Portfolio Management Taxes White Paper 
Discipline Funds
FEBRUARY 21, 2023
Traditional portfolio management applies allocation models that account for risk per unit of return, but fail to account for the problem of time within this process. The All Duration Investing approach adds the element of time by quantifying a portfolio for returns per unit of risk across time.
ClearMoney
NOVEMBER 4, 2021
As with many things in life, the truth is somewhere between the extremes: While both simulated and real-world data suggest momentum may not be suitable as a driver of long-term asset allocations, we believe momentum considerations can be integrated in a cost-effective way to help inform daily portfolio management decisions.
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Brown Advisory
JUNE 21, 2017
This assertion is open to debate and in fact has been refuted by various studies, but it gives some investors pause when considering active managers for their portfolios. Over longer periods, we think active management can add alpha, even in more efficient asset classes.
Brown Advisory
JUNE 21, 2017
This assertion is open to debate and in fact has been refuted by various studies, but it gives some investors pause when considering active managers for their portfolios. Manager Characteristics. Over longer periods, we think active management can add alpha, even in more efficient asset classes.
Sara Grillo
NOVEMBER 14, 2022
Macchia mentions that there are firms that have sprung up offering no load products, products that report into your portfolio management system, wrap-able products, etc. That lead him to start Quest Asset Management, with the novel idea of putting investor interests first as a fiduciary, which was practically unheard of at the time.
The Big Picture
NOVEMBER 25, 2024
00:19:11 [Speaker Changed] The, the challenge is always the transition from the uptrend to the downtrend, which is why you have portfolio managers and allocators arguing who’s responsible. Alternatives and alternative strategies tend to be less tax efficient, more opaque. 00:48:46 [Speaker Changed] Absolutely.
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