The Big Picture

OCTOBER 24, 2022

She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. Let me give you some background on Morningstar Managed Portfolios. RITHOLTZ: Sure.

Portfolio 130

Portfolio Management Assets Investing 130

Trade Brains

DECEMBER 11, 2023

In 1959, the Bank was licensed under the Banking Companies Act, of 1949. In 2001, the Company ventured into starting an energy exchange in India to undertake trading activities, including trading long-term energy contracts. It also provides advisory services such as Portfolio Management and Transmission Infrastructure Services.

Banking 64

Banking Government Investing Investments 64

Trade Brains

JUNE 9, 2023

IEX is licensed by the Central Electricity Regulatory Commission (CERC) for the trading of electricity, renewal energy certificates, and energy-saving certificates. The company started as a joint venture in 2001 with Abrdn Investment Management, after registering with SEBI in 2000. Stock P/E 47.6 Book Value ₹ 8.37 D/E Ratio 0.02

Certification 52

Certification Assets Sales Management 52

Brown Advisory

OCTOBER 26, 2021

Investors may instinctively flock to small-caps for growth, innovation and portfolio beta. Our due diligence process is built on Brown Advisory’s small-cap heritage, a solid foundation developed over the 15 years of experience in the space, and implemented by a large team of analysts and portfolio managers.

Manufacturing 52

Manufacturing Communication Investing Investments 52