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.
Management Portfolio Portfolio Management 
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.
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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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$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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Veteran Asset Manager Joins Alpha Capital Family Offices from Northern Trust
Wealth Management
APRIL 21, 2024
Denver-based Alpha Capital Family Offices tapped the veteran asset manager to lead portfolio management as part of a talent-driven growth strategy.
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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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AssetBook Launches Valian Communications App
Wealth Management
SEPTEMBER 22, 2022
Valian complements the firm's established Pulse portfolio management and reporting platform.
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Carson Group: We Still Think Stocks Are Going to Overperform Bonds This Year
Wealth Management
SEPTEMBER 5, 2024
Barry Gilbert, portfolio manager with the Carson Group, talks about why the firm is risk-on right now, why it prefers ETFs over mutual funds and what’s different about this market cycle.
BNY Mellon’s Pershing X Upgrades Wove Platform
Wealth Management
JUNE 4, 2024
The new features include a one-stop client portal, cloud data platform, consolidated APIs and portfolio management suite.
Apex Continues To Make Moves To Compete With Big Three Custodians
Wealth Management
MARCH 13, 2024
Apex Fintech Solutions announced it acquired AdvisorArch, a portfolio management company and rebalancer.
Rockefeller Joins Muni ETF Boom With Three High-Yield Funds
Wealth Management
AUGUST 15, 2024
The products, which will be managed by a trio of portfolio managers who joined earlier this year from Invesco Ltd., will focus on lower-rated bonds.
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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J.P. Morgan to Pay $150M to Settle Slew of SEC Charges
Wealth Management
NOVEMBER 1, 2024
In one case, the firm agreed to pay $45 million to settle charges that it didn’t disclose financial conflicts regarding a portfolio management program to clients.
Procyon: Institutional Due Diligence With a Private Wealth Overlay
Wealth Management
APRIL 8, 2024
Procyon takes a bottom-up approach to portfolio management, but the firm’s real differentiator lies in its own alternative funds, giving clients access to unique opportunities in the private markets.
Active ETFs Boom as State Street Eyes Record $260B Inflow
Wealth Management
JUNE 6, 2024
Portfolio managers have poured money into the active sector for 50 consecutive months after a $22 billion allocation in May, data compiled by Bloomberg Intelligence show.
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.
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.
Advyzon To Rollout New Platform For UHNW Clients
Wealth Management
NOVEMBER 19, 2024
Called Auria, Advyzon's new technology will combine portfolio management, performance reporting, CRM and other tools.
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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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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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.
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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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
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?
Bonds Are Becoming More Volatile Than Stocks by Most on Record
Wealth Management
OCTOBER 13, 2023
“Volatility is off the chart,” said Ben Emons, a senior portfolio manager at NewEdge Wealth. People are trading bonds like stocks.”
Creator of Anti-Ark ETF Is Losing Fund in Break From New Firm
Wealth Management
NOVEMBER 30, 2022
He'll no longer serve as portfolio manager of SARK and more than two dozen other funds. Matthew Tuttle's ETF lineup was acquired by AXS Investments.
Secfi Launches RIA, Targets Startup Employees
Wealth Management
SEPTEMBER 29, 2022
The firm has hired John Morrison, portfolio manager at Dimensional Fund Advisors, to run the RIA, which aims to help startup employees plan around option-rich, but cash-poor, wealth.
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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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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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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.
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.
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: 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.
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.
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?
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.
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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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.
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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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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