The Big Picture

MAY 2, 2025

Gerber and Yoav Roth co-founded Hudson Bay Capital, which concentrates on generating positive returns while maintaining a focus on risk management and capital preservation. Be sure to check out our Masters in Business next week with Karin Risi, former Managing Director at the Vanguard Group, the world’s 2nd largest asset manager.

Risk Management 176

Risk Management Assets Management Portfolio 176

Random Roger's Retirement Planning

DECEMBER 19, 2024

The first group are permanent-ish portfolio funds. It may or may not turn out to be a good representation of the Permanent Portfolio but I'm not worried about it blowing up. In the 2020 Pandemic Crash, PUTW went down in lockstep with the S&P 500 but in 2022 it was only down 10% versus 18%. WDTE sells put options. We'll see.

Risk Management 52

Risk Management Portfolio Clients Taxes 52

The Big Picture

MAY 6, 2025

In other words, people had these models that would give you one volatility exposure across the entire portfolio. And risk is not about not losing money. Risk management is not about not losing money. Risk management is about unexpectedly losing money. Worst case downside. Exactly right.

Risk Management 144

Risk Management Banking Portfolio Distribution 144

Alpha Architect

AUGUST 4, 2022

An implementable trading strategy that combines both systematic and momentum-specific risk more than doubles the Sharpe ratio of original momentum and outperforms existing risk management strategies over the 1928–2020 period, in 5 and 10-year sub-samples, and an international momentum portfolio.

Risk Management 132

Risk Management Portfolio Management Marketing 132

Brown Advisory

AUGUST 9, 2021

2020 Global Leaders Impact Report ajackson Mon, 08/09/2021 - 09:43 Download the Report A Letter of Introduction From The Portfolio Managers We are pleased to introduce our new Impact Report which reflects our activity and progress throughout 2020. and Brown Advisory Trust Company of Delaware, LLC.

Portfolio Management 52

Portfolio Management Portfolio Risk Management Investing 52

Brown Advisory

AUGUST 9, 2021

2020 Global Leaders Impact Report. A Letter of Introduction From The Portfolio Managers. . We are pleased to introduce our new Impact Report which reflects our activity and progress throughout 2020. Portfolio Manager . . Portfolio Manager. . . . . . Mon, 08/09/2021 - 09:43. Sincerely,

Portfolio Management 52

Portfolio Management Portfolio Risk Management Investing 52

Discipline Funds

MARCH 10, 2023

The 2020 and 2021 inflation was the tsunami. Now, many people will look at the SIVB situation and blame their poor risk management of the securities portfolio. And the earthquake was the irrational boom that occurred in 2020/21. It was so widespread that there’s no telling how widespread the bust will be.

Risk Management 145

Risk Management Banking Economy Valuation 145

Random Roger's Retirement Planning

JULY 14, 2023

This group recently grew to 30% of the index so if you don't have 30% of your portfolio in those names, you are very likely lagging behind the index. 2020, is the only incidence I can find since RSP started trading. We talk about this all the time, no portfolio strategy is perfect. I certainly am.

Portfolio 73

Portfolio Risk Management Accounting Taxes 73

James Hendries

JULY 13, 2022

So far, this year hasn’t seen a full-blown crisis like 2008–2009 or 2020, but the ride has been very bumpy. Investing involves risks including possible loss of principal. No investment strategy or risk management technique can guarantee return or eliminate risk in all market environments.

Banking 98

Banking Investment Advisor License Insurance 98

Trade Brains

SEPTEMBER 26, 2024

Financial Highlights Of NSE IPO Financial Year Mar 2020 Mar 2021 Mar 2022 Mar 2023 Mar 2024 Revenue (Crores) 3,508 5,625 8,929 11,856 14,780 Net Profit (Crores) 1885 3573 5198 7356 8306 EBITDA(Crores) 2,706 4690.98 Its revenue surged from ₹3,508 crore in March 2020 to ₹14,780 crore in March 2024. in March 2020 to ₹167.79

Compliance 90

Compliance Banking Management Risk Management 90

Random Roger's Retirement Planning

OCTOBER 14, 2024

This should be a good way to work through the expectation that a fund is setting, whether it generally meets that expectation and how it might fit into a simple portfolio. I can't tell if $$F could be a substitute for the Vanguard Balanced Index Fund (VBAIX) which is a proxy for a 60/40 portfolio.

Portfolio 95

Portfolio Assets Risk Management Management 95

Fortune Financial

AUGUST 7, 2023

Are Alternative Investments the Key to Diversifying Your Portfolio? If you prefer a more indirect approach, Real Estate Investment Trusts (REITs) allow you to invest in a portfolio of properties without the hassle of direct ownership. Commercial properties, such as office spaces or retail buildings, can offer higher potential returns.

Portfolio 52

Portfolio Investing Investments Risk Tolerance 52

Fortune Financial

AUGUST 7, 2023

Are Alternative Investments the Key to Diversifying Your Portfolio? If you prefer a more indirect approach, Real Estate Investment Trusts (REITs) allow you to invest in a portfolio of properties without the hassle of direct ownership. Commercial properties, such as office spaces or retail buildings, can offer higher potential returns.

Portfolio 52

Portfolio Investing Investments Risk Tolerance 52

Random Roger's Retirement Planning

JULY 25, 2022

Ideally an investment portfolio is relatively simple. I quipped how big does someone's portfolio have to be to allocate that much to an alt/collectible like a baseball card? That card apparently sold for $56,000 in April 2020. I think that's a good parallel. where the current bid per Twitter is $4.5 Hold on, make that $4.8

Portfolio 97

Portfolio Investing Investments Management 97

Carson Wealth

SEPTEMBER 23, 2024

Stocks Like Rate Cuts The big story this week was the Fed cutting interest rates for the first time since March 2020. If they are cutting due to a panic (think March 2020) or due to a recession (like in 2001 or 2007) potential trouble could indeed be lurking. First things first, why are they cutting? Layoffs are also relatively low.

Marketing 96

Marketing Marketing Economy Economics 96

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

The Big Picture

SEPTEMBER 12, 2022

BITTERLY MICHELL: … risk management. We have seen strong, strong demand pretty consistently for building out alternatives, portfolios, particularly when it comes to opportunities with great financial sponsors on the private equity side, looking at these long-term secular trends, right? RITHOLTZ: Right. BITTERLY MICHELL: Exactly.

Clients 293

Clients Wealth Management Banking Investing 293

Brown Advisory

JULY 14, 2020

The report reviews how we seek to invest using sustainability research and look for companies with what we view as SBA Drivers and strong ESG risk management. We are pleased to report continued advancement of our firm’s sustainable investment initiatives. and Brown Advisory Trust Company of Delaware, LLC.

Portfolio Management 52

Portfolio Management Portfolio Clients Management 52

Brown Advisory

JULY 14, 2020

Tue, 07/14/2020 - 08:15. A Letter of Introduction From The Portfolio Managers. . The report reviews how we seek to invest using sustainability research and look for companies with what we view as SBA Drivers and strong ESG risk management. Portfolio Manager . . Portfolio Manager. . . . . .

Portfolio Management 52

Portfolio Management Portfolio Clients Management 52

Discipline Funds

NOVEMBER 8, 2023

This created an unusual distortion in the weighting of US tech stocks so our global market cap target resulted in adding more value to the portfolio. The portfolio has no corporate credit risk at the moment and is consistent with an environment in which credit tightens as a result of slowing economic growth and aggressive Fed tightening.

Asset Allocation 78

Asset Allocation Economy Financial Market Assets 78

Trade Brains

FEBRUARY 26, 2023

The IT company had its IPO in September 2020 and has generated a return of 137% for its investors since the listing date. 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% and RoE 30.6% respectively.

Retail 98

Retail Insurance Manufacturing Sales 98

Trade Brains

MAY 17, 2024

Business Segments Vehicle Financing: With over 3 decades in the business it is the largest segment of the Company managing assets worth Rs. It has a very diversified portfolio of vehicle loans with 27% of the loans being disbursed to used vehicles followed by light commercial Vehicles. 66,938 Cr or 63% of the NBFC’s total Assets.

Investing 59

Investing Investments Planning Assets 59

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

Trade Brains

OCTOBER 24, 2023

The retail sector was valued at $883 billion in 2020 and is expected to grow to $1.3 This diversification attracts more large brands to their portfolio and helps in risk management. The food processing market size reached US$ 307.2 trillion in 2022 and is projected to reach US$ 547.3 during 2023-2028. trillion by 2024.

Food 59

Food Retail Manufacturing Distribution 59

Brown Advisory

JUNE 16, 2021

return in the first quarter of 2020), U.S. small-cap mandate with high active share, focused on high-quality stocks and mitigating downside risks, may enable investors to capitalize on the long-term potential found in U.S. During 2020, companies with no earnings outperformed companies with earnings by 45% (Exhibit 1).

Valuation 52

Valuation Government Investing Investments 52

Brown Advisory

JUNE 16, 2021

return in the first quarter of 2020), U.S. small-cap mandate with high active share, focused on high-quality stocks and mitigating downside risks, may enable investors to capitalize on the long-term potential found in U.S. During 2020, companies with no earnings outperformed companies with earnings by 45% (Exhibit 1).

Valuation 52

Valuation Government Investing Investments 52

ClearMoney

DECEMBER 14, 2021

Investor adoption in fixed income has lagged, at least when measured by the assets under management (AUM) in mutual funds and ETFs. At the end of 2020, $1.35 In Dimensional’s case, systematic fixed income is hardly new; we have been managing fixed income portfolios since 1983. More Robust Risk Management.

Investing 52

Investing Investments Commission Distribution 52

Trade Brains

AUGUST 31, 2022

The banking sector enjoyed healthy deposit growth of 10% compound annual growth rate (CAGR) between Fiscals 2015 and 2020. The bank has Strong asset quality, underwriting practices, and risk management policies and procedures in place. In FY22-23 the deposit growth is expected to slow down to 6-8%. Weaknesses of the Company.

Banking 52

Banking Retail Accounting Management 52

Trade Brains

OCTOBER 18, 2022

The Company has 38 individual and 13 group products in its portfolio, and 7 optional rider benefits, as of September 2021. HDFC Life has a robust risk management framework in order to hedge interest rate and renewal premium reinvestment risk. years in 2020 to an expected 76.1 It is a joint venture between HDFC Ltd.,

Insurance 52

Insurance Commission Distribution Numbers 52

Brown Advisory

AUGUST 5, 2020

Community Foundations: Challenges And Solutions ajackson Wed, 08/05/2020 - 14:42 DOWNLOAD PDF On the surface, endowments and foundations are all pursuing similar goals, such as preservation of capital and ensuring income to cover spending needs. SOLUTION Brown Advisory helps clients approach decisions from a risk management perspective.

Nonprofit 52

Nonprofit Clients Risk Tolerance Management 52

Brown Advisory

AUGUST 5, 2020

Wed, 08/05/2020 - 14:42. Community stakeholders may disagree on key priorities, and even in cases when there is a dire need, a community foundation risks alienating its donors if it does not use its variance power with extreme care. Brown Advisory helps clients approach decisions from a risk management perspective.

Nonprofit 52

Nonprofit Clients Risk Tolerance Management 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. As climate change has garnered increasing attention, the green bond market has surged, surpassing $1 trillion in total issuance in 2020.

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. As climate change has garnered increasing attention, the green bond market has surged, surpassing $1 trillion in total issuance in 2020.

Certification 52

Certification Investing Investments Clients 52

Cordant Wealth Partners

NOVEMBER 12, 2021

Allows you to trade equity risk in your company for, theoretically safer, credit risk. Shifts a concentrated equity position to a more diversified portfolio. This first technique trades one type of company-specific risk for another (and saves taxes along the way).

Compensation Planning 52

Compensation Planning Planning Taxes Insurance 52

Trade Brains

JULY 4, 2024

Asset Management segment Nuvama with this segment is focused on providing portfolio management services (PMS) and investment management services for alternative investment funds. They do these services to a specialized client base, to have long-term value creation and risk management. 857.13 -551.4

Wealth Management 40

Wealth Management Management Planning Financial Services 40

Brown Advisory

NOVEMBER 28, 2022

Tax losses can also expedite the rebounding of client portfolios by reducing the tax drag on future growth. in 2020), the current depressed value of equities means the likelihood of exceeding that hurdle rate over a two- to three-year GRAT term remains high. for November 2022 vs 0.4%

Planning 52

Planning Taxes Clients Strategic Planning 52

Brown Advisory

NOVEMBER 28, 2022

Some of the steps that we are discussing with a wide range of clients this year include: Review your portfolio Validate its consistency with your long-term plan. Tax losses can also expedite the rebounding of client portfolios by reducing the tax drag on future growth. for November 2022 vs 0.4%

Planning 52

Planning Taxes Clients Strategic Planning 52