The Big Picture

MARCH 6, 2025

To help us unpack all of this and what it means for your portfolio, let’s bring in Austin Goolsbee. How do we, and I know the Fed has looked at this, there’ve been a number of white papers that have come out of the Fed. I’m Barry Ritholtz and we’re gonna discuss how investors should think about.

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Brown Advisory

NOVEMBER 8, 2021

Global Cooldown: Tackling Climate Change Through Our Bond Portfolios. We seek to avoid climate risks while embracing opportunities for mitigation and adaptation in our sustainable fixed income strategies, using multiple layers of research and analysis in an effort to pursue improved risk-adjusted returns and decarbonize our portfolios.

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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.

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Discipline Funds

FEBRUARY 17, 2023

We founded the concept of Countercyclical Indexing by answering some simple questions: Is a “balanced index” like a 60/40 stock/bond portfolio actually balanced? A standard indexing strategy such as a 60/40 stock/bond portfolio has many wonderful characteristics. It’s diverse, low fee and tax efficient. This doesn’t make sense.

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Inside Information

DECEMBER 26, 2023

He published a number of white papers around the turn of the century that predicted a dystopian professional landscape composed of a small handful of giant RIAs and a few smaller firms scurrying under their feet, looking for table scraps. Mark Hurley seems to be addicted to predicting the future. Which means?

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Dear Mr. Market

NOVEMBER 23, 2021

In last quarter’s newsletter from My Portfolio Guide, LLC we put out a fairly bold prediction of the S&P 500 hitting 5,000 and the Dow Jones reaching 40,000 within the next year. Check your portfolio once a month or even quarterly. We estimate almost a full year where TINA is still the horse to be on (within reason folks!).

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Random Roger's Retirement Planning

JUNE 27, 2022

Quite a few years years ago, like maybe 15, I wrote several posts about an idea for portfolio construction from Nassim Taleb where he said he put 90% of his money in T-bills from around the world and then put the remaining 10% in very aggressive holdings with great potential for asymmetric returns. NFDIX gives the portfolio/index 11.2%

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Discipline Funds

DECEMBER 28, 2022

Understanding Money If you start with the following book, white paper and videos you’ll have a very solid starting point for understanding money: Pragmatic Capitalism – What Every Investor Needs to Know About Money and Finance (the only item on this page that is not free. Where Does Money Come From?

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The Big Picture

SEPTEMBER 19, 2023

Her job is portfolio and product solutions and that means she could go anywhere in the world and do anything. And so I often would look at investments in my portfolio that may be different from what most other people put in their portfolios. That sounds great, but I only have spots in my portfolio for a Cape Cod.

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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. So we really think that it creates alignment to have our portfolio managers meaningfully owning shares of the funds that they manage.

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Midstream Marketing

NOVEMBER 6, 2024

When you share useful things, like white papers, blog posts, articles, and updates on social media, you can show that you are a thought leader in the financial industry. Explain how to manage risks and how to diversify portfolios. Diversifying Your Content Portfolio Having different types of content is important.

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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. A Matter of Time.

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ClearMoney

DECEMBER 14, 2021

In Dimensional’s case, systematic fixed income is hardly new; we have been managing fixed income portfolios since 1983. For example, a bond trading like one rated BBB may become ineligible for a portfolio restricted to securities rated AA and above, even if its stated rating meets the portfolio’s guidelines.

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Brown Advisory

JUNE 21, 2017

Instead, they’ve turned to indexing their portfolios to the S&P 500 ® Index or some other relevant benchmark, thereby accepting “average” performance rather than trying for something better. Portfolios with greater active share could be said to reflect more independent thinking on the part of the managers.

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Brown Advisory

JUNE 21, 2017

Instead, they’ve turned to indexing their portfolios to the S&P 500 ® Index or some other relevant benchmark, thereby accepting “average” performance rather than trying for something better. Portfolios with greater active share could be said to reflect more independent thinking on the part of the managers. Manager Characteristics.

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Tucker Advisors

SEPTEMBER 8, 2021

To be fair, these annuities aren’t to be compared to a stock portfolio in terms of overall growth opportunity, but they can earn a respectable rate, all without market risk. You have dividend-paying stock portfolios, laddered-bond portfolios, rental income or annuities. When the market grows, the annuity cash value grows.

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Investment Writing

NOVEMBER 20, 2024

They want to understand their investments without learning the definitions to unfamiliar words,” according to “ New Word Order ,” part of the Invesco White Paper Series ( highlights available online ). .” On a similar note, “investors are no longer impressed with jargon. It’s entertaining.

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Brown Advisory

SEPTEMBER 22, 2017

Hundreds of academic studies and thousands of media commentaries have taken different angles on this issue, with the conversation centered on one key question: Does the incorporation of ESG factors in portfolios help, hurt, or do nothing to returns? Can we also generate predictable utility from managing portfolios around an "ESG factor?"

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Brown Advisory

SEPTEMBER 22, 2017

Hundreds of academic studies and thousands of media commentaries have taken different angles on this issue, with the conversation centered on one key question: Does the incorporation of ESG factors in portfolios help, hurt, or do nothing to returns? Can we also generate predictable utility from managing portfolios around an "ESG factor?"

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Sara Grillo

NOVEMBER 14, 2022

If you didn’t want equity risk tied to your income, you would structure the portfolio for cash flow using fixed income, which has interest rate risk. They structure the portfolio to provide current income and draw down 4% from the portfolio’s dividends and interest while keeping the portfolio intact.

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Inside Information

MAY 31, 2022

I’m writing a new version of the Custodial Alternatives white paper, which profiles some less-well-known options that advisory firms caught up in the Schwabitrade acquisition, or firms that are suffering long hold times, could consider.

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The Big Picture

MARCH 12, 2024

So that’s an active part of portfolio trimming and opt and optimization. The good news is no one event has a big impact on the portfolio. You, 00:30:51 [Speaker Changed] You know, the fascinating thing is I have a vivid recollection of a paper, a white paper coming out by professors Reinhart and Rogo.

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The Big Picture

JANUARY 14, 2025

You were a portfolio manager, researcher head of trading, and apparently tech geek putting machines together. They publish a lot of white papers, they do a lot of research, they have very specific opinions on different topics that seem to come up in the world of finance. 00:11:57 [Speaker Changed] Really, really interesting.

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The Big Picture

NOVEMBER 25, 2024

Not only did he stand up a research shop from a dorm room in college and started selling model portfolios to fund managers, but eventually created a suite of first mutual funds. Versus, Hey, you know, if you have a portfolio with a B, C de, here’s what you can expect. Well, most naive value portfolios are stuffed with financials.

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The Big Picture

FEBRUARY 4, 2025

And we have 50, a little less than 50 portfolio companies talking to the CEOs of these portfolio companies. White paper was about private credit, white paper was about private equity. White paper was about asset backed finance.

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The Big Picture

OCTOBER 31, 2022

We wrote a white paper that was associated with it. RITHOLTZ: So I said something at an event where I had said to a group of young people, hey, if you’re in your 20s, 30s, 40s, you really don’t need bonds in your portfolio. We did it not only for the U.S., we did it internationally. It makes sense for me.

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The Big Picture

JANUARY 23, 2024

It helps crops grow more farmers crave biochar, but it also sequesters carbon for at least a thousand years according to a new white paper. 00:29:46 [Speaker Changed] And so Commonwealth fusion companies like Avalanche, which are, which are in the lower carbon portfolio, are incredibly exciting.

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