Brown Advisory

AUGUST 24, 2017

Contrary to the highly publicized booms and busts of some real estate segments, most private real estate investments offer many risk-mitigating benefits to investors, such as low correlation with core asset classes, long-term protection against inflation, income generation and—yes—low volatility over time. Source: Thomson Reuters.

Portfolio

ClearMoney

NOVEMBER 4, 2021

As with many things in life, the truth is somewhere between the extremes: While both simulated and real-world data suggest momentum may not be suitable as a driver of long-term asset allocations, we believe momentum considerations can be integrated in a cost-effective way to help inform daily portfolio management decisions. A Matter of Time.

Asset Allocation

Trade Brains

SEPTEMBER 11, 2024

Western Carriers India IPO – About the Company Western Carriers (India) Limited, incorporated in 1972, is India’s largest private, multi-modal, rail-focused, 4 Party Logistics asset-light logistics company in terms of container volumes as of Fiscal 2022.

Transportation

Brown Advisory

SEPTEMBER 22, 2017

This work builds on the Capital Asset Pricing Model developed in the 1960s.) Moreover, they must understand that the correlation of traditional factors with performance outcomes (such as portfolio returns and volatility) is highly sensitive to market conditions and the exact time-periods reviewed (Podkaminer, 2013). 2013(1): 1-15.

Portfolio

Brown Advisory

SEPTEMBER 22, 2017

This work builds on the Capital Asset Pricing Model developed in the 1960s.) Moreover, they must understand that the correlation of traditional factors with performance outcomes (such as portfolio returns and volatility) is highly sensitive to market conditions and the exact time-periods reviewed (Podkaminer, 2013). 2013(1): 1-15.

Portfolio

Trade Brains

MARCH 31, 2023

Finally, the grounding of Kingfisher Airlines in 2012 and the cancellation of its license in December 2012 ended the Kingfisher journey. The bank’s willingness to provide loans based on Current assets as capital created suspicion of the bank officials if they were involved in the Vijay Mallya scam. What went wrong with Kingfisher?

Banking

James Hendries

FEBRUARY 27, 2023

In 2011 and again in 2013, Federal Reserve and Treasury officials developed a plan in case the debt ceiling wasn’t addressed in time. Another rating downgrade by a major rating agency would likely call into question use of Treasury securities as risk-free assets, which would have major financial implications globally.

Marketing

Brown Advisory

JANUARY 1, 2023

In the author’s view, most asset bubbles and subsequent financial crises are caused by interest rates rising after having previously been set too low. Charles Schwab doesn’t take meaningful credit risk as total loans of $40bn are a small (less than 7% of balance sheet assets) part of their operation.

Investing

The Big Picture

APRIL 25, 2023

They’re almost a billion dollars in assets. There’s no doubt in my mind, as having run a firm that was $90 million in assets, the one that is coming where $3 and eventually $4, when the last deal closes, a billion dollars is a lot of assets. There’s not significant licensing, you know, that that takes place.

Compliance

Sara Grillo

SEPTEMBER 26, 2022

2013, March). In addition to his formal Education Robert Wright holds his FINRA Series 7 and 66 licenses, is a CERTIFIED FINANCIAL PLANNER Professional and holds Georgia Resident Life and Health Insurance. City: Washington, DC. www.cfp.net. Code of Ethics and Standards of Conduct. 2022, August 1). CFP® Professional Demographics.

CFP

Sara Grillo

SEPTEMBER 12, 2022

Wright says, if we are going to asset that the CFP Board and marks are bad, we should ask the question, “bad compared to what?” JR agrees, stating that 70% of CFP holders have insurance licenses. #4 For JR, his issue is with the CFP Board and its conduct relative to consumers – not with the curriculum. #2

CFP

The Big Picture

DECEMBER 26, 2023

And I’m sitting there like, man, I’m glad I’m not licensed yet, because, you know, the last thing I wanna do is, you know, get booted outta the business before I even start. But the other factor is asset manager positioning. How, how do you consider different geographies, different sort of asset classes?

Marketing

The Big Picture

FEBRUARY 7, 2023

You know, if you’ve got $650 billion of assets floating around, including loans of actual buildings because you’re in the real estate business — RITHOLTZ: Right. Like, selling GE Capital assets was not an option. COHAN: So, if you have those assets — RITHOLTZ: Yeah. COHAN: — weren’t available.

Banking

The Big Picture

NOVEMBER 25, 2024

We were talking about luck earlier, got introduced to a local asset manager outside of Boston who saw what I was working on and said, this is really interesting. Would you license these models to me? But as it turns out, the reason that asset manager was able to raise so much money was because they had taken signals.

Portfolio