SEI

AUGUST 2, 2022

Investments and economy. We are currently experiencing one of the most volatile times in decades, on top of the start of the pandemic and the 2008-2009 recession. Setting a strategic asset allocation and stress testing it, as part of the risk management exercise, is a critical component in “pre-experiencing” such downturns.

Nonprofit 52

Nonprofit Marketing Marketing Risk Management 52

The Better Letter

JANUARY 26, 2024

The DJIA closed 1999 at 11,497 and 2009 at 10,428. At the GFC bottom, March 9, 2009, the Dow traded at 6,547. In June 2017, Dent predicted a “ once in a lifetime ” crash in the stock market, the economy, and in real estate over the following three years. So, he missed it by a mile. A market crash might be imminent.

Assets 104

Assets Valuation Management Investing 104

The Big Picture

DECEMBER 20, 2022

KOENIGSBERGER: What I really like is on top of these four return streams that we have, we kind of have a multi-asset, dynamic asset allocation process. KOENIGSBERGER: So that’s what — with our multi-asset strategy, we wanted to solve for that problem, which is — I call it a governance problem.

Banking 154

Banking Assets Government Investing 154

The Big Picture

MARCH 12, 2024

And what we figured out in 2009, really when we started buying homes is that we made the bet that it, I mean, it wasn’t a very exotic bet, but we made the bet that the subprime mortgage market wasn’t coming back at all. And so, so starting in 2009, we, we, there was no flip market.

Banking 143

Banking Investing Investments Marketing 143

The Big Picture

APRIL 4, 2023

And we brought them a plan that, you know, I think, was very similar to what the banks were doing at the time, which was providing financing to private equity-owned companies, huge area of growth in the economy. middle market is the third largest economy in the world. So a very different dynamic than we saw back in 2007, 2008, 2009.

Banking 143

Banking Management Investing Investments 143