The Big Picture

APRIL 28, 2025

From March 2000 to the double lows October 2002 and March 2003, the Nasdaq 100 fell 82.9% (peak to trough). Financial Repression was the rallying cry for underperforming managers. is not what risk managers call a rational trading day. For two decades, every dip purchase was soon rewarded. Perhaps, it has worked too well.

Risk Management 331

Risk Management Management Marketing Marketing 331

The Irrelevant Investor

NOVEMBER 8, 2018

From 1990 to April 2003, the Nikkei fell more than 80%. Stock market bubbles and their ensuing bear markets can potentially be mitigated with diversification and a rules-based risk management system. Things got so crazy towards the end of the bubble that the price/sales ratio for the Nikkei hit 2.5x at its peak in 1989.

Risk Management 52

Risk Management Sales Management Numbers 52

Validea

JANUARY 4, 2023

We’ve been running quantitative model portfolios since 2003. While many of our models were launched after that, our initial set of guru models actually went live in July of 2003, so this year we’ll hit the 20-year mark in terms of running systematic investment strategies. By Justin Carbonneau ( @jjcarbonneau ) —.

Portfolio 52

Portfolio Risk Management Assets Asset Allocation 52

The Big Picture

APRIL 29, 2025

00:08:50 [Speaker Changed] So how do you go from Altus to ING investing management? 00:08:57 [Speaker Changed] Well, in 2003, ING acquired Aetna’s financial businesses, and that was the life insurance, retirement and asset management businesses. What we want to protect against is unintended risk.

Management 130

Management Assets Portfolio Insurance 130

The Big Picture

DECEMBER 6, 2022

And I always use the exact same example, how will you invest in Google in 1998, or in Facebook in 2003? BERRUGA: We think it’s a great solution for clients that are looking for two things, either income or like a risk management tool to play the volatile environment that we have seen in the markets. BERRUGA: This is 2003.

Clients 162

Clients Investing Investments Management 162

Random Roger's Retirement Planning

JULY 29, 2023

The State of Arizona official I mentioned above, was one of my instructors when I took my first firefighting class back in 2003, I worked with him one way or another more times than I can remember. Being able to make relationships is important if you want to succeed. I have a ton to learn about every facet of this.

Retirement 40

Retirement Planning Risk Management Clients 40

Sara Grillo

AUGUST 14, 2023

She obtained her CFP designation in 2003. He has presented papers at conferences on topics such as investment fraud, risk management, and retirement planning. From this vantagepoint, she gained unique insight into how financial advice and products are delivered to investors.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52