Pension Pulse

NOVEMBER 17, 2023

And by that metric, stocks are looking historically expensive, according to experts from PIMCO and GAM Asset Management. The historically low equity risk premium is a deterrent to investing in stocks, according to Julian Howard of Switzerland's GAM Asset Management. The equity risk premium is very, very narrow.

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ClearMoney

DECEMBER 14, 2021

Investor adoption in fixed income has lagged, at least when measured by the assets under management (AUM) in mutual funds and ETFs. trillion in equity fund AUM1 was categorized as strategic beta by Morningstar. billion of fixed income funds had the same designation. At the end of 2020, $1.35

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The Big Picture

DECEMBER 6, 2022

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. I remember telling myself, why would anyone invest in mutual funds when you can buy an ETF instead? What percentage of the assets are in ETFs relative to mutual funds? RITHOLTZ: Wow.

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The Big Picture

AUGUST 20, 2024

The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management , is below. And so in the 1990s, I developed the, the late 1980s, early 1990s, I developed a skillset around valuation, in particular discounted cash flow or residual income type models, along with a couple of peers out of the consulting industry.

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The Big Picture

AUGUST 15, 2023

RITHOLTZ: The whole pre-financial crisis decade or two, hedge funds crushed-crushed it. SEIDES: I know back then, the premier job in asset management was to run Fidelity Magellan. There was no reason to think people would make billions of dollars running hedge funds. Or at least the top, pick a number, 30, 40%.

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The Big Picture

OCTOBER 19, 2022

There is that same payment for distribution service, the mutual funds. So we’re really a mutual-mutual fund company. What I mean by that is if you’re an investor in one of our funds, you own a little pro rata piece of Vanguard. We have a really good risk management tool as well.

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The Big Picture

OCTOBER 24, 2022

So I leave the Bureau of Labor Statistics and I move into economic consulting. And this is distinct from management consulting, which I think a lot of people are pretty familiar with. With econ consulting, at least at the firm, I was that — it was a lot of expert witness testimony. NORTON: Right. NORTON: Yeah.

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The Big Picture

DECEMBER 28, 2022

You’re not allowed to do anything in investment management, and then allow it to do anything in sales. The mutual fund business is all about sales and investing. I was privileged to have the responsibility for representing Greenwich Associates consulting with Wall Street firms. RITHOLTZ: Right.

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Sara Grillo

FEBRUARY 13, 2023

I am an irreverent and fun marketing consultant for financial advisors. Yeah, this is this is where the new active, you know, or active management trying to just because the book I recently wrote is called the Bogle Effect about just the epic bomb that Bogle and Vanguard dropped on asset management. So please subscribe!

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Pension Funds Investing Funds Portfolios 72

Sara Grillo

NOVEMBER 14, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Macchia argues that mutual funds and REITs are not fiduciaries; product manufacturers are typically not. For those of you who are new to my blog, my name is Sara.

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The Big Picture

JULY 18, 2023

WAGNER: Yeah, I started as a certified public accountant and one of the early engagements that I was tasked with was in the space of asset management and I recall doing the audit on Jeffrey Vinik’s very first year as a hedge fund manager. RITHOLTZ: Post-fidelity, post-Magellan fund. WAGNER: Exactly.

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The Big Picture

JULY 29, 2024

And then because that internship was in marketing, I had some opportunities to do consulting work and then eventually found my way to American Express working in their marketing department. So built in a retirement offering an insurance offering, expanded their mutual fund offering, expanded their ETF offering. It was great.

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The Big Picture

OCTOBER 15, 2024

00:13:04 [Speaker Changed] So the most of what APAR focuses on our private, our public markets, stocks, bonds, mutual funds, ETFs. They have to pay their IT consultants, huge amounts of monies to do a report. And, and you know, I, I’d love to see ’em triple that over the next, over the next few years.

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The Big Picture

OCTOBER 21, 2024

The buyers didn’t have the ability to go cross assets and cross, let’s say, ratings as, as they are today. You know, mutual funds were very siloed and, and now they’re, they’re a bit wider mandates. There was a big disconnect as they move positions that started to trade wider.

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Hedge Funds Banks Financing Finance 59

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. But as it turns out, the reason that asset manager was able to raise so much money was because they had taken signals. Can’t.

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The Big Picture

APRIL 8, 2024

When you come outta school, 1969 to 71, you’re an economic consultant at data resources. It’s not as, as strong as your business in the asset management business. 00:05:06 [Speaker Changed] So, so let’s talk a little bit about the early days of your career. What, what did you do for those guys?

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The Big Picture

APRIL 8, 2025

She was CIO at Merrill Lynch Asset Management, and now CIO at both Morgan Stanley Wealth Management and runs their asset allocation models and their outsourced chief investment officer models. You know, I thought I was gonna take the high road and, and be a management consultant.

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