Podcasts about investment solutions

Additional resources:Read a summary of this episode: https://www.morningstar.com/business/insights/blog/podcasts/big-picture-in-practice/advisor-engagement-strategiesCatch up on previous episodes: https://www.morningstar.com/views/podcasts/big-picture-in-practiceSubscribe to our newsletter: https://www.morningstar.com/business/insights/research/big-picture-in-practice-newsletter Questions or ideas? Email us at bigpictureinpractice@morningstar.com.

They're not listed on stock exchanges, yet private market investing opportunities are becoming increasingly popular.So, just what are private markets? Why would you want to consider making them a part of your portfolio? And how would you go about it? Cole Pearson is here today to break it all down for us.Cole Pearson is the President of Investment Solutions at OneAscent, a family of companies seeking to help people align their investments with their Christian values. OneAscent is also an underwriter of Faith & Finance. What Is Private Market Investing?Private market investing involves putting capital into companies that are privately held rather than those listed on public stock exchanges. Unlike investing in publicly traded firms, private market investments focus on businesses that are in earlier stages of development.You might think of the local hardware store or a manufacturing plant in your area—these are privately held businesses. Private market investing tends to focus on rapidly growing for-profit businesses that can serve as powerful economic engines while also having the potential for positive impact.Investors often hear terms like private equity, venture capital, and private credit when discussing private markets. These investments provide opportunities to support growing businesses while diversifying a portfolio beyond publicly traded stocks.Public vs. Private Markets: Which Is Safer?One common concern is that private markets may be riskier than public investments. Public markets are typically considered safer because of regulatory oversight and greater liquidity. However, all investments involve risk—whether public or private.Private markets offer unique advantages that can complement a traditional portfolio. While they may be less accessible and require a longer-term outlook, they also provide exposure to businesses at earlier stages of growth, offering potential for higher returns.Historically, private markets have been dominated by institutional investors and ultra-high-net-worth individuals. Institutions tend to allocate five times more to private markets than the average retail investor.This is largely due to the potential for higher returns, market inefficiencies, and diversification benefits. In the U.S., there are approximately 4,000 publicly traded companies with over $10 million in revenue—but in the private markets, there are 182,000 companies above that threshold. That means there's a much larger opportunity set available for investment.The Advantages of Private Market InvestingPrivate market investments offer several key benefits:1. Higher Growth PotentialMany public companies started as private, venture-backed firms. Today, these once-private companies make up nearly 77% of market capitalization and contribute 92% of research and development spending. Private investing allows access to these high-growth firms before they go public.2. DiversificationPrivate investments are less correlated to the stock market, helping investors diversify their portfolios. Their value isn't directly impacted by daily market fluctuations, reducing exposure to broader economic downturns.3. Direct Positive ImpactUnlike public market investing, where shares are traded between investors, private market investments directly fund businesses. This allows investors to have a greater say in how companies operate and ensure that their investments align with biblical values.One of the most compelling reasons to consider private market investing is the opportunity for faith-based impact. Rapidly growing, for-profit businesses are one of the most powerful engines God has given us to create positive change in the marketplace.Through private investing, believers can support businesses that align with their values—whether that's ethical business practices, advancing healthcare, or improving infrastructure. Imagine if the leadership of today's major corporations were faith-driven. By investing in private markets, Christian investors can directly support businesses that promote Kingdom values.Making Private Markets Accessible to Everyday InvestorsOne of the biggest barriers to private investing has been accessibility. Traditionally, high minimum investments and complex paperwork restricted this opportunity to institutional investors. However, interval funds—a relatively new financial vehicle—are changing that.Interval funds function similarly to mutual funds but invest in private equity. They allow for periodic liquidity, making it easier for everyday investors to access private markets with a lower minimum investment.OneAscent recently launched the OneAscent Capital Opportunities Fund (OACOX), a private market interval fund designed for values-based investors. This fund has no accreditation requirements and a minimum investment of just $5,000—making private markets more accessible than ever.How to Get Started with Private Market InvestingIf you're working with a financial advisor but have never discussed aligning your investments with your values, start the conversation by asking:Do we know what's inside our current portfolio?Can we evaluate our investments to ensure they align with our faith?Are there opportunities to diversify with private market investments?These simple questions can help guide your financial decisions toward a more faith-based approach.Private market investing presents an exciting opportunity for those looking to diversify their portfolios, support high-growth companies, and make a Kingdom impact. With new financial vehicles like interval funds, this once-exclusive market is now accessible to more investors than ever.If you want to explore faith-aligned private market investing, visit capital.oneascent.com to learn more about One Ascent's values-based investment solutions.On Today's Program, Rob Answers Listener Questions:I'm 64 and my wife is 61. We're buying a $230,000 home, but the mortgage company hasn't discussed a down payment or interest rate with us. We have around $300,000 saved up between us. The home is $230,000 plus closing costs, with an interest rate of around 6.75%. I'm not sure what to do here and could use some guidance. What would you recommend?My son has $7,000 that he thought he put into a high-yield savings account, but the bank he used got merged into another bank. Now he's finding the interest rate is only around 0.1%. He wants to pull the money out and put it somewhere else to earn a better interest rate. Where would you recommend he put this $7,000 to earn a good interest rate?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly MagazineOneAscentChristian Community Credit Union (CCCU)Bankrate.com Wisdom Over Wealth: 12 Lessons from Ecclesiastes on Money (Pre-Order)Look At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

FS Investment Chief Market Strategist, Troy Gayeski discusses his predictions for the private equity market in the new year. He is joined by Bloomberg's David Gura and Paul Sweeney.See omnystudio.com/listener for privacy information.

Have you started working on your New Year's resolutions yet? Are you including your investing decisions in the mix?A New Year always gives you the chance to make improvements, especially with finances. Cole Pearson is here today to talk about starting 2025 strong with values-based investing.Cole Pearson is the President of Investment Solutions at OneAscent, a family of companies seeking to help people align their investments with their Christian values. OneAscent is also an underwriter of Faith & Finance. What Is Values-Based Investing?Values-based investing is the practice of deploying financial resources in a way that aligns with a set of values or convictions, with the expectation of generating a profit. At OneAscent, values not only inspire why we invest but also guide how we invest. For Christians, this perspective is rooted in Psalm 24:1, which states, “The earth is the Lord's and the fullness thereof.”As stewards of God's creation, Christians have a responsibility to consider the impact of their investments. Businesses have a powerful influence on the world, and as investors, we should discern whether the companies we support bring harm or blessing to the people and places they touch.Five Steps for Values-Based InvestingHere are five essential steps Christians should consider when making investment decisions. These steps provide a framework for aligning finances with faith and values.1. Milestones: Understanding Your Financial LifeThe first step is identifying what's happening in your financial life today. Life events—such as marriage, career changes, health issues, or asset purchases—impact your finances and should inform your planning. OneAscent offers a checklist covering key areas like:Marriage & FamilyCareerHealthAssets & LiabilitiesGenerosityClarifying your milestones ensures that your financial decisions are relevant and purposeful.2. Perspectives: Understanding Your Relationship with MoneyEveryday interactions with money—spending, saving, investing, and giving—reveal our natural tendencies. Understanding how God has wired us to relate to money helps foster healthy communication, especially in relationships.For example, your natural tendencies may lean toward saving and investing, while your spouse may lean toward spending and giving. Recognizing these perspectives provides a common language for dialogue and collaboration, setting the stage for the next step.3. Priorities: Identifying What Matters MostIt's essential to define and prioritize your financial goals. OneAscent uses a fun assessment to help individuals and families identify their top priorities, such as:Leaving a legacyRemoving burdens from familyGiving generouslyDevoting time to loved onesFor families, both spouses complete the assessment individually before working together to identify shared priorities. This clarity creates a strong foundation for future financial decisions.4. Values: Ensuring Your Portfolio Aligns with Your BeliefsStep four focuses on aligning investments with your values. This means identifying companies to avoid if their practices or products cause harm and seeking opportunities to invest in businesses that bless the communities they serve.We are going to be investing somewhere. What types of companies do we want to own? How can we leverage our capital to promote a positive impact? OneAscent's tools can help you analyze and align your portfolio with your values.5. Generosity: Reflecting God's CharacterGenerosity is the natural outcome of faithful stewardship. It allows us to reflect God's generosity by using our resources to address needs and solve problems that God has placed on our hearts. Here are some thought-provoking questions to ask yourself as you reflect on this:How do you approach stewardship intentionally?What does generosity look like for your family?What problems in the world has God called you to address?A Call to Align Your InvestmentsValues-based investing is more than a financial strategy; it's a way to live out your faith. By following these five steps—Milestones, Perspectives, Priorities, Values, and Generosity—you can ensure your financial decisions honor God and bless others.For more information on values-based investing, visit OneAscent.com and click “Analyze My Investments.”On Today's Program, Rob Answers Listener Questions:I just started a new job. I'm 55 years old, and my company is finally offering a 401(k) match with different investment tiers to choose from—conservative, moderate, and aggressive. As a 55-year-old woman, what investment tier should I choose for my 401(k)?When a married couple invests in a car, is it better to put the loan in one person's name or both people's names? And why would that be the better approach?Resources Mentioned:OneAscentLook At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

Today's Post - https://bahnsen.co/498COrs Thanksgiving Reflections at Dividend Cafe In this special Thanksgiving edition of Dividend Cafe, David Bahnsen, managing partner and founder of The Bahnsen Group, shares his gratitude for clients and team members. He highlights the unique culture and growth of the organization, thanking key leaders and departments for their hard work and dedication. Bahnsen also reflects on the intellectual journey of creating content and emphasizes the importance of client-centric values. He concludes with personal thanks and well wishes for a happy Thanksgiving. 00:00 Welcome to the Thanksgiving Edition of Dividend Cafe 00:55 The Joy of Creating Content 01:31 Thanksgiving Reflections: Gratitude for Clients 03:14 Celebrating the Bahnsen Group's Growth 04:09 Acknowledging the Team's Hard Work 05:57 The Vital Role of Operations and Administration 07:21 The Planning and Risk Management Departments 08:46 Investment Solutions and Content Creation 10:57 The Success of the Tax Department 11:38 Final Words of Gratitude Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

This weekend we're joined by Marlena Lee, the Global Head of Investment Solutions at Dimensional Fund Advisors. Marlena joined us to discuss Dimensional's focus on index funds, ETFs, the costs of indexing rigidity and active decision making and much more!  Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

This weekend we're joined by Marlena Lee, the Global Head of Investment Solutions at Dimensional Fund Advisors. Marlena joined us to discuss Dimensional's focus on index funds, ETFs, the costs of indexing rigidity and active decision making and much more!  Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Today's guest is Marlena Lee. Marlena is Dimensional Fund Advisor's (DFA) Global Head of Investment Solutions, leading a team focused on investment thought leadership and client education. She is also a member of DFA's Investment Research Committee.    Founded in 1981, DFA is a global asset management firm with ~$800B in assets under management, known for successfully applying academic research to practical investing.   Prior to her time at DFA, Marlena served as Co-Head of Research, directing the firm's global research agenda. Marlena was a teaching assistant for Nobel laureate Eugene Fama at the University of Chicago Booth School of Business. She holds a PhD and MBA from Chicago Booth, an MS in agricultural and resource economics, and a BS in managerial economics from UC Davis. (ChatGPT generated Bio)   In this episode, we start by covering Marlena's academic journey as a TA with Nobel Laureate Professor Gene Fama at the University of Chicago. We pivot to the investment side with a discussion about the Magnificent 7 and what is driving US market performance, an update on factor investing, a brief history of Dimensional Fund Advisors (DFA), small c(r)ap investing, the use of Russell 2000 as a benchmark and the dwindling number of public names in US markets.    Today's hosts are Steve Curley, CFA (Founder, 55 North Private Wealth) & co-host Christina Shaffer, CFA (Director of Fixed Income, AllGen Financial)   Please enjoy the episode. You can follow us on Twitter & LinkedIn or at investorsfirstpodcast.com   Show Notes: https://www.dimensional.com https://www.dimensional.com/hk-en/bios/marlena-lee  

Struggling with investment strategies in today's tumultuous market? Discover how the pros stay agile, creative, and profitable even during cash flow negative periods.In this episode, John Dickie, Partner at HighVista Strategies, opens up about navigating the lower middle market during financial downturns and seizing unique opportunities that many overlook.You'll discover…The hidden opportunities in tough markets that can turn challenges into advantages.Creative investment strategies and the flexibility needed to thrive.The factors that make smaller companies attractive investment targets.How direct investments and secondary markets play into a balanced portfolio.John Dickie's journey from government bond trading to high-stakes private equity.

Welcome back to the Alt Goes Mainstream podcast.On today's episode, we are joined by Mercer Investments' US Financial Intermediaries Leader Gregg Sommer and CAIS' MD and Head of Investments Neil Blundell.Gregg and Neil bring deep experience and backgrounds in private markets to discuss how alternatives can be further adopted by the wealth channel.Gregg is Mercer's US Financial Intermediaries Leader, serving US wealth management and family office clients. He is a member of Mercer's Wealth Leadership Team, Wealth Management Strategic Research and Investment Committees, and the Investment Policy Committee. He joined Mercer's Investments business in 2009 and is based in Denver. Gregg began his career at U.S. Trust and over the last 35 years has held several executive positions in the investment industry. He has a comprehensive investment, business, and risk management background and has managed many successful investment teams focused on risk assessment, asset allocation, due diligence, portfolio management, organizational evaluation, and financial analysis across both private and public investment strategies. Gregg served as Chief Financial and Operating Officer of a firm that managed real estate and private equity and debt portfolios and has been a Principal and Portfolio Risk Officer for RCM, a Commodity Trading Advisor. Additionally, he was a founding Partner at Global Trading Partners, a trading firm focused on global market relationships.Neil brings over 20 years of experience in private markets to CAIS. He recently worked at Invesco as the Global Head of Client Solutions and Alternatives for the Investment Solutions team. He was responsible for developing and managing over $90B in customized multi-asset investment strategies spanning both traditional and alternative solutions and was a member of the team's executive committee, investment committee, and chair of the alternative investment committee. Prior to Invesco, Neil was at BlackRock for 10+ years, where he was most recently Managing Director and Alternatives Platform Head within the Institutional Client Business.Gregg, Neil, and I had a fascinating discussion about how the wealth channel can approach alternatives and how they can think about both diligence and customization. We covered:The case for alternatives.How advisors currently approach alternatives and how they can think about it differently going forward.How to think about portfolio construction that includes alternatives.How alts can help advisors differentiate their practice and attract clients.Following the fast river in a career and why alternatives are “the fast river.”The meaning of “structure over strategy.”The rise in popularity of evergreen funds.Thanks Gregg and Neil for coming on the show to share your views and experience in private markets. We hope you enjoy.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency. To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products. Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Introduction to Sponsor, Ultimus Fund Solutions01:17 Podcast Opening and Guest Introduction01:58 Guest Backgrounds and Career Highlights03:43 Discussion on Wealth Channel and Alternatives03:51 The Case for Alternatives07:47 The Evolution of Private Debt08:23 The Moment It Clicked for Alts12:08 Institutional vs. Wealth Channel Approaches13:54 Educating the Wealth Channel15:47 Evergreen Funds and Wealth Channel19:29 Generational Wealth Transfer20:04 Current Market Trends and Private Markets25:29 Importance of Due Diligence in Alternatives26:33 Advisor Allocation Trends26:53 Expected Allocations in the Next Year27:07 Private Equity and Credit Insights27:17 Real Estate and Hedge Funds Outlook27:27 Emerging Infrastructure Strategies27:47 CAIS Platform Overview28:17 Transactional Volume Trends28:36 Registered Funds Growth29:30 Institutional vs. Wealth Channel Behavior30:25 Customization in Private Markets31:22 Technology's Role in Wealth Management35:52 The Importance of Brand in Investments39:26 Strategic Partnerships in Wealth Management39:56 Concerns About Private Markets Growth43:36 Evaluating Manager's Edge45:54 Future of Alternative InvestmentsDisclosureThis content is for institutional investors and for information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial situation. If you require advice based on your specific circumstances, you should contact a professional adviser. Opinions expressed are those of the speakers as of the date of the recording, are subject to change without notice and do not necessarily reflect Mercer's opinions.

In "What it Means for a Market to be 'Crypto-Ready'", podcast host Deborah Tan-Pink quizzes Sim Yew Ng, Head of Wealth and Investment Solutions at Azimut and Benedict Yap, SVP of Asset Management at Sygnum Singapore, about the conditions and considerations required for a market to be "crypto-ready".  It has been more than 10 years since crypto entered the consciousness of the Singapore public and today, it remains a much-discussed issue whether investors here are ready to participate in the ecosystem. Episode Highlights:

Welcome to the 11th episode of a collaboration between iCapital x Alt Goes Mainstream. We changed up this month's episode, welcoming iCapital Co-Founder and Managing Partner, Head of Investment Solutions Dan Vene to the show to discuss the evolution of private markets and the launch of iCapital's Marketplace. iCapital, as the leading platform that is responsible for the majority of individual and advisor-led investment flows into the alts space, has its finger on the pulse of what's happening in private markets.Dan and I had a fascinating and lively discussion about the evolution of the industry through the lens of iCapital's growth and maturation, which has most recently included the creation of iCapital Marketplace. We discussed:Can alternative investments help you sleep at night?Public markets vs. private markets?What are the benefits of private markets?Are there evolving perspectives on liquidity?What potential market catalysts could further shift investments from public to private investments?How and why have fund managers had success on Marketplace?What's the new world order for investing?Thanks Dan for a great episode … looking forward to next month's Monthly Alts Pulse conversation!

On this episode of the AJ Bell Money & Markets podcast, Danni Hewson and Charlene Young dig into the market meltdown that followed disappointing results from ‘Magnificent Seven' club members Tesla and Alphabet. They discuss the negative impact of electric vehicle production on Ford and Nissan and why GM is delaying its plans to build a green Buick. Ryanair profits tumble as it cuts back on fare hikes, but EasyJet is ramping up for a record summer. Get the podcast team's take on the airline sector. Tom Sieber and Ian Conway from Shares magazine discuss moves by consumer goods giant Reckitt to sell off large parts of its business. Dan Coatsworth chats to Sunil Krishnan from Aviva Investors about ‘reflation' and how it impacts certain investments. We also get an update on AJ Bell funds from James Flintoft, Head of Investment Solutions at AJ Bell. Also in the last episode before the summer break, Danni and Charlene discuss the return of the sub-4% mortgage and why more people have been using cash to budget.

In the third episode of Royal London's pensions and protection podcast, Ken Scott, Head of Investment Solutions, discusses how advisers can balance insurance and investment to support their clients. He emphasizes the importance of insuring against uncertain events and planning for retirement, highlighting the benefits of starting early and using pound cost averaging to manage market volatility. Ken also talks about the importance of diversifying investments, transitioning to lower-risk options as retirement nears, and managing sequencing risk for a sustainable income. In later stages, he recommends considering annuities and long-term care insurance. For more, visit adviser.royallondon.com/PeoplePowered.

On episode 144 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Stephanie Link, CIO and Head of Investment Solutions at Hightower Advisors, to discuss: what it's like to work with Jim Cramer, signs of a top in Nvidia, other ways to invest in AI, the Fed, the housing market, and much more! This episode is sponsored by Public. Make your savings work harder and earn an industry-leading 5.1% APY with a high-yield cash account on Public. Visit https://public.com/ to learn more! Sign up for The Compound newsletter and never miss out: https://www.thecompoundnews.com/subscribe Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. Learn more at public.com/disclosures/high-yield-account Learn more about your ad choices. Visit megaphone.fm/adchoices

Wolfgang and Jack are joined by: Jaime Carrasco - Senior Investment Advisor & Senior Portfolio Manager at CG Wealth Ben Fawcett - Vice President & Portfolio Manager, Investment Solutions at CG Wealth

We tend to think that wealthy individuals always make the right financial decisions, but is that always the case? The truth is that people with a high net worth can sometimes make financial mistakes just as easily as the rest of us and perhaps with even worse consequences. Cole Pearson shares five of them today.Cole Pearson is the President of Investment Solutions at OneAscent, a family of companies seeking to help people align their investments with their Christian values. OneAscent is also an underwriter of Faith & Finance. Five Mistakes That The Wealthy Make With Their InvestmentsEven wealthy or high-net-worth individuals can often make common mistakes that can undermine their financial success. For most people, wealthy or not, having a financial advisor can help you avoid these mistakes. Here are 5 mistakes that the wealthy make:Not updating estate plans regularly. As people accumulate wealth, their estate planning needs change, and failing to update their plans can lead to unintended consequences. This could include probate, unforeseen taxes, and legal challenges for heirs, among other problems. The greater the estate, the greater the need to keep estate planning up to date.Not creating a tax strategy. Everyone should be aware of the taxes they'll have to pay and take advantage of tax-minimizing opportunities, but again, all the more so for wealthy individuals. They're subject to various taxes, including income, estate, and gift taxes. Proper tax planning can help minimize their tax liabilities and maximize their after-tax income and opportunities to be generous during their lifetimes!Not diversifying their income. Failing to diversify income streams can leave high-net-worth individuals vulnerable to market fluctuations and other economic risks. However, anyone could benefit from thinking about ways to diversify income. Proper income diversification can help most people weather economic storms and ensure financial stability.Not guarding against lifestyle inflation. This refers to the tendency to increase spending as income increases. While the wealthy may have more disposable income, increasing spending at any income level can quickly erode wealth and jeopardize long-term financial goals. Not passing our values to the next generation. Often people worry about planning to pass on their valuables but not their values to their children. As Christians we know that our financial decisions are stewardship decisions and that the resources God has entrusted to us can be used as a tool to make an eternal impact. One of the ways we can intentionally prepare to pass on values, not just valuables, is by incorporating them into our planning, investing, and making decisions—and teaching our children and grandchildren to do so early.How Can People Learn More About OneAscent?Explore a new way of investing that aligns with your values at OneAscent.com. Click on 'Analyze My Investments' on the home page to tailor your portfolio to what truly matters to you.On Today's Program, Rob Answers Listener Questions:Recently, my father-in-law passed away, and my wife and her brother are trying to get his house in their name, but there was no will. So I know it has to go to probate court. So we probably will have to get a lawyer from probate or just try to figure out the following steps, such as how likely it is to get his house in their name or how unlikely it is since there was no will.I want to give a gift to my church for a building program. I've sold about 12,600 hours of stock to help with this. If I give all the money from the stock sale to our church, will I also owe any taxes?I just received a new job. I'm 74, and I retired at 62. My husband and I are both debt-free. I have a part-time job as a greeter at the bank. I start at $11 an hour, 12 hours a week. But they offer a 401(k), so I wanted to ask if I'm too old to contribute to this or if I make enough money to justify putting money into it.Resources Mentioned:The National Christian FoundationRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

Lazard Asset Management's Head of Financial Institutions Group, Jen Abate, sat down with Morningstar to discuss the future of investments, the status of intermediary business, and how a solutions-first approach is the foundation of good, long-term client relationships. In this episode:The ever-changing face of the finance industryThe crucial role of solution-focused asset managementThe importance of infrastructure investment You can listen to this and other episodes of Big Picture in Practice wherever you stream podcasts.Additional resources:Read a summary of this episode: https://www.morningstar.com/business/insights/blog/podcast/big-picture-in-practice/investment-solutions-future-of-financeCatch up on previous episodes: https://www.morningstar.com/views/podcasts/big-picture-in-practiceSubscribe to our newsletter: https://www.morningstar.com/business/insights/research/big-picture-in-practice-newsletterQuestions or ideas? Email us at bigpictureinpractice@morningstar.com.

Noluthanfo Mthonti-Mlambo speaks to Khanyisa Ngesi, Head of Investment Solutions ar Absa Private Wealth Banking about the day's markets. See omnystudio.com/listener for privacy information.

As Chief Investment Officer of Avantis Investors®, Eduardo is responsible for directing the research, design and implementation of our investment strategies, providing oversight of the investment team and the firm's marketing initiatives, and interacting with clients.Prior to Avantis Investors' establishment in 2019, Eduardo was Co-Chief Executive Officer, Co-Chief Investment Officer and Director at Dimensional Fund Advisors LP ("DFA") until 2017. While at DFA, Eduardo provided oversight across the investment, client service, marketing, and operational functions of DFA and oversaw their day to day operations, directed the engineering and execution of investment portfolios and was involved in the design, development and delivery of research that informed the firm's investment approach as well as its application through portfolio management and trading.Dr. Repetto earned a Ph.D. degree in Aeronautics from the California Institute of Technology, an MSc degree in Engineering from Brown University, and a Diploma de Honor in Civil Engineering from the Universidad de Buenos Aires. Eduardo is a Trustee of the California Institute of Technology. He is the recipient of the William F. Ballhaus Prize from the California Institute of Technology for outstanding Doctoral Dissertation in Aeronautics and the Ernest E. Sechler Memorial Award for his teaching and research efforts.Key Takeaways[02:52] - Learn more about Eduardo's diverse professional background and how his engineering background informs his work in finance today.[04:48] - What is unique about the Avantis investment philosophy and what does that mean for their advisors and investors?[06:48] - Avantis' Investment Solutions are designed to capture the benefits of indexing while simultaneously focusing on segments of the market that are likely to outperform. How does this work exactly?[10:32] - Avantis recently published an article entitled “What is Value?” What are some of the big takeaways and how does their firm define value?[12:20] - What are some of the key drivers in the ETF industry's continued growth?[15:50] - What are some of the latest trends and developments shaping the ETF market and which areas of the ETF market are experiencing the highest growth?[18:37] - Which strategies in the Avantis product line are showing the best growth and why is that?[20:54] - What strategies at Avantis may help advisors build more resilient portfolios?[22:16] - What are some best practices for constructing resilient ETF portfolios?[26:55] - How does Avantis set themselves apart in their client services and communication?[29:00] - What is currently Eduardo's favorite investment idea?Quotes[05:45] - “[Avantis formed]...in order to bring science, data and technology to analyze securities in a very very efficient way with low labor costs…We can provide portfolios that are very well diversified [with a] very low expense ratio and where the securities are analyzed on a daily basis." ~ Eduardo Repetto[111:23] - “For us, value is companies that are traded with a very very big discount embedded in their price. In otherwards, companies that have a good balance sheet, good cash flows, but the price is low." ~ Eduardo RepettoLinksEduardo Repetto on LinkedInAvantis Investors“Can't Hold Us (feat. Ray Dalton)” by Macklemore & Ryan LewisConnect with UsMeet Rusty Vanneman, Orion's Chief Investment OfficerCheck Out All of Orion's PodcastsPower Your Growth with OrionDisclosure(s) ~ Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor. Wealth Management services are offered by Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor. Orion Portfolio Solutions, LLC is a wholly owned subsidiary of Orion Advisor Solutions, Inc. (“Orion”)Compliance Code: 0726-OPS-3/25/2024

Guest this week: Stephanie Link and Mike LarsonStephanie Link Stephanie Link is the Chief Investment Strategist and Head of Investment Solutions at Hightower Advisors, a national wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices. In addition, Ms. Link runs an equity portfolio within the Investment Solutions group which has $3.5B in assets under management.Prior to joining Hightower, Ms. Link was the Senior Managing Director and Head of Global Equities research at Nuveen, where she co-managed the CREF Stock Variable Annuity Portfolio with $200 billion in assets, managed her own US Core portfolio with $3.7 billion in assetsBefore joining Nuveen, Ms. Link spent seven years at TheStreet as Chief Investment Officer and Co-Portfolio manager of Jim Cramer's Charitable Trust. Before that, she served for 10 years at Prudential Equity Group as Managing Director of Institutional Sales and Director of Research. She began her career at Dean Witter Reynolds in the Institutional Sales Department. Mike LarsonMike Larson serves as vice president and editor-in-chief at MoneyShow, overseeing all aspects of its investor education efforts and conferences and planning the firm's content operations. Before joining MoneyShow, he was a senior editor and analyst at Weiss Ratings. Where he produced the company's Safe Money Report, a comprehensive Monthly Market Overview. Full of detailed, hard-hitting analysis about what is driving the stock market overall, and dividend-paying investments., Weekend Windfalls, and Heat Maps newsletters, while also writing, editing, and trading several other past products. He specializes in Income-Focused Stock & Options Strategies.His areas of expertise as an analyst include domestic and global interest rates, commercial and residential real estate, and central bank policy.Follow host Tracy Shuchart (@chigrl)And @micdropmarkets DISCLAMER: This material is presented solely for informational and entertainment purposes and is not to be construed as a recommendation, solicitation, or an offer to buy or sell / long or short any securities, commodities, or any related financial instruments. Please contact a licensed professional before making any investment or trading decisions

Working out the best investment strategy en route to greater sustainability can be challenging as you strive to preserve financial returns while considering risks and goals around issues such as climate change and greater equality. On this Talking Heads podcast, Sophie Debehogne, Senior Client Solutions Manager, and Maurice Kraaijenbrink, Head of Portfolio Design on the Solutions team, set out their stall for Chief Market Strategist Daniel Morris. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Download the Viewpoint app: https://onelink.to/tpxq34 Follow us on LinkedIn: https://bnpp.lk/am

We recently hosted a group of global institutional clients from 23 different countries for an educational event in our San Mateo headquarters. This feature episode is a panel discussion that Tony moderated with Brooks Ritchey, chairman of K2 Advisors, and Peter Blue, head of Alternative Solutions at Franklin Templeton Investment Solutions. We hope you enjoy this special edition of our podcast series. *********       Brooks Ritchey joined K2 Advisors (a hedged strategies division of Franklin Templeton) in 2005 and is currently a Portfolio Manager and Chairman. He is also a voting member of the K2 Investment Committee. Prior responsibilities at K2 include Co-Chief Investment Officer, Co-Head of Investment Research & Management, and Head of Portfolio Construction. Mr. Ritchey works with clients and investment management teams to analyze market and macroeconomic conditions, help determine asset allocation tilts, and manage absolute return and multi-asset hedged portfolios. Mr. Ritchey began his investment career in 1982 as a proprietary trader for the NYSE Specialist Firm of Conklin, Cahill & Co. Since 1987, Mr. Ritchey has successfully managed multi-asset mutual fund and hedge fund portfolios for institutional and registered portfolios while located in New York and Paris. Prior employers include Steinhardt Partners, Citibank, Finch Asset Management, Paribas, AIG, and ING/Barings. Mr. Ritchey graduated from Franklin & Marshall College in 1982 with a B.A. in Business Administration and is Series 3 NFA registered. Peter Blue is the Head of Alternatives Solutions for Franklin Templeton Investment Solutions. He is responsible for the development and implementation of multi-asset alternatives capabilities for the Solutions team.  Most recently, he was a client portfolio manager, also for Franklin Templeton Investment Solutions. Mr. Blue focuses on designing, managing, and maintaining multi-asset investment solutions for institutional clients in the Americas. Prior to joining Franklin Templeton, Mr. Blue was an investment analyst at QS Investors, a quantitative multi-asset and equity manager, where he was responsible for leveraging the breadth of QS' capabilities in the creation of new and custom investment solutions. QS Investors combined with Franklin Templeton Multi-Asset Solutions in October 2020 to create Franklin Templeton Investment Solutions. Before QS Investors in 2019, Mr. Blue was an alternatives product specialist at Legg Mason. Previously, he held product development, business development, and investment analyst roles with Guggenheim Partners, AlphaMetrix and Cambridge Associates, respectively. Mr. Blue holds a Bachelor of Science degree in business administration from Washington & Lee University, where he graduated magna cum laude. He also holds the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA) and Financial Risk Manager (FRM) designations. Mr. Blue is a member of the CFA Society New York and the Global Association of Risk Professionals (GARP).

Overview: Today, we're going to explore AFEX, the African commodities exchange. We'll discuss the story across the following areas: African Agriculture context AFEX's launch & early history Product & monetization strategy Competitive positioning & potential exit options Overall outlook. This episode was recorded on Dec 24, 2023 Companies discussed: AFEX, EAX (East African Commodity Exchange), Tony Elumelu Foundation, Heirs Holdings, Apollo Agriculture, NCX, Cargill, Louis Dreyfuss, 50 Ventures & Berggruen Charitable Trust Business concepts discussed: Agriculture technology (AgTech, AgriTech or AgroTech), Agribusiness marketplaces, farming financing, Farmer market access opportunities, Agriculture insurance strategy, Commodity trading & Internal Entrepreneurship (Incubated company strategy). Conversation highlights: (01:10) - What Afex is and why we're talking about it (08:36) - Context of agriculture in Africa (21:49) - AFEX Founding story (33:28) - Fundraising (39:56) - Growth, geographical expansion and partnerships (49:42) - Product strategy, monetization and growth (59:14) - Cost structure, revenue and margins (1:10:00) - Business and user metrics (1:13:14) - Competition and options for exit (1:21:02) - Bankole's overall thoughts and outlook (1:34:25) - Olumide's overall thoughts and outlook (1:47:45) - Recommendations and small wins Olumide's recommendations & small wins: Interested in investing in Africa Tech with Olumide: Read about Adamantium fund & contact me at olumide@afrobility.com. Founders looking for funding: If you're a B2B founder working on Education, Health, Finance or food, please contact me for funding at olumide@afrobility.com Checkout my FIREDOM book = FIRE (Financial Independence, Retire Early) + Freedom = personal finance and financial independence book. Website, Read: Substack Newsletter & Buy: Print, eBook or Audiobook) Recommendation: I went back and re-read some of my classic books: How I found freedom in an Unfree world (Harry Browne), Don't Sweat the Small Stuff and It's All Small Stuff (Richard Carlson) & A Guide to the Good Life - The Ancient Art of Stoic Joy (William B. Irvine) Small win: Hiking with new friends in St Thomas. Cool Bankole's recommendations & small wins: Recommendation: FiveBooks.Com - FiveBooks.com shares lists of the best five books on many topics, chosen by experts in that area Recommendation: Jeff Bezos on Lex Fridman Podcast. A rare Jeff Bezos long form interview.  Small win: Running while listening to Big 7 - Burna Boy Fact check: Tony Elumelu narrates How He Went from Second Class Lower Degree to Nigeria's Billionaire Other content: FT ranking: Africa's Fastest Growing Companies 2023 & AFEX Nigeria loses maize worth N85m to 'police raid'  Listeners: We'd love to hear from you. Email info@afrobility.com with feedback! Founders & Operators: We'd love to hear about what you're working on, email us at info@afrobility.com Investors: It would be great to link up with you. Contact us at info@afrobility.com Join our insider mailing list where we get feedback on new episodes & find all episodes on Afrobility.com

Stephanie Link, Chief Investment Strategist  Hightower Advisors; Head of Investment Solutions.   Ken Polcari, Managing Partner at Kace Capital Advisors;                 Chief Market Strategist at SlateStone Wealth. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of First Look ETF, Stephanie Stanton  @etfguide  analyzes new actively managed ETFs from GMO, USCF Investments and Zacks Investment Management. The recently launched ETFs for our December 2023 episode focus on critical technologies, securitized assets and the "future of finance." The guest lineup for this episode includes:1. Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE2. Arne Noack, Head Systematic of Investment Solutions, Americas at DWS Investment Management3. John Kerschner, CFA and Head of U.S. Securitized Products at Janus Henderson Investors 4. David LaValle, Global Head of ETFs at Grayscale Investments (X handle: @grayscale)**********First Look ETF is sponsored by the New York Stock Exchange*Learn more at http://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)

Cole Pearson is the President of Investment Solutions at OneAscent, which is a family of companies dedicated to faith-based investing and an underwriter of this program.  HOW DOES ONE ASCENT VIEW INTERNATIONAL INVESTING?One Ascent views international investing as a critical component of a well-diversified investment portfolio.They believe that investing in international markets can mitigate risks and potentially enhance returns.Historical data shows that international markets have outperformed U.S. markets in several decades, highlighting the importance of global diversification. IS VALUES-BASED INVESTING POSSIBLE WHEN INVESTING ABROAD?One Ascent strongly believes that values-based investing is achievable globally.They emphasize that every person and market has inherent dignity, advocating for investment in global markets, similar to the approach to missions and ministries.The team at One Ascent has extensive experience in international markets and focuses on investing in companies that positively impact society worldwide. HOW CAN CHRISTIANS INVEST WISELY AMIDST GLOBAL UNCERTAINTIES LIKE WARS AND RESOURCE SCARCITYChristians should focus on knowing what they own, especially in international investing.One Ascent's approach involves eliminating companies or countries with harmful practices, evaluating for investment objectives, and elevating companies making positive societal impacts.They caution against passive index funds that may include companies with practices misaligned with Christian values and recommend actively knowing and managing international investments. HOW CAN PEOPLE LEARN MORE ABOUT VALUES-BASED INVESTING AND EVALUATE THEIR CURRENT INVESTMENTS?One Ascent offers resources on values-based investing at their website.They provide a tool for investors to analyze their current investments, helping them understand the composition of their portfolios and align them with their values.Interested individuals can visit One Ascent's website and use the "analyze my investments" tool for a detailed evaluation of their investments.HOW TO CONNECT: You can explore a new way of investing that aligns with your values at OneAscent.com. Click on 'Analyze My Investments' on the home page to tailor your portfolio to what truly matters to you. ON TODAY'S PROGRAM, ROB ANSWERS LISTENER QUESTIONS:I'm 65 and planning to retire in a couple of years; should I withdraw $50,000 from my 401k over the next two years to pay off my private student loan before I retire?As the legal custodian of a minor receiving an inheritance, I'm confused about UTMA/UGMA accounts versus a trust for managing her inheritance. What are they and what should I consider?I've been offered a lump sum distribution of my pension benefit. Is there a way to avoid the 20% federal tax on it, and what are my best options considering I'm nearing retirement? RESOURCES MENTIONED:Find a Certified Kingdom Advisor Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network as well as American Family Radio. Visit our website at FaithFi.comwhere you can join the FaithFi Community, and give as we expand our outreach.   Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

At Providend, we've always advocated an evidence-based approach when investing your money and do not attempt to time the market. One might assume that, as long as you invest your money this way, you would be in good shape. However, another crucial piece of the puzzle is using the right instrument with the right investment manager. This was why Providend decided work with Dimensional Fund Advisors (DFA) to enhance the investment experience for our clients.In this week's Money Wisdom episode, our Head of Investment, Chye Hsern, is joined by Dr. Marlena, Global Head of Investment Solutions at DFA, to delve deeper into the DFA approach to managing their funds, ultimately benefiting our clients who will have peace of mind in their investment journey.You can also read more about Chye Hsern's thoughts on active investing that adds value to the client here - https://providend.com/active-investing-that-adds-value-to-the-clientMeanwhile, stay tuned for our next episode where we compare the pros and cons of investing in properties vs equities!The host of this episode, Cheng Chye Hsern, is the Head of Investment at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia. Learn more about Chye Hsern's wealth insights here.View the full list of podcast episodes published: https://providend.com/providends-money-wisdom-podcast-season-2/ Music courtesy of ItsWatR.

What's your take on the importance of infrastructure investment and onshoring for supporting the economy?  In this episode, Tim Scannell invites Stephanie Link, Chief Investment Strategist and Head of Investment Solutions for Hightower, to delve into the services provided by Hightower's asset management business, the importance of research and staying informed about global markets, and … Continue reading Exploring the Current State of the Economy and the Impact of Inflation with Stephanie Link (Ep. 113) →

Fique por dentro do cenário macroeconômico na live mensal com nosso economista-chefe, Thomas Wu. Desta vez, convidamos Thiago Mateus, head de Investment Solutions da Itaú Asset e gestor da nova equipe responsável pela gestão dos fundos da família Carteira Itaú Asset, para compartilhar sua visão de mercado. Discutimos sobre os últimos dados divulgados no mercado americano e seus impactos sobre as taxas de juros do país e próximas decisões de política monetária do Federal Reserve, além do cenário para a economia chinesa e seus desdobramentos para o Brasil. Também conversamos sobre a última decisão do Copom, com o início da queda dos juros locais, e as perspectivas para a intensidade desse ciclo de cortes.   Obs: áudio da live realizada em 09/08/23.

Lauren Dillard is the CFO of Vista Equity Partners, a private equity firm with over $96 billion in assets under management and over 20 years investing exclusively in enterprise software. Before joining Vista, she was the Executive Vice President of Nasdaq's Investment Intelligence Division, where she oversaw the company's data, index, and analytics divisions. Prior to Nasdaq, Lauren spent 17 years at Carlyle where she served as the Head of the Investment Solutions unit and was a member of the Management Committee, and she began her career at Arthur Anderson's tax practice. Our conversation covers Lauren's early career at Arthur Anderson and her transitions to Carlyle, Nasdaq and eventually Vista. We discuss the dynamics of being an executive in investment management, operational flexibility, outsourcing vs. insourcing, and internal deal processes. We close on the increasing sophistication of LPs and GPs and the importance of a growth mindset. Learn More Follow Capital Allocators at @tseides or LinkedIn Subscribe to the mailing list Access transcript with Premium Membership Connect with Vista LinkedIn, Twitter, Instagram, Facebook and YouTube.

Philipp Mueller is Chief Executive Officer of BlueOrchard, a leading global impact investment manager and member of the Schroders Group, that connects millions of entrepreneurs in emerging and frontier markets with investors. Philipp joined BlueOrchard in 2018 from Partners Group, where he served in a number of capacities in Switzerland and in the UK, most recently as Senior Vice President of Investment Solutions. Phillipp holds an MBA from ETH Zurich and a master's degree in Law from the University of Zurich.During today's discussion, we discuss Philipp's time as an Officer in the Mountain Infantry during his time in compulsory military service in Switzerland. Philipp shares how after completing his Masters degree in law he decided to pursue a career in finance instead and he discusses the reasons behind his eventual transition from traditional finance to impact investing, shedding light on his motivations and choices.We discuss Philipp's role as CEO at BlueOrchard, the company mission and how they prioritize making a positive environmental and/or social impact, while still achieving market rate financial returns. Philipp explains what microfinance means, its potential to advance financial inclusion, and shares some real life examples of microfinance impact. We speak together about blended finance and how this can change the risk return profile of certain investments in order to attract more private investors, and we look at the broad range of BlueOrchard's investor profiles and the potential benefits of investing in microfinance as an asset class. Philipp shares his views on the role of advancing technology in impact and microfinance and much more.Please Note: This interview was conducted on 17 May 2021 - AUM and other facts & statistics cited in this episode will have evolved.Show notes: https://sri360.com/podcast/philipp-muellerAbout the SRI 360° Podcast: The SRI 360° Podcast is focused exclusively on sustainable & responsible investing. In each episode, Scott Arnell interviews a world-class investor who is an accomplished practitioner from all asset classes. In my interviews, I cover everything from their early personal journeys—and what motivated and attracted them to commit their life energy to SRI—to insights on how they developed and executed their investment strategies and what challenges they face today. Each episode is a chance to go way below the surface with these impressive people and gain additional insights and useful lessons from professional investors. Connect with SRI 360°: Sign up for the free weekly email update: https://sri360.com/newsletter/ Visit the SRI 360° PODCAST: https://sri360.com/podcast/ Visit the SRI 360° WEBSITE: https://sri360.com/ Follow SRI 360° on TWITTER: https://twitter.com/SRI360Growth/Follow SRI 360° on FACEBOOK: https://www.facebook.com/SRI360Growth/

The value of protective investments has become more evident as the traditional 60/40 portfolio allocation has continued to become less attractive. Investors are seeking alternatives that will mitigate risk regarding today's main macro market trends, and advisors must consider a “new model portfolio” that incorporates protective investments as they become more mainstream and accessible. In … Continue reading The WealthStack Podcast: Building Protective Investment Solutions with Joanna Kanakis →

This episode, Sarah Riopelle, Vice President & Senior Portfolio Manager, Investment Solutions, discusses how she is thinking through near-term challenges in markets and how her portfolios are positioned in response to the current environment. Sarah also reminds investors about the importance of staying disciplined through the highs and lows of markets. (Recorded: June 14, 2023)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/keeping-your-focus-intact-during-market-uncertainty/detail/.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

When it comes to the stock market these days, many investors are asking a question reminiscent of an old song lyric: “Should I stay or should I go?” With a possible recession looming, is it time to bail out of the market? We'll talk about that with Cole Pearson on this Faith and Finance. Cole Pearson is President of Investment Solutions at OneAscent, which is a family of companies in the faith-based investing space, and an underwriter of this program.SHOULD I GET OUT OF THE MARKET? The problem with this particular question is that you then have to answer another question, which is … ”When do I get back in?”In times like these it's important to remember that ”Investing is about time IN the market, not TIMING the market.”One of the most powerful tools that can help combat fear and emotional decision-making with our investments is to have a philosophy or guiding principles that we determine ahead of time.At OneAscent, they employ 3 overarching principles – Values-Based, Globally Diversified, and Long-Term.VALUES BASED: God created us to be thoughtful stewards. And as stewards, we should consider aligning His assets with His principles and companies that bless people instead of causing harm.GLOBALLY DIVERSIFIED: Did you know diversification predates the stock market and modern portfolio theory? Ecclesiastes 11:2 says “Divide your portion to 7 or 8 for you know not what calamity may come”LONG TERM:Given time, maintaining a long-term perspective is key. And investors who talk with their advisor, choose the right allocation, and can stay the course in the long run, find the most success.According to a JP Morgan study from a few years ago, the average investor underperforms a moderate portfolio by about 3% annualized over 20 years. In other words, if you started with $100,000, over 20 years, the average investor misses out on $125,000 in growth, a difference of 78%. This is largely because the average investor makes below-average decisions when the going gets tough.Most investors don't have a better than 50/50 chance at being right on any particular decision; when to get out and when to get back in are two different market-timing decisionsTwo decisions that are both the flip of the coin only give you a 25% chance of being rightSHOULD INVESTORS WORRY ABOUT A RECESSION? Can anything be done to recession-proof one's portfolio?No portfolio is recession-proof, but there are things you can do to make your portfolio recession-friendly.Remember Ecclesiastes. Diversification is key. Some timely questions you might consider or ask your advisor about if you have one are:Do I have sufficient international exposure, in both developed and emerging markets? The past decade saw US stocks outperform International by an average of 6% per year but the long-term trend is more balanced. Valuation is one of the primary determinants of long-term returns; today international stocks are far less expensive than US stocks. US stocks trade at a P/E ratio of around 18x, but international stocks are around 13x earnings.Another would be whether I am investing in alternatives or non-traditional assets like gold, commodities, or hedging strategies to minimize volatility. Many times WE can be the biggest risk that our portfolios face – so minimizing volatility (or smoothing out the ride) can help us stay invested.BEAR MARKETSBear markets are a fact of life, so what is important is how an investor responds to them:You should not invest money that you need for next month's groceries.Mike Tyson famously said ‘everyone has a plan until they get punched in the face', and that's what a bear market can feel like.Here's what you can do:Take the opportunity to sell something at a loss if it would benefit your taxesRebalance your portfolio to align with your long-term plan.Evaluate your plan – make sure that you are still on track.Most importantly, don't make an emotional decision.Preparation and planning will allow investors to weather the storm and come out the other side.FAITH-BASED INVESTINGOneAscent approaches faith-based investing using the following steps: 1. ELIMINATE from our universe those companies whose products or practices are causing harm.2. EVALUATE companies to make sure they meet the client's investment objectives.3. ELEVATE companies who are making the world a better place.Thankfully faith-based investing is a maturing but also rapidly growing space within this industry.  There are several great funds and options that have strong 10+ year track records.  Even more exciting than that is that more and more great managers and funds are coming out each month giving investors who desire to align their faith and wealth options.For more information, visit OneAscent.com. On this program, Rob also answers listener questions: If you have a traditional IRA with a company like Vanguard and find that your money is supporting things you don't believe in, what are your alternative investment options? Can balance transfers be an effective way to pay down debt and avoid interest? What are the key differences between life insurance policies and annuities and which might be right for you? RESOURCES MENTIONED:SoundMindIvesting.orgRemember, you can call in to ask your questions most days at (800) 525-7000. Also, visit our website at FaithFi.com where you can join the FaithFi Community, and give as we expand our outreach. 

Investing your money can be a scary, overwhelming, and confusing process. How do you create an investment plan that will not only support you through your golden years, but also give your children and grandchildren a strong inheritance? These are exactly the questions Rick Ferri has been answering for over thirty years, and some of his answers may surprise you.Rick has worked in a variety of finance roles, from his beginnings as a stockbroker in a large Wall Street firm to running an industry-changing private advisory firm. At its peak, Rick's firm was managing over $1.5 billion in assets and had a revolutionary low rate of just 0.25 percent per year. Today, he offers as-needed financial advice to families looking for the best way to build a more secure future.We sit down with Rick this week to talk about what really goes into making good investment decisions. He explains the machine that drives market fluctuations, the importance of a diversified portfolio, and the simple approach to investing that gives you the best chance at a solid return. Cut through the media hysterics and bad counsel from unethical financial advisors to discover how you can take back control of your money and your future.Key TakeawaysAdvocate for your own interests. Just because someone says they're a fiduciary doesn't necessarily mean they're acting in your best interests. It's best to learn all you can and be proactive in making sure you're getting the best investment setup for you.Good investing is not sexy. It's incredibly difficult for even the most educated financial advisors to outperform the stock market. You have a better chance of success if you invest in a solid, diversified portfolio and give it lots of time to grow.Investing in the stock market is betting on capitalism. As long as we continue to believe capitalism works and that it's going to persist as the global financial system, the stock market is going to continue to grow and thrive. Tip The Scales PodcastTip the Scales InstagramMaria Monroy InstagramMaria Monroy LinkedInLawRank WebsiteLawRank InstagramLawRank FacebookLawRank LinkedInLawRank TwitterRick Ferri WebsiteAll About Asset AllocationAll About Index FundsThe ETF BookThe Power of Passive InvestingProtecting Your Wealth in Good Times and BadSerious Money: Straight Talk About Investing for RetirementThe Bogleheads' Guide to Retirement PlanningBogleheads ForumJohn C. Bogle Center for Financial Literacy WebsiteJohn C. Bogle Center for Financial Literacy FacebookJohn C. Bogle Center for Financial Literacy TwitterJohn C. Bogle Center for Financial Literacy YouTube

Investing your money can be a scary, overwhelming, and confusing process. How do you create an investment plan that will not only support you through your golden years, but also give your children and grandchildren a strong inheritance? These are exactly the questions Rick Ferri has been answering for over thirty years, and some of his answers may surprise you. Rick has worked in a variety of finance roles, from his beginnings as a stockbroker in a large Wall Street firm to running an industry-changing private advisory firm. At its peak, Rick's firm was managing over $1.5 billion in assets and had a revolutionary low rate of just 0.25 percent per year. Today, he offers as-needed financial advice to families looking for the best way to build a more secure future. We sit down with Rick this week to talk about what really goes into making good investment decisions. He explains the machine that drives market fluctuations, the importance of a diversified portfolio, and the simple approach to investing that gives you the best chance at a solid return. Cut through the media hysterics and bad counsel from unethical financial advisors to discover how you can take back control of your money and your future. Key Takeaways Advocate for your own interests. Just because someone says they're a fiduciary doesn't necessarily mean they're acting in your best interests. It's best to learn all you can and be proactive in making sure you're getting the best investment setup for you. Good investing is not sexy. It's incredibly difficult for even the most educated financial advisors to outperform the stock market. You have a better chance of success if you invest in a solid, diversified portfolio and give it lots of time to grow. Investing in the stock market is betting on capitalism. As long as we continue to believe capitalism works and that it's going to persist as the global financial system, the stock market is going to continue to grow and thrive.  Tip The Scales Podcast Tip the Scales Instagram Maria Monroy Instagram Maria Monroy LinkedIn LawRank Website LawRank Instagram LawRank Facebook LawRank LinkedIn LawRank Twitter Rick Ferri Website All About Asset Allocation All About Index Funds The ETF Book The Power of Passive Investing Protecting Your Wealth in Good Times and Bad Serious Money: Straight Talk About Investing for Retirement The Bogleheads' Guide to Retirement Planning Bogleheads Forum John C. Bogle Center for Financial Literacy Website John C. Bogle Center for Financial Literacy Facebook John C. Bogle Center for Financial Literacy Twitter John C. Bogle Center for Financial Literacy YouTube

As an advisor, it's important to be able to construct a portfolio that can perform well in different market environments.  In this episode, Stan Sattler, Director of Investment Solutions at Belle Haven Investments, delves into the risks and rewards associated with different types of bonds. He also shares Belle Haven's laddered portfolio strategy and provides … Continue reading Bonds are Back: A Comprehensive Guide on Bonds with Stan Sattler (Ep. 97) →

This episode, Sarah Riopelle, Vice President & Senior Portfolio Manager, Investment Solutions, offers her perspective on the state of today's markets, interest rate policies, and recession. She also provides her thoughts on how she is adjusting her asset mix to reflect these evolving scenarios. (Recorded: March 31, 2023)To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/preparing-a-multi-asset-portfolio-amid-heightened-uncertainty/detail/.RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested

Larry Kudlow talks to Stephanie Link, Chief Investment Strategist at Hightower Advisors; Head of Investment Solutions and Jim LaCamp, Senior Vice President of Investments at Morgan Stanley. Learn more about your ad choices. Visit megaphone.fm/adchoices

Learn more about your ad choices. Visit megaphone.fm/adchoices

As we move into 2023, the global economy remains in flux. Despite some signs of recovery, uncertainty continues to dominate the financial markets, and investors are increasingly looking for a safe haven to protect their money. What are some of the investment strategies that can help investors manage risk and maximize returns? In this episode, Rusty and Robyn talk with Stanley Sattler, Director of Investment Solutions at Belle Haven Investments. In his role, Stanley is responsible for operating as a liaison between the investment team and Belle Haven's strategic partners. His primary duties are business development through supporting advisors and consultants across the country. Stanley is motivated by learning about clients' needs and wants to help ensure that their investments receive the attention they deserve. As a fixed-income expert, Stanley talks with Rusty and Robyn about what's in store for bonds and the fixed-income market in 2023, his outlook for bonds, Fed policy, and interest rates, and why municipal bonds are a unique investment opportunity. Key Takeaways [02:59] - Stanley's journey to becoming an investment solutions director. [03:47] - What Belle Haven does for its clients. [04:59] - Belle Haven's outlook on inflation. [06:38] - Stanley's perspective on how the Fed deals with interest rates. [09:21] - What Stanley thinks about the current recession risk. [13:57] - Belle Haven's view of municipal bonds. [17:17] - Why municipal bonds are a unique investment opportunity. [20:19] - Other fixed-income markets Stanley is interested in. [21:11] - Stanley's favorite investment strategy. [22:49] - How Stanley maintains his physical and mental health to perform at his best. [24:15] - The people Stanley is grateful to professionally. [25:52] - Stanley's recommendation for content. [28:36] - The best time to invest in fixed-income funds and laddered portfolios. Quotes [10:12] - "Recession probability is high to significantly high this calendar year, but it's just a scary word that's frowned upon. Recession is a natural part of the business cycle and a natural part of investing over long periods to grow and preserve wealth." ~ Stanley Sattler [15:19] - "For investors looking for a place to step out a few years on the yield curve and get incremental income and yield, you can do that in the municipal marketplace because the municipal bond space is 80+ percent individual investor driven." ~ Stanley Sattler [25:21] - "It's exciting to be involved and learn from a culture of entrepreneurship and service and putting the client first rather than what you typically see in the industry where ego or selfishness is involved." ~ Stanley Sattler Links  Stanley Sattler on LinkedIn Belle Haven Investments Eye of the Tiger Fidelity Investments The Handbook of Fixed Income Securities Belle Haven Email Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 0073-OPS-1/11/2023

We recorded this episode as a part of a podcast series on the occasion of COP27. Each episode illustrates the breadth and depth of Marsh McLennan's climate capabilities. The issues addressed throughout the series include investment transition, the insurance sector's role in climate adaption, communities and businesses' exposure to physical risks, and how companies need to address the inextricable link between climate and nature.Find more information about how Mercer, Marsh and other Marsh McLennan businesses will be addressing these issues at COP27 and beyond, visit https://www.marshmclennan.com/pages/climate-hub.htmlInge West, Sustainable Investment Specialist in Mercer's Investment Solutions team is joined by Helga Birgden, Global Chair on Sustainable Investment at Mercer and John Green, Global Chief Commercial Officer of Ninety One, to explore how asset managers are supporting the climate transition and gain practical insights on how global capital can be harnessed to target local climate challenges.   Read the survey findings here https://www.mercer.com/investing-sustainably Opinions expressed are those of the speakers as of the date of publication, are subject to change without notice and do not necessarily reflect Mercer's opinions.This content is for institutional investors and information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial position. If you require advice based on your specific circumstances, you should contact a professional adviser.This does not constitute an offer or a solicitation of an offer to buy or sell securities, commodities and/or any other financial instruments or products or constitute a solicitation on behalf of any of the investment managers, their affiliates. For the avoidance of doubt, this is not formal investment advice to allow any party to transact. Additional advice will be required in advance of entering into any contract.Read our full important notices - click here

Proverbs 31:16 provides a model for investing, She considers a field and buys it; with the fruit of her hands she plants a vineyard. That, of course, is a reference to the excellent wife. With great intention, she chooses an investment that benefits her family and others. Today we'll talk with Cole Pearson about how we can all be excellent investors. Cole Pearson is President of Investment Solutions at OneAscent, which is actually a family of companies that fill an important space in values-based investing. The name OneAscent is derived from John 3:13-15, which states, No one has ascended into heaven except he who descended from heaven, the Son of Man.g And as Moses lifted up the serpent in the wilderness, so must the Son of Man be lifted up, that whoever believes in him may have eternal life. And OneAscent's mission is based on Ephesians 2:10: For we are his workmanship, created in Christ Jesus for good works, which God prepared beforehand, that we should walk in them. Pearson says OneAscent's goal is to elevate companies that are helping people around them flourish. Part of that process is to eliminate from your investment portfolio companies that are causing harm, such as those that promote abortion or other values clearly misaligned with biblical wisdom. The goal is to get those out of the way in order to focus on the companies that are furthering the Kingdom or are at least productive and not causing harm. Investors are often unaware of the companies represented in their investment portfolios and what they stand for. OneAscent uses technology and processes to solve that problem. Pearson also says that when they look at a company for investment, they're evaluating many factors, including, morality, return, the macro environment, the business cycle, and sustainability. To learn more about OneAscent's investing solutions, visit investments.oneascent.com. On today's program, Rob also answers listener questions: ● How do you determine when you're financially prepared to retire? ● Are you limited on how much you can earn to still receive your Social Security retirement benefits? Remember, you can call in to ask your questions most days at (800) 525-7000 or email them to Questions@MoneyWise.org. Also, visit our website at MoneyWise.org where you can connect with a MoneyWise Coach, join the MoneyWise Community, and even download the free MoneyWise app. To support this ministry financially, visit: https://www.oneplace.com/donate/1085/29

Today's guest is Marlena Lee, the Global Head of Investment Solutions for Dimensional Fund Advisors, which manages over $600 billion. In today's episode, we start by hearing what it was like to be a TA under the legendary Gene Fama. Marlena gives he thoughts on the state of value investing, the mentality needed to navigate bear markets, and applying factors to fixed income.   As we wind down, Marlena touches on DFA's entrance into the ETF space and their plans for future launches. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today's episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world's largest institutions, funds, and money managers. Subscribe for free here. ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! 

In today's episode, Kate chats with guest David McNatt, executive vice president of Investment Solutions at AssetMark, an asset management platform. David is a specialist in ESG investing - which stands for investing with a focus on Environmental, Social and Corporate Governance concerns. David not only shares specifics about exactly what ESG investing is, but offers ways to avoid pitfalls and to understand exactly what kinds of companies you are buying, if you want to express your values or social concerns through your investments. In this conversation, you will learn: -Why it's important to understand the distinctions between terms also used to describe ESG investing -Ultimately, investors want to drive a positive impact relative to a specific objective -How some investors can improve their financial outcome by incorporating ESG into their investing process -How investors who want to express a specific mission-driven objective can incorporate ESG -What ESG stands for: Environmental, Social and Corporate Governance, and how each of those areas of investment have different criteria -Why some of the ESG metrics can be predictors of how a company may perform in the future -Is an “exclusionary” approach to ESG investing the best way to allocate your portfolio? -Why it's important for investors to understand that ESG investing is still evolving, and there's no single uniform definition -What is “greenwashing” and why do investors need to be aware of this? -What should investors look for, when trying to determine whether a stock's actions and business is aligned with its stated ESG objectives? What are some signs to look for? -How do you monitor ESG metrics among companies with operations or large parts of their revenue generated in emerging markets, where regulation and oversight may be less stringent -Why it's important not to make assumptions about ESG-rated companies, when even Tesla lost its ESG rating with Standard & Poor's due to safety and working conditions in factories outside the U.S. -Do you need to sacrifice return if you want to be an ESG investor? -You don't have to guess about performance: Over a 22-year period, ESG has provided a comparable or even slightly enhanced return -Why institutional investors often have different objectives than an individual investor who is saving for retirement. -If you have a very specific investment objective, that impact orientation narrows the list of companies you can invest in -How does David suggest that you begin learning about ESG if you want to invest for a specific objective or to align your portfolio with your values How to learn more about AssetMark: https://www.assetmark.com/ Links mentioned in this episode: https://www.marketbeat.com/all-access/ This podcast is hosted by ZenCast.fm

James Holt is a Director of Investment Solutions at Perpetual. Perpetual is an Australian fund manager and is one of Australia's oldest companies - founded in 1886. Today we are speaking to James about finding those hidden investment gems amongst all of the noise at the moment - COVID, market falls, inflation & war.This episode is sponsored by Perpetual - head to https://www.perpetual.com.au/But ... before you do, click and follow our new Instagram for The Dive. The Dive is our new podcast. Who says business news needs to be all business?****Calling all bulls, bears and party animals.The market's closed and the bar is open. Come and trade ideas at Australia's biggest investing festival - Equity Mates' FinFest.With expert speakers and guests, DJs and booze, it's an inspiring and empowering event for investors of any level of experience.Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest.Equity Mates' FinFest, powered by Stake****Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey.Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel.*****In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. *****Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given.Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional. Do not take financial advice from a podcast or video. For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you. Equity Mates is part of the Acast Creator Network. See acast.com/privacy for privacy and opt-out information.

PODCAST GUEST BIO: CapShift empowers philanthropic, donor-advised funds, and financial institutions (along with their clients) to mobilize capital for social and environmental change. They are a turnkey impact investment solution for the $1 trillion charitable investment market. Adam Rein is the Cofounder and Chief Investment Officer. Since 2014, he has served as a Managing Director for MissionPoint Partners, an impact investment advisory and asset management firm. Previously, Adam co-founded Altaeros, an MIT startup bringing affordable broadband to rural communities. Adam is also a co-founder of Greentown Labs, the largest climate tech incubator in North America. Previously, Adam worked as a strategy consultant for Bain & Company. Adam has an MBA from MIT Sloan, an MPA from the Harvard Kennedy School, and a BA from Yale University. ------- QUESTIONS THAT WE COVERED: Business What does your company do? What makes you unique versus the competition? What is one mistake that you see many CEOs making? What are 1-2 lessons you've learned about funding your growth with outside investors? Personal If you had to start over, what are 1-2 tips you'd give yourself in order to be faster, more effective, and higher impact? What are some habits and routines that keep you focused, healthy, and sane — e.g., meditations, exercise, productivity hacks? What recommendations do you have for our audience — books, podcasts, quotes, tools? What's the nicest thing anyone has ever done for you — outside of your own family? ------- PODCAST HOST: Entrepreneurs for Impact is on a mission to help climate innovators grow faster with new investment capital, share best practices among peers, expand their networks, and reach their full potential. Our three offerings include: Climate CEO Mastermind Peer Groups — Our invite-only cohorts of 12 executives catalyze personal development and business growth via monthly meetings, annual retreats, and 1:1 coaching and strategy calls. Today's highly curated Mastermind members represent over $8B in market cap or assets under management. Online course on "Funding Your Climate Tech Startup" — Two-week boot camp offering 500+ climate investor list (with emails), a 5-step process for raising capital, the top 10 startup funding mistakes, and much more. The next live, online course is June 1 to 14. Newsletter — A 3-minute weekly summary of climate tech, startups, better habits, and deep work. Programs are led by Dr. Chris Wedding — 3x founder, $1B of investment experience, and Duke University and UNC-Chapel Hill professor, with 60,000+ professional students taught, 25 years of meditation, an obsession with constant improvement, and far too many mistakes to keep to himself. --- Send in a voice message: https://anchor.fm/entrepreneurs-for-impact/message

How do successful organizations of all sizes navigate risk? Author and retired four-star General Stan McChrystal sits down with Catherine Keating, our CEO of Investment Solutions and Wealth Management, for a long-ranging discussion on McChrystal's decorated 34-year career in the U.S. Army, the importance of diversity and resilience for organizational health and the ongoing geopolitical crisis in Ukraine.