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Asset Allocation Assets Management 
The Big Picture
MARCH 28, 2025
Be sure to check out our Masters in Business next week with Lisa Shalett , Chief Investment Officer and head of Global Investment Office for Morgan Stanley Wealth Management , with more than $100 billion in assets under management.
289 
The Big Picture
SEPTEMBER 16, 2023
This week, we speak with Elizabeth Burton , managing director and client investment strategist at Goldman Sachs Asset Management. Previously, she was CIO at the Employees’ Retirement System of the State of Hawaii, and managing director in the quantitative strategies group at the Maryland State Retirement Agency.
306
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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
Wealth Management
SEPTEMBER 30, 2024
Fidelity's Mike Scarsciotti discusses the growing popularity of ETFs, the resurgence of active management and the evolving approaches to asset allocation.
Wealth Management
SEPTEMBER 30, 2024
Fidelity's Mike Scarsciotti discusses the growing popularity of ETFs, the resurgence of active management and the evolving approaches to asset allocation.
Wealth Management
FEBRUARY 11, 2025
Ric Edelman, founder of the Digital Assets Council of Financial Professionals, talks all things Bitcoin.
222 
Wealth Management
SEPTEMBER 30, 2024
Fidelity's Mike Scarsciotti discusses the growing popularity of ETFs, the resurgence of active management and the evolving approaches to asset allocation.
Nerd's Eye View
JANUARY 24, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that while overall financial advisor headcount remains relatively flat, the RIA channel continues to gain share in terms of both headcount (as brokers break away to start their own independent firms and aspiring advisors seek (..)
Wealth Management
NOVEMBER 10, 2022
Asset allocation is one of the most important portfolio decisions for investors. However, advisors who rely solely on asset allocation-based analyses may face inherent blind spots that negatively impact their clients.
130 
Validea
OCTOBER 28, 2024
In this episode, we dive into our conversations with Meb Faber, analyzing some of his most interesting takes on investing and wealth management.
Nerd's Eye View
JANUARY 9, 2025
On the other hand, the term "financial advice" often refers to much more than asset allocation and wealth management. On one hand, a client's willingness to pay an ongoing fee for financial advice suggests that they find the advisor's services worthwhile.
228 
Nerd's Eye View
MARCH 12, 2025
While the gains signal portfolio growth, they also create challenges for ongoing management. Once a portfolio becomes 'locked up', i.e., unable to be managed without triggering capital gains, investors' options become limited. Charitably inclined investors can donate appreciated securities and avoid gains on the sale.
146 
The Big Picture
DECEMBER 30, 2024
He eventually became president of Merrill Lynch Asset Management, leading the division with a value-oriented approach and a focus on long-term fundamentals. He co-authored Investment Analysis and Portfolio Management , now in its fifth edition. Asset allocation determines the rate of return. Never up, never in.
147 
The Big Picture
OCTOBER 22, 2022
This week, we speak with Marta Norton, Chief Investment Officer for Morningstar Investment Management (MIM ). The firm manages or advises on about $250 billion in advisor assets. Norton’s responsibilities include equity, alternative and fixed income research, asset allocation, and portfolio management.
230 
Abnormal Returns
FEBRUARY 26, 2025
tonyisola.com) Age is just one factor when it comes to your asset allocation. ofdollarsanddata.com) Invest time in your life, not in managing your portfolio. (podcasts.apple.com) Investing Targeted apathy as an investment philosophy. mrmoneymustache.com) Why you need to account for your Treasury income on your state taxes.
162 
Abnormal Returns
APRIL 16, 2024
Asset allocaiton Is regret a better measure to target for portfolio allocations? blogs.cfainstitute.org) Why asset allocation is sensitive to goals and assumptions. priceactionlab.com) The case against a cryptocurrency allocation. insights.finominal.com) Global macro hedge funds are mid.
276 
Nerd's Eye View
JANUARY 18, 2023
Many investors are familiar with private equity as an alternative asset class, which is popular with certain high-net-worth and institutional investors as a vehicle for diversification and a source of potentially higher risk-adjusted returns than what is available on the public market.
245 
Abnormal Returns
NOVEMBER 19, 2023
ritholtz.com) What it going to happen to all those assets in money market fund when yields eventually fall? awealthofcommonsense.com) Why asset allocators usually fail when it comes to manager selection. (blog.validea.com) Some behavioral hacks to prevent you from blowing up your portfolio.
303 
Wealth Management
JANUARY 22, 2024
The new platform is meant to help advisors achieve portfolio personalization at scale, and bridge an industry gap between financial planning and asset allocation.
303 
Wealth Management
MAY 19, 2023
Education on key asset allocation strategies is necessary to get clients ready for their golden years.
290 
Abnormal Returns
APRIL 15, 2024
standarddeviationspod.com) Christine Benz and Amy Arnott talk asset allocation and more with Matt Krantz. He is the personal finance and management editor at Investor’s Business Daily. riabiz.com) Why Morgan Stanley's ($MS) wealth management unit is under investigation.
Brown Advisory
SEPTEMBER 6, 2022
Asset Allocation: Developing a Long-Term Investment Strategy for Mission-Driven Organizations. When putting a plan in place, we believe it is critical for any mission-driven organization to develop an effective, long-term asset allocation strategy to manage its endowment assets. Tue, 09/06/2022 - 10:30.
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 
Wealth Management
DECEMBER 11, 2023
Nick Zamparelli, CIO at Sequoia Financial Group, breaks down his asset allocation for the $15 billion RIA’s 50/50 model portfolio.
279 
Abnormal Returns
AUGUST 21, 2023
Asset allocation Asset allocation is not a science. om.co) Hedge funds The battle is on for Sculptor Capital Management ($SCU). obliviousinvestor.com) Diversification reduces the risk of adverse outcomes. barrons.com) Strategy Everyone and everything ends up underperforming at some point.
246 
Wealth Management
MARCH 28, 2023
A look at how financial advisors should go about incorporating hedging in their asset allocations.
264 
Wealth Management
MAY 22, 2023
The search for returns has led clients to ask advisors to put capital into other resources and shifted asset allocations.
264 
Darrow Wealth Management
MARCH 13, 2025
If one stock makes up more than 10% of your overall asset allocation, it’s probably too much. So if you have a large portion of your wealth tied to a single stock, here are six options to manage it. Diversifying Around It: Balancing the portfolio by investing in assets that offset the concentrated position’s risk.
66 
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. mrzepczynski.blogspot.com) Crypto Binance is in crisis management mode. ft.com) Vanguard is launching two new actively managed bond ETFs.
278 
The Big Picture
JUNE 15, 2023
The firm’s release of How America Saves is chock full of data and charts showing how 401k savings have reached all-time highs at Vanguard; I expect other large plan managers like Fidelity and Schwab to be at or near similar levels. VG credits the impact of automatic enrollment/contribution escalation as leading savers to this milestone.
289 
Abnormal Returns
NOVEMBER 16, 2023
Active management Why asset allocators usually fail when it comes to manager selection. investmentecosystem.com) When does conviction turn into arrogance? flyoverstocks.com) Finance The London Stock Exchange Group is 'no longer particularly about London — or about trading stocks.'
264 
Wealth Management
OCTOBER 17, 2023
Monday, November 06, 2023 | 2:00 PM ET
162 
Abnormal Returns
JUNE 27, 2023
behaviouralinvestment.com) Do commodities have a role to play in a long-term, strategic asset allocation? theatlantic.com) Fund management Fund company shares have not been a great bet over the past decade or so. morningstar.com) Stop lumping the 'big three' asset managers together in the same breath.
243 
Meb Faber Research
DECEMBER 5, 2022
Cambria Fund Profile Series – Cambria Asset Allocation ETFs (GAA) (GMOM) (TRTY) Host: Meb Faber is Co-Founder and Chief Investment Officer of Cambria Investment Management. Meb has authored numerous books, whitepapers and blog posts, and is the host of The Meb Faber Show podcast.
Abnormal Returns
NOVEMBER 3, 2023
(joincolossus.com) Rick Ferri talks TIPS and asset allocation with William Bernstein. podcasts.apple.com) Barry Ritholtz talks with Michael Carmen, co-head of private investments at Wellington Management Co. bogleheads.podbean.com) Joe Weisenthal and Tracy Alloway talks with Gerard O'Reilly, co-CEO of Dimensional Fund Advisors.
277 
Nerd's Eye View
JUNE 14, 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 advisory teams tend to have higher assets under management per advisor, serve wealthier clients on average, and have stronger growth than solo advisors, thanks in part to the efficiencies gained from (..)
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. How, how does that lead to a degree, to a focus on investment management? She can go anywhere, do anything.
147 
The Big Picture
MAY 17, 2024
She explains what she is concerned about: “The areas that I worry about are that bottomless pit of “unmarked” assets that have doubled or quadrupled in size and asset allocation… Think about the average teacher or firefighter pension plan – it’s 30% illiquid today versus 5% back in the 2000s.
173 
Truemind Capital
FEBRUARY 8, 2024
Simply, by applying a dynamic asset allocation plan – increase equity allocation when equity gets cheaper and reduce equity allocation when it is expensive compared to historical standards. Many investors do not realize the importance of asset allocation which contributes 80% of the outcome of the overall return.
The Big Picture
MAY 31, 2024
Sherman oversees and administers DoubleLine’s investment management subcommittee; serves as lead portfolio manager for multisector and derivative-based strategies; and is a member of the firm’s executive management and fixed-income asset allocation committees.
189 
Nerd's Eye View
OCTOBER 23, 2024
While the financial advice industry has transformed in many ways over the past several decades, one aspect that has remained relatively constant is the use of the Assets Under Management (AUM) fee model as a common way for many advisors to get paid.
246 
Wealth Management
MAY 17, 2023
The University of Pennsylvania faculty member and Forefront Analytics' CEO Dr. Christopher Geczy joins the show.
130 
Nerd's Eye View
JULY 6, 2022
their views on asset allocation or paying down debt), nonexperts often find them very compelling. This is the core of investment management aikido – instead of fighting the client’s values, an advisor can redirect their energy in as beneficial of a way as possible! Read More.
242 
Abnormal Returns
JULY 26, 2022
alphaarchitect.com) Performance The performance of tactical asset allocation mutual funds has been no great shakes. Inflation Hedging inflation is harder than it looks. insights.factorresearch.com) Can Twitter be used to forecast inflation? morningstar.com) How have multi-factor portfolios performed in practice.
130 
Truemind Capital
JANUARY 22, 2024
Not exactly for the Russia-Ukraine event, but for all the possible events that can puncture the bubble in various asset classes that were created on the back of unlimited and cheap liquidity. The runup in any asset class creates a delusion that the rally will be permanent. Read below to know HOW.
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