The Big Picture

SEPTEMBER 19, 2023

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

Assets Management Portfolio Investing 144

Trade Brains

OCTOBER 14, 2024

The bank specializes in microfinance lending, which constitutes approximately 32.70% of its loan portfolio as of March 2024, which decreased from 34.90% in March 2023. The bank’s inability to diversify its loan portfolio quickly enough into other segments like housing loans and MSMEs also contributed to its struggles.

Banking 52

Banking Management Portfolio Risk Management 52

Trade Brains

FEBRUARY 26, 2023

Fiscal Year Sales Net Profit 2022 1094 181 2021 773 162 2020 698 72 2019 590 14 2018 444 -13 (figures in Rs Cr) Like other IT companies, it also has high return ratios with RoCE 31.2% Furthermore, it plans to add 65 more gas retailing stations to its portfolio of 135 stations at present. Cholamandalam MS Risk Services Ltd.

Retail 98

Retail Insurance Manufacturing Sales 98

The Big Picture

DECEMBER 6, 2022

And my answer was, “Hey, not everybody wants to buy a passive index around the satellite of a core portfolio or even just, hey, I have an idea, I think this is going to change the world.” BERRUGA: So many of our clients were struggling to find alternative sources of income for their portfolios. Is that who the Global X investor is?

Clients 157

Clients Investing Investments Management 157

Brown Advisory

JUNE 2, 2021

The growth of this opportunity set has been so tremendous over the past few years that it deserves an encore to our 2018 piece Income and Impact: Adding Green Bonds to Investment Portfolios.

Certification 52

Certification Investing Investments Clients 52

Brown Advisory

JUNE 2, 2021

The growth of this opportunity set has been so tremendous over the past few years that it deserves an encore to our 2018 piece Income and Impact: Adding Green Bonds to Investment Portfolios.

Certification 52

Certification Investing Investments Clients 52

Brown Advisory

NOVEMBER 1, 2019

Many of the provisions that went into effect in 2018 automatically expire (or “sunset”) unless Congress proactively extends them. Additionally, such gifts may be an effective risk management strategy for those who may otherwise choose to be uninsured. Bundling of Charitable Gifts.

Planning 52

Planning Taxes Clients Assets 52

Sara Grillo

AUGUST 14, 2023

She was awarded a JD in September 2018 and passed the California Bar Exam in February 2019. He has presented papers at conferences on topics such as investment fraud, risk management, and retirement planning. In 2008, Kelly began working directly with clients as a financial planner. billion.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

The Big Picture

JULY 4, 2023

And we’ve talked about whether we go deeper on existing strategies, we build new businesses, we find somebody who can help him more as almost a co-CIO with risk management, with the investment process. And they end up being great candidates for us to put into to run the next big portfolio or start a new strategy.

Recruitment 144

Recruitment Management Numbers Banking 144

The Big Picture

MARCH 27, 2023

She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. So you retire in 2018. But it’s interesting that you really can pinpoint the difference in return because there’s this sort of impatient or overzealousness in trading your portfolio. RITHOLTZ: Yeah.

Assets 280

Assets Investing Investments Management 280

Discipline Funds

JUNE 11, 2024

In fact, the outperformance of US stocks has been driven almost entirely by large cap US tech names and the “Magnificent 7” How worrisome is this and does it matter to your portfolio? As Dartmouth showed back in 2018 , a publicly listed firm had a 92% chance of being around 5 years from now versus just 63% as of 2018.

Valuation 52

Valuation Marketing Marketing Risk Management 52

Trade Brains

MAY 25, 2023

Here are a few of the famous awards won by Zerodha recently: — ET Startup of the Year (2020) — National Stock Exchange (NSE) “Retail brokerage of the year 2019” (& 2018) — Outlook Money “Retail broker of the year 2017” — Ernst & Young “Entrepreneur of the year (Startup) 2017” 2.

Investing 98

Investing Investments Accounting Education 98

The Better Letter

JANUARY 26, 2024

” The Dow closed at 23,327 a couple of years later – the end of 2018 – and has not dropped below 19,000 since the prediction. percent 2018 : “The music is fading out, and a trap-door has opened up in the floor, but they’re still dancing.” percent in 2018 while HSGFX was up 8.78 percent higher.

Assets 107

Assets Valuation Marketing Marketing 107

The Big Picture

AUGUST 23, 2022

BROWDER: I just gone the risk management committee. The currency devalued by 75 percent and my portfolio, which was above $1 billion, went down 90 percent. And this had an unbelievably positive affect on the value of my portfolio. in 2018, in the European Union in 2020, in Australian in 2021. RITHOLTZ: Wow.

Government 318

Government Banking Numbers Investing 318