Portfolio Management Club’s Post

Always a very informative read from The FM Report and this article seems timely. The points made here will become increasingly relevant as the economic cycle changes. Positive correlation between equities and bonds has been worryingly sticky for some years now. Has investment advice become too narrowly focused? It may be that investors are overly exposed to passive equity investments or traditional 60/40 portfolios. Alternatives can bolster portfolio resilience, offer an inflation hedge, and display low or negative correlation to most other asset classes. #alternatives #balancedportfolio #diversification #investments

Last week, I was joined by my fellow Northern Trust Asset Management leadership team members for an impactful and engaging offsite. This was one of the best offsites we’ve had – from the excellent resources and materials to the candid dialogue, each of us left feeling energized and inspired. We took specific action items from this event, empowering us to continue to solve investment challenges by meeting the evolving needs of our clients across the globe. Some commitments from the offsite: ·      Seize Momentum: Continue to lead where we have demonstrated success and take action to solve matters under our control ·      Collaborate & Compromise: Leverage team members’ expertise and build trust amongst one another to make well-rounded decisions together ·      Focus for Success: Prioritize foundational investments and maintain constant focus to deliver outcomes for our clients By implementing these themes, our team will continue to achieve great success together – this year and beyond.

As part of the panel discussion on potential shifts in the investment regime and what these mean for your investment strategy we explored how to sift through broad trends to uncover the most promising investment opportunities within emerging megatrends.  #megatrends#investments#investment strategy

Aoifinn Devitt with Jane Buchan - CEO of Martlet Asset Management 🙌THROWBACK to our episode from December 2023 with Jane. Jane is CEO of Martlet Asset Management, based in Newport Beach CA.  She was one of the co-founders of Pacific Alternative Asset Management in 2000, which grew to $32 bn n AUM under her leadership. She was been a chair of the Board of CAIA as well as an Assistant Professor of Finance at the Amos Tuck School of Business at Dartmouth and has a number of Board roles. Jane’s career straddles academic life and an entrepreneurial and business one, and she describes how her time as a professor taught her to be comfortable being an outsider, and confident in challenging the status quo. We follow her into consulting and then into striking out boldly to service a select group of large institutions – the genesis of what became PAAMCO. The unique structure and approach taken by PAAMCO led it to stand apart from peers, and we discuss some birthing pains that launching a new approach entailed. Moving to her current portfolio of roles, we examine the growth of group think in governance structures, and how developing a voice should be approached. We move then to topics of leadership, decision making and mentorship. Overall this is a richly layered conversation from one of the founders of the approach to hedge funds as we know it among institutions today. #assetmanagement #assetmanager #ceo #femalefounders #founder #empowering

Watch as Charles Rinehart, CFA, CAIA, Chief Investment Officer at Johnson Asset Management, shares the top market trends he's watching, his global outlook, and ways to manage downside risk 👉 https://lnkd.in/ePaKn8DV

The new Gutmann Portfolio Management Quarterly Report is here. Digitalization remained the dominant topic during the 2nd quarter.

The AsianInvestor Asset Management Awards 2024 Gala Dinner is happening on May 23. Get ready for an evening filled with excitement as we honor the industry's top performers and celebrate their extraordinary achievements. We will be joined by our esteemed panel of judges and prominent asset owners. Philipp Furrer, CFA Dr. Tao Xing Genio van der Schaft Janet Li Kevin Liem, CFA, CPA Samarendra Singh Peter Ryan-Kane Lawrence Au Stay tuned for exclusive highlights as we capture the essence of this unforgettable event. #AsianInvestor #AssetManagementAwards #AMAwards #assetmanagers #serviceproviders #funds #strategies #investment

Johnson Asset Management takes great pride in our commitment to exceptional client service and as a result, the firm has a 98% retention rate over the last 5 years. Brandon Zureick, CFA commitment and dedication to our clients is clear and has help provide peace of mind to our clients in the recent disruptive periods. “I’m most proud of helping our clients navigate what has been a really uncertain and at times tumultuous investment climate,” he explains. “My area of expertise lies in fixed income. I sit on an investment committee in charge of setting asset allocations across the firm. Over the past few years, diversification hasn’t necessarily been rewarded and my greatest achievement over the past 12 month has been being a steady voice.” Read the full article here: https://lnkd.in/gkFJrTMg #JohnsonAssetManagement #RisingStars #InvestmentNews Starting in July 2024, InvestmentNews invited financial advice and wealth-management professionals across the country to nominate their most exceptional young talent for the inaugural Rising Stars list. Nominees had to be aged 40 or under (as of November 30, 2024) and be committed to a career in wealth-management with a clear passion for the industry. Nominees were asked about their current role, key achievements and career goals, as well as the contributions they’ve made to shaping the industry. Recommendations from managers and senior industry professionals were also considered. The Rising Stars were determined by an independent panel of industry leaders. The receipt of this award had no associated compensation and was solely based on the metrics described.

Just finished the NCFM’s Investment Anaylis and Portfolio Management Course!

Check out my latest long-form video based on portfolio management for a high-risk strategy! 👍