Remove 2008 Remove Numbers Remove Portfolio Remove Risk Management
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60/40.60?

Random Roger's Retirement Planning

Early on there was mention of building a 60/40 portfolio and then adding another 60% on top of that in managed futures. They position it as not leveraging up necessarily because managed futures' correlation to equities and fixed income is typically negative or there tends to be no correlation. Here are the results.

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SBFC Finance IPO Review – GMP, Date, Price & Financials

Trade Brains

With the growing presence of MSME lenders in smaller locations and lenders increasingly focusing on underserved customers, the portfolio of secured MSME loans with ticket sizes ranging from 0.50 But due to the increasing growth strides of the bank, this number has lowered to 16% in FY22. billion in March 2008 to about US$ 330.21

Assets 52
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Transcript: Elizabeth Burton, Goldman Sachs Asset Management

The Big Picture

Her job is portfolio and product solutions and that means she could go anywhere in the world and do anything. I thought this conversation was absolutely fascinating and I think you will also, with no further ado, Goldman Sachs asset managements Elizabeth Burton. That sounds great, but I only have spots in my portfolio for a Cape Cod.

Assets 144
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Transcript: Julian Salisbury, GS

The Big Picture

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He’s a member of the management committee. He co-chairs a number of the asset management investment committees. And then I moved back to London at the end of 2008, which was a really interesting pivot. SALISBURY: Absolutely.

Assets 293
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Transcript: Michael Rockefeller

The Big Picture

There are about 13 different portfolio managers each focused on a different sub-sector. They run long short across each of these, and they’ve put up some pretty impressive numbers over the past couple of years. You know, so I, I was, I was, I was in 00:07:48 [Speaker Changed] 2008, the start of the great financial crisis.

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Transcript: Tom Rampulla

The Big Picture

And Wall Street didn’t work out for a variety of reasons, but I ended up working sort of an adjacent industry in the portfolio management software business, and really wasn’t where my passion was. I was employee number one in London. They’ll construct the portfolio. It felt like the old days at Vanguard.

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Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Sara Grillo

Prior to joining EP Wealth Advisors in 2021, Scott worked for a number of the largest Wall Street firms, including UBS, Prudential and Wells Fargo. In 2008, Kelly began working directly with clients as a financial planner. Scott has been serving families for 29 years in the financial services space. in English Language and Literature.