WiserAdvisor

FEBRUARY 29, 2024

Consider a hypothetical scenario where you initially allocated 60% of your portfolio to equities and 40% to fixed-income assets in January 2010. This imbalance will expose you to heightened risk, as you will be overly reliant on the performance of equities, which are inherently more volatile than fixed-income assets.

Financial Advisor 59

Financial Advisor Retirement Asset Allocation Risk Tolerance 59

The Big Picture

SEPTEMBER 19, 2023

Elizabeth Burton : I think it’s because I went into risk management straight out school on the risk side of fund to funds and, and various other industries. So, so let’s talk a little bit about risk management. We actually have a budget for risk management and technology and tools.

Assets 143

Assets Management Portfolio Investing 143

Sara Grillo

DECEMBER 12, 2022

pay me for investments, for the easy work that I can outsource to a third party manager, and I’ll give you all this hard stuff for free…I don’t believe that., In 2010, he moved to Midland where he currently resides with his wife, Heather, who teaches at Midland ISD. I really don’t.” – Derek Robinett.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

The Better Letter

JANUARY 26, 2024

In The Next Great Bubble Boom: How to Profit from the Greatest Boom in History: 2006-2010 , published in January 2006, Dent doubled down on his earlier predictions for the 2000s and called for big gains through the rest of the decade. who became a professor at the University of Michigan before setting up his own asset management firm.

Assets 103

Assets Valuation Management Investing 103

Aleph

MARCH 25, 2023

Seems that safety improvements reversed around 2010. Mar 23, 2023 The collapse of two lenders has prompted a rethink of banking rules, but risk experts say the failures could be something else: risk overseers who can’t stand up to the bosses [link] Boards exist to excuse management. What budget area will you cut?

Banking 59

Banking Risk Management Government Accounting 59

The Big Picture

AUGUST 15, 2023

SEIDES: But market returns across — RITHOLTZ: The past decade, 2010 to 2020, we were what? So I think that argument is very valid in those couple of years, 2009, 2010 probably, maybe 2011, which was a tough year for hedge funds. And what’s their budget like a fraction of it, right? SEIDES: It’s lower.

Management 130

Management Investing Investments Government 130

The Big Picture

AUGUST 16, 2022

If you’re all interested in macro investing, trend following, commodities, currencies, fixed income, various types of quantitative strategies, and most important of all, risk management, you’re going to find this conversation to be absolutely fascinating. With no further ado, my interview of GCM’s Ken Tropin.

Management 296

Management Assets Risk Management Valuation 296