The Big Picture

MARCH 25, 2025

O’Shaughnessy Asset Management, became a leader in direct indexing, eventually was bought by Franklin Templeton, leading him to launch O’Shaughnessy Ventures, O’Shaughnessy Fellowships, infinite Loops podcast, just so many different things. You let your son Patrick take over as CEO of, of Shawnessy Asset Management.

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The Big Picture

JULY 11, 2023

One is we were securitizing the assets in the auto loan and selling them off to other asset managers because we weren’t able to buy them ourselves. Did you guys just say, we really want to be pure investment management? The requirements for asset managers to have a bank were such that it would inhibit us a bit.

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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.

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Trade Brains

NOVEMBER 4, 2023

More specifically, tradetron tech allows the user to trade in multiple asset classes like equities, forex, F&O, etc across multiple exchanges like NSE, NASDAQ, Bitcoin Exchanges, etc. Order management facility to keep track of different orders across multiple asset classes Access to live technical charts to facilitate algo trading.

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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. So, so you’ve held analyst roles and a number of asset managers.

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The Big Picture

FEBRUARY 6, 2024

That led me down that track and really well, I had a software engineering job. Let, 00:04:08 [Speaker Changed] Let’s lead up to that transition software engineer at IBM, then you get your PhD, then research at Siemens, which seems to be more of a technological position than a finance position. I really loved it.

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The Big Picture

DECEMBER 6, 2022

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. What percentage of the assets are in ETFs relative to mutual funds? So fast forward to where we are today, we have over $40 billion in assets under management. BERRUGA: You know, great question.

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The Big Picture

OCTOBER 24, 2022

BARRY RITHOLTZ, BLOOMBERG RADIO HOST: This week on the podcast, I have an extra special guest, Marta Norton is the Chief Investment Officer for Morningstar Investment Management. They advise or directly manage about $250 billion in flying assets. RITHOLTZ: So how do you find your way from economist to analyst to asset manager?

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Brown Advisory

JUNE 3, 2015

The boom in sustainable strategies has made it far easier than even five years ago to construct a sustainable portfolio across asset classes—from stocks to fixed income to compelling private equity alternatives. Today, however, we can boost that to 80% in a balanced portfolio. Across the Asset Spectrum.

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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.

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The Big Picture

DECEMBER 28, 2022

It was a balanced portfolio. The assets were going down year by year by year. The plan was to do an IPO to raise $200 million in new client assets for the funds. RITHOLTZ: So given how successful the mutualization was, why didn’t any other asset managers copy the structure? I’m going to beat the market.

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Brown Advisory

MARCH 2, 2020

We bring different backgrounds and a diversity of thinking to portfolio management. Karina came to investing from an engineering background, while David came to portfolio management from equity research covering the industrials sector. Embrace different perspectives.

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Brown Advisory

MARCH 2, 2020

We bring different backgrounds and a diversity of thinking to portfolio management. Karina came to investing from an engineering background, while David came to portfolio management from equity research covering the industrials sector. Embrace different perspectives.

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The Big Picture

MAY 23, 2023

And now we, you know, we’re just shy of $145 billion of assets on the management across the entire credit curve. Not its asset management, its brokerage piece. It’s got private markets, it’s through the credit curve it has core business engines which are driven by styles. We have two quant engines.

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The Big Picture

NOVEMBER 14, 2023

Eventually leading her to a point where she’s managing quants, running about a hundred billion dollars in assets. And oh, by the way, your compensation’s gonna be tied to assets raised, which is the first time that had ever happened in my life. They are one of the world’s top 20 asset managers.

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Trade Brains

FEBRUARY 19, 2024

Wipro functions in two business lines: iDEAS (Integrated Digital, Engineering, and Application Services), which includes the following service lines: domain and consulting, applications and data, Wipro Engineering, and Wipro Digital. Stock P/E 60.9 RoCE 10.43% Promoter Holdings 31% FII Holdings 31.22% Debt to Equity 0.14 crore folios.

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Trade Brains

FEBRUARY 19, 2024

Wipro functions in two business lines: iDEAS (Integrated Digital, Engineering, and Application Services), which includes the following service lines: domain and consulting, applications and data, Wipro Engineering, and Wipro Digital. Stock P/E 60.9 RoCE 10.43% Promoter Holdings 31% FII Holdings 31.22% Debt to Equity 0.14 crore folios.

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The Big Picture

AUGUST 29, 2023

DAVIS: It’s a long story, but originally I went to school for engineering. Got to school, realized that I wasn’t very good at mechanical drawing, which is a big part of aerospace engineering curriculum. Undergraduate, you get a BS in insurance from Penn State. What led to an interest in insurance?

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The Big Picture

JULY 18, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Tom Wagner, co-founder and portfolio manager at Knighthead Capital. And he had a sizable amount of money under management and hard-closed his vehicle and in his first 14 months, if I remember correctly, his gross return was 120%.

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Brown Advisory

SEPTEMBER 1, 2015

Consumer spending accounts for about 70% of economic activity, so any weakness drags down growth, employment, wage gains and stock prices—the biggest engines of prosperity. By Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy and Priyanka Agnihotri, Equity Research Analyst. Rude Awakening. Dream or Opportunity?

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Trade Brains

FEBRUARY 14, 2023

Professionals (called fund managers) invest these funds and pass on the returns to investors. The asset management company charges a fee in the form of an expense ratio to compensate them. He was associated with UTI AMC (Jul 2006-Sep 2016) as a fund manager, prior to joining IDFC AMC. 1-yr Return 0.14% Expense Ratio 0.44

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The Big Picture

JANUARY 21, 2025

And suddenly you could buy index funds that cover all of the major asset classes. 01:04:39 [Speaker Changed] I think it was the Journal of Portfolio Management. My audio engineer is John Wasserman. That, in fact, that would began life as a research paper. 01:04:41 [Speaker Changed] I think you’re you.

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Trade Brains

DECEMBER 6, 2023

Net Profit Margin 6.44% Operating Profit Margin 10.89% High Promoter Holding Stocks Under Rs 500 #4 – Nippon Life India Asset Management Mutual Fund Sahi Hai! from Management Fees remaining 2.21% from Portfolio Management Fees as per FY23. 13,562 75.21% Nippon Life Asset Management Rs.444.4

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Brown Advisory

APRIL 1, 2015

Although we expressed some worry about the long-term effects of mounting deficits, we concluded that stocks and other assets were not in bubble territory and represented good value despite what we saw as a weak economic recovery. Some might argue that the Fed’s policy could trigger another crisis as asset prices become overly inflated.

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Aleph

JANUARY 21, 2023

Realizing an illiquidity premium is never guaranteed Jan 17, 2023 Investing When Your Time Horizon Is Short [link] If your assets need to spent in 3 years or less on average, don’t own stocks. Space engineers are planning innovative flying machines to explore far-away worlds. Many of the things stated here are wrong.

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Brown Advisory

DECEMBER 2, 2015

We are recommending that clients consider high-yield bonds and other asset classes that can offer the prospect of solid gains that diverge from the path of traditional stocks and bonds. No matter the investment environment, we size up an asset class by focusing on a comparison of potential gains with downside risk.

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Brown Advisory

APRIL 18, 2018

Balancing Act | For Good Measure: How We Value Global Leaders achen Wed, 04/18/2018 - 11:03 Valuation is a critical component of active investment management, yet many investors restrict themselves to a very narrow view of valuation by focusing on simple metrics like the price/earnings (P/E) ratio.

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Brown Advisory

APRIL 18, 2018

Valuation is a critical component of active investment management, yet many investors restrict themselves to a very narrow view of valuation by focusing on simple metrics like the price/earnings (P/E) ratio. In this article, Global Leaders portfolio managers Mick Dillon and Bertie Thomson discuss the dangers of oversimplifying valuation.

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Inside Information

FEBRUARY 1, 2024

The other reaction was an eager embrace by salespeople who wanted to borrow the credibility of these allegedly-impartial calculation engines. All Merrill had asked for was that whatever portfolio the software recommended absolutely must include an allocation to one or more of Merrill’s in-house funds. Is this going to replace us?

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Brown Advisory

OCTOBER 1, 2015

Much has been written about the changing composition of the Chinese economy, from an industrially based engine to more of a consumer-led enterprise. With risks elevated and the outlook clouded, it’s particularly important to stay diversified across asset classes. Changing Consumption. Our Posture.

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The Big Picture

OCTOBER 17, 2023

I want to get into that before we start talking about asset management. And I mean, but it is endemic in the industry because the industry is incentivized to grow assets and hence admitting errors is not something that you want to do on tv. We do have multi-asset strategy called balanced, which we launched in 2014 15.

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Sara Grillo

APRIL 11, 2022

He does not take custody of assets or have discretion. He conducts a two hour session with clients which is intentioned to be a portfolio check up, if you will. After the session, he provides them with a 3-5 page letter containing recommendations which they then implement on their own or hire an investment manager to execute.

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International College of Financial Planning

APRIL 16, 2021

According to the All India Survey on Higher Education (AISHE) 2017-18, management courses both in graduate level as well as post-graduate level attract a large percentage of students every year. Around 76% MBA aspirants have a graduate degree in engineering while there is also about 10-12% students from commerce background.

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The Big Picture

JULY 24, 2023

MIAN: So Stray Reflections is a macro advisory and community that works with portfolio managers, CIOs around the world. I think the China EV, I think BYD would be a key asset to own this decade. Rob Bragg is my audio engineer. Atika Valbrun is our project manager. Tell us a little bit about your research.

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Abnormal Returns

JANUARY 20, 2023

bloomberg.com) Howard Lindzon talks with Pranav Kanade who is the Portfolio Manager of VanEck Digital Assets Alpha Fund. howardlindzon.com) ETFs Barry Ritholtz talks with Jennifer Grancio, the CEO of impact investment group Engine No.

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The Big Picture

MARCH 27, 2023

She is an author and former hedge fund trader, specializing in distressed assets. She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. MIELLE: Well, I mean, it was a fairly new asset class. New asset class for this type of investing as well. RITHOLTZ: Right.

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The Big Picture

SEPTEMBER 26, 2023

I wanna say it’s about $179 billion in client assets. You’ve probably heard some aspects of this from the various interviews I’ve done with Howard Marks talking about the distressed asset fund they set up in 2007. That had mismatched assets. It’s not an asset that other creditors can go after.

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