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MiB: Elizabeth Burton, Goldman Sachs Asset Management

The Big Picture

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.

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A Look at How a Variety of Risk Management Approaches Have Worked in 2022

Validea

The fact that bonds haven’t worked has made risk management very challenging during this bear market. But that doesn’t mean there was no way to manage risk. One of the things we do at Validea is track a variety of ETF based risk management approaches that utilize different methods to diversify equity portfolios.

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The Difference Between Market Timing & Risk Management

A Wealth of Common Sense

Nick Maggiulli joined me again on the show this week to discuss questions relating to giving financial advice to family members, the rent vs. buy decision, how hard it is to become a millionaire and how to diversify your portfolio as you age.

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Research links: strict risk management

Abnormal Returns

alphaarchitect.com) Performance The performance of tactical asset allocation mutual funds has been no great shakes. morningstar.com) How have multi-factor portfolios performed in practice. (insights.factorresearch.com) Can Twitter be used to forecast inflation?

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Podcast links: cultivating curiosity

Abnormal Returns

(epsilontheory.com) Joe Weisenthal and Tracy Alloway talk with Rich Falk-Wallace, founder and CEO of Arcana, about building risk management tools for pod shops. rcmalternatives.com) Bogumil Baranowski talks concentrated portfolios with Eric Markowitz who is a Partner and the Director of Research at Nightview Capital.

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Operational Risk Management 2023 – Portfolio Go No Go Checklist!

David Nelson

By David Nelson, CFA CMT All branches of the military use ORM or their own Operational Risk Management system. We identify the risks even those with low probability and make a quantitative judgement as to the feasibility of the mission and or flight. S&P 500 2 Years. 60-40 is reborn.

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Weekend Reading For Financial Planners (March 9-10)

Nerd's Eye View

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that RIA clients of an insurance broker providing Errors & Omissions (E&O) coverage saw a 213% increase in claims paid in 2023, attributed to significant jumps in suitability claims (likely stemming (..)