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.
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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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Profit in the Details: Rethinking Spend for Monumental Impact
Fall In Love With the Month-End Close
Next-Level Fraud Prevention: Strategies for Today’s Threat Landscape
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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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The Most Important Part of Portfolio Management
Random Roger's Retirement Planning
JUNE 14, 2024
With so much allocated to T-bills, it makes sense that the standard deviations of the barbell portfolios is so much lower. The better takeaway is more along the lines of how risk is managed, maybe allocating a little to asymmetry to maybe dial down the volatility elsewhere in the portfolio or using alternatives to manage volatility and risk.
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.
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.
Research links: an attractive business model
Abnormal Returns
OCTOBER 10, 2023
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. alphaarchitect.com) Is there a relationship between manager attractiveness and fund performance?
Stock Picking is Not the Same Thing as Portfolio Management
A Wealth of Common Sense
FEBRUARY 16, 2024
Early on in my savings journey I prioritized tax-deferred retirement accounts over all else. I like the ease and simplicity of 401k contributions coming out of my paycheck before it ever even touches my checking account. It’s easy to automate. The set-it-and-forget-it nature of a workplace retirement plan is one of my favorite features.
Research links: better behavior
Abnormal Returns
APRIL 16, 2024
Asset allocaiton Is regret a better measure to target for portfolio allocations? blogs.cfainstitute.org) Some evidence that it is possible to measure portfolio manager decision making. blogs.cfainstitute.org) Why asset allocation is sensitive to goals and assumptions. insights.finominal.com) Global macro hedge funds are mid.
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Podcast links: the rise of the pod shop
Abnormal Returns
MARCH 1, 2024
(wired.com) Finance Joe Weisenthal and Tracy Alloway talks multi-strategy hedge funds with Krishna Kumar, a portfolio manager at Goose Hollow Capital Management. joincolossus.com) Barry Ritholtz talks concentrated portfolios with Andrew Slimmon, managing director at Morgan Stanley Investment Management.
Top clicks this week on Abnormal Returns
Abnormal Returns
SEPTEMBER 3, 2023
Top clicks this week How (and where) to hold cash in your portfolio. morningstar.com) Do you need commodities in your portfolio? theverge.com) The story of a portfolio manager holding onto Credit Suisse stock too long. humbledollar.com) Why are mortgage rates so high? The cracks are showing.
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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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. hamiltonlane.com) Portfolio managers love to shift blame for underperforming assets.
Adviser links: financial compassion
Abnormal Returns
AUGUST 14, 2023
humansvsretirement.com) Corey Hoffstein talks with Martin Tarlie, a Portfolio Manager at GMO, about bridging the gap between financial planning and portfolio management. thinkadvisor.com) Practice management What operational issues are holding back small and mid-sized RIAs?
At The Money: Concentrated Portfolios
The Big Picture
MAY 8, 2024
APPLE EMBED At The Money: Concentrated Portfolios: Andrew Slimmon, Morgan Stanley (May 8, 2024) Are your expensive active mutual funds and ETFs actually active? AndrewToday, we discuss the advantages of concentrated portfolios. Concentrated portfolios are the opposite of bropad market indexes or funds and ETFs.
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Research links: avoiding the table
Abnormal Returns
DECEMBER 12, 2023
(investmentecosystem.com) The dispersion in private equity portfolio returns is not unexpected. riabiz.com) Fund management Diseconomies of scale in fund management are real. alphaarchitect.com) Why portfolio managers shift styles. mailchi.mp) Factors You have to squint really hard to find a small-cap effect.
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.
MiB: Joel Tillinghast, Fidelity’s Legendary Fund Manager
The Big Picture
DECEMBER 9, 2023
He has been a mutual fund manager in the equity division at Fidelity Investments since the 1980s. In 2002, Tillinghast was named “ Morningstar’s Domestic Stock Fund Manager of the Year.” ” Previously, he worked as a Portfolio Manager at Citadel Global Equities and as an Analyst at Millennium Management.
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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.
Podcast links: hedge fund math
Abnormal Returns
OCTOBER 11, 2024
(awealthofcommonsense.com) Corey Hoffstein talks with Farouk Jivraj, Portfolio Manager and Head of Alternative Risk Premia at Fidelity Investments’ Asset Management Solutions division. podcasts.apple.com) Barry Ritholtz talks with Vincent Aita, Founder and CIO of Cutter Capital Management.
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MiB: Armen Panossian, Oaktree Capital Management
The Big Picture
SEPTEMBER 23, 2023
This week, we speak with Armen Panossian , managing director and head of performing credit at Oaktree Capital Management , which has $179 billion in assets under management. He previously worked for Pequot Capital Management, where he worked on distressed debt strategy. Currently, he is Vice Chairman of IBM.
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Podcast links: resilient portfolios
Abnormal Returns
NOVEMBER 15, 2024
(podcasts.apple.com) Pierre Daillie and Adam Butler talk with Larry Swedroe about the importance of building resilient and hyper-diversified portfolios. capitalallocators.com) Shane Parrish talks with Adam Karr, President and Portfolio Manager at Orbis Investments.
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Research links: publication bias
Abnormal Returns
DECEMBER 6, 2022
papers.ssrn.com) How bad weather affects portfolio manager activity. (mrzepczynski.blogspot.com) How to measure, and use, 'tail betas.' caia.org) How much are investors willing to pay for ESG? papers.ssrn.com) How banks make money on leveraged loans. papers.ssrn.com) What explains the funding gap for Black-led startups.
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Podcast links: crypto confessions
Abnormal Returns
JULY 12, 2024
open.spotify.com) Finance Meb Faber talks trend following with Jerry Parker, portfolio manager of the Cambria Chesapeake Pure Trend ETF ($MFUT) ETF. podcasts.apple.com) Ted Seides talks with John Connaughton the Co-Managing Partner & Global Head of Bain Capital Private Equity.
Podcast links: the science of sleep
Abnormal Returns
JUNE 2, 2023
bloomberg.com) Christine Benz and Jeff Ptak talk with Joel Tillinghast about his biggest investing mistake, the implications of AI for portfolio management, and how private equity affects investors in public securities. joincolossus.com) William Green talks with hedge fund manager Christopher Begg.
Podcast links: being happier at work
Abnormal Returns
MAY 10, 2024
mebfaber.com) Eric Golden talk with Nir Kaissar, founder and portfolio manager at Unison Advisors, about the state of markets. (freakonomics.com) Finance Barry Ritholtz talks with Jim O'Shaughnessy about his investing career, VC and the potential of AI.
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. She became Senior Portfolio Manager for PGIM Real Estate’s flagship core equity real estate fund.
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#FASuccess Ep 407: Building Retirement Portfolios With A Liability-Driven-Investing Approach To Manage Sequence Of Return Risk, With Mark Asaro
Nerd's Eye View
OCTOBER 15, 2024
Mark is the Chief Investment Officer of Noble Wealth Management, an RIA based in Greenwood Village, Colorado, that oversees $320 million in assets under management for 160 client households.
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MiB: Colin Camerer on Neuroeconomics
The Big Picture
NOVEMBER 15, 2024
He is the portfolio manager of the Return Stacked ETF Suite, manging 800 million in ETF assets. All of our earlier podcasts on your favorite pod hosts can be found here. Be sure to check out our Masters in Business next week with Corey Hoffstein , CEO/CIO Newfound Research.
Thursday links: a heckuva business model
Abnormal Returns
NOVEMBER 30, 2023
valueandopportunity.com) Fund management DFA's push into ETFs has been more successful than even they expected. etf.com) How much personal trading is too much for a mutual fund portfolio manager? propublica.org) The Roundhill MEME ETF ($MEME) will liquidate next month.
Buy This, Sell That? Please Don’t…
The Big Picture
APRIL 6, 2023
Our core portfolios are built from mutual funds and ETFs – we are not individual stock pickers. We own individual stocks that are in our portfolio mutual funds. Ritholtz Wealth Management is a registered investment advisor or RIA. Active portfolio management strategy? RWM runs over $3 billion in client assets.
Podcast links: a big disappointment
Abnormal Returns
JUNE 16, 2023
(theinvestorspodcast.com) Corey Hoffstein talks with Michele Aghassi, principal at AQR Capital Management, about portfolio optimization and factor investing. podcasts.apple.com) Finance Meb Faber talks technology and AI with Dan Niles who is the Founder and Portfolio Manager of the Satori Fund.
Automated Tax-Loss Harvesting Technology: Is The Value Overstated?
Nerd's Eye View
OCTOBER 5, 2022
The 1%+ added value of automated tax-loss harvesting may be achievable in some ‘ideal’ cases, such as an investor who frequently contributes to their portfolio, has short-term losses to offset, and/or has many individual security holdings.
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Personal finance links: shaming and blaming
Abnormal Returns
FEBRUARY 21, 2024
whitecoatinvestor.com) Personal finance Stock picking is not the same thing portfolio managment. (humbledollar.com) How to tamp down on impulsive spending. dariusforoux.com) How to spend intentionally. In fact, it's a distraction.
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Adviser links: optimizing the wrong thing
Abnormal Returns
JULY 31, 2023
investmentnews.com) Portfolio management How to evaluate a client's investment portfolio. (riaintel.com) Creative Planning has inked a custody deal with Goldman Sachs ($GS). riabiz.com) Savvy Wealth is pushing hard on the AI front. flowfp.com) TIPS ladders haven't looked this good in a long time.
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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Podcast links: understanding the past
Abnormal Returns
MARCH 15, 2024
podcasts.apple.com) Finance Patrick O'Shaughnessy talks with Anne-Marie Peterson who is an equity portfolio manager at Capital Group. (infiniteloopspodcast.com) Scott Barry Kaufman talks with Columbia business professor Shena Lyengar on how we make choices and innovate.
$7.5B Americana Adds Managing Partner to International Unit
Wealth Management
AUGUST 26, 2024
Javier Altimari, a former senior director and portfolio manager at Oppenheimer & Co., will be instrumental in building out Americana Partners International, the RIA’s new division serving international UHNW clients.
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Podcast links: dollar dominance
Abnormal Returns
JUNE 23, 2023
acquired.fm) Jesse Pujji talks with Joe Frankenfield, Portfolio Manager at Saga Partners, about the business of Roku ($ROKU). ritholtz.com) Venture capital Howard Lindzon talks with Jenny Fielding who is a Managing Director at Techstars. (theverge.com) Who listens to true crime podcasts?
Podcast links: an investing paradox
Abnormal Returns
DECEMBER 1, 2023
joincolossus.com) Tim Ferriss talks with Steve Jang who is the founder and managing partner at Kindred Ventures. 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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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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MiB: Ted Seides, Capital Allocators
The Big Picture
AUGUST 12, 2023
This week, we speak with asset management expert Ted Seides , founder of Capital Allocators. His most recent book is “ Capital Allocators: How the world’s elite money managers lead and invest ;” he is also the host of the popular “ Capital Allocators” podcast , which reached 16 million downloads in June.
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Podcast links: lifetime learning
Abnormal Returns
DECEMBER 9, 2022
infiniteloopspodcast.com) Frederick Geischen talks lifelong learning with Alix Pasquet III, Managing Partner and portfolio manager at hedge fund Prime Macaya. (ritholtz.com) Jim O'Shaughnessy talks with Rohit Krishnan about the lessons learned from the FTX meltdown.
The Latest In Financial #AdvisorTech (October 2023)
Nerd's Eye View
OCTOBER 2, 2023
Welcome to the October 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
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