The Big Picture

DECEMBER 6, 2022

And definitely, their retail market participation is significantly lower than you can see in the U.S. But I think it’s definitely changing, Barry, because, you know, you see more and more fintech platforms and robo-advisors that in a way, are making accessing financial markets easier for more and more investors in in Spain.

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Random Roger's Retirement Planning

MARCH 4, 2025

I spent a lot of time Monday evening going down the Blackrock rabbit hole starting with their thoughts about adding Bitcoin to a portfolio which they say they're starting to do in their models. The Blackrock Opportunistic Alts Portfolio is more interesting. This model overlaps a lot with the next model. It has 77.5%

Portfolio 52

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Harness Wealth

JANUARY 29, 2025

This type of strategy typically involves selling underperforming investments at a loss to offset capital gains (or ordinary income) to optimize portfolio returns. The IRS doesnt provide a precise definition for “substantially identical” securities.

Taxes 52

Taxes Assets Sales Portfolio 52

Nerd's Eye View

OCTOBER 18, 2022

We also explore how, even though the auditing firm where Louis and his partner were employed was very interested in the prototype they built, they refused to purchase the product, which led Louis to a crossroads that ultimately led him to the decision to leave the firm and start his own financial planning practice, and how, even though Louis and his (..)

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The Big Picture

AUGUST 16, 2022

We do discretionary macro trading, which is typically a portfolio manager — and we have some number of portfolio managers, 15 or 18 different portfolio managers that independently manage a book of, you know, risk assets. Definitely. RITHOLTZ: Wow. Who’s added to risk? TROPIN: Yeah.

Management 305

Management Assets Risk Management Marketing 305

Brown Advisory

OCTOBER 4, 2021

Considering Climate within Portfolios ajackson Mon, 10/04/2021 - 11:00 An increasing number of investors are seeking to incorporate climate change in their investment calculus. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

OCTOBER 4, 2021

Considering Climate within Portfolios. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting. CLIMATE DASHBOARD: SUSTAINABLE MODEL PORTFOLIO AS OF 6/30/21. Mon, 10/04/2021 - 11:00. A 360-Degree Climate Evaluation.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

The Big Picture

AUGUST 20, 2024

Initially I joined to help them manage their equity portfolio. My background in the asset management space was originally going to small cap value, and Canyon Partners really gave me the platform that allowed me to branch that out into multiple different areas. Definitely 00:07:32 [Speaker Changed] True. Luck is better.

Assets 173

Assets Management Portfolio Marketing 173

Brown Advisory

SEPTEMBER 12, 2016

From our CEO: How We Help Clients Build Sustainable Portfolios achen Mon, 09/12/2016 - 08:16 Last year, we published our first special edition of The Advisory focused on sustainable investing. We begin with advice— an in-depth engagement and discovery process to learn exactly how you view the intersection of your values with your portfolio.

Portfolio 52

Portfolio Clients Investments Investing 52

Brown Advisory

SEPTEMBER 12, 2016

From our CEO: How We Help Clients Build Sustainable Portfolios. I also reflected on the confusing nature of this area with constantly changing word definitions, potentially conflicting investment goals and emotionally charged concerns often colliding with unintended results. Mon, 09/12/2016 - 08:16.

Portfolio 52

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The Big Picture

OCTOBER 8, 2024

And by looking at that information and contrasting that with, you know, an independently formulated view that you may have, if there’s an opportunity that arises between the two to play some sort of kind of arbitrage and probabilities in your, in your portfolio construction, that’s the goal of the style of investing we do.

Healthcare 147

Healthcare Medicine Portfolio Investing 147

The Big Picture

FEBRUARY 6, 2024

If you’re at all interested in focused portfolios, the concept of quality as a sub-sector under value and just how you build a portfolio and a track record, that’s tough to beat. Dick Mayo was a traditional, I’d say portfolio, strong portfolio manager focused on US stocks.

Valuation 130

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The Big Picture

SEPTEMBER 3, 2024

All of their portfolio managers not only are substantial investors in each of their funds, but they do a disclosure year that shows each manager by name and how much money they have invested in their own fund. 00:10:10 [Speaker Changed] I mean, the, the deal was definitely done in Japan and Australia, not in the us right?

Investments 147

Investments Investing Management Valuation 147

Brown Advisory

MAY 31, 2022

2021 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy ajackson Tue, 05/31/2022 - 15:22 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. While this municipal portfolio is by definition focused on U.S.-based

Taxes 52

Taxes Portfolio Management Portfolio Clients 52

Brown Advisory

MAY 31, 2022

A Letter of Introduction From The Portfolio Managers. This report includes a review of how we conduct and use ESG research to drive returns, and how the investments in our portfolio are helping create positive environmental and social outcomes. While this municipal portfolio is by definition focused on U.S.-based

Taxes 52

Taxes Portfolio Management Portfolio Clients 52

Diamond Consultants

FEBRUARY 11, 2025

By our definition, the criteria for qualifying as a Supported RIA is surprisingly simple and boils down to two criteria: RIA Registration Supported RIAs are overseen by the state or the SEC and are distinctly separate from FINRA (though they may have so-called friendly broker dealers attached to them that allow for commissionable business).

Compliance 52

Compliance Clients Management Investing 52

The Big Picture

OCTOBER 24, 2022

She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. Let me give you some background on Morningstar Managed Portfolios. RITHOLTZ: Sure.

Portfolio 130

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Good Financial Cents

JUNE 11, 2023

One thing that I have craved for investors is a tool that allows you to sync all your financial accounts – your investment portfolio, checking and savings accounts, credit cards and other loan accounts – in one place, and then provides an investment-related analysis of your entire portfolio.

Management 80

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The Big Picture

OCTOBER 31, 2023

And, and definitely more emphasis on the, the types of investments the fund is, is making. , Barry Ritholtz: Michael Carmen: 00:05:59 [Speaker Changed] So you started out investing directly in the public markets, small cap, mid cap, various styles. Where, 00:06:25 [Speaker Changed] Where were you managing those for in 96?

Management 162

Management Investing Investments Portfolio 162

Brown Advisory

APRIL 12, 2023

Large-Cap Sustainable Growth Strategy: Reporting on the impact of our investment decisions 2022 ajackson Wed, 04/12/2023 - 09:56 A Letter of Introduction From The Portfolio Managers Since launching this strategy more than 13 years ago, the demand for information on ESG, impact, and sustainability has risen dramatically.

Investing 52

Investing Investments Portfolio Management Portfolio 52

Brown Advisory

APRIL 12, 2023

2022 Impact Report: Large-Cap Sustainable Growth Strategy ajackson Wed, 04/12/2023 - 09:56 A Letter of Introduction From The Portfolio Managers Since launching this strategy more than 13 years ago, the demand for information on ESG, impact, and sustainability has risen dramatically.

Portfolio Management 52

Portfolio Management Portfolio Investing Investments 52

The Big Picture

MARCH 25, 2025

How to clone your favorite money managers. By looking at the biggest difference between their portfolio factor distribution and then using those as screens to get a portfolio, much like your manager. Note we used to update the clones versus the manager last time we did. It was years and years ago. This is key.

Management 147

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Sara Grillo

APRIL 11, 2022

We’re going to talk about how he provides high value as an hourly financial advisor by saving investors from the “Humpty Dumpty portfolio” and the lessons other advisors can learn about serving clients with simplicity, transparency, and integrity, whether they choose to adopt the hourly fee model or not.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

The Big Picture

JANUARY 21, 2025

You, you went and you interviewed some star manager, usually a man, and you would have a couple paragraphs about their investment philosophy and strategy. You would offer three of their stock picks where they were probably touting stocks they wanted to unload from their portfolio. Hey, but that’s the, what’s the old joke?

Investments 147

Investments Investing Management Retirement 147

Random Roger's Retirement Planning

OCTOBER 29, 2023

Here I am talking not just portfolio management but overall lifestyle, habits and choices and yes this does filter into my day job managing investment portfolios. Here’s Barron’s and Barron’s telling us definitively to buy bonds and Bloomberg telling us with a little less conviction. So it is today with bonds.

Insurance 96

Insurance Clients Math Portfolio 96

The Big Picture

AUGUST 29, 2023

So I came down, met with our head of the portfolio review department, which oversees our external managers, met with our head of brokerage, and then met with the head of bind indexing, who was Ken Volpert at the time. And she was like, “You should come down and talk to some people at Vanguard.”

Portfolio 130

Portfolio Investing Investments Numbers 130

Good Financial Cents

AUGUST 11, 2022

Robo-advisors offer easy account setup, robust goal planning, account services, and portfolio management all at a reasonable price - start investing today by clicking on your state. Look into actively managed portfolios. Build your portfolio alongside over a million other community members. Pay off debt.

Investing 110

Investing Investments Marketing Marketing 110

Brown Advisory

AUGUST 11, 2023

Old economy refers to industries that have not changed significantly despite advances in technology – subsectors like steel, agriculture and manufacturing come to mind, but for inclusivity let’s broaden the definition out to the industrials and materials sectors. Terms and Definitions: Sensational Seven Stocks: Apple Inc.

Economy 98

Economy Manufacturing Clients Economics 98

International College of Financial Planning

JUNE 14, 2023

Definition of an Investment Advisor In simple terms, an investment advisor actively provides investment-related advice to individuals, groups, or companies. It can involve guidance on buying or selling securities, portfolio management, and other relevant financial products.

Investment Advisor 52

Investment Advisor Investing Investments Certification 52

Brown Advisory

SEPTEMBER 21, 2017

Karina is Brown Advisory’s Head of Sustainable Investing and co-portfolio manager of the firm’s Large-Cap Sustainable Growth equity strategy. The search for an ESG beta factor is up against a material challenge: A factor needs to be objectively quantifiable to be universally applicable in portfolios. Is ESG a Smart Beta Factor?

Portfolio 52

Portfolio Clients Investing Investments 52

Brown Advisory

SEPTEMBER 21, 2017

Karina is Brown Advisory’s Head of Sustainable Investing and co-portfolio manager of the firm’s Large-Cap Sustainable Growth equity strategy. The search for an ESG beta factor is up against a material challenge: A factor needs to be objectively quantifiable to be universally applicable in portfolios. Separating Alpha and Beta.

Portfolio 52

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The Big Picture

MARCH 7, 2023

And all these questions that I was trying to answer had direct applications to hedge fund strategies and portfolio management. Another the great lesson, and I was still a global macro portfolio manager with my own silo at SAC Capital. And at the SAC Capital, it was all about risk management. VASSALOU: Yes.

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Assets Management Marketing Marketing 173

The Big Picture

JULY 19, 2022

The transcript from this week’s, MiB: Antti Ilmanen, Co-Head, Portfolio Solutions, AQR , is below. BARRY RITHOLTZ; HOST; MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Antti Ilmanen is AQR’s Co-head of the Portfolio Solutions Group. CO-HEAD, AQR’S PORTFOLIO SOLUTIONS GROUP: Thanks, Barry.

Investing 130

Investing Investments Valuation Portfolio 130

Brown Advisory

SEPTEMBER 3, 2015

We are using third-party managers such as Somerset and Macquarie in an effort to position client portfolios to benefit from the rising middle class across the region. We mitigate risk by ensuring that the managers buy shares of Chinese companies outside mainland exchanges, where speculation is rife. Rude Awakening.

Insurance 52

Insurance Portfolio Management Clients Government 52

Brown Advisory

SEPTEMBER 22, 2017

Hundreds of academic studies and thousands of media commentaries have taken different angles on this issue, with the conversation centered on one key question: Does the incorporation of ESG factors in portfolios help, hurt, or do nothing to returns? Defining the question in this way is appealing: it demands a definitive yes-or-no answer.

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

SEPTEMBER 22, 2017

Hundreds of academic studies and thousands of media commentaries have taken different angles on this issue, with the conversation centered on one key question: Does the incorporation of ESG factors in portfolios help, hurt, or do nothing to returns? Defining the question in this way is appealing: it demands a definitive yes-or-no answer.

Portfolio 52

Portfolio Investing Investments Management 52

Carson Wealth

FEBRUARY 27, 2023

ETFs can offer investors a convenient way to diversity their portfolio so they can work toward their investment goals while minimizing risk. ETF: A Definition Exchange-traded funds (ETFs) are pooled investment securities that hold a basket of assets like stocks, bonds, or commodities. Investors cannot invest directly in indexes.

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