The Irrelevant Investor

SEPTEMBER 19, 2022

Today’s Talk Your Book is presented by Fabric Risk: On today’s show, we spoke with Fabric Risk Co-Founder Rick Bookstaber about how Fabric is identifying risks for advisors. The post Talk Your Book: Portfolio Premortem appeared first on The Irrelevant Investor.

Portfolio 82

Portfolio Portfolio Management Financial Planning Planning 82

Indigo Marketing Agency

MARCH 20, 2025

Right now, your clients dont just need portfolio management; they need perspective. Social media posts: Even short LinkedIn or X updates can remind clients youre present, engaged, and monitoring the situation. Thats where financial advisors come in! They need to hear from you. When clients feel informed, they feel confident.

Communication 69

Communication Financial Advisor Marketing Marketing 69

SEI

JULY 23, 2024

Jim Solloway, Chief Market Strategist and Senior Portfolio Manager, and Erin Hueber, Client Service Director, present our economic outlook.

Portfolio Management 52

Portfolio Management Economics Portfolio Clients 52

SEI

APRIL 17, 2024

Part one: Jim Solloway, Chief market strategist and senior portfolio manager, and Vivian Estadt, Client service director, present our economic outlook in this two-part series.

Portfolio Management 52

Portfolio Management Economics Portfolio Clients 52

SEI

JULY 25, 2023

Jim Solloway, Chief market strategist and senior portfolio manager, and Vivian Estadt, Client service director, present our economic outlook.

Economics 52

Economics Portfolio Management Portfolio Clients 52

SEI

JANUARY 16, 2024

Jim Solloway, Chief Market Strategist and Senior Portfolio Manager, and Vivian Estadt, Client Service Director, present our economic outlook for 2024.

Economics 52

Economics Portfolio Management Portfolio Clients 52

Advisor Perspectives

JULY 14, 2023

Portfolio manager Shuntaro Takeuchi says Japanese equities, for so long a market of false dawns, may now be stirring up investment opportunities that finally present Japan as a long-term growth market.

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

SEI

APRIL 18, 2024

Part two: Jim Solloway, Chief market strategist and senior portfolio manager, and Vivian Estadt, Client service director, present our economic outlook in this two-part series.

Banking 40

Banking Portfolio Management Economics Portfolio 40

Brown Advisory

NOVEMBER 26, 2018

2018 Impact Report: Sustainable Core Fixed Income Strategy ajackson Mon, 11/26/2018 - 08:01 A Letter of Introduction From The Portfolio Managers Brown Advisory is deeply committed to sustainable investing. 30, 2018, our firm managed approximately $4.1 As of Sept. and Brown Advisory Trust Company of Delaware, LLC.

Portfolio Management 52

Portfolio Management Portfolio Clients Management 52

Brown Advisory

NOVEMBER 26, 2018

A Letter of Introduction From The Portfolio Managers. . 30, 2018, our firm managed approximately $4.1 Portfolio Manager. Associate Portfolio Manager. 2018 Impact Report: Sustainable Core Fixed Income Strategy. Mon, 11/26/2018 - 08:01. Brown Advisory is deeply committed to sustainable investing.

Portfolio Management 52

Portfolio Management Portfolio Clients Management 52

The Big Picture

FEBRUARY 12, 2024

I just figured if I do well, I would be able to be presented with, with good options. And we had about, I don’t know, we had about eight or 10 tables and we have, I do a presentation PowerPoint and the rest of it, then you have questions and answers. I have other people at the firm helping me prepare these, these presentations.

Management 294

Management Investing Investments Economy 294

The Irrelevant Investor

MAY 15, 2022

Today’s Animal Spirits is brought to you by KraneShares ETFs: We had Roger Mortimer, Portfolio Manager of KraneShares Global Carbon Transformation ETF on the show to talk about the clean energy transition. Check out our t-shirts, stickers, coffee mugs, and other swag here.

Investments 52

Investments Investing Portfolio Management Portfolio 52

Brown Advisory

DECEMBER 19, 2018

On their behalf, we are proud to present this Impact Report to our clients. Sincerely, Karina Funk, CFA Portfolio Manager and Head of Sustainable Investing David Powell, CFA Portfolio Manager *Brown Advisory entities included are: Brown Advisory LLC, Brown Investment Advisory & Trust Company, Brown Advisory Ltd.

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52

Brown Advisory

DECEMBER 19, 2018

A Letter of Introduction From The Portfolio Managers. . On their behalf, we are proud to present this Impact Report to our clients. Portfolio Manager and. Portfolio Manager. . . . . . 2018 Impact Report: Large-Cap Sustainable Growth Strategy. Wed, 12/19/2018 - 11:16. Sincerely, .

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52

Diamond Consultants

FEBRUARY 11, 2025

Typically, the platform firm provides compliance oversight and access to a wide range of technology providers and investment options, including the option for an advisor to operate as a portfolio manager. Advisors are free to select and bear the cost (at scaled pricing) of the specific solutions they believe best meet their needs.

Compliance 52

Compliance Clients Management Investing 52

The Irrelevant Investor

DECEMBER 3, 2018

Today's Animal Spirits Talk Your Book is presented by Graniteshares Topics discussed Boom and bust nature of commodities What is the role of commodities in a portfolio -- manage risk or price appreciation? Why would commodities add a risk management component to a typical portfolio?

Investments 52

Investments Investing Portfolio Management Risk Management 52

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. And they will decide what they’re going to buy and sell.

Management 305

Management Assets Risk Management Marketing 305

International College of Financial Planning

MAY 9, 2024

In the present rapidly evolving digital landscape, integration of technology into everyday activities has transformed numerous industries, i8 financial management and investment advisory services. In the present advisory environment, advisors need to be as proficient with technological tools as they are with financial strategies.

Investments 52

Investments Investing Investment Advisor Budgeting 52

Validea

JANUARY 9, 2023

Veteran portfolio manager Bill Miller, founder of Miller Value Partners and manager of the firm’s Miller Opportunity Trust and the Miller Income funds, retired at the end of 2022, reports an article in CityWire.

Retirement 59

Retirement Management Portfolio Management Portfolio 59

Good Financial Cents

JANUARY 11, 2023

At this rate, there will be an additional 750,800 new jobs within this field each year, presenting countless opportunities for professionals already in the sector. Because of this crucial role, financial managers command top dollar in big banks. Portfolio Manager. Average Salary: $131,710 per year.

Banking 96

Banking Budgeting Portfolio Management Recruitment 96

Sara Grillo

OCTOBER 27, 2023

Let’s talk about how most portfolio management or equity research interviews go (versus how they should). It’s kind of like presenting yourself in a vacuum. So the tip I would give you, and I advocate for this in my book, Emergency Interview Kit for Equity Research and Portfolio Management , is this.

Portfolio Management 52

Portfolio Management Consulting Portfolio Media 52

Sara Grillo

AUGUST 15, 2022

Now for the feature presentation. In this podcast we don’t discuss the basics of direct indexing or talk about any of the direct indexing providers per se, but instead we focus on how to apply it to client portfolio management. Scott and I discuss this in pod/blog on the topic, entitled, “ Direct indexing suck s.”

Clients 98

Clients Financial Advisor Consulting Portfolio 98

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. So we ended up presenting to just him. You have 13 portfolio managers plus including you and Carl.

Healthcare 162

Healthcare Portfolio Management Investing 162

The Irrelevant Investor

NOVEMBER 30, 2018

The first edition of the Journal of Portfolio Management opened with an article from its founder and editor, the great Peter Bernstein. Presented with that challenge, I couldn't stand back any longer." In What this Journal is About , he wrote: The maiden issue of this Journal appears at a critical time for our profession.

Portfolio Management 52

Portfolio Management Portfolio Government Management 52

Harness Wealth

JANUARY 29, 2025

In short, the present value of current tax savings is seen as more valuable than uncertain future tax liabilities. As a strategy, tax-loss harvesting is most effective for disciplined portfolio managers who carefully monitor portfolio performance and strategically reinvest in similar but not identical assets.

Taxes 52

Taxes Assets Sales Portfolio 52

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. And we do think that the short time periods are noise. Tell us how that works into your investing philosophy.

Investing 147

Investing Investments Management Valuation 147

Brown Advisory

AUGUST 6, 2019

And often, as in the present instance, it just “feels right.” Taylor is also an excellent communicator and regularly shares his thoughts with our balanced portfolio managers serving private clients, endowments and foundations. Technology has also enabled analysts, portfolio managers and traders to improve their productivity.

Investments 52

Investments Investing Clients Portfolio Management 52

Brown Advisory

AUGUST 6, 2019

And often, as in the present instance, it just “feels right.”. Taylor is also an excellent communicator and regularly shares his thoughts with our balanced portfolio managers serving private clients, endowments and foundations. Technology has also enabled analysts, portfolio managers and traders to improve their productivity.

Investments 52

Investments Investing Clients Portfolio Management 52

Trade Brains

JANUARY 26, 2024

The company’s product lines include mutual funds, including active and passive schemes across equity, hybrid, debt, liquid, and commodity categories; managed accounts, including alternative investment funds (AIF); portfolio management services (PMS); pension funds; and offshore business and advisory mandates. crore folios.

Retail 105

Retail Accounting Assets Management 105

Brown Advisory

DECEMBER 18, 2017

Investigative Research Process: Receive assignment from a portfolio manager or sector analyst. Our process was developed and refined by the team that manages our Large- Cap Sustainable Growth Strategy—Portfolio Managers Karina Funk and David Powell, and ESG Research Analyst Emily Dwyer.

Portfolio Management 52

Portfolio Management Portfolio Management Clients 52

Brown Advisory

DECEMBER 18, 2017

Investigative Research Process: Receive assignment from a portfolio manager or sector analyst. Our process was developed and refined by the team that manages our Large- Cap Sustainable Growth Strategy—Portfolio Managers Karina Funk and David Powell, and ESG Research Analyst Emily Dwyer. Emily Dwyer.

Portfolio Management 52

Portfolio Management Portfolio Management Clients 52

International College of Financial Planning

JULY 10, 2023

How Investment Advisors Play a Significant Role in Managing Finances? The field of investment advisory presents a world of opportunities for individuals passionate about finance and investments. Investment advisors can also specialize in specific areas such as retirement planning, tax planning, or portfolio management.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investments 52

Trade Brains

JUNE 11, 2023

SJVN is presently operating power projects in various states of India like Bihar, Assam, Punjab, and many more neighboring countries Nepal and Bhutan. The company started with a single project of India’s largest 1500 MW Nathpa Jhakri Hydro Power Station in Himachal Pradesh. It later worked on eight major projects totaling 2091.5

Banking 97

Banking Government Financial Services Insurance 97

Brown Advisory

MARCH 14, 2023

Timing/Short-Term We’ve presented on the topic of our “Prescient Analysts” before in this forum. Even Longer-Term At the front of every Berkshire Hathaway (BRK) annual shareholder letter penned by CEO Warren Buffett, the company presents the stock’s performance versus the S&P 500 Index since inception. since 1964!

Clients 81

Clients Investing Investments Sales 81

Million Dollar Round Table (MDRT)

JULY 9, 2023

By Matt Pais, MDRT Content Specialist A few years ago, Thomas W. Young, CLU, ChFC , saw a movie that reminded him of a situation he experiences as a financial advisor. In the movie, vampires took over a major city and kidnapped its citizens, continually taking blood from the innocent people to feed themselves. Why does this matter?

Clients 97

Clients Financial Advisor Portfolio Management Portfolio 97

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 Investing Investments 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 Investing Investments 52