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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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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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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(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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He co-authored Investment Analysis and Portfolio Management , now in its fifth edition. Zeikel famously shared his investing insights in a 1994 letter to his daughter: “Personal portfolio management is not a competitive sport. Most investors underestimate the stress of a high-risk portfolio on the way down.
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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.
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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.
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The new features include a one-stop client portal, cloud data platform, consolidated APIs and portfolio management suite.
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.
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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.
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.
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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.
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Apex Fintech Solutions announced it acquired AdvisorArch, a portfolio management company and rebalancer.
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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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DECEMBER 4, 2023
Harley Lank, portfolio manager at Fidelity, discusses high yield, selective decision-making, and navigating credit market dislocations.
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Called Auria, Advyzon's new technology will combine portfolio management, performance reporting, CRM and other tools.
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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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FINNY AI, an AI-powered prospecting tool, has raised $4.2
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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. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg.
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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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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.
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.
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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. As a senior portfolio manager, he was in charge of over $15 billion in hedge fund assets.
Wealth Management
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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.
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Boutique portfolio management firm in OK further expands the insurance giant’s wealth advisory arm.
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“Volatility is off the chart,” said Ben Emons, a senior portfolio manager at NewEdge Wealth. People are trading bonds like stocks.”
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libertystreeteconomics.newyorkfed.org) Portfolio managers Why portfolio managers get fired. alphaarchitect.com) Is there a relationship between manager attractiveness and fund performance? morningstar.com) The case for overlaying managed futures to an equity portfolio.
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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.
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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