Barry Ritholtz

AUGUST 29, 2023

Few people are in a position to see what’s going on in the world of investing, whether it’s institutional or retail, better than Vanguard CIO. They create the benchmark. And 87% of our active fixed income funds have outperformed their benchmarks on a three year basis against their benchmarks.

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

FEBRUARY 13, 2023

And because remember, Lehman had the Lehman Agg and that was the benchmark. There is above benchmark returns to be generated by active selection of credit quality duration and specific bonds. RIEDER: Why do you need the price of the Treasury market to the two-year forward or the three-year forward? There is alpha. RIEDER: Yeah.

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Investments Marketing Education 57

Barry Ritholtz

DECEMBER 12, 2023

He has absolutely crushed his benchmark over that period. He’s crushed the Russell 2000, whatever benchmark you want to talk about. And I was a math nerd as a kid. He developed the Ginnie Mae contract, which at one time was a big thing in treasury bond contract. The s and p 500 has underperformed his fund by 3.7%

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103

Barry Ritholtz

NOVEMBER 15, 2022

We’re in the business of sitting in between asset owners, financial advisors, institutions, retail and asset managers, right, the BlackRock, State Street, PIMCO’s of the world, and helping them understand each other. NADIG: Well, I mean, there’s like TLT, with the big Treasury funds, LQD and HYG. RITHOLTZ: Okay.

Finance 108

Finance Investments Math Marketing 108

Barry Ritholtz

OCTOBER 3, 2023

You’re doing a lot of math in your head on the Fly. I’m doing, I’m doing an awful lot of math in my head on the fly. It had gone from a fairly, fairly heavy retail business to a very institutional business. So, you know, we, we, we got involved and created a benchmark, a commodity indices at the time.

Marketing 108

Marketing Treasury Banking Profit and Loss 108