Investment Writing

NOVEMBER 20, 2024

They want to understand their investments without learning the definitions to unfamiliar words,” according to “ New Word Order ,” part of the Invesco White Paper Series ( highlights available online ). Next, consider ways to satisfy the compliance department’s concerns. It’s entertaining.

Compliance 52

Compliance Communication Assets Investing 52

The Big Picture

JANUARY 14, 2025

Maybe we should do this out from under the compliance regulations of a broker dealer? You were a portfolio manager, researcher head of trading, and apparently tech geek putting machines together. So let’s talk about a white paper that you wrote titled The Evolution of Alpha. 00:16:17 [Speaker Changed] Sure.

Management 147

Management Investing Investments Assets 147

The Big Picture

NOVEMBER 25, 2024

You know, you run an RIA, the SEC just comes knocking every once in a while to say, Hey, just wanna make sure the compliance program’s all set up. Same con, we do the same concept in institutional portfolio management in portable alpha, but instead of using a mortgage, you use derivatives like futures and swaps.

Portfolio 147

Portfolio Management Marketing Marketing 147