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In this video, Mariam Kamshad, head of portfolio strategy for Goldman Sachs Personal Financial Management Group Investments, shares an update on investment themes from the third quarter including:
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This video document has been prepared by The Ayco Company, L.P. d/b/a Goldman Sachs Ayco Personal Financial Management (“Ayco Personal Financial Management” or “Ayco”) and United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), both registered investment advisers of Goldman Sachs & Co. LLC (“GS&Co.”) and subsidiaries of The Goldman Sachs Group, Inc., a worldwide, full service investment banking, broker-dealer, asset management, and financial services organization. Advisory services are offered through Ayco or GS PFM respectively, and brokerage services are offered through GS&Co. and Mercer Allied Company, L.P. (a limited purpose broker-dealer), both affiliates of Ayco and GS PFM and members FINRA/SIPC.
Neither Ayco nor GS PFM are providing any financial, economic, legal, accounting, or tax advice or recommendations in this video document. The information contained in this video does not constitute investment advice or an offer to buy or sell securities from any Goldman Sachs entity to the listener and should not be relied upon to evaluate any potential transaction. In addition, the receipt of this video by any listener is not to be taken to constitute such person a client of any Goldman Sachs entity. Neither Goldman Sachs nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this video and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed.
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ISG/GIR Forecasts. Economic and market forecasts presented (“forecasts”) reflect either ISG’s or GIR’s views and are subject to change without notice. Forecasts do not take into account specific investment objectives, restrictions, tax and financial situation or other needs of any specific client. Forecasts are subject to high levels of uncertainty that may affect actual performance and should be viewed as merely representative of a broad range of possible outcomes. Forecasts and any return expectations are as of the date of this material, and should not be taken as an indication or projection of returns of any given investment or strategy. Forecasts are estimated, based on capital market assumptions, and are subject to significant revision and may change materially as economic and market conditions change. Any case studies and examples are for illustrative purposes only. If applicable, a copy of the GIR Report used for GIR forecasts is available upon request. Forecasts do not reflect advisory fees, transaction costs, and other expenses a client would have paid, which would reduce return.
This video and any attached materials are not to be disseminated, distributed, or otherwise conveyed throughout your organization to employees without a need for this information or to any third parties without the express written permission of Ayco and/or GS PFM. This video is for informational purposes only and is not a substitute for individualized professional advice. Any reference made herein to resources sponsored and maintained by third parties in this video document, is provided solely as a convenience to you and does not constitute an endorsement, authorization, sponsorship, or affiliation by Ayco and/or GS PFM, or its affiliates. This video was prepared by and approved by Ayco/GS PFM, but the views and opinions expressed in this video document are not necessarily those of Ayco and/or GS PFM, or any of its affiliates and may differ from the views and opinions of other departments or divisions of Goldman Sachs Group, Inc. and its affiliates and are as of the date of this material only and subject to change without notice.
©2021 The Ayco Company, L.P., d/b/a Goldman Sachs Ayco Personal Financial and United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management. All Rights Reserved.”
By Brandon Ross
Insights from Ayco InnerCircle 2021