Nerd's Eye View

SEPTEMBER 12, 2023

Jason is the CEO of Altruist, a relatively new RIA custodian that has quickly grown to serve more than 3,500 advisory firms across the country, making it the 4th-largest independent RIA custodian by firm count.

Financial Advisor 246

Financial Advisor Investing Investments Financial Advice 246

Nerd's Eye View

AUGUST 8, 2023

Lori is the CEO of LVW Advisors, an independent RIA based in Pittsford, New York, that oversees more than $2 billion in assets under management for over 450 small-to-mid-sized institutions and ultra-high-net-worth families. Welcome back to the 345th episode of the Financial Advisor Success Podcast !

Investing 246

Investing Investments Financial Advisor Compensation Planning 246

Validea

DECEMBER 20, 2024

.” Bob breaks down how these complex investment vehicles work, discussing their unique structure where multiple portfolio managers operate independently while sharing infrastructure and risk management resources.

Risk Management 52

Risk Management Portfolio Management Management Economics 52

The Big Picture

JANUARY 13, 2024

Perhaps we’ve all just become economic snowflakes? Marcus 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. Previously, she was Senior Portfolio Manager for PGIM Real Estate’s flagship core equity real estate fund.

Portfolio Management 163

Portfolio Management Economy Economics Portfolio 163

Advisor Perspectives

JANUARY 16, 2024

As we look ahead to the rest of 2024, we’ll explore one strategy that may help advisors weather the storm – real assets. My guest today, Christopher Huemmer, senior client portfolio manager at FlexShares Exchange Traded Funds, will offer insights into how to invest in real assets and ways to get exposure with ETFs.

Assets 59

Assets Portfolio Management Portfolio Economics 59

MarketWatch

MARCH 14, 2023

banks, one in which government bonds would be the “toxic asset” at the center of it all.That’s one of two scenarios being entertained by European global investment manager Eric Sturdza Investments, which managed $1.3 The fund manager couldn’t immediately be reached for further comment.“It All three major U.S.

Government 76

Government Banking Assets Management 76

The Big Picture

AUGUST 16, 2022

The basic concept is when one of these asset classes starts a long move, they tend to go much further and much longer than people typically expect, and you want to capture as much of that move as possible. So different time horizons, different assets. What assets are they in? I don’t know if all our listeners are.

Management 306

Management Assets Risk Management Marketing 306

Brown Advisory

SEPTEMBER 20, 2017

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy achen Wed, 09/20/2017 - 16:43 Over time, the Brown Advisory small-cap growth team, led by Christopher Berrier and George Sakellaris, watched numerous successful investments compound and grow out of their investible universe.

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

Brown Advisory

SEPTEMBER 20, 2017

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy. While this was frustrating at times, it produced a valuable asset – a sizeable library of fully vetted “up cap” growth ideas. While both mid-cap portfolio managers believe their experience gives them an advantage, other factors set them apart as well.

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

The Big Picture

JANUARY 16, 2024

I like as a real estate person, you walk through your assets, you can touch and feel things. Essentially you buy assets. It could be all kinds of assets. And, and it was a way for individual investors to a own assets in a small slice, they could never access themselves. It just wasn’t doing it for me.

Assets 265

Assets Investing Investments Management 265

WiserAdvisor

JULY 7, 2022

Asset management and investment management are often used interchangeably. Understanding the differences between the two is crucial for effective selection, allocation of your funds, and portfolio management. What is asset management? is referred to as asset management.

Management 52

Management Assets Investing Investments 52

The Big Picture

MARCH 7, 2023

 The transcript from this week’s, MiB: Maria Vassalou, Goldman Sachs Asset Management , is below. And that led her to various jobs at Wasserstein Perella McKinsey’s Asset Management Group. And all these questions that I was trying to answer had direct applications to hedge fund strategies and portfolio management.

Assets 174

Assets Management Marketing Marketing 174

Carson Wealth

JANUARY 16, 2024

DOWNLOAD OUR 2024 MARKET OUTLOOK The Macroeconomic Backdrop As we look to the year ahead, our proprietary Leading Economic Index (LEI) indicates even lower odds of a recession than 2023. Our Market Views This economic environment should support solid earnings growth and improved margins, leading to a good year for markets.

Investing 96

Investing Investments Marketing Marketing 96

The Big Picture

MARCH 20, 2024

But today, data is widely available and it’s a key tool you can use to enhance your portfolio returns. Portfolio management was a lot less evidence-based than it is today. To help us unpack all of this and what it means for your portfolio, let’s bring in Jim O’Shaughnessy. Tell us about that.

Investing 163

Investing Investments Portfolio Valuation 163

The Big Picture

SEPTEMBER 3, 2024

All of their portfolio managers not only are substantial investors in each of their funds, but they do a disclosure year that shows each manager by name and how much money they have invested in their own fund. A bachelor’s in economics from Northwestern and then an MBA from University of Chicago. Was that the plan?

Investing 148

Investing Investments Management Valuation 148

Validea

AUGUST 31, 2023

In this episode, we speak with Comgest portfolio manager Alistair Wittet We discuss his approach for building a focused portfolio of high-quality European growth companies and the most important criteria he looks at.

Investing 52

Investing Investments Portfolio Management Valuation 52

Discipline Funds

MARCH 7, 2023

1 It’s interesting in the context of economic growth as we tend to think of economic growth across “cycles” or repeating ups and downs. But one of the great lessons I’ve learned over the course of my career studying financial markets and economics is that these things almost always take longer than we expect.

Economics 74

Economics Government Economy Assets 74

The Big Picture

FEBRUARY 6, 2024

Now I do fundamental side research portfolio management, which I just, 00:08:20 [Speaker Changed] So, so you joined GMO, there’s 60 people, 30 years. So it’s, 00:09:11 [Speaker Changed] You’ve become an enterprise, it’s 10 x what it once was in terms of headcount, it’s much bigger in terms of assets.

Valuation 130

Valuation Investing Investments Assets 130

Brown Advisory

SEPTEMBER 11, 2016

September 2016 Insights on Markets and Investments achen Mon, 09/12/2016 - 01:00 In this issue: Investors Facing Rising Risks Need Solid Defense, Savvy Offense Increasing political and economic risk during the past year has widened the range of possible positive and negative scenarios for financial markets.

Investing 52

Investing Investments Asset Allocation Marketing 52

Brown Advisory

SEPTEMBER 11, 2016

In this issue: Investors Facing Rising Risks Need Solid Defense, Savvy Offense Increasing political and economic risk during the past year has widened the range of possible positive and negative scenarios for financial markets. By Taylor Graff, Head of Asset Allocation Research and Ed Chadwyck-Healey, Head of International Private Clients ?

Investing 52

Investing Investments Asset Allocation Marketing 52

International College of Financial Planning

JULY 10, 2023

Their primary objective is to help clients make informed investment decisions, manage risks, and achieve financial objectives. Investment advisors analyze market trends, assess the client’s economic situation, and develop personalized investment strategies tailored to their goals and risk tolerance.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investments 52

Good Financial Cents

JANUARY 11, 2023

Financial managers are the captains of the financial industry, mapping out the course for a company’s future and guiding them through tough economic times. These individuals are essential to major banks worldwide, devising strategies to maximize assets while ensuring sound financial decisions are being made.

Banking 96

Banking Budgeting Portfolio Management Recruitment 96

International College of Financial Planning

JUNE 14, 2023

It can involve guidance on buying or selling securities, portfolio management, and other relevant financial products. Individuals associated with investment guidance must possess at least two years of experience in financial offerings, securities, funds, or portfolio management.

Investment Advisor 52

Investment Advisor Investments Investing Certification 52

Validea

AUGUST 5, 2022

Rowe Price told MarketWatch , adding that “now is a very attractive time to enter the asset class.” 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

Carson Wealth

JANUARY 2, 2024

The Manufacturing Renaissance is Here Sonu Varghese, VP and Global Macro Strategist I’ve never seen an economic chart like this, especially one related to factory construction. The year 2022 was painful across asset classes (sorry to bring it up!), This is a massively underrated story of what’s happening in the U.S.

Marketing 88

Marketing Marketing Economy Manufacturing 88

The Big Picture

OCTOBER 31, 2023

And so we’ve grown from a very small company with 29 partners back in 1979 to, as you noted, over a trillion dollars of assets and it become very diversified. So fixed income is now a substantial percentage of our assets. Where, 00:06:25 [Speaker Changed] Where were you managing those for in 96? That are all gone.

Management 163

Management Investing Investments Portfolio 163

International College of Financial Planning

MAY 9, 2024

Advanced data analytics, and AI-driven market prediction tools are now at the forefront, helping advisors identify market trends, forecast economic conditions, and tailor investment strategies to meet specific client needs. Such a panoramic financial perspective empowers users to make informed financial decisions.

Investing 52

Investing Investments Investment Advisor Budgeting 52

Brown Advisory

DECEMBER 18, 2017

Investigative Research Process: Receive assignment from a portfolio manager or sector analyst. Our process was developed and refined by the team that manages our Large- Cap Sustainable Growth Strategy—Portfolio Managers Karina Funk and David Powell, and ESG Research Analyst Emily Dwyer.

Portfolio Management 52

Portfolio Management Portfolio Management Clients 52

Brown Advisory

DECEMBER 18, 2017

Investigative Research Process: Receive assignment from a portfolio manager or sector analyst. Our process was developed and refined by the team that manages our Large- Cap Sustainable Growth Strategy—Portfolio Managers Karina Funk and David Powell, and ESG Research Analyst Emily Dwyer. Emily Dwyer.

Portfolio Management 52

Portfolio Management Portfolio Management Clients 52

Brown Advisory

AUGUST 6, 2019

As head of asset allocation research in our Investment Solutions Group, he is responsible for analyzing the relative attractiveness of various asset classes and investment strategies. Technology has also enabled analysts, portfolio managers and traders to improve their productivity.

Investing 52

Investing Investments Clients Portfolio Management 52

Brown Advisory

AUGUST 6, 2019

As head of asset allocation research in our Investment Solutions Group, he is responsible for analyzing the relative attractiveness of various asset classes and investment strategies. Technology has also enabled analysts, portfolio managers and traders to improve their productivity.

Investing 52

Investing Investments Clients Portfolio Management 52

Brown Advisory

DECEMBER 2, 2015

In advising clients over the years, we have seen the value of helping families buy into the longterm orientation essential to successful investing and portfolio management through all market conditions. The “core” allocation is made up of a mix of assets aimed at stability and growth. We cannot control the first two forces.

Taxes 52

Taxes Clients Estate Planning Portfolio 52

Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks achen Thu, 06/01/2017 - 02:47 Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks. Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. Thu, 06/01/2017 - 02:47.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

JUNE 3, 2015

Ahead of the first tightening by the Federal Reserve in nine years, we are shifting into less-traditional assets, anticipating that, at best, U.S. In anticipation of the policy switch, we have reallocated across a wide range of asset classes in an effort to limit risks and seize new opportunities. The Advisory | June 2015.

Valuation 52

Valuation Economy Banking Economics 52

Brown Advisory

DECEMBER 2, 2015

Through conservative, bottom-up analysis, we are taking advantage of current market dynamics to buy attractively priced debt in companies with solid revenues and limited vulnerability to an economic downturn. Debt in well-managed companies positioned to weather an economic slump return nearly three times the 2.3%

Clients 52

Clients Asset Allocation Economics Estate Planning 52

Trade Brains

JUNE 11, 2023

In February 2023, the company received approval from the cabinet committee on economic affairs for the investment of Rs 1,600 crores, for pre-investment activities for its 2,880 MegaWatt Dibang multipurpose project in Arunachal Pradesh. The company has an installation base of approximately 7071.2 MW (Megawatts) from over 24 power plants.

Banking 97

Banking Government Financial Services Insurance 97