The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. So, so let’s talk a little bit about risk management. She can go anywhere, do anything. Thank you for having me.

Assets 147

Assets Management Portfolio Investments 147

Validea

JUNE 2, 2025

At Validea, we’ve built our version of the All Weather Portfolio based on the core principles of asset class diversification that underpin Dalio’s original concept. All Weather Portfolio: Asset Class Behavior Across Economic Regimes Asset Class Performs Well In Why It’s Included U.S. 2011 17.6%

Portfolio 52

Portfolio Investing Investments Economics 52

BlueMind

DECEMBER 23, 2022

Margin Call (2011). One of the few movies which portray the 2008 financial market crisis in the most accurate way possible, this thrilling movie’s inciting incident begins when a risk-management division head is laid off due to the company’s downsizing.

Financial Advisor 98

Financial Advisor Commission Clients Management 98

Trade Brains

FEBRUARY 26, 2023

Net Profit Margin 18% Operating Profit Margin 24% Founded in 2011 by Ashok Soota, Happiest Minds is an IT solutions & services company. CHFL indirectly provides insurance, lending, risk management, and other financial services through its stakes in: Cholamandalam Investment and Finance Company Ltd. .) ₹12,500 EPS ₹15.5

Retail 98

Retail Insurance Sales Manufacturing 98

Validea

JANUARY 4, 2023

After a tough decade for simple systematic value strategies from 2011-2021 this model bounced back very well in 2022. Risk-Managed ETF Model Portfolios: Multi-asset ETFs with risk management inputs. The model portfolio was up 17.2% in 2022 vs. a 19.4% and -6.1%, respectively. Surprises Lead to Lessons.

Portfolio 52

Portfolio Risk Management Assets Asset Allocation 52

The Big Picture

JULY 19, 2022

Really, what I would think is getting to my natural home and that happened in 2011. ! So, the Portfolio Solutions Group advises mainly institutional clients on all kinds of challenges that they have and thinking about the expected returns, portfolio construction, risk management, et cetera. What is that role like? Explain that.

Valuation 130

Valuation Investments Investing Portfolio 130

The Big Picture

AUGUST 15, 2023

So if you start with the S&P 500 or in this case stocks and bonds, you only have two asset classes, right. So the proper benchmark for those pools has to look a little bit like the underlying assets they’re investing in. If you look at the types of assets that Yale invests in, you can create a benchmark for each pool.

Management 130

Management Investments Investing Government 130