter Lynch’s GARP Method.

Portfolio Management 59

Portfolio Management Valuation Management Portfolio 59

Brown Advisory

AUGUST 9, 2021

2020 Global Leaders Impact Report ajackson Mon, 08/09/2021 - 09:43 Download the Report A Letter of Introduction From The Portfolio Managers We are pleased to introduce our new Impact Report which reflects our activity and progress throughout 2020. and Brown Advisory Trust Company of Delaware, LLC.

Portfolio Management 52

Portfolio Management Portfolio Risk Management Investments 52

Brown Advisory

AUGUST 9, 2021

A Letter of Introduction From The Portfolio Managers. . The report reviews how we seek to use ESG research in our investment process, and how we seek companies with what we call Sustainable Business Advantage drivers (“SBA drivers”) and strong ESG risk management. Portfolio Manager . . Mon, 08/09/2021 - 09:43.

Portfolio Management 52

Portfolio Management Portfolio Risk Management Investments 52

Trade Brains

JUNE 11, 2023

In this article on best dividend stocks under Rs 50, we are going to discuss the top 5 best dividend stocks under Rs 50, so without any further delay let’s get started. Best Dividend Stocks Under Rs 50 In this article, we will look into the best dividend stocks under Rs 50 from all sectors. CMP (in Rs.) 34 Market Cap (Cr) Rs 6,650.06

Banking 97

Banking Government Financial Services Insurance 97

Brown Advisory

JUNE 17, 2022

2021 Global Leaders Impact Report mhannan Fri, 06/17/2022 - 11:06 Download the Report A Letter of Introduction From The Portfolio Managers Our 2021 report combines our thinking across many ESG topics alongside articles on low carbon investing and how looking after one’s customer is tied to ESG.

Portfolio Management 52

Portfolio Management Portfolio Management Government 52

Brown Advisory

JUNE 17, 2022

A Letter of Introduction From The Portfolio Managers. Our 2021 report combines our thinking across many ESG topics alongside articles on low carbon investing and how looking after one’s customer is tied to ESG. Portfolio Manager. Portfolio Manager. . . . . . . . Fri, 06/17/2022 - 11:06.

Portfolio Management 52

Portfolio Management Portfolio Management Government 52

Trade Brains

JANUARY 26, 2024

In this article, we shall learn about the best midcap stocks with high net profit margins, their financials, and the company overview. Operating Margin 50.37% PAT Margin 45.43% Conclusion As we conclude the article “Best Midcap Stocks with High Net Profit Margin,” it is to be noted that investing solely based on NPM is not enough.

Retail 105

Retail Accounting Assets Management 105

Random Roger's Retirement Planning

AUGUST 17, 2023

A couple of different articles that I think can weave together for a blog post. The title tells you the author's conclusion, Why Your Portfolio Should Hold Way More Than 30 Stocks. The first one was in Barron's, it was a quick read studying diversification. There are countless opinions about how to diversify; a lot of stocks or not.

Numbers 75

Numbers Portfolio Math Portfolio Management 75

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. Cited Research Articles. ZipRecruiter.

Banking 96

Banking Budgeting Portfolio Management Recruitment 96

Clever Girl Finance

SEPTEMBER 11, 2023

Articles related to the best investing websites Pick the best investing website for you and get started! In this article, we’ll focus more on the best websites that make it simple to start investing and then grow your financial knowledge. It has a wealth of educational articles, recommendations, and news about current market events.

Investing 98

Investing Investments Education Accounting 98

Trade Brains

NOVEMBER 4, 2023

In this article on the 10 best Algo trading Software in India, we shall explore the Algo trading platforms available in India. Concluding views on the algo trading in India will wind up the article at the end. In addition to this, it offers other services such as portfolio management, consultancy, etc.

Assets 111

Assets Planning Financial Market Retail 111

The Big Picture

JANUARY 21, 2025

Jonathan Clements : Yeah, when I was at Forbes after this initial spell as a fact checker, I was given the mutual funds beat and the core article as the mutual funds reporter for Forbes Magazine. And subsequently, when I covered mutual funds for the journal, was the star manager profile. And it was very formulaic.

Investing 147

Investing Investments Management Retirement 147

Validea

AUGUST 12, 2022

In an article for Morningstar , John Rekenthaler offers 5 red flags that investors should be on the lookout for, as they could signal an investment is really a speculation in disguise: “No track record.” Additionally, Rekenthaler advises not listening to portfolio managers who claim that “this time will be different.”

Retail 59

Retail Portfolio Management Investing Investments 59

FMG

AUGUST 4, 2022

At the end of 2021, I “retired” after 33 years in the investment management industry, the last nearly 22 of them at Eaton Vance in Boston, where I served as a global equity portfolio manager and Director of Equity Strategy Implementation. What has been your thought process when running it?

Financial Advisor 98

Financial Advisor Clients Media Retirement 98

The Big Picture

DECEMBER 19, 2023

There are about 13 different portfolio managers each focused on a different sub-sector. I remember walking into his living room on Saturday mornings and there’d be newspapers and research reports and articles all over his living room. You have 13 portfolio managers plus including you and Carl. No, no overlap.

Healthcare 162

Healthcare Portfolio Management Investing 162