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. The fund started trading in late 2021 and is small, with $69 million in AUM. It was down much less in 2022 but interestingly, it was down in 2021 too.

Portfolio 95

Portfolio Assets Risk Management Management 95

Trade Brains

NOVEMBER 8, 2022

The company has a strong presence in South India with a total of 4,306 employees as of September 30, 2021. 19 trillion as of March 2021. Over the years, the NBFCs have grown their MSME portfolio at a faster rate than the overall MSME portfolio at a systemic level. Strengths of the Company. The company has more than ?30,000

Management 98

Management Sales Portfolio Risk Management 98

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. between 2015 and the end of 2021. trillion in 2015 to$13.32

Portfolio 52

Portfolio Investments Investing 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. between 2015 and the end of 2021. trillion in 2015 to$13.32

Portfolio 52

Portfolio Investments Investing Risk Tolerance 52

BlueMind

NOVEMBER 24, 2022

According to the Schwab Advisor Services Independent Advisor Outlook Study , investors are becoming more aware of independent RIAs, who are required to act as fiduciaries to clients, and 57% prefer it to other business models in 2021. The advantages of or preferring an RIA are many.

Clients 98

Clients Insurance Financial Advisor Assets 98

The Big Picture

MARCH 7, 2023

And all these questions that I was trying to answer had direct applications to hedge fund strategies and portfolio management. Another the great lesson, and I was still a global macro portfolio manager with my own silo at SAC Capital. And at the SAC Capital, it was all about risk management.

Assets 173

Assets Management Marketing Marketing 173

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

Mon, 08/09/2021 - 09:43. A Letter of Introduction From The Portfolio Managers. . The report reviews how we seek to use ESG research in our investment process, and how we seek companies with what we call Sustainable Business Advantage drivers (“SBA drivers”) and strong ESG risk management. Portfolio Manager . .

Portfolio Management 52

Portfolio Management Portfolio Risk Management Investing 52

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 147

Assets Management Portfolio Investing 147

Validea

JANUARY 27, 2023

The top 20 managers of 2022 made gains of $22.4 billion net of fees, according to a report published by LCH Investments that is cited in the article, which also estimates that managers garnered a 3.4% But overall, hedge fund managers saw losses of $208 billion last year. return for their investors.

Risk Management 59

Risk Management Management Investing Investments 59

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 299

Clients Wealth Management Banking Investing 299

Validea

JANUARY 4, 2023

We’ve been running quantitative model portfolios since 2003. In reviewing the returns for our portfolios in 2022, which were difficult for the markets and investors, things mostly played out as you may have expected as we look back with hindsight, although there are a few surprises and important lessons I think we can draw from the results.

Portfolio 52

Portfolio Risk Management Assets Asset Allocation 52

Trade Brains

OCTOBER 24, 2023

crore and a 21% growth in PAT from ₹14 Lakh to ₹17 lakhs between March 2021 and March 2023. crore in 2021 to ₹2.6 This diversification attracts more large brands to their portfolio and helps in risk management. The company reported a marginal increase in Revenue from ₹39.5 crore to ₹40.7 crore to ₹1.4

Food 59

Food Retail Manufacturing Distribution 59

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.

Investments 59

Investments Investing Planning Assets 59

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 The company appears to be effectively managing its operations and capitalizing on market opportunities. crores in 2024.

Compliance 90

Compliance Banking Management Marketing 90

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 162

Clients Investing Investments Management 162

Brown Advisory

JUNE 16, 2021

Small Caps: The Big Picture ajackson Wed, 06/16/2021 - 08:44 With record 94.8% In March 2021, we started to see nonearners’ performance roll over, which is more in line with historical averages; for the 2001–2021 period, earners outperformed nonearners by 3% on an annualized basis. Note: 2001-2021 period is annualized.

Valuation 52

Valuation Investing Investments Government 52

Brown Advisory

JUNE 16, 2021

Wed, 06/16/2021 - 08:44. In March 2021, we started to see nonearners’ performance roll over, which is more in line with historical averages; for the 2001–2021 period, earners outperformed nonearners by 3% on an annualized basis. Note: 2001-2021 period is annualized. Data as of March 31, 2021. With record 94.8%

Valuation 52

Valuation Investing Investments Government 52

The Big Picture

JULY 19, 2022

The transcript from this week’s, MiB: Antti Ilmanen, Co-Head, Portfolio Solutions, AQR , is below. BARRY RITHOLTZ; HOST; MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Antti Ilmanen is AQR’s Co-head of the Portfolio Solutions Group. CO-HEAD, AQR’S PORTFOLIO SOLUTIONS GROUP: Thanks, Barry.

Investing 130

Investing Investments Valuation Portfolio 130

The Big Picture

APRIL 18, 2023

Both in terms of the aggregate revenue of our company, size of our portfolio, we’re probably now something like 150 total investments, many hundreds of billions of revenue, hundreds of thousands of employees if you add up all of the companies in which we’re invested. So, clearly, that was a great time to pull back in mid-2021.

Assets 162

Assets Investing Investments Valuation 162

Trade Brains

JULY 29, 2023

With the growing presence of MSME lenders in smaller locations and lenders increasingly focusing on underserved customers, the portfolio of secured MSME loans with ticket sizes ranging from 0.50 crores in March 2021 to ₹4,942.8 crores in March 2021 to ₹740.36 crores in March 2021 to ₹149.74 crores in March 2021 to ₹740.36

Banking 52

Banking Assets Numbers Sales 52

Trade Brains

AUGUST 31, 2022

As of June 30, 2021, the bank has 509 branches, of which 106 branches are rural, 247 in semi-urban, 80 in urban, and 76 in metropolitan centres with an overall customer base of approximately 4.93 billion as of March 2021. The bank has Strong asset quality, underwriting practices, and risk management policies and procedures in place.

Banking 52

Banking Retail Accounting 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 Manufacturing Insurance Sales 98

Trade Brains

JULY 8, 2023

It is a small finance bank in India which has recorded the third fastest Gross Loan Portfolio growth in the past three years among SFBs with a Gross Loan Portfolio of more than ₹ 60 billion. crores in March 2021 to Rs. 13710,14 crores in March 2023. Crores in FY21 to Rs. Crores in FY23. That’s it for this post.

Banking 52

Banking Insurance Coverage Accounting Insurance 52

Fortune Financial

APRIL 28, 2022

While touring the plantation, I had the privilege of spending a good deal of time talking about the coffee business with the plantation’s owner, Jose Carlos Rosseto, who is the third generation in his family to manage the plantation. We cannot count it or touch it.

Portfolio 52

Portfolio Economics Risk Management Financial Advisor 52

Trade Brains

OCTOBER 18, 2022

In the financial year 2021, India’s life insurance penetration stood at a measly three percent. The Company has 38 individual and 13 group products in its portfolio, and 7 optional rider benefits, as of September 2021. Particulars March 31, 2022 (%) March 31, 2021 (%). Let’s take a look, shall we?

Insurance 52

Insurance Commission Distribution Numbers 52

Trade Brains

SEPTEMBER 5, 2024

The company primarily focuses on individual retail housing loans, with a significant portion of its portfolio consisting of low-risk salaried customers. Only 12% of the population borrowed money through financial institutions in 2021, though this has increased from 8% in 2017. The urban population is expected to reach 37.4%

Retail 52

Retail Assets Portfolio Management 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

Tucker Advisors

SEPTEMBER 8, 2021

Those of us who are older might remember them better as “pensions,” but in 2021 they seem about as common as a rotary phone. To be fair, these annuities aren’t to be compared to a stock portfolio in terms of overall growth opportunity, but they can earn a respectable rate, all without market risk. Defined-benefit plans.

Retirement Pension 52

Retirement Pension Retirement Planning Financial Advisor 52

ClearMoney

DECEMBER 14, 2021

In Dimensional’s case, systematic fixed income is hardly new; we have been managing fixed income portfolios since 1983. In both cases, our goal is to combine the best of indexing, such as broad diversification, low turnover, and transparency, with flexible active implementation to emphasize higher expected returns and manage risk.

Investments 52

Investments Investing Commission Distribution 52

Brown Advisory

NOVEMBER 28, 2022

Tax losses can also expedite the rebounding of client portfolios by reducing the tax drag on future growth. When responding tactically to a challenging market, we try to keep our focus on the things we can control. 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.

Planning 52

Planning Taxes Clients Strategic Planning 52

Brown Advisory

OCTOBER 22, 2021

Sustainable Sovereigns: Integrating ESG Analysis into Government Debt Research ajackson Fri, 10/22/2021 - 14:56 Brown Advisory has championed Environmental, Social and Governance (ESG) research and sustainable investing for more than a decade. Includes most recently available data as of March 11, 2021.

Government 52

Government Education Economics Investing 52

Brown Advisory

OCTOBER 22, 2021

Fri, 10/22/2021 - 14:56. Our sustainable investing philosophy and process were developed in-house and are supported by a robust team of ESG research analysts, portfolio managers and other dedicated professionals. Includes most recently available data as of March 11, 2021.

Government 52

Government Education Economics Investing 52

The Big Picture

AUGUST 15, 2023

That’s a really easy portfolio to create. It allows you to understand, generally speaking, what is a reasonable beta for that whole portfolio. The other thing it allows you to do is to benchmark your ability to select managers that outperform both in each areas and across the sleeve. That allows you to do two things.

Management 130

Management Investing Investments Government 130

Brown Advisory

FEBRUARY 14, 2023

Focus on Risks and Opportunities: Our ESG research approach seeks to assess ESG risk management, and identify sustainable opportunities that address key environmental and/or social challenges, which we believe can lead to improved performance and impact. Our approach is consistent and systematic across our platform.

Government 52

Government Economics Investing Investments 52

Brown Advisory

FEBRUARY 14, 2023

Focus on Risks and Opportunities: Our ESG research approach seeks to assess ESG risk management, and identify sustainable opportunities that address key environmental and/or social challenges, which we believe can lead to improved performance and impact. Our approach is consistent and systematic across our platform.

Government 52

Government Economics Investing Investments 52