45 min listen
Think Integration, not Outsourcing: The Importance of Choosing the Right Money Manager
Think Integration, not Outsourcing: The Importance of Choosing the Right Money Manager
ratings:
Length:
32 minutes
Released:
Sep 23, 2019
Format:
Podcast episode
Description
Is "outsourcing" a dirty word? Are managed money offerings all the same?
Matt Radgowski and Peter Dugery share insights on the challenges and rewards for financial advisors when choosing a money manager to handle client portfolios. Drew Carter hosts.
Matt is managing director, Americas, at Morningstar Investment Management, and Peter is head of sales at the same firm.
Matt Radgowski and Peter Dugery share insights on the challenges and rewards for financial advisors when choosing a money manager to handle client portfolios. Drew Carter hosts.
Matt is managing director, Americas, at Morningstar Investment Management, and Peter is head of sales at the same firm.
Released:
Sep 23, 2019
Format:
Podcast episode
Titles in the series (100)
Not-So-Crude Markets: Energy Infrastructure and MLPs: A chart of oil prices in the past year looks a lot like a roller coaster. And the stock prices of oil companies tend to follow oil prices higher or lower. Today's episode will discuss an energy investment that’s different in many ways from the oil companies that are household names because of their corresponding gas stations—firms like Exxon Mobil and Chevron. We'll focus on energy infrastructure and MLPs, or master limited partnerships, and how they're used in some of our portfolios. Joining Host Drew Carter is joined by George Metrou, Portfolio Manager for the Dividend Select Equity strategy here in the US, and Dan McNeela, who is co-head of our target risk strategies in the U.S. Recording date: June 24, 2019 by Simple, but Not Easy