A Wealth of Common Sense

FEBRUARY 16, 2024

Early on in my savings journey I prioritized tax-deferred retirement accounts over all else. I like the ease and simplicity of 401k contributions coming out of my paycheck before it ever even touches my checking account. It’s easy to automate. The set-it-and-forget-it nature of a workplace retirement plan is one of my favorite features.

Portfolio Management 113

Portfolio Management Retirement Planning Portfolio Management 113

Abnormal Returns

OCTOBER 11, 2024

awealthofcommonsense.com) Corey Hoffstein talks with Farouk Jivraj, Portfolio Manager and Head of Alternative Risk Premia at Fidelity Investments’ Asset Management Solutions division. podcasts.apple.com) Barry Ritholtz talks with Vincent Aita, Founder and CIO of Cutter Capital Management.

Math 273

Math Portfolio Management Management Portfolio 273

Abnormal Returns

OCTOBER 10, 2023

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. alphaarchitect.com) Is there a relationship between manager attractiveness and fund performance?

Portfolio Management 264

Portfolio Management Startup Portfolio Management 264

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

The Reformed Broker

NOVEMBER 25, 2022

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.

Portfolio Management 258

Portfolio Management Portfolio Assets Management 258

The Big Picture

JANUARY 12, 2024

 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.

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Startup Portfolio Management Assets Valuation 296

Meb Faber Research

AUGUST 12, 2022

The post Ehren Stanhope, O’Shaughnessy Asset Management – The Great Inflation, Factors, and Stock Returns (The Best Investment Writing Volume 6) appeared first on Meb Faber Research - Stock Market and Investing Blog.

Assets 83

Assets Management Investing Investments 83

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 228

Management Investing Investments Portfolio Management 228

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.

Asset Allocation 187

Asset Allocation Math Portfolio Management Engineering 187

Abnormal Returns

NOVEMBER 30, 2023

demystifyingmarkets.com) Charlie Munger's greatest asset may have been a lifelong friendship. valueandopportunity.com) Fund management DFA's push into ETFs has been more successful than even they expected. etf.com) How much personal trading is too much for a mutual fund portfolio manager?

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Financial Advising Portfolio Management Media Economics 278

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.

Banking 170

Banking Asset Allocation Portfolio Management Engineering 170

Nerd's Eye View

OCTOBER 15, 2024

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. My guest on today's podcast is Mark Asaro.

Retirement 130

Retirement Portfolio Management Investing 130

The Big Picture

DECEMBER 16, 2023

The firm launched in 2019 with around $2 billion in initial assets, and became one of the fastest-growing emerging funds over the past few years. They now manage $7 billion in assets. Previously, he worked as a Portfolio Manager at Citadel Global Equities and as an Analyst at Millennium Management.

Portfolio Management 170

Portfolio Management Portfolio Assets Management 170

The Big Picture

AUGUST 9, 2024

Statman is a member of the advisory board of the Journal of Portfolio Management, the Journal of Wealth Management, the Journal of Retirement, the Journal of Investment Consulting and the Journal of Behavioral and Experimental Finance. His new book is “ A Wealth of Well-Being: A Holistic Approach to Behavioral Finance.”

Financial Advising 170

Financial Advising Wealth Management Portfolio Management Investment Advisor 170

Nerd's Eye View

JUNE 28, 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 at a time when the number of SEC-registered broker-dealers and their registered representatives is declining, the number of SEC-registered RIAs, their assets under management, and the number of (..)

Financial Planner 204

Financial Planner Clients Compliance Numbers 204

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 198

Management Investing Investments Wealth Management 198

A Wealth of Common Sense

AUGUST 26, 2024

Today’s Talk Your Book is sponsored by Calamos Investments: On today’s show, we spoke with Brandon Nelson, Senior Portfolio Manager for Calamos to discuss investing in the small-cap space.

Portfolio Management 71

Portfolio Management Portfolio Assets Investing 71

Advisor Perspectives

DECEMBER 26, 2023

Advisors are being asked to provide their clients with a full suite of solutions, ranging from estate and tax planning to portfolio management, and everything in between. Clients are increasingly eager to gain access to fully customizable solutions that meet their individual needs.

Asset Allocation 105

Asset Allocation Portfolio Management Tax Planning Financial Planning 105

Abnormal Returns

AUGUST 16, 2022

(institutionalinvestor.com) Portfolio management Alpha calculations don't matter if allocators ignore them. blogs.cfainstitute.org) Does adding a trend filter to bonds matter in a portfolio context? klementoninvesting.substack.com) Research Emerging markets act like a big risk-on asset.

Portfolio Management 130

Portfolio Management Portfolio Assets Management 130

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

Abnormal Returns

AUGUST 3, 2023

(advisorperspectives.com) Managed futures are struggling to keep up YTD. etf.com) Portfolio managers won't outperform if they get it wrong about the biggest seven stocks. wggtb.substack.com) Finance The Apple ($AAPL) Card savings account now has more than $10 billion in assets. are struggling.

Financial Advising 244

Financial Advising Portfolio Management Economy Media 244

The Big Picture

JANUARY 26, 2024

This week, we speak with Sarah Kirshbaum Levy , chief executive officer of Betterment , an independent digital investment adviser with $40 billion in assets under management. She discusses how her carrer in media branding and marketing was a perfect background for an online digital asset manager.

Wealth Management 170

Wealth Management Media Portfolio Management Retail 170

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

DECEMBER 9, 2023

Be sure to check out our Masters in Business next week with Michael Rockefeller , Co-Chief Investment Officer and co-founder of Woodline Partners , managing $7 billion in assets. Launched in 2019 with around $2 billion in initial assets, it was one of the fastest-growing emerging funds over the past few years.

Management 193

Management Portfolio Management Investing Investments 193

Abnormal Returns

DECEMBER 15, 2023

youtube.com) Investing Barry Ritholtz talks with Joel Tillinghast, portfolio manager of the Fidelity Low-Priced Stock Fund. ritholtz.com) Christine Benz and Jeff Ptak talk with Ben Inker of GMO about asset allocation and quality investing.

Asset Allocation 147

Asset Allocation Portfolio Management Economy Portfolio 147

A Wealth of Common Sense

FEBRUARY 26, 2024

Today’s Talk Your Book is brought to you by Franklin Templeton: We had Josh Greco, Senior VP and Senior Institutional Portfolio Manager for Franklin Income Investors to discuss Franklin Templeton’s Income Focus ETF.

Asset Allocation 70

Asset Allocation Portfolio Management Investing Investments 70

The Irrelevant Investor

FEBRUARY 25, 2024

Today’s Talk Your Book is brought to you by Franklin Templeton: We had Josh Greco, Senior VP and Senior Institutional Portfolio Manager for Franklin Income Investors to discuss Franklin Templeton’s Income Focus ETF.

Asset Allocation 72

Asset Allocation Investing Investments Portfolio Management 72

The Big Picture

AUGUST 12, 2023

This week, we speak with asset management expert Ted Seides , founder of Capital Allocators. His most recent book is “ Capital Allocators: How the world’s elite money managers lead and invest ;” he is also the host of the popular “ Capital Allocators” podcast , which reached 16 million downloads in June.

Management 245

Management Portfolio Management Portfolio Assets 245

A Wealth of Common Sense

SEPTEMBER 26, 2024

The Roth Man himself, Bill Sweet, joined me on the show this week to discuss questions about taxes in marriage, retirement withdrawal strategies, the tax implications of selling farmland and how to manage tax rates in early retirement.

Retirement 99

Retirement Planning Portfolio Management Taxes 99

Advisor Perspectives

JUNE 14, 2024

GMO’s Small Cap Quality portfolio managers, Hassan Chowdhry and James Mendelson, discussed why small cap valuations are attractive today and why they believe using quality is a better way of investing in the asset class.

Portfolio Management 52

Portfolio Management Valuation Portfolio Assets 52

Advisor Perspectives

DECEMBER 9, 2023

Stephen Dover, Head of Franklin Templeton Institute, recently sat down with Franklin Templeton Fixed Income Portfolio Manager Josh Lohmeier and Western Asset Portfolio Manager Mark Lindbloom to discuss the fixed income landscape—and why they believe 2024 will be a good year for fixed income investors.

Portfolio Management 52

Portfolio Management Investing Investments Portfolio 52

The Big Picture

APRIL 6, 2023

RWM runs over $3 billion in client assets. Our core portfolios are built from mutual funds and ETFs – we are not individual stock pickers. As assets come into the firm, we buy funds for the clients that are in mutual funds, and pro-rata stocks for the clients that use direct indexing. Active portfolio management strategy?

Wealth Management 276

Wealth Management Portfolio Management Clients Portfolio 276

The Big Picture

APRIL 8, 2023

The average portfolio manager is driven by emotion and mood and while they talk the value investing talk, in the end they are people who are still judged on a quarterly basis. .” Buffett doesn’t have to worry about his clients asking tough questions because his clients are the actuarial tables.

Valuation 303

Valuation Insurance Numbers Portfolio Management 303

The Big Picture

MARCH 25, 2023

This week, we speak with former hedge fund manager Dominique Mielle, author of 2021’s “ Damsel in Distressed: My Life in the Golden Age of Hedge Funds.” Mielle spent two decades as a partner and senior portfolio manager at Canyon Capital Advisors and was named one of the “50 Leading Women in Hedge Funds” by the Hedge Fund Journal and E&Y.

Portfolio Management 179

Portfolio Management Management Assets Portfolio 179

Advisor Perspectives

AUGUST 9, 2024

With investors reacting to the worst global stock market sell-off since the early days of the COVID pandemic in 2020, Portfolio Manager Oliver Blackbourn and Global Head of Multi-Asset Adam Hetts consider the all-important question – what next?

Marketing 40

Marketing Marketing Portfolio Management Portfolio 40

The Big Picture

SEPTEMBER 23, 2023

This week, we speak with Armen Panossian , managing director and head of performing credit at Oaktree Capital Management , which has $179 billion in assets under management. He previously worked for Pequot Capital Management, where he worked on distressed debt strategy.

Management 179

Management Medical Portfolio Management Economics 179

The Big Picture

JULY 13, 2023

New York Times ) Be sure to check out our Masters in Business next week with Tom Wagner, Co-Portfolio Manager at Knighthead Capital. He is a co-investor with football legend Tom Brady in several sports assets, including a Pickleball team , Birmingham City FC in the English Football League, and an endurance auto racing team.

Portfolio Management 246

Portfolio Management Food Economy Accounting 246