Barry Ritholtz

FEBRUARY 21, 2023

And right now, you look back over 10 years, our active funds, 94 percent are outperforming their competitive group averages, 68 percent are outperforming their benchmarks. And you know, just simple things like, hey, the value of tax loss harvesting, how do you make that apparent to people? That means a low hurdle rate.

Leadership 111

Leadership Investments Profit and Loss Technology 111

Musings on Markets

AUGUST 15, 2023

As the risk-free rate rises, expected returns on equities will be pushed up, and holding all else constant, stock prices will go down., and the reverse will occur, when risk-free rates drop. That is why the risk-free rate becomes an input into option pricing and forward pricing models , and its absence leaves a vacuum.

Investments 83

Investments Currencies Treasury Hurdle Rate 83

Barry Ritholtz

NOVEMBER 25, 2024

Most clients, whether they’re individuals or institutions, have some sort of benchmark, a policy portfolio, some strategic asset allocation that they start with. It’s Mr. And, and Mrs. The first is it creates a return hurdle problem, whatever I’m selling. So it creates a fer 00:24:32 [Speaker Changed] Rate.

Leverage 59

Leverage Investments Math Marketing 59