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.

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Government Asset Allocation Wealth Management Assets 246

The Big Picture

NOVEMBER 15, 2023

The problem is those behaviors are so destructive to a portfolio. 1 We ignore the reality of human behavior, including the need for some thrills and excitement, at the peril of our portfolios. Understanding these basics will at least give you some guidance as to when your behavior is putting your assets at risk. We all are! –

Investments 344

Investments Investing Portfolio Economics 344

The Big Picture

SEPTEMBER 16, 2023

This week, we speak with Elizabeth Burton , managing director and client investment strategist at Goldman Sachs Asset Management. She advises institutional clients on investment strategies and portfolio objectives, working alongside global client advisers and product strategists across public and private markets.

Assets 306

Assets Management Asset Allocation Risk Management 306

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.

Assets 245

Assets Clients Portfolio Asset Allocation 245

Wealth Management

JUNE 28, 2024

Jon Adams, CIO of Calamos Wealth Management, a $3.75B RIA, speaks on how the firm's roots in asset management inform its approach to investment selection.

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The Big Picture

NOVEMBER 15, 2024

He is the portfolio manager of the Return Stacked ETF Suite, manging 800 million in ETF assets. Corey is an active researcher and his work has been published in the Journal of Indexing and the Journal of Alternative Investments. He is also the host of the popular quantitative investing podcast Flirting with Models.

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Portfolio Management Economics Portfolio Assets 316

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.

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Wealth Management Asset Allocation Management Retail 272

The Big Picture

NOVEMBER 26, 2024

Full transcript below. ~~~ About this week’s guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. His firm runs over $10 billion in client crypto assets. I know ETFs today are the apple pie of investing. Are you crypto-curious?

Investments 147

Investments Investing Assets Retail 147

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 258

Wealth Management Management Asset Allocation Portfolio 258

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 261

Wealth Management Asset Allocation Management Retail 261

Wealth Management

JUNE 21, 2024

The investment manager has added eight new fixed-income and multi-asset SMAs for advisors to use in client portfolios.

Investments 253

Investments Investing Portfolio Assets 253

Nerd's Eye View

DECEMBER 18, 2024

Maintaining adequate books and records is a cornerstone of compliance for all investment advisers. To minimize regulatory concerns regarding the reasonableness of advisory fees, firms can establish internal standards for service-related recordkeeping.

Financial Planning 246

Financial Planning Planning Compliance Advertising 246

Wealth Management

SEPTEMBER 18, 2023

Forum Investment Group's Jay Miller describes how alt investments provide opportunities for average investors to diversify portfolios by accessing asset classes previously limited to institutional investors.

Investments 311

Investments Investing Portfolio Assets 311

Wealth Management

AUGUST 31, 2023

Greater education around alternatives and the need for diversified assets have boosted use — and there is still room to grow.

Portfolio 286

Portfolio Education Clients Investments 286

The Big Picture

FEBRUARY 25, 2025

The transcript from this weeks, MiB: Charley Ellis on Rethinking Investing , is below. Charlie Ellis is just a legend in the world of investing. He was chairman of the Yale’s Endowment Investment Committee and his, not only did he write 21 books, his new book, rethinking Investing, is just a delightful snack.

Investments 162

Investments Investing Management Engineering 162

Wealth Management

JANUARY 6, 2025

Advisors Asset Managements Lance McGray shares insight on dividends, portfolio diversification and implementing preferred stocks in an investment portfolio.

Investments 258

Investments Investing Portfolio Assets 258

Wealth Management

AUGUST 1, 2022

Sales of individual assets were up in the first half of the year, according to MSCI Real Assets. But portfolio transactions are becoming less common.

Assets 231

Assets Investments Investing Sales 231

Wealth Management

JANUARY 16, 2024

After 2022, many declared the 60/40 portfolio dead, but the traditional portfolio mix rebounded in 2023, writes Morningstar. BlackRock’s move into the private infrastructure investment space is part of a broader strategy for the asset manager to diversify from its strength in ETFs, according to FundFire.

Investments 261

Investments Investing Wealth Advisor Portfolio 261

Wealth Management

FEBRUARY 14, 2023

Investments like real estate and other private markets can generally weather difficult market conditions better than their more liquid counterparts and, over the long run, have historically provided higher returns and lower volatility.

Assets 287

Assets Portfolio Investing Investments 287

Wealth Management

APRIL 5, 2024

Gert van der Geer explains how financial advisors can incorporate thematic investments in their client's investment portfolios.

Investments 241

Investments Investing Financial Advisor Assets 241

Nerd's Eye View

NOVEMBER 19, 2024

Anjali is the Founder of FIT Advisors, an RIA based in Torrance, California (but works virtually with clients nationwide) and oversees $65 million in assets under management for 45 client households. My guest on today's podcast is Anjali Jariwala.

Clients 244

Clients Financial Advisor Business Planning Taxes 244

Nerd's Eye View

DECEMBER 11, 2024

Answering it well requires a range of assumptions – from estimating average investment returns to understanding correlations across asset classes. These assumptions are rooted in Capital Market Assumptions (CMAs), which project how different assets might perform in the future. Read More.

Retirement Planning 245

Retirement Planning Retirement Planning Marketing 245

Wealth Management

SEPTEMBER 27, 2022

There’s a limited time in the life cycle of an asset class where it’s financially advantageous to buy in. For self-storage real estate, that time is now—but not for long.

Portfolio 264

Portfolio Investments Investing Assets 264

Abnormal Returns

JUNE 18, 2024

alphaarchitect.com) Secondary PE investments are a necessary part of the system. mrzepczynski.blogspot.com) Catastrophe bonds as portfolio diversifier. (mattober.co) Private equity As alts go, so go pension fund returns. papers.ssrn.com) Comparing the (real) volatility of private equity and private credit. Just how volatile?

Assets 261

Assets Taxes Portfolio Management 261

Wealth Management

JUNE 26, 2024

is expanding further into private-markets investing, striking a new partnership to include the assets alongside traditional ETFs and mutual funds in model portfolios pitched to wealthy US retail clients. (Bloomberg) -- BlackRock Inc. The firm will w

Assets 207

Assets Clients Marketing Marketing 207

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.

Management 230

Management Investments Investing Portfolio Management 230

The Big Picture

FEBRUARY 7, 2024

 At the Money: Stock Picking vs. Value Investing with Jeremy Schwartz, Wisdom Tree. Should value investing be part of that strategy? TRANSCRIPT: Jeremy Schwartz Value Investing Barry Ritholtz : How much you pay for your stocks has a giant impact on how well they perform. What Is value investing?

Investments 296

Investments Investing Valuation Portfolio 296

Wealth Management

AUGUST 2, 2022

Heber Fuger Wendin Investment Advisors, with $8.6 billion in assets, brings to Mariner its client roster of community banks and credit unions.

Portfolio 245

Portfolio Investment Advisor Banking Assets 245

Abnormal Returns

MARCH 4, 2025

Skew Why investors avoid positive-skew investment strategies. rcmalternatives.com) How skew and kurtosis should play a role in portfolio construction. noahpinion.blog) Asset growth High investment has historically led to disappointing future returns. morningstar.com) Research The 2025 Global Investment Yearbook is here.

Math 147

Math Assets Economics Portfolio 147

Wealth Management

FEBRUARY 23, 2024

Brian Andrew, the recently appointed chief investment officer at Merit Financial Advisors, provides a peek inside the $10 billion RIA’s model portfolio.

Assets 247

Assets Financial Advisor Portfolio Investing 247

Nerd's Eye View

SEPTEMBER 17, 2024

Eric is a partner at East Bay Investment Solutions, a firm that provides fractional Chief Investment Officer services based in Charleston, South Carolina, that supports over $6 billion in assets under advisement across 26 advisory firms they serve.

Financial Advisor 244

Financial Advisor Investments Investing Financial Services 244

Nerd's Eye View

MARCH 8, 2023

In the early days of investing, stocks were often evaluated in a vacuum: Investors assessed the plusses and minuses of each company’s stock based on its own merits, with little consideration of the relationship between one stock’s performance and that of the market as a whole.

Investments 242

Investments Investing Portfolio Numbers 242

Wealth Management

JULY 15, 2024

Younger investors are wrong to think all assets are interchangeable. Watches and sneakers can’t compare with a traditional 60/40 portfolio.

Investments 223

Investments Investing Portfolio Assets 223

Abnormal Returns

FEBRUARY 26, 2025

podcasts.apple.com) Investing Targeted apathy as an investment philosophy. 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.

Asset Allocation 162

Asset Allocation Retirement Financial Planning Accounting 162

Nerd's Eye View

DECEMBER 30, 2024

We start with several articles on retirement planning: Why considering a client's retirement time horizon and spending flexibility could lead to more accurate (and often higher) safe withdrawal rates than the simpler "4% rule" Four unique risks retirees face when drawing down their assets, from sequence of returns risk to tax risk, and how financial (..)

Financial Advisor 240

Financial Advisor Insurance Tax Planning Taxes 240

The Big Picture

FEBRUARY 23, 2024

 This week, we speak with Andrew Slimmon , managing director at Morgan Stanley Investment Management , where he leads the Applied Equity Advisors team. He began his career at Morgan Stanley in 1991 as an adviser in private wealth management, and later served as chief investment officer of the Morgan Stanley Trust Co.

Management 200

Management Investments Investing Wealth Management 200

The Big Picture

FEBRUARY 5, 2025

Investors have lots of questions when allocating to this trading asset class, including how much capital do you need? What percentage of your portfolio should be allocated? He learned about alts working under the legendary David Swensen at the Yale University Investments Office. Is this the right investment vehicle for me?

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Taxes Portfolio Management Investing 147