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Assets Portfolio Retail 
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
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
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Book of Secrets on the Month-End Close
What Your Financial Statements Are Telling You—And How to Listen!
Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments
Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management
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.
The Big Picture
NOVEMBER 27, 2024
Investors should consider this when they create a portfolio. It should contain enough risk assets—primarily stocks—to benefit from the expansion of the economy and gains in corporate earnings. And, we never know when that Boulder, which disrupts everything, will come along. However, it should not be so risky as to be problematic.
200 
Wealth Management
SEPTEMBER 6, 2022
Asset managers and technology firms are luring retail advisors into alts with easier access and promises of diversification and enhanced returns. Here's what advisors themselves think about broadening their client portfolios.
264 
Abnormal Returns
DECEMBER 12, 2023
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)
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. How can investors get exposure to the space? Are you crypto-curious? Matt Hougan : Yeah.
147 
Abnormal Returns
DECEMBER 11, 2023
Markets Every major asset class, except commodities, is set for an up 2023. ft.com) Triple-levered anything can wreck your portfolio. ft.com) Financial media The financial media lapped up stories of "organized retail crime." capitalspectator.com) The drop in bond yields reversed a lot of market trends.
276 
Random Roger's Retirement Planning
FEBRUARY 8, 2025
Barron's had a very quick look at the recent popularity of private assets to try to figure out whether investors should wade into the space. Another snippet from Barron's was the suggestion from Thad Davis of Aureus Asset Management to allocate 7% of a portfolio to private credit to get a 7% spread over SOFR which works out to 11-12%.
52 
The Big Picture
AUGUST 20, 2024
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.
173 
Abnormal Returns
AUGUST 1, 2023
July 2023 How major asset classes performed in July 2023. ofdollarsanddata.com) What you leave out of your portfolio can be as important as what you put in. ft.com) Retail Suburban malls are now selling for pennies on the dollar. capitalspectator.com) The U.S. stock market is on a five-month winning streak.
The Big Picture
DECEMBER 4, 2024
But suddenly they find themselves sitting on an uncomfortably large percentage of their portfolio in a single name. To help us unpack all of this and what it means for your portfolio Let’s bring in Meb Faber He’s the founder and chief investment officer of Cambria. Perhaps they have some founder stock from a startup.
130 
The Big Picture
DECEMBER 1, 2023
Bloomberg ) • Dimensional Fund Advisors Reaps $100B More in Assets With ETFs : The firm has $100 billion in assets under management in its nearly 40 exchange-traded funds, even though it entered the business only three years ago. trillion and the inheritors have their own plans for those assets.
231 
Trade Brains
NOVEMBER 23, 2023
Best RK Damani Portfolio Stocks: Investing in the stock market can be a daunting task, given the sheer number of stocks available to choose from. To simplify things, many investors follow the portfolio of successful investors such as RK Damani, who has amassed a fortune through stock investments. Who is RK Damani? Stock P/E 106.27
The Big Picture
SEPTEMBER 19, 2023
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.
147 
The Big Picture
DECEMBER 8, 2022
My morning train WFH reads: • The Cult of the Retail Trader Has Fizzled : The GameStop and AMC manias are long gone, with individual investor returns falling 40% this year and digital currency prices tumbling. It’s a rarity for the two main asset classes, almost always negatively correlated, to perform a duet. Businessweek ).
278 
Trade Brains
SEPTEMBER 22, 2023
(JPM) is a financial holding corporation that, through its subsidiaries, provides solutions for consumer and commercial banking, investment banking, processing financial transactions, and asset management. The amount of assets under management was $3 trillion. The post Top Indian Stocks Held By JP Morgan – Portfolio Analysis!
The Big Picture
FEBRUARY 15, 2023
Here’s how to build an AI portfolio. Bloomberg ) • The Death of the Smart Shopper : Internet retail was supposed to supercharge the informed consumer. trillion in fixed-income assets as a member of BlackRock’s Global Operating Committee and is Chairman of the firm-wide BlackRock Investment Council. What happened? (
278 
Nerd's Eye View
MAY 1, 2023
only' checking client portfolios for tax-loss harvesting every other day, after having advertised daily checks) – a first for the SEC in scrutinizing an RIA not for failing to execute its investment promises to clients, but for failing to execute tax-loss harvesting promises instead.
245 
Trade Brains
SEPTEMBER 28, 2023
The company employs 4000+ personnel across 8 states and is also the 1st Listed multi-brand, multi-location Indian Auto Retailer In FY23, the company’s revenue grew 14% YoY, from Rs. The post Top Indian Stocks Held By Societe Generale – Portfolio Analysis appeared first on Trade Brains. EPS (TTM) 20.97 Stock P/E (TTM) 38.20
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.
Trade Brains
NOVEMBER 11, 2023
trillion in global assets under management. Its domestic broadcast portfolio includes over 48 channels. The Company’s 41-channel international broadcast portfolio is available in over 170 countries. It has 4000+ channel partners and 1,50,000+ Retailers. The Vanguard Group has customers all throughout the world.
Good Financial Cents
JANUARY 16, 2023
Access to wide array of alternative asset classes Access to ultra-wealthy investments Can invest for income or growth Learn More Now. Because the platform holds various assets – real estate , cryptocurrencies , artwork , and more – the average user holds about seven investments. Unique Asset Classes.
94 
Abnormal Returns
OCTOBER 25, 2022
(dualmomentum.net) Which defensive assets perform best when the S&P is down? allocatesmartly.com) Commission rates have a big effect on retail trading behavior. klementoninvesting.substack.com) Carbon credits as a portfolio diversifier. papers.ssrn.com) Do women-managed mutual funds vote differently?
130 
Random Roger's Retirement Planning
FEBRUARY 12, 2025
The timeframe in today's chart is more useful because it gets into the period where retail accessible funds started to become available. The starting point for the Man article is that defined contribution investors need exposure to risk assets for more years and portable alpha to add alternatives, they say, is a better way to do it.
52 
Dear Mr. Market
APRIL 2, 2025
My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. We break down and assign each of the four regions with an asset class and then pick teams (stocks) that we think have the best chance at doing well relative to others.
62 
Abnormal Returns
FEBRUARY 16, 2023
theatlantic.com) Finding a good retail CEO is tough these days. howardlindzon.com) Private assets Why private equity needs much better valuations. ft.com) Why where investors mark the portfolios can be all over the place. Everything else it built in-house has crashed and burned." nytimes.com) AI requires a lot of semiconductors.
Trade Brains
OCTOBER 4, 2023
As of June 30, 2023, Quant Small Cap Fund Direct Plan-Growth had 8,075 Crores in assets under management (AUM), making it a medium-sized fund in its category. The textiles industry, which sells fabrics, clothing, and fabric retail, contributes to revenue. This fund was established on January 1, 2013.
Abnormal Returns
OCTOBER 14, 2022
theirrelevantinvestor.com) Expectations for the 60/40 portfolio have been reset this year. bnnbloomberg.ca) Jeff Benjamin, "Schwab Asset Management is launching a pilot program that enables fund investors to have a say in the direction of the proxy voting process." npr.org) Economy Retail sales are pointing to weaker growth.
130 
Random Roger's Retirement Planning
DECEMBER 22, 2023
With that preamble, I started thinking about the 75/50 portfolio that I first started writing about during the Financial Crisis. I've mentioned 75/50 a couple of times in passing but the big idea was to create a portfolio that captures 75% of the upside of the equity market with only 50% of the downside. ARBFX 3.7%
74 
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. Because the idea of syndication is that you make a giant purchase and then you sell it off in smaller units to really more of a retail investor. I like architecture.
264 
Random Roger's Retirement Planning
JULY 19, 2022
Do a search for asymmetric investing and you'll find a mishmash of results including research exploring option strategies, dampening portfolio volatility, an ETF that unlike SPD that we looked at yesterday does appear to capture upside while muting the downside. We should probably mention alternatives assets as a source of asymmetric returns.
74 
Abnormal Returns
JULY 22, 2022
(howardlindzon.com) Joe Weisenthal and Tracy Alloway talk with Jason Calacanis about why VCs may regret 'flipping crypto tokens' to retail investors. capitalallocators.com) Cameron Passmore and Benjamin Felix talk with Ludovic Phalippou about private equity as an asset class.
130 
Trade Brains
JANUARY 26, 2024
is a retail mall developer and operator and has created a position in the Indian real estate business, whether it is through mega retail malls, entertainment complexes, commercial spaces, or hospitality units. They have assets in Mumbai, Bengaluru, Chennai, Pune, Raipur, Agra, Indore, Lucknow, Bareilly, and Ahmedabad.
105 
Truemind Capital
FEBRUARY 23, 2024
I am also seeing an increasing exposure to equity even in those portfolios where investors have a very low-risk appetite. During times of euphoria and bubbles, a huge number of retail investors want to invest in the stock market. Asset allocation should follow probabilities of future outcomes along with risk profile.
Random Roger's Retirement Planning
APRIL 17, 2024
The idea of building an All-Weather portfolio of course has its appeal. The basic idea is to be much less volatile than the broad market or the typical 60/40 portfolio. It raises the question though of how much performance should an investor expect or be willing give up for the potential emotional comfort of an All-Weather portfolio.
102 
Nationwide Financial
DECEMBER 1, 2022
A quickly accelerating inflation rate coupled with periods of unprecedented market volatility and negative returns have many clients holding large portions of their assets in cash — particularly in money markets. Therefore, portfolios overweighted in cash and bonds may underperform during periods of high inflation. Key findings.
97 
MarketWatch
MARCH 13, 2023
The company has an estimated $100 billion of cash flow and upwards of $8 billion in potential retail CD issuances a month. The company’s approach to managing its assets is different to traditional banks, he said. “As Focusing attention on HTM’s unrealized losses is flawed, as the company has no need to sell assets before they mature.
75 
Harness Wealth
FEBRUARY 4, 2025
In this article, well explore all the details of alternative investments, the reasons behind their growth as an investment choice, and how their tax treatment differs from traditional assets. Many investors turn to alts for portfolio diversification and the potential for high-growth opportunities. Starting at $1,500 per year.
52 
Trade Brains
FEBRUARY 9, 2024
Its diverse portfolio encompasses Residential: Luxurious apartments, villas, and townships catering to discerning homebuyers. Retail: High-end shopping destinations providing curated experiences for the discerning shopper. 6%) Retail ₹72 (1%) ₹53.6 (1%) 74%) ₹5032.2 (79%) 79%) ₹5507.5 (76%) 76%) Commercial ₹638.8 (8%)
105 
The Big Picture
JULY 19, 2023
New York Times ) see also Powell Will Find Much to Love in Retail Sales Letdown : The latest report landed with a mixed reception. The firm, Strive Asset Management, is seen “as political over investment oriented,” turning off some investors and limiting its opportunities to grow, according to the letter.
130 
Discipline Funds
OCTOBER 20, 2023
Is it gold, commodities, TIPS, stocks, Bitcoin, real assets or something else? ” 1 So, it turns out that the best inflation hedge of the last few years wasn’t any of the assets we traditionally think of inflation hedges. B) Retail investors hold a miniscule amount of long-term bonds. 2) Where’s the Bond Panic?
101 
Random Roger's Retirement Planning
OCTOBER 25, 2022
With all the time we've spent learning about new alternative strategies (new in that they've become accessible in funds for retail sized accounts) and how to incorporate them into a diversified portfolios, I thought it might be worthwhile to revisit a couple of older school alternatives to see how they're doing through the current event.
95 
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.
173
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