Hiring/Firing Managers – Why Investors Get It Wrong

December 14, 2015

Flash talk by Kelli Schrade, CAIA, from Marquette’s 2015 Investment Symposium on hiring and firing investment managers — and why investors get it wrong 

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09.22.2023

2023 Investment Symposium

Watch the flash talks from Marquette’s 2023 Investment Symposium livestream on September 15 in the player below — use the upper-right…

This chart description is for illustrative purposes only and its accuracy cannot be guaranteed. Please see full disclosures at end of PDF document in the web post. General description: Two-line chart shows cumulative returns of the MSCI Emerging Markets and MSCI Emerging Markets ex-China indices. Chart subtitle: Equity performance has held up better in emerging markets ex-China. Chart source: Bloomberg as of July 21, 2023. Chart visual description: Data is daily, from June 28, 2019 through July 21, 2023. Y-axis is labeled “Cumulative Returns” and spans from -40% to +50%. X-axis is labeled in MMM-YY format in increments of two months; labels begin with Jun-19 and end Jun-23. MSCI Emerging Markets line is plotted in dark brown and Emerging Markets ex-China line is plotted in light brown. Beginning in July 2021, there is a shaded area behind the lines in light teal. Chart data description: Since July 2021, the MSCI EM ex-China has outperformed the broader index. Please contact us for the full dataset. End chart description. See disclosures at end of document.

07.27.2023

Emerging Opportunities Beyond China

Equity performance in China, with the MSCI China Index down 5.5% through the first half of the year, has disappointed…

07.05.2023

2023 Halftime Market Insights Video

This video is a recording of a live webinar held July 19 by Marquette’s research team, featuring live,…

04.06.2023

1Q 2023 Market Insights Video

This video is a recording of a live webinar held April 20 by Marquette’s research team, featuring in-depth analysis of…

This chart description is for illustrative purposes only and its accuracy cannot be guaranteed. Please see full disclosures at end of PDF document in the web post. General description: Column chart showing S&P 500 sector weightings from Dec 31 2022 to Mar 31 2023. Chart subtitle: The Financials and Technology sectors were the most impacted by the latest GICS reclassification. Chart source: Bloomberg as of March 31, 2023. Chart visual description: Y-axis is labeled “S&P 500 Sector Weight” and ranges from 0% to 35%. X-axis shows each of the GICS categories: Comm. Svcs, Cons. Discr, Cons. Staples, Energy, Financials, Health Care, Industrials, Info. Tech., Materials, Real Estate, Utilities. Each category has a column in light blue for 12/31/2022 weighting, darker blue for 3/17/2023, green for 3/20/2023, and light green for 3/31/2023 showing weighting before and after reclassification. Financials and Info. Tech. categories are outlined with orange dashed rectangle to highlight. Chart data description: Most categories are relatively the same; as described in the write-up, however, Financials and Info. Tech. were both adjusted during reclassification. Financials’ weighting went from 11.66% as of 12/31 to 10.28% 3/17 to 13.02% 3/20 and is now at 12.91%. IT went from 25.74% 12/31 to 29.02% 3/17 to 25.76% 3/20 and is now at 26.08%. End chart description. See disclosures at end of document.

04.20.2023

GICS Reclassifies Away From Tech, Again

The Global Industry Classification Standards (GICS) were established in 1999 by MSCI and S&P Dow Jones Indices to categorize publicly-traded…

01.05.2023

2023 Market Preview Video

This video is a recording of a live webinar held January 19 by Marquette’s research team, featuring in-depth analysis of…

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