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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.
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.
mrzepczynski.blogspot.com) Catastrophe bonds as portfolio diversifier. (ft.com) Research Does it matter what time zone your stocks trade in? insights.finominal.com) How macroeconomic announcements affect fixed income markets. morningstar.com) Not every ESG measure moves in the same direction, return-wise. papers.ssrn.com) Bitcoin is volatile.
Strategy There's a good chance you need to rebalance your portfolio. morningstar.com) Bonds outperform bills leading up to a Fed rate cut. carsongroup.com) Apple What's going on with Apple's ($AAPL) Vision Pro? om.co) Apple ($AAPL) is adding a new Stolen Device Protection setting.
Top clicks this week Three assets that don't diversify your portfolio as well as you think. awealthofcommonsense.com) Risk-on assets have failed to outperform in 2024. morningstar.com) The problematic math of passing down generational wealth. blogs.cfainstitute.org) International diversification requires a long time horizon.
BlackRock, Fidelity Investments, Franklin Templeton and State Street will collaborate with the technology provider more than ever before to personalize creation of investment portfolios.
abnormalreturns.com) Top clicks this week Seven reasons you may want to venture away from the market portfolio. humbledollar.com) Rebalance your portfolio to tame risk, not to increase returns. riabiz.com) Asset managers are seeing falling profitability. (abnormalreturns.com) A lifetime subscription is anything but.
Asset allocaiton Is regret a better measure to target for portfolio allocations? blogs.cfainstitute.org) Why asset allocation is sensitive to goals and assumptions. blogs.cfainstitute.org) Some evidence that it is possible to measure portfolio manager decision making.
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.
APPLE EMBED At The Money: Concentrated Portfolios: Andrew Slimmon, Morgan Stanley (May 8, 2024) Are your expensive active mutual funds and ETFs actually active? AndrewToday, we discuss the advantages of concentrated portfolios. Concentrated portfolios are the opposite of bropad market indexes or funds and ETFs.
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! –
Every document that considers the facts around any particular asset class will invariably include that disclaimer, but constructing a portfolio consisting of a mix of equities, fixed income, and other assets requires investors and advicers to make some fundamental assumptions around long-term expected returns and correlations between assets.
As a result, advicers have more options than ever to add value for their clients by tailoring investment portfolios that are specific to their unique needs, goals, and risk tolerance. As a result, this macroeconomic and market uncertainty has ostensibly driven a preference for overweighting higher-quality companies in investment portfolios.
Investors should be considering capturing some of that yield in their portfolios. We’re going to discuss how these changes are likely to affect your portfolios and what you should do about it. The Fed was worried that the psyche of investors was to stay away from Riskier assets like home prices or equities.
institutionalinvestor.com) Alternative assets The institutionalization of alternative assets has backfired for most investors. investmentecosystem.com) The dispersion in private equity portfolio returns is not unexpected. alphaarchitect.com) Why portfolio managers shift styles. aswathdamodaran.blogspot.com)
wsj.com) How major asset classes performed in January 2024. allstarcharts.com) Four steps to build a no-fuss portfolio including eliminating redundant accounts. (blairbellecurve.com) Why investors are pulling money from TIPS ETFs. ft.com) What happens when you stop focusing on the stock market.
What is in your control : Your Portfolio : You want to create something robust enough to withstand drawdowns and recessions; not necessarily the best possible set of assets but the ones you can live with day in and day out. This includes a broad Asset Allocation including full Diversification of asset classes, geographies, etc.
blog.validea.com) Some behavioral hacks to prevent you from blowing up your portfolio. 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.
mrzepczynski.blogspot.com) How various asset classes performed during a recession. theirrelevantinvestor.com) How many assets do you really need in your portfolio? (morningstar.com) On the dangers of the hot new theory. morningstar.com) Don't wait.
advisorperspectives.com) Research Larry Swedroe, "Diversification means accepting the fact that parts of your portfolio may behave entirely differently than the portfolio itself." alphaarchitect.com) Is asset demand becoming less sensitive to interest rates? Get used to it.
Asset managers continue to launch investment products that resonate with advisors. But what assets work best in the space, and how to deploy them into client portfolios, remains up for debate.
We discuss his career in machine learning, from Amazon’s recommendation engine to using AI to manage portfolios. The firm applies machine learning to a four step process of data assembly, Prediction Engine, Portfolio Construction, and Execution. You can find all of our earlier podcasts on your favorite platforms here.
Factor investing Portfolio construction matters when it comes to factor investing. morganstanley.com) How much do valuations matter for multi-asset investing? insights.finominal.com) Does machine learning improve on factor investing? alphaarchitect.com) Research Managed futures returns are lumpy.
hamiltonlane.com) Portfolio managers love to shift blame for underperforming assets. papers.ssrn.com) Convenience yield, or why collectibles should have a lower return than traditional financial assets. (bloomberg.com) Research Passive investing is making markets less efficient, but. papers.ssrn.com)
allocatesmartly.com) Alternatives How to think about crypto's role in a portfolio. blogs.cfainstitute.org) Asset pricing Procyclical stocks earn higher returns. papers.ssrn.com) Volume matters for portfolio implementation. (insights.finominal.com) Should tactical strategies trade on the last day of the month?
Portfolio management Fund investors prefer managers who stick to their knitting. papers.ssrn.com) Why portfolio managers invest more research into short positions. alphaarchitect.com) How many assets is too many when it comes to trend following? priceactionlab.com) What's the evidence for the R&D factor?
This week, we speak with Kenneth Tropin, chairman and founder of Graham Capital Management , a multi-strategy quantitative hedge fund with $18 billion in assets under management. The fund has flourished, and evolved multiple quantitative strategies, now running 19 separate portfolios across a variety of asset classes.
msn.com) How JP Morgan Asset Management is rolling out AI tools for its analysts and PMs. libertystreeteconomics.newyorkfed.org) Portfolio managers Why portfolio managers get fired. morningstar.com) The case for overlaying managed futures to an equity portfolio. klementoninvesting.substack.com) Why conglomerates fail.
moontower.substack.com) The best uncorrelated asset in a downturn is mindset. thewaiterspad.com) Are we building portfolios the wrong way? (physicianonfire.com) Five reasons for optimism, including 'expected returns are rising.' humbledollar.com) Why you should spend as little time on investing as possible.
From advisors who earn commissions from the sales of financial products to fee-only investment advisors who charge based on client assets under management, the value advisors provide to their clients has often been centered on investment management.
Especially if we’re referring to the past performance of a particular investment strategy, portfolio manager, mutual fund or individual stock. But past performance of asset classes should be well understood. Of course it isn’t. Things change. Stocks have been th.
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. We discuss how her career evolved from an economist covering PPI at BLS to an analyst at Morningstar to a portfolio manager to CIO.
Mark is the Chief Investment Officer of Noble Wealth Management, an RIA based in Greenwood Village, Colorado, that oversees $320 million in assets under management for 160 client households. Read More.
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. Her job is portfolio and product solutions and that means she could go anywhere in the world and do anything. Elizabeth Burton : Hi Barry.
Asset allocation Bonds have some yield now, but that doesn't mean they are the best portfolio diversifier. man.com) Risk parity is a solution in search of a problem. rogersplanning.blogspot.com) Crowding How crowding affects active investment returns. alphaarchitect.com) How fund flows can drive stock returns.
Previously, he was chief investment officer and chief information officer, overseeing the company’s internally managed stock, bond, and money market portfolios as well as its investment research and methodology. Vanguard is one of the world’s largest investment management companies, with over $7 trillion in assets under management.
This week, we speak with Cathy Marcus , co-chief executive officer and global chief operating officer of PGIM Real Estate , which manages over $200 billion in assets. She 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.
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study has found that consumers are increasingly likely to spread their portfolios across a range of asset managers, and that this trend is particularly pronounced amongst more affluent clients (e.g.,
Our previous discussions (debates really) were over the traditional model of brokerage I push back against versus the fee-based fiduciary asset management I embrace. This made me chuckle, as we had discussed this level of unsuitable and inappropriate asset management for years, with me offering an endless parade of examples.
morningstar.com) Alternative assets are not all that alternative. wired.com) Asset allocation How various asset classes performed during a recession. morningstar.com) Achieving these three portfolio goals simultaneously is tough. Alternatives Private market access funds are all the rage.
What’s obvious is that cheaper is better than more expensive; that there are inherent costs in managing an active portfolio that include more than just trading and taxes but research, analysis, PMs, etc. But that is not the same as becoming one of the most dominant asset managers in the world. Concentrated portfolio risk.
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. So too does the impact of the infamous daily latte.
He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He co-chairs a number of the asset management investment committees. trillion in assets under supervision. JULIAN SALISBURY, CHIEF INVESTMENT OFFICER OF ASSET AND WEALTH MANAGEMENT, GOLDMAN SACHS: Thanks, Barry. And I think you will also.
mrzepczynski.blogspot.com) There's not much to see in tactical asset allocation ETF performance. evidenceinvestor.com) Customized portfolios are by definition more concentrated. (alphaarchitect.com) Why does trend following work better in a high inflation regime?
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