The Brandes Center

Traditional financial advice calls for diversification and reducing stock exposure as retirement approaches. But research shared by The Brandes Center, based on work by Dr. Scott Cederburg, Dr. Aizhan Anarkulova, and Dr. Michael O'Doherty, challenges this conventional wisdom with?findings that?suggest an all-equity strategy—50% domestic and 50% international—could lead to better retirement outcomes including?greater wealth accumulation and a lower risk of running out of funds. Discover why sticking with equities might be the safest path for long-term growth.

Are index funds eating the world? Should investors in Asia abandon active management and?simply park their money?passively for the best results? Join Brandes Center Advisory Board members David Iverson and Daniel Rupp, CFA as they provide perspective from Asia on how investors and allocators?can become smarter in how they deploy active and passive strategies in their portfolios. Nov. 19 at 5 pm Pacific Nov. 20 at 9 am Singapore Use the link below to share a question for panelists and/or register for this webinar: https://lnkd.in/g7FEpG6v

Are index funds eating the world? Should investors in Asia abandon active management and?simply park their money?passively for the best results? Join Brandes Center Advisory Board members David Iverson and Daniel Rupp, CFA as they provide perspective from Asia on how investors and allocators?can become smarter in how they deploy active and passive strategies in their portfolios. Nov. 19 at 5 pm Pacific Nov. 20 at 9 am Singapore Use the link below to share a question for panelists and/or register for this webinar: https://lnkd.in/g7FEpG6v

Join institutional practitioners and a very well-known finance professor as we debate a variety of key issues on public equity investing, including active and passive approaches, geographic allocations and manager selection criteria. Our panelists: Rachel Carroll, CFA (Russell Investments) Aswath Damodaran (NYU Stern) Trevor Graham (TIFF Investment Management) Stephen Sexauer (San Diego County Retirement Assoc.) Moderator: Barclay Douglas Nov. 7 8 am Pacific Even if you can’t join the webinar, register at the link below and we will share a recording of the event: https://lnkd.in/g7jicx4Y

The SEC and Federal Reserve are designed to be independent. Based on research by Joey Engelberg, the Fed shows less political partisanship today vs. any point since the 1930s. But SEC Commissioners show the opposite trend. To learn more about how political partisanship has crept into investment decision-making and investment regulation, read The Brandes Center report, “Partisanship, Politics and Implications for Investors.” https://lnkd.in/gchDWXUE University of California, San Diego - Rady School of Management

Public equity continues to be the largest component of most institutional portfolios.?However, the methods and structures of the equity allocation vary from fund to fund – primarily based on differences in philosophical beliefs of the CIO and investment committee. Join these panelists as we compare and contrast their thoughts on a variety of key issues on public equity investing: Aswath Damodaran, Professor of Finance at NYU Trevor Graham, Deputy CIO at TIFF Investment Management Stephen Sexauer, CIO at San Diego County Retirement Association Thurs., Nov. 7 at 8 am Pacific Register using this link: https://lnkd.in/g7jicx4Y

Public equity continues to be the largest component of most institutional portfolios.?However, the methods and structures of the equity allocation vary from fund to fund – primarily based on differences in philosophical beliefs of the CIO and investment committee. We have assembled an objective panel of industry practitioners and a very well-known finance professor to compare and contrast their thoughts on a variety of key issues on public equity investing. Thurs., Nov. 7 at 8 am Pacific Register using this link: https://lnkd.in/g7jicx4Y More information to follow. . .

"Are Republican or Democratic values important in valuing an investment asset?" The answer is probably no, but research by Joey Engelberg, Professor of Finance at University of California, San Diego - Rady School of Management, shows the widening chasm in US politics is affecting financial decisions--and possibly how investors are regulated.? For more insights, read The Brandes Center's latest research report. #election #partisanship #behavioral #investmentstrategy

Many institutional investors have turned away from public markets to private assets as they seek higher returns. Research from The Brandes Center urges caution. Dan Rasmussen of Verdad Advisers highlights the potential risks of private assets, from illiquidity to valuation challenges, while emphasizing the enduring benefits of public markets. Learn how staying invested in public equities during times of volatility can support long-term growth strategies. Explore key insights in The Brandes Center's latest research. #ValueInvesting #PublicMarkets #BehavioralFinance #DanRasmussen #VerdadAdvisers

Welcome Daniel Rupp, CFA and Rick Carew, new members of The Brandes Center's Asia-Pacific Advisory Board.