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. And then it’s actually hard to make a legal bet.

Hedge Funds 52

Hedge Funds Funds Capital Assets 52

The Big Picture

NOVEMBER 15, 2022

So if you’re an advisor, and I spend most of my time talking to the wealth management institutional business, if you’re an advisor, you should not be spending a lot of your time trying to add alpha through understanding investing better than the rest of the market. You can go get some turnkey asset management program.

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Mutual Funds Financing Finance Asset Management 111

The Big Picture

OCTOBER 24, 2022

But the career paths from there were either kind of the PhD route, or the legal routes. And so there was a lot of need on the active mutual fund friends. And so my coverage list kind of converted over time to focus more on mutual funds, to focus on five to nine plans, college savings. And it was interesting work.

Mutual Funds 52

Mutual Funds Assets Taxes Consultants 52

The Big Picture

AUGUST 29, 2022

But I covered derivatives at first, and then I cover mutual funds. I worked for a (inaudible) called Fund Action and did that for a little while, and then went — I met a guy named Duff Ferguson at AllianceBernstein. They’d be the biggest active mutual fund to shop times over. RITHOLTZ: It’s …. He was the P.R.

Mutual Funds 69

Mutual Funds Funds Assets Asset Management 69

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. And the way the mutual fund industry is set up, the administration of the funds and the management of the investments are two different creatures.

Mutual Funds 75

Mutual Funds Consultants Consulting Funds 75

The Motley Fool

APRIL 17, 2024

Then I was back and 2008, I helped start Motley Fool Asset Management, small team. Things are still going and money management, but I came back to the publishing last year and somewhere at all that I had a growing family, three kids. But of course, I learned about index funds. Index funds beat mutual funds.

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Financing Finance Law Firms Mutual Funds 130

The Big Picture

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He’s a member of the management committee. He co-chairs a number of the asset management investment committees. What can I say about Julian Salisbury? Capital rules were changing. Risk appetite was changing.

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Liabilities Assets Banks Hedge Funds 119

Sara Grillo

FEBRUARY 13, 2023

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. Rowe Price Blend Fund thing is just sort of dying. It’s changed everything.

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Pension Funds Investing Funds Portfolios 72

The Big Picture

JULY 11, 2023

One is we were securitizing the assets in the auto loan and selling them off to other asset managers because we weren’t able to buy them ourselves. Did you guys just say, we really want to be pure investment management? The requirements for asset managers to have a bank were such that it would inhibit us a bit.

Mutual Funds 88

Mutual Funds Mergers and Acquisitions Asset Management Financing 88

Sara Grillo

NOVEMBER 14, 2022

Macchia argues that mutual funds and REITs are not fiduciaries; product manufacturers are typically not. 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. Are commissions bad?

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Consultants Consulting Education 59

The Motley Fool

MARCH 17, 2025

Institutional investors such as mutual funds, pension funds, and even insurance companies could be the key to sustainable growth. In February, Brazil became the first country to approve a spot XRP ETF created by the asset management company Hashdex. Image source: Getty Images. Is XRP a buy?

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Securities and Exchange Commission (SEC) Mutual Funds Exchange-Traded Funds Pension Funds 311

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.

Hedge Funds 59

Hedge Funds Banks Financing Finance 59

The Motley Fool

FEBRUARY 20, 2025

Large financial institutions, such as mutual funds, pension funds, and even insurance companies, have begun investing in blue chip cryptos. These include digital asset manager Greyscale, whose application for a fund was acknowledged by the regulatory body this month. Image source: Getty Images.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Mutual Funds Exchange-Traded Funds Pension Funds 246

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. And then on top of that, it’s really stressful for a lot of people to get all their clients into these things ’cause there’s just lots more paperwork, lots of messes, lots of legal stuff.

Venture Capital 59

Venture Capital Private Companies Hedge Funds Capital 59

The Motley Fool

MARCH 29, 2025

Rather than spreading thin, its tight focus on providing fast, inexpensive, and legally compliant money transfers for financial institutions means that it can expect to continue growing so long as there are potential users that are still processing their transfers in slower or more expensive ways. Now, let's get back to the Coinbase survey.

Financial Institutions 227

Financial Institutions Mutual Funds Hedge Funds Assets 227

Private Equity Insights

MARCH 28, 2025

Their efforts follow a foundation laid by former Senator Pat Toomey, now a board member at Apollo Global Management, who advocated for legal clarity on private equitys inclusion in retirement plans. Private equity managers are also lobbying the SEC to raise the 15% limit on illiquid assets in mutual funds.

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Mutual Funds Private Equity Firms Private Equity Firms Private Equity Managers 147

The Motley Fool

JANUARY 15, 2025

Meade -- General Counsel and Chief Legal Officer Good morning, everyone. 2024 marked a quantum leap forward for BlackRock against our long-term value creation objectives and an invigoration of the future of asset management and technology services for our clients. Operator instructions] Thank you. Christopher J.

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Assets Shareholders Capital Portfolios 130

Private Equity Wire

MARCH 27, 2025

Blackstone, UBS Group, and Neuberger Berman, alongside over 30 asset managers, convened to discuss the expansion of private equity within US retirement savings less than a week before former President Donald Trumps second inauguration, according to a Bloomberg report.

Securities and Exchange Commission (SEC) 45

Securities and Exchange Commission (SEC) Mutual Funds Private Equity Firms Private Equity Firms 45

The Motley Fool

JANUARY 22, 2025

If you start with JP Morgan, biggest bank, fourth quarter revenue there up 10%, non- interest revenue, Dylan, up 29%, led by asset management and investment banking. Seven out of 10 positions in actively managed mutual fund are no longer the same by December 31 from the first day of that year. It will go up, Rick.

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Banks Mutual Funds Stock Market Stock Market 130