The Inside ETFs Podcast: Nancy Davis on Portfolio Management For 2023
Wealth Management
DECEMBER 14, 2022
The portfolio manager for IVOL and BNDD discusses how those funds fit within modern investing portfolios.
MiB: Christine Phillpotts, Ariel Investments
The Big Picture
FEBRUARY 14, 2025
This week, I speak with Christine Phillpotts , Portfolio Manager for Ariel Investment s emerging markets value strategies. Previously, she spent 10 years at AllianceBernstein as Portfolio Manager and Senior Research analyst in emerging markets. She also covers all sectors in Africa.
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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
Trending Sources
Arthur Zeikel’s Investing Rules
The Big Picture
DECEMBER 30, 2024
He eventually became president of Merrill Lynch Asset Management, leading the division with a value-oriented approach and a focus on long-term fundamentals. He co-authored Investment Analysis and Portfolio Management , now in its fifth edition. Investment capital becomes a perishable commodity if not handled properly.
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Revolutionizing Portfolio Management with Hyper-Personalization
Wealth Management
NOVEMBER 12, 2024
At Nitrogen's 2024 Fearless Investing Summit, experts discuss how new technology is empowering advisors to deliver hyper-personalized portfolios through seamless integration and cost-saving strategies.
MiB: Colin Camerer on Neuroeconomics
The Big Picture
NOVEMBER 15, 2024
He is the portfolio manager of the Return Stacked ETF Suite, manging 800 million in ETF assets. Corey is an active researcher and his work has been published in the Journal of Indexing and the Journal of Alternative Investments. He is also the host of the popular quantitative investing podcast Flirting with Models.
Adjusted for Risk: The Impact Managed Futures Have on Investment Portfolios During Volatile Times
Wealth Management
MARCH 11, 2025
Mount Lucas Management's COO, Senior Portfolio Manager & Managing Partner, Jerry Prior drops a ton of insight about investing in managed futures. During this very informative and fun conversation.,
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Morningstar Office To Shut Down And Push Advisors To Black Diamond (And More Of The Latest In Financial #AdvisorTech – March 2025)
Nerd's Eye View
MARCH 3, 2025
This month's edition kicks off with the news that Morningstar Office will be shutting down in early 2026 as a part of Morningstar's ongoing effort to refocus on its core investment data and analytics business – forcing advisors currently using the tool to switch (which might be a net positive for many of those advisors who have long complained (..)
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Navigating Markets with Precision: Fidelity's Five-Step Investment Process Unveiled
Wealth Management
DECEMBER 6, 2023
Celso Munoz, portfolio manager at Fidelity Investments, shares a comprehensive approach to enhancing risk-adjusted returns in the dynamic world of fixed income investments.
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AI in Focus: Unlocking Innovation, Growth, and Investment Insights
Wealth Management
JANUARY 13, 2025
Listen in as Shannon Rosic, Director of WealthStack, Content & Solutions at Informa Connect, sits down with Andrew Choi, Portfolio Manager and Senior Analyst at Parnassus Investments, to explore the transformative role of artificial intelligence in investment strategies.
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A 3-Step Sales Process To Clearly Demonstrate Financial Planning Value To Prospects
Nerd's Eye View
NOVEMBER 25, 2024
Over the past decade, a growing number of advisors have expanded into offering comprehensive financial planning services, reflecting a shift that not only helps them stand out from (increasingly commoditized) portfolio management offerings but also supports clients' broader financial goals.
Strategic Stock Selection: Unveiling a Mosaic Approach to Long-Term Value Investing
Wealth Management
DECEMBER 5, 2023
Insights from Nidhi Gupta, portfolio manager at Fidelity Investments, on identifying attractively valued stocks, leveraging global research, and navigating market environments for long-term portfolio growth.
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MiB: Marta Norton, Morningstar Investment Management
The Big Picture
OCTOBER 22, 2022
This week, we speak with Marta Norton, Chief Investment Officer for Morningstar Investment Management (MIM ). The firm manages or advises on about $250 billion in advisor assets. Norton’s responsibilities include equity, alternative and fixed income research, asset allocation, and portfolio management.
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HUB International Buys $1B+ Bridgecreek Investment Management
Wealth Management
NOVEMBER 10, 2022
Boutique portfolio management firm in OK further expands the insurance giant’s wealth advisory arm.
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Strategic Investing Unleashed: Fidelity's Wide Net and Opportunistic Credit Mastery
Wealth Management
DECEMBER 4, 2023
Harley Lank, portfolio manager at Fidelity, discusses high yield, selective decision-making, and navigating credit market dislocations.
Adviser links: knocking down the doors
Abnormal Returns
MARCH 31, 2025
(open.spotify.com) Robinhood What to think of Robinhood's ($HOOD) push into portfolio management. thinkadvisor.com) Robinhood ($HOOD) is taking different bites at the wealth management apple. riabiz.com) Schwab and Fidelity are blocking investments in third party money market ETFs.
Podcast links: an investing paradox
Abnormal Returns
DECEMBER 1, 2023
ritholtz.com) Andrew Stotz talks with Larry Swedroe why a great company does not always make a great investment. myworstinvestmentever.com) Justin Carboneau and Jack Forehand talk with Joel Tillinghast the long-tenured portfolio manager of the Fidelity Low-Priced Stock Fund.
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Inside ETFs+: Resist the Urge to Get Fancy with Actively Managed Portfolios
Wealth Management
MAY 15, 2024
Often the most accessible investment choices deliver the best returns, according to portfolio managers.
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MiB: Sahil Bloom on Understanding ‘The 5 Types of Wealth’
The Big Picture
FEBRUARY 7, 2025
Be sure to check out our Masters in Business next week with Christine Phillpotts , Portfolio Manager at Ariel Investments. She manages Ariels Emerging Markets Value strategies. All of our earlier podcasts on your favorite pod hosts can be found here.
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MiB: Andrew Slimmon, Morgan Stanley Investment Management
The Big Picture
FEBRUARY 23, 2024
This week, we speak with Andrew Slimmon , managing director at Morgan Stanley Investment Management , where he leads the Applied Equity Advisors team. He began his career at Morgan Stanley in 1991 as an adviser in private wealth management, and later served as chief investment officer of the Morgan Stanley Trust Co.
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Orion Acquires Summit Wealth Systems To Become Its Next-Generation All-In-One Portal (And More Of The Latest In Financial #AdvisorTech – January 2025)
Nerd's Eye View
JANUARY 6, 2025
From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: SEI has acquired LifeYield, which is designed to facilitate tax-efficient management of multiple accounts across an entire household, to bundle into its RIA custodial platform and investment management technology – underscoring (..)
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Creator of Anti-Ark ETF Is Losing Fund in Break From New Firm
Wealth Management
NOVEMBER 30, 2022
Matthew Tuttle's ETF lineup was acquired by AXS Investments. He'll no longer serve as portfolio manager of SARK and more than two dozen other funds.
Research links: keeping things simple
Abnormal Returns
SEPTEMBER 26, 2023
Portfolio management Fund investors prefer managers who stick to their knitting. papers.ssrn.com) Why portfolio managers invest more research into short positions. papers.ssrn.com) Research The structure of the stock market has changed a lot over time, but the results are still largely the same.
Research links: an attractive business model
Abnormal Returns
OCTOBER 10, 2023
AI AI investment models can't explain how they do what they do. msn.com) How JP Morgan Asset Management is rolling out AI tools for its analysts and PMs. libertystreeteconomics.newyorkfed.org) Portfolio managers Why portfolio managers get fired. wsj.com) Global investing Do more honest countries outperform?
Debunking Common Investment Myths
Pragmatic Capitalism
SEPTEMBER 19, 2022
I joined Dr. Daniel Crosby on the Standard Deviations podcast for a wide ranging discussion about portfolio management and navigating the conspiracy theories of the financial markets. This one’s short [ … ]
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Navigating Opportunities in Direct Lending: Insights from Therese Icuss
Wealth Management
DECEMBER 5, 2023
Therese Icuss, managing director, portfolio management and underwriting, Fidelity Investments, unlocks the vast potential of the U.S. and China middle market, Fidelity's unique approach to bespoke portfolios, and prioritizing client success in the fidelity private credit fund.
What is Innovation in the Mid-Cap Space
Wealth Management
JANUARY 15, 2024
Listen in as Ian Sexsmith, CFA, Portfolio Manager and Senior Research Analyst, Parnassus Investments, and David Armstrong, Director of Editorial Strategy & Operations, WealthManagement.com, discuss the untapped potential in mid cap tech stocks and the unique opportunities and risks they pose.
MiB: Brian Hurst, ClearAlpha
The Big Picture
JANUARY 10, 2025
This week, we speak with Brian Hurst , the Founder and Chief Investment Officer of ClearAlpha. Prior to founding ClearAlpha, Brian spent 21 years at AQR Capital Management as a portfolio manager, researcher, head of trading, and the firm’s first non-founding Partner.
Research links: tracking performance
Abnormal Returns
DECEMBER 5, 2023
Active management Active investing has a tax problem. alphaarchitect.com) Why the active management space may be bigger than currently measured. papers.ssrn.com) Replication Managed futures strategies are ripe for replication. bloomberg.com) Research Passive investing is making markets less efficient, but.
Research links: better behavior
Abnormal Returns
APRIL 16, 2024
(papers.ssrn.com) Research Is sector-neutrality a mistake in factor investing? blogs.cfainstitute.org) Some evidence that it is possible to measure portfolio manager decision making. alphaarchitect.com) How S&P 500 additions (and deletions) have performed, post-rebalancing.
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The Outlook for Growth Stocks in 2023
Wealth Management
MARCH 12, 2023
Watch as Shivani Vohra, Portfolio Manager and Senior Research Analyst, Parnassus Investments, discusses the outlook for growth stocks in 2023 and whether now is a good time to buy.
Podcast links: resilient portfolios
Abnormal Returns
NOVEMBER 15, 2024
capitalallocators.com) Shane Parrish talks with Adam Karr, President and Portfolio Manager at Orbis Investments. (advisoranalyst.com) Ted Seides talks with Scott Bessent who is the CEO and CIO of Key Square Group. fs.blog) Dan Lefkovitz and Christine Benz talk muni bonds with Jim Murphy and Charlie Hill of T. Rowe Price.
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Past Performance
The Reformed Broker
NOVEMBER 25, 2022
Especially if we’re referring to the past performance of a particular investment strategy, portfolio manager, mutual fund or individual stock. Past performance is not a guarantee of future results. Of course it isn’t. Things change. But past performance of asset classes should be well understood.
Top clicks this week on Abnormal Returns
Abnormal Returns
SEPTEMBER 3, 2023
theverge.com) The story of a portfolio manager holding onto Credit Suisse stock too long. mr-stingy.com) 15 lessons learned from the quantitative investment research business. The cracks are showing. morningstar.com) Is illiquidity a feature or a bug? savantwealth.com) Don't underestimate how weird the world can be. (mr-stingy.com)
Podcast links: hedge fund math
Abnormal Returns
OCTOBER 11, 2024
(morningstar.com) Jack Forehand and Matt Zeigler talk with Michael Mauboussin about nine key, timeless investing lessons. youtube.com) Michael Batnick and Ben Carlson talk with Ted Seides author of "Private Equity Deals: Lessons in investing, dealmaking, and operations from private equity professionals."
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The Most Important Part of Portfolio Management
Random Roger's Retirement Planning
JUNE 14, 2024
It doesn't get said often enough but really, the most important part of portfolio management is mitigating risk. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.
Research links: avoiding the table
Abnormal Returns
DECEMBER 12, 2023
(riabiz.com) Fund management Diseconomies of scale in fund management are real. alphaarchitect.com) Why portfolio managers shift styles. elmwealth.com) The case against the lifecycle model of investing. papers.ssrn.com) There seems to be a return premium to investing in polluting companies.
#FA Success Ep 345: Differentiating With Institutions And Ultra-High-Net-Worth Investors As A Serious Investment Firm, With Lori Van Dusen
Nerd's Eye View
AUGUST 8, 2023
What's unique about Lori, though, is how through her multi-decade career, she has built a deep expertise in the investment intricacies and complex issues faced by small-to-mid-sized institutions and ultra-high-net-worth-families with $10s of millions of dollars each, and has built an RIA that focuses on that serious investing expertise as a differentiator. (..)
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MiB: Aswath Damodaran: Valuations, Narratives & Academia
The Big Picture
APRIL 8, 2023
His next book, “The Corporate Lifecycle: Business, Investment, and Management Implications,” will be published in December. The average portfolio manager is driven by emotion and mood and while they talk the value investing talk, in the end they are people who are still judged on a quarterly basis.
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MiB: Vincent Aita of Cutter Capital on the DNA of Biotech Investing
The Big Picture
OCTOBER 4, 2024
Prior to founding Cutter Capital in November 2022, Vincent spent time as a Senior Analyst for Millennium Partners and a Portfolio Manager at Citadel. We discuss the launch of Cutter Capital and how he managed to combine a love for genetics and business into a successful career. He also received a Ph.D.
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Podcast links: generational differences
Abnormal Returns
JUNE 30, 2023
genuineimpact.substack.com) Companies Matt Reustle talks with Tom Walsh, a portfolio manager at Baillie Gifford, about ASML Holdings ($ASML). conversationswithtyler.com) Howard Lindzon talks with Doug Hecht, the CEO and Co-founder of Walla, a modern studio management platform. Audio YouTube will soon allow automatic dubbing.
MiB: Cathy Marcus, Co-CEO, Global COO of PGIM Real Estate
The Big Picture
JANUARY 12, 2024
This week, we speak with Cathy Marcus , co-chief executive officer and global chief operating officer of PGIM Real Estate , which manages over $200 billion in assets. As co-CEO, Marcus develops and leads the company’s global strategy; as global COO, she is responsible for overseeing business and investment operations globally.
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#FA Success Ep 350: The RIA Custodian As The All-In-One Investment Operating System Of The Future, With Jason Wenk
Nerd's Eye View
SEPTEMBER 12, 2023
Jason is the CEO of Altruist, a relatively new RIA custodian that has quickly grown to serve more than 3,500 advisory firms across the country, making it the 4th-largest independent RIA custodian by firm count.
Podcast links: being happier at work
Abnormal Returns
MAY 10, 2024
(freakonomics.com) Finance Barry Ritholtz talks with Jim O'Shaughnessy about his investing career, VC and the potential of AI. mebfaber.com) Eric Golden talk with Nir Kaissar, founder and portfolio manager at Unison Advisors, about the state of markets.
Busting 50 Years of Investing Myths | Rob Arnott
Validea
JANUARY 23, 2025
Rob discusses his thought-provoking article “50 Years of Innovation, Myth Making and Myth Busting,” written for the 50th anniversary of the Journal of Portfolio Management. His insights are particularly valuable for investors trying to navigate today’s complex market environment.
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