Tag Archives: investing

300B RIA Creative Planning Acquires ML&R Wealth Management

Creative Planning with $300 billion in assets under management and advisors in all 50 states and 90 countries is a behemoth of the RIA world… and it keeps scooping up smaller players. On April 2, 2024 Creative Planning CEO Peter … Continue reading

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Largest pension fund worldwide, GPIF, increases equities and foreign allocations

The largest pension fund globally, Japan’s GPIF, is increasing equity allocations and foreign investments at the expense of fixed income to move into riskier assets. It’s part of what the media has called “Abenomics”, the not too creative neologism of … Continue reading

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Multi-convergence: Apple creates largest hedge fund worldwide

Design does pay off. Steve Jobs did not only create the iPhone and iPad, his relentless focus on design and simplicity also created the largest company by market capitalization in the world. Being the most valuable company in the world … Continue reading

Posted in alternatives, apps, black swans, books, Brand, cash flows, distribution, Enskat Associates, iPad, lifestyle, management | Tagged , , , , , , , , | Leave a comment

Aberdeen’s 14th Annual UK Investment Conference – September 2012

On the first weekend of September, I had the pleasure of being in Scotland to participate in Aberdeen Asset Management’s 14th Annual UK Investment Conference and Braemar Gathering 2012. CEO Martin Gilbert welcomed the guests and introduced the theme, “Investing … Continue reading

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The race to define sustainability in money management

We have been advising clients on issues around sustainability since the late 1990s, when one of our European clients first came to us with the idea to convert his company’s whole product line to SRI funds. Naturally, the idea was … Continue reading

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