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Research Affiliates
Robert D. Arnott (born June 29, 1954) is an American businessman, investor, and writer who focuses on articles about quantitative investing. He is the founder and chairman of the board of Research Affiliates, an asset management firm. Research Affiliates develops Investment strategy, investment strategies for other firms, and there are over US$166 billion Assets under management, assets under the management of firms using their strategies as of September 2021. He edited CFA Institute's ''Financial Analysts Journal'' from 2002 to 2006, and has edited three books on equity management and tactical asset allocation. Arnott is a co-author of the book ''The Fundamental Index: A Better Way to Invest'', and co-editor of three other books relating to asset allocation and equity market investing. Arnott has also served as a Visiting Professor of Finance at the UCLA Anderson School of Management, on the editorial board of the ''Journal of Portfolio Management'', the product advisory board ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Chicago, Illinois
Chicago is the List of municipalities in Illinois, most populous city in the U.S. state of Illinois and in the Midwestern United States. With a population of 2,746,388, as of the 2020 United States census, 2020 census, it is the List of United States cities by population, third-most populous city in the United States after New York City and Los Angeles. As the county seat, seat of Cook County, Illinois, Cook County, the List of the most populous counties in the United States, second-most populous county in the U.S., Chicago is the center of the Chicago metropolitan area, often colloquially called "Chicagoland" and home to 9.6 million residents. Located on the shore of Lake Michigan, Chicago was incorporated as a city in 1837 near a Chicago Portage, portage between the Great Lakes and the Mississippi River, Mississippi River watershed. It grew rapidly in the mid-19th century. In 1871, the Great Chicago Fire destroyed several square miles and left more than 100,000 homeless, but ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Salomon Smith Barney
Salomon Brothers, Inc., was an American multinational bulge bracket investment bank headquartered in New York City. It was one of the five largest investment banking enterprises in the United States and a very profitable firm on Wall Street during the 1980s and 1990s. Its CEO and chairman at that time, John Gutfreund, was nicknamed "the King of Wall Street". Salomon Brothers served many of the largest corporations in America. It was a leading underwriter of corporate bonds and one of the top firms in futures and options (known as "derivatives") and in securitization in a range of asset classes including commercial real estate securities. The bank was famed for its "cutthroat corporate culture that rewarded risk-taking with massive bonuses, punishing poor results with a swift boot." In Michael Lewis' 1989 book '' Liar's Poker'', the insider descriptions of life at Salomon gave way to the popular view of banking in the 1980s and 1990s as a money-focused and work-intensive envi ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Fund Of Funds
A "fund of funds" (FOF) is an investment strategy of holding a portfolio of other investment funds rather than investing directly in stocks, bonds or other securities. This type of investing is often referred to as multi-manager investment. A fund of funds may be "fettered", meaning that it invests only in funds managed by the same investment company, or "unfettered", meaning that it can invest in external funds run by other managers. There are different types of FOF, each investing in a different type of collective investment scheme (typically one type per FOF), for example a mutual fund FOF, a hedge fund FOF, a private-equity FOF, or an investment trust FOF. The original Fund of Funds was created by Bernie Cornfeld in 1962. It went bankrupt after being looted by Robert Vesco. Features Investing in a collective investment scheme may increase diversity compared with a small investor holding a smaller range of securities directly. Investing in a fund of funds may achieve grea ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
PIMCO
Pacific Investment Management Company LLC (PIMCO) is an American investment management firm. While it has a specific focus on active fixed income management worldwide, it manages investments in many asset classes, including fixed income, share capital, equities and other financial assets across public and private markets. PIMCO is one of the largest investment managers, actively managing more than $2 trillion in assets for central banks, sovereign wealth funds, pension funds, corporations, foundations and endowments, as well as individual investors around the world. According to the Sovereign Wealth Fund Institute, PIMCO is the 6th-largest asset manager in the world by managed Assets under management, AUM. PIMCO's headquarters are in Newport Beach, California, near the Pacific Ocean. The firm has over 3,100 employees working in 22 offices throughout the Americas, Europe, and Asia. PIMCO and Allianz Global Investors manage around Euro, €2.5 trillion of third-party assets. PIMCO ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Invesco
Invesco Ltd. is an American independent investment management company headquartered in Atlanta, Georgia, with branch offices in 20 countries. Its common stock is a constituent of the S&P 500 and trades on the New York Stock Exchange. Invesco operates under the Invesco, Invesco Perpetual, and Powershares brand names. History Invesco (then officially spelled with all-capital letters: INVESCO) was founded in Atlanta in 1978 when Citizens & Southern National Bank divested its money management operations. In 1988, the company was purchased by the British firm Britannia Arrow, based in London, which later took the INVESCO name. In 1997 INVESCO public limited company, PLC merged with AIM Investments. Upon completion of the merger the company adopted the name Amvescap. In 2007 the company reverted to the Invesco name. Since 2000 Invesco has grown through acquisitions such as the Exchange-traded fund, ETF firm PowerShares Capital Management and the restructuring of WL Ross & Co. In 2004, ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Charles Schwab Corporation
The Charles Schwab Corporation is an American multinational Financial institution, financial services company. It offers banking, commercial banking, investing and related services including consulting, and wealth management advisory services to both retail and institutional clients. It is on the list of largest banks in the United States by assets. it had $10.10 trillion in client assets, 36.5 million active brokerage accounts, 5.4 million workplace retirement plan participant accounts, and 2.0 million banking accounts. It also offers a donor advised fund for clients seeking to donate securities. It was founded in San Francisco, San Francisco, California, and is headquartered in Westlake, Texas. It has over 380 Branch (banking), branches, primarily in financial centers in the United States and the United Kingdom. Founded as First Commander Corporation in 1971 and renamed to Charles Schwab & Co. in 1973, the company leveraged Deregulation#United States, deregulation of the 19 ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
The New York Times
''The New York Times'' (''NYT'') is an American daily newspaper based in New York City. ''The New York Times'' covers domestic, national, and international news, and publishes opinion pieces, investigative reports, and reviews. As one of the longest-running newspapers in the United States, the ''Times'' serves as one of the country's Newspaper of record, newspapers of record. , ''The New York Times'' had 9.13 million total and 8.83 million online subscribers, both by significant margins the List of newspapers in the United States, highest numbers for any newspaper in the United States; the total also included 296,330 print subscribers, making the ''Times'' the second-largest newspaper by print circulation in the United States, following ''The Wall Street Journal'', also based in New York City. ''The New York Times'' is published by the New York Times Company; since 1896, the company has been chaired by the Ochs-Sulzberger family, whose current chairman and the paper's publ ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
FTSE Group
FTSE International Limited trading as FTSE Russell ( "Footsie") is a British provider of stock market index, stock market indices and associated data services, wholly owned by the London Stock Exchange (LSE) and operating from premises in Canary Wharf. It operates the well known UK FTSE 100 Index as well as a number of other indices. FTSE stands for Financial Times Stock Exchange. History The FTSE Group was created in 1995 by Pearson plc, Pearson (former parent of the ''Financial Times'') and the London Stock Exchange Group. In 2005, together with Dow Jones, FTSE launched the Industry Classification Benchmark, a taxonomy used to segregate markets into sectors. In 2010, the joint venture with Xinhua Holdings, Xinhua Finance was terminated, the index series was renamed into FTSE China Index Series; the Hong Kong incorporated company was renamed to "FTSE China Index Limited". In 2011, Pearson sold its stake to LSE. Main business FTSE Group operates 250,000 indices calculated acro ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Fundamentally Based Indexes
Fundamentally based indexes or fundamental indexes, also called fundamentally weighted indexes, are indexes in which stocks are weighted according to factors related to their fundamentals such as earnings, dividends and assets, commonly used when performing corporate valuations. This fundamental weight may be calculated statically, or it may be adjusted by the security's fundamental to market capitalization ratio to further neutralize the price factor between different securities. Indexes that use a composite of several fundamental factors attempt to average out sector biases that may arise from relying on a single fundamental factor. A key belief behind the fundamental index methodology is that underlying corporate accounting/valuation figures are more accurate estimators of a company's intrinsic value, rather than the listed market value of the company, i.e. that one should buy and sell companies in line with their accounting figures rather than according to their current market pri ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Newport Beach, California
Newport Beach is a coastal city of about 85,000 in southern Orange County, California, United States. Located about southeast of downtown Los Angeles, Newport Beach is known for its sandy beaches. The city's harbor once supported maritime industries. Today it is used mostly for recreation. Balboa Island, Newport Beach, Balboa Island draws visitors with a waterfront path and easy access from the ferry to the shops and restaurants. History The Upper Bay of Newport is a canyon carved by a stream in the Pleistocene period. The Lower Bay of Newport was formed much later by sand brought along by ocean currents, which constructed the offshore beach now recognized as the Balboa Peninsula of Newport Beach. For thousands of years, the Tongva people lived on the land in an extensive, thriving community. The Tongva villages of Genga, California, Genga and Moyongna were located in Newport Beach. The Spanish Empire colonized the land, followed by Alta California, Mexicans and Treaty of Gua ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Salomon Brothers
Salomon Brothers, Inc., was an American multinational bulge bracket investment bank headquartered in New York City. It was one of the five List of investment banks, largest investment banking enterprises in the United States and a very profitable firm on Wall Street during the 1980s and 1990s. Its CEO and chairman at that time, John Gutfreund, was nicknamed "the King of Wall Street". Salomon Brothers served many of the largest corporations in America. It was a leading underwriter of corporate bonds and one of the top firms in futures and options (known as "derivatives") and in securitization in a range of asset classes including commercial real estate securities. The bank was famed for its "cutthroat corporate culture that rewarded risk-taking with massive bonuses, punishing poor results with a swift boot." In Michael Lewis' 1989 book ''Liar's Poker'', the insider descriptions of life at Salomon gave way to the popular view of banking in the 1980s and 1990s as a money-focused an ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Academic Papers
Academic publishing is the subfield of publishing which distributes academic research and scholarship. Most academic work is published in academic journal articles, books or theses. The part of academic written output that is not formally published but merely printed up or posted on the Internet is often called "grey literature". Most scientific and scholarly journals, and many academic and scholarly books, though not all, are based on some form of peer review or editorial refereeing to qualify texts for publication. Peer review quality and selectivity standards vary greatly from journal to journal, publisher to publisher, and field to field. Most established academic disciplines have their own journals and other outlets for publication, although many academic journals are somewhat interdisciplinary, and publish work from several distinct fields or subfields. There is also a tendency for existing journals to divide into specialized sections as the field itself becomes more specia ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
