Random Roger's Retirement Planning

FEBRUARY 25, 2023

Some number of the survey respondents were portfolio managers and 10% said they don't plan on ever retiring. A long, ongoing theme to these blog posts is avoiding being overly dependent on things going just right in your investment portfolio. If 4% only gets you $19,000 then yeah, that's a much bigger issue.

Retirement 98

Retirement Numbers Portfolio Portfolio Management 98

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

DECEMBER 19, 2023

There are about 13 different portfolio managers each focused on a different sub-sector. And to the credit of the portfolio manager that I was working with Josh Fisher, we were actually up that year. Since then, it’s grown to about $7 billion. And they are not the typical hedge fund. Your next stop is Millennium.

Healthcare 157

Healthcare Portfolio Management Investments 157

David Nelson

FEBRUARY 27, 2023

It’s different this time Recent rhetoric from the Fed and many economists is the idea that the Fed can engineer a soft landing. Come July portfolio managers will shift their focus to 2024 and the 12 month look ahead for earnings which should look a lot better than 2023. Recession was almost always the end game.

Medicine 59

Medicine Portfolio Management Engineering Economy 59

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. 00:23:35 [Speaker Changed] I mean very concentrated portfolios and long-term perspective.

Investments 144

Investments Investing Management Valuation 144

Trade Brains

FEBRUARY 19, 2024

ITC’s consumer goods businesses have created an amazing portfolio of over 25 Indian brands, such as Aashirvaad, Sunfeast, Yippee!, ITC is also in the business of hotels, paperboards and packaging, agribusiness, and IT. As of March 31, 2023, Nippon AMC caters to 1.35 crore folios.

Healthcare 59

Healthcare Consulting Engineering Management 59

Trade Brains

FEBRUARY 19, 2024

ITC’s consumer goods businesses have created an amazing portfolio of over 25 Indian brands, such as Aashirvaad, Sunfeast, Yippee!, ITC is also in the business of hotels, paperboards and packaging, agribusiness, and IT. As of March 31, 2023, Nippon AMC caters to 1.35 crore folios.

Healthcare 59

Healthcare Consulting Engineering Management 59

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. That led me down that track and really well, I had a software engineering job. Jeremy’s never really been a portfolio manager.

Valuation 130

Valuation Investments Investing Assets 130

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

Portfolio Management Assets Investments 130

Brown Advisory

MARCH 2, 2020

We bring different backgrounds and a diversity of thinking to portfolio management. Karina came to investing from an engineering background, while David came to portfolio management from equity research covering the industrials sector. The team matters.

Management 52

Management Portfolio Management Portfolio Clients 52

Brown Advisory

MARCH 2, 2020

We bring different backgrounds and a diversity of thinking to portfolio management. Karina came to investing from an engineering background, while David came to portfolio management from equity research covering the industrials sector. The team matters.

Management 52

Management Portfolio Management Portfolio Clients 52

The Big Picture

MAY 9, 2023

And my dad had always said, as many young kids get this advice, doctor, lawyer, accountant, engineer. But what was interesting about that was the quick need to both separate the portfolio between the old stuff and the new stuff, because there were a lot of new investment opportunities. RITHOLTZ: Sure. RITHOLTZ: Really intriguing.

Assets 293

Assets Clients Investments Investing 293

The Big Picture

AUGUST 29, 2023

DAVIS: It’s a long story, but originally I went to school for engineering. Got to school, realized that I wasn’t very good at mechanical drawing, which is a big part of aerospace engineering curriculum. Undergraduate, you get a BS in insurance from Penn State. What led to an interest in insurance?

Portfolio 130

Portfolio Investing Investments Numbers 130

Trade Brains

NOVEMBER 4, 2023

The latest version uses the Esper engine which operates at a high speed by processing 5 lakh events per second. In addition to this, it offers other services such as portfolio management, consultancy, etc. It is a Swiss company that has developed beginner-friendly algorithmic trading software. Happy Reading!

Assets 111

Assets Planning Financial Market Retail 111

Brown Advisory

JUNE 3, 2015

The boom in sustainable strategies has made it far easier than even five years ago to construct a sustainable portfolio across asset classes—from stocks to fixed income to compelling private equity alternatives. Today, however, we can boost that to 80% in a balanced portfolio. Sustainability—An Expanding Toolkit.

Portfolio 52

Portfolio Clients Portfolio Management Assets 52

The Big Picture

AUGUST 20, 2024

It also was the path for me into the asset management space, because coincidentally, Mitch Juli of Canyon Partners was researching on the internet in the early days of the internet for valuation engines and insights. Initially I joined to help them manage their equity portfolio. I’m gonna hold it in my portfolio.

Assets 167

Assets Management Portfolio Taxes 167

Trade Brains

DECEMBER 6, 2023

from Management Fees remaining 2.21% from Portfolio Management Fees as per FY23. 13,562 75.21% Nippon Life Asset Management Rs.444.4 75% Varroc Engineering Ltd. The promoter stake is 73.47% held by Nippon Life Insurance Co followed by 14.57% by DII, 6.90% by the public, and 5.06% by FII. Nippon earns revenue 97.7%

Food 59

Food Management Assets Marketing 59

Indigo Marketing Agency

SEPTEMBER 9, 2020

It takes the guesswork out of building your marketing engine. The marketing industry is full of technical jargon: search engine optimization, Google Analytics, click-through rates, and so on. I tell my coaching clients that their team’s top 5 jobs are: Relationship management (i.e. Highly recommended.

Financial Advisor 52

Financial Advisor Marketing Marketing Engineering 52

The Big Picture

OCTOBER 31, 2023

And so to your point, I was a public portfolio manager, started as a tech analyst and made my way to associate portfolio manager and then began managing public portfolios in 1996. Where, 00:06:25 [Speaker Changed] Where were you managing those for in 96? Prior to getting to Wellington.

Management 157

Management Investments Investing Portfolio 157

Inside Information

FEBRUARY 1, 2024

The other reaction was an eager embrace by salespeople who wanted to borrow the credibility of these allegedly-impartial calculation engines. All Merrill had asked for was that whatever portfolio the software recommended absolutely must include an allocation to one or more of Merrill’s in-house funds. Is this going to replace us?

Financial Planner 40

Financial Planner Financial Planning Clients Planning 40

The Big Picture

MAY 23, 2023

It’s got private markets, it’s through the credit curve it has core business engines which are driven by styles. GREW: I think the reality for me is that more and more institutional clients need something in a separate managed account. And remember they have, as you know, vast portfolios. So, we have large comp businesses.

Clients 157

Clients Management Engineering Investing 157

The Big Picture

DECEMBER 6, 2022

And my answer was, “Hey, not everybody wants to buy a passive index around the satellite of a core portfolio or even just, hey, I have an idea, I think this is going to change the world.” BERRUGA: So many of our clients were struggling to find alternative sources of income for their portfolios. Is that who the Global X investor is?

Clients 157

Clients Investments Investing Management 157

Trade Brains

FEBRUARY 14, 2023

Top Mutual Funds For SIP #2 – IDFC Tax Advantage (ELSS) Direct Plan-Growth Fund Company IDFC Asset Management Company Ltd Size (AUM in Cr) 4,033 3-yr returns (CAGR) 22.56 It aims to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities. 1-yr return 2.5

Healthcare 59

Healthcare Retirement Investments Investing 59

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.

Assets 167

Assets Management Marketing Marketing 167

The Big Picture

JANUARY 16, 2024

I worked in sort of a quasi portfolio management role for like a single client account type business. And then I worked on it throughout the GFC and then became the senior portfolio manager during the recovery period. So, so let’s talk a little bit about that giant portfolio of investments.

Assets 261

Assets Investments Investing Management 261

The Big Picture

NOVEMBER 14, 2023

So at our firm, putting portfolio managers in front of prospects and clients, we constantly have to train them, give them presentation training. 00:22:24 [Speaker Changed] Being client portfolio managers. We have our quant equity platform, which manages risk control equity portfolios that are, we’re quants.

Math 130

Math Management Insurance Assets 130

Aleph

JANUARY 21, 2023

Space engineers are planning innovative flying machines to explore far-away worlds. Jan 20, 2023 Corporate fraud is widespread – and largely undetected, study says [link] Cash flow conquers all. But other technologies here could be game-changers. Jan 20, 2023 A nuclear-powered copter on Saturn’s moon Titan. Blimps on Venus.

Startup 59

Startup Banking Accounting Food 59

Abnormal Returns

JANUARY 20, 2023

bloomberg.com) Howard Lindzon talks with Pranav Kanade who is the Portfolio Manager of VanEck Digital Assets Alpha Fund. howardlindzon.com) ETFs Barry Ritholtz talks with Jennifer Grancio, the CEO of impact investment group Engine No.

Advertising 245

Advertising Medical Portfolio Management Engineering 245

Brown Advisory

SEPTEMBER 1, 2015

Consumer spending accounts for about 70% of economic activity, so any weakness drags down growth, employment, wage gains and stock prices—the biggest engines of prosperity. We currently own several companies across our portfolios that align with this paradigm, including Costco , TripAdvisor and Priceline. Rude Awakening.

Food 52

Food Portfolio Management Sales Strategic Planning 52

Brown Advisory

APRIL 18, 2018

Balancing Act | For Good Measure: How We Value Global Leaders achen Wed, 04/18/2018 - 11:03 Valuation is a critical component of active investment management, yet many investors restrict themselves to a very narrow view of valuation by focusing on simple metrics like the price/earnings (P/E) ratio.

Valuation 52

Valuation Portfolio Investments Investing 52

Brown Advisory

APRIL 18, 2018

Valuation is a critical component of active investment management, yet many investors restrict themselves to a very narrow view of valuation by focusing on simple metrics like the price/earnings (P/E) ratio. In this article, Global Leaders portfolio managers Mick Dillon and Bertie Thomson discuss the dangers of oversimplifying valuation.

Valuation 52

Valuation Portfolio Investments Investing 52

The Big Picture

JULY 11, 2023

And I remember being on the phone thinking, as the PMs were asking questions about cash flows and things, I was thinking, you’re asking all the wrong questions about whether this portfolio will perform because it’s things like down payment. So she wants her portfolio managed that way. RITHOLTZ: Right.

Management 217

Management Investments Investing Assets 217

International College of Financial Planning

APRIL 16, 2021

According to the All India Survey on Higher Education (AISHE) 2017-18, management courses both in graduate level as well as post-graduate level attract a large percentage of students every year. Around 76% MBA aspirants have a graduate degree in engineering while there is also about 10-12% students from commerce background.

Management 52

Management Valuation Certification Financial Market 52

The Big Picture

JULY 24, 2023

MIAN: So Stray Reflections is a macro advisory and community that works with portfolio managers, CIOs around the world. and you know the role ACs play in emissions and retrofitting that and there’s a lot of companies sitting in Japan and Korea and Taiwan that are mid-cap engineering names that sort of benefit from that.

Marketing 130

Marketing Marketing Economy Valuation 130

Brown Advisory

OCTOBER 1, 2015

Much has been written about the changing composition of the Chinese economy, from an industrially based engine to more of a consumer-led enterprise. Market dislocations can sometimes cause allocations to shift away from one’s strategic plan, so we are reviewing portfolios to be sure they remain in line. Changing Consumption.

Investing 52

Investing Investments Economy Government 52

Brown Advisory

APRIL 1, 2015

In Engines That Move Markets, a 2002 book about the cycles of technology investing, Alasdair Nairn defines “bubbles” as periods when investors appear to suspend rational valuation, much as they had during the dotcom craze shortly before the book was published. Not only have U.S. So, it may be a good time to revisit the bubbles theme.

Investing 52

Investing Investments Valuation Assets 52

The Big Picture

OCTOBER 17, 2023

00:34:50 [Speaker Changed] One of the key things, one of the differentiators potentially of the firm is that all of our analysts run paper portfolios. ’cause they, it’s a learning mechanism as a recommendation mechanism for portfolio managers and thinking about how to allocate capital. How, how does that work?

Investing 130

Investing Investments Clients Numbers 130