David Nelson

JANUARY 3, 2023

By David Nelson, CFA CMT All branches of the military use ORM or their own Operational Risk Management system. We identify the risks even those with low probability and make a quantitative judgement as to the feasibility of the mission and or flight. So what does all this mean for today’s investor as we head into 2023.

Risk Management 98

Risk Management Portfolio Management Valuation 98

The Big Picture

SEPTEMBER 14, 2023

For all the WuTang fans: Spectacular California Sunset The post Future Proof 2023: That’s a Wrap! If you have any sort of FOMO now is the chance for you to save the date for next year and make sure you get your butt out there: Future Proof 2024 will be September 15-18 th , 2024 See you there next year!

Wealth Management 144

Wealth Management Risk Management Management Taxes 144

Calculated Risk

JANUARY 20, 2023

FOMC participants could justify this on account of risk management – pausing to assess the lagged effects of prior tightening – or from a real policy rate perspective. This is close to my current view: Question #6 for 2023: What will the Fed Funds rate be in December 2023?

Risk Management 241

Risk Management Economy Accounting Economics 241

Abnormal Returns

MARCH 15, 2023

huddleup.substack.com) Silicon Valley Bank How Silicon Valley Bank took its eye off the risk management ball. wsj.com) Banking has risks that other industries simply don't. bonddad.blogspot.com) National homebuilder confidence ticked higher in March 2023. (on.ft.com) Free streaming numbers are moving up and to the right.

Financial Advising 246

Financial Advising Media Banking Risk Management 246

Calculated Risk

JULY 5, 2023

From the Fed: Minutes of the Federal Open Market Committee, June 13-14, 2023. Almost all participants noted that in their economic projections that they judged that additional increases in the target federal funds rate during 2023 would be appropriate.

Economics 305

Economics Communication Banking Economy 305

Nerd's Eye View

MARCH 8, 2024

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that RIA clients of an insurance broker providing Errors & Omissions (E&O) coverage saw a 213% increase in claims paid in 2023, attributed to significant jumps in suitability claims (likely stemming (..)

Financial Planner 246

Financial Planner Asset Allocation Clients Risk Management 246

Norman Marks

APRIL 4, 2024

I congratulate José David Pino for his brave attempt to call attention to ineffective risk management in his article for the IIA’s magazine, On the Frontlines: How Mature is Your Risk Management?

Risk Management 45

Risk Management Management Compliance Government 45

Norman Marks

JULY 17, 2023

Professors Mark Beasley and Bruce Branson of the North Carolina State University’s Poole College of Management have shared with us for 14 years the results of their surveys of risk management practices.

Risk Management 40

Risk Management Management Compliance Government 40

Norman Marks

NOVEMBER 6, 2023

For many years, the ERM Initiative of North Carolina University, in partnership with the AICPA & CIMA, has surveyed organizations about their assessments of the maturity of “risk oversight[1]” at their organizations. The two authors, Professors Mark […]

Risk Management 49

Risk Management Management Government 49

Indigo Marketing Agency

DECEMBER 19, 2022

That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. Aaron Klein is the co-founder and CEO of Riskalyze—the company that invented Risk Number®, a financial risk management software used by many financial advisors, broker-dealers, and RIAs across the country.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Discipline Funds

NOVEMBER 8, 2023

To learn more about our investment management service please contact us here. Macroeconomic Overview Our macroeconomic forecast for 2023 called for a year of disinflation and “muddle through” That means we expected the economy to remain sluggish and for inflation to show positive rates of change that were sequentially slower.

Asset Allocation 78

Asset Allocation Economy Financial Market Assets 78

Trade Brains

NOVEMBER 4, 2023

The platform has various plans for retail traders and institutional brokers Features Control the direction of order execution Speed execution of orders Pros Built-in risk management feature Multiple strategies for each asset class Automatic calculation and execution of complex strategies without human support Cons Lacks proper customer support 9.

Assets 111

Assets Planning Financial Market Retail 111

Calculated Risk

JANUARY 4, 2023

No participants anticipated that it would be appropriate to begin reducing the federal funds rate target in 2023. Participants discussed a number of risk-management considerations related to the conduct of monetary policy. Many participants highlighted that the Committee needed to continue to balance two risks.

Economics 130

Economics Risk Management Numbers Communication 130

Trade Brains

FEBRUARY 26, 2023

CHFL indirectly provides insurance, lending, risk management, and other financial services through its stakes in: Cholamandalam Investment and Finance Company Ltd. Cholamandalam MS Risk Services Ltd. The post Top Small Cap Stocks in India – Stocks To Watch in 2023 appeared first on Trade Brains.

Retail 98

Retail Insurance Manufacturing Sales 98

Good Financial Cents

DECEMBER 14, 2022

With this in mind, we’ve compiled a list of the highest-paying finance jobs for 2023. While many finance jobs pay well, the following 12 positions sit at or near the top of the pay scale in 2023: 1. The post 12 Best Paying Jobs in Finance in 2023 appeared first on Good Financial Cents®. 12 Highest Paying Jobs in Finance.

Budgeting 88

Budgeting Compliance Accounting Insurance 88

Discipline Funds

MARCH 10, 2023

2022 and 2023 is the wave crashing ashore. Now, many people will look at the SIVB situation and blame their poor risk management of the securities portfolio. It was so widespread that there’s no telling how widespread the bust will be. The 2020 and 2021 inflation was the tsunami. SIVB is just a microcosm of this.

Risk Management 145

Risk Management Banking Economy Valuation 145

Meb Faber Research

NOVEMBER 1, 2023

Episode #506: Radio Show with Corey Hoffstein: Roaring Kitty, Bitcoin ETF & T-Bill and Chill Guest: Corey Hoffstein is co-founder and chief investment officer of Newfound Research, which offers a full suite of tactically risk-managed ETF portfolios.

Risk Management 80

Risk Management Portfolio Investing Investments 80

The Big Picture

AUGUST 16, 2022

If you’re all interested in macro investing, trend following, commodities, currencies, fixed income, various types of quantitative strategies, and most important of all, risk management, you’re going to find this conversation to be absolutely fascinating. With no further ado, my interview of GCM’s Ken Tropin. TROPIN: Yeah.

Management 299

Management Assets Risk Management Valuation 299

MarketWatch

APRIL 18, 2023

Our deeply rooted risk management culture, strong liquidity and robust capital position enabled us to continue to support our clients and deliver solid performance.” Prior to Tuesday’s move, Goldman Sachs stock was down 1% in 2023, compared to an 8.1% rise by the S&P 500 SPX.

Risk Management 75

Risk Management Clients Management Marketing 75

Norman Marks

OCTOBER 23, 2023

I have some video events coming up, including: Risk Awareness Week 2023, where I am speaking on risk-taking. An Institute of Risk Management panel discussion on “How Risk Practitioners Can Earn Trust and Respect as Valued Partners”. The Risk Management Association’s annual conference.

Risk Management 45

Risk Management Management Compliance Government 45

Meb Faber Research

JULY 26, 2023

Episode #491: JD Gardner – Bridging the Behavior Gap Guest: JD Gardner is the CIO & Founder of Aptus Capital Advisors, which provides risk-managed strategies designed to help clients stay invested through market cycles.

Risk Management 52

Risk Management Clients Investing Investments 52

Norman Marks

NOVEMBER 2, 2022

I have published quite a few books now, with perhaps one more to come in 2023. Risk Management for Success […]. It is always refreshing to get feedback, especially when it seems I have made a difference and influenced others on their journeys as practitioners. Here are a few that I very much appreciate.

Risk Management 45

Risk Management Management 45

Random Roger's Retirement Planning

OCTOBER 14, 2024

A couple of snippets from the fact sheet are that $$F "is focused on delivering growth, but with an emphasis on risk management through stop loss techniques and use of defensive allocations" and "attempts to limit the downside during bear markets then capture upside when the market rebounds."

Portfolio 95

Portfolio Assets Risk Management Management 95

Trade Brains

SEPTEMBER 13, 2024

KFin Technologies is currently advancing its digital platform, excelling in transaction management, big data solutions, and wealth management services. For instance, it acquired WebileApps in April 2023, enhancing its digital transformation and broadening its service portfolio. FIIs have shown increasing interest in CAMS.

Wealth Management 59

Wealth Management Banking Management Portfolio 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 It peaked at 88% in March 2023 but decreased to 79% in March 2024. They rose from ₹38.08 in March 2020 to ₹167.79

Compliance 90

Compliance Banking Management Risk Management 90

Trade Brains

OCTOBER 24, 2023

The IPO will be open for subscription on 27th October 2023 and closes on 31st October 2023. In 2023, Shanthala FMCG products’ revenue composition is predominantly from the sale of ITC products, contributing to 79.44% of the total revenue. during 2023-2028. The food processing market size reached US$ 307.2 crore to ₹40.7

Food 59

Food Retail Manufacturing Distribution 59

SEI

AUGUST 2, 2022

Setting a strategic asset allocation and stress testing it, as part of the risk management exercise, is a critical component in “pre-experiencing” such downturns. Looking back at your stress testing and risk management exercises can bring comfort that this is a short-lived experience and an end is in sight.

Nonprofit 52

Nonprofit Marketing Marketing Risk Management 52

Trade Brains

NOVEMBER 16, 2023

The IPO will open for subscription on November 22, 2023, and close on November 24, 2023. In this article, we will look at the Fedbank Financial Services Limited IPO Review 2023 and analyze its strengths and weaknesses. The projection for NBFC credit growth between Fiscal 2023 and Fiscal 2025 is 12%-14%. Crores in FY23.

Financial Services 59

Financial Services Banking Retail Management 59

Trade Brains

JULY 8, 2023

The IPO will open for subscription on July 12, 2023, and close on July 14, 2023. In this article, we will look at the Utkarsh Small Finance Bank IPO Review 2023 and analyze its strengths and weaknesses. 13710,14 crores in March 2023. Keep reading to find out! crores in March 2021 to Rs. Crores in FY21 to Rs.

Banking 52

Banking Insurance Coverage Accounting Insurance 52

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 gross NPA ratio increased to concerning levels, reaching 7.02% by December 2023. billion, and by 2029, they expect it to grow at a CAGR of 7.20%.

Banking 52

Banking Management Portfolio Risk Management 52

Nationwide Financial

JUNE 5, 2023

Though inflation remains the most significant perceived risk for business owners, more than two-thirds expect a recession before the end of 2023. Plan for succession: An effective business succession plan is a critical risk management tool and an area where you can demonstrate the sophisticated guidance and value your services provide.

Economics 52

Economics Risk Management Clients Planning 52

The Big Picture

MARCH 7, 2023

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. I’ve focused much more on risk management, downside risk hedging. But as you said, at Soros, it was all about big macro bets.

Assets 167

Assets Management Marketing Marketing 167

Trade Brains

JULY 29, 2023

The IPO will open for subscription on August 3, 2023, and close on August 7, 2023. In this article, we will look at the SBFC Finance IPO Review 2023 and analyze its strengths and weaknesses. This helped in reducing their cash management risk and enabled customers to receive real-time payment receipts. million to 3.00

Assets 52

Assets Banking Numbers Sales 52

Trade Brains

SEPTEMBER 30, 2023

Commodity markets are highly risky with their high volatility and traders with good risk management can be profitable in the long run. Here we shall discuss the most traded commodities in the world with their importance, impact on economics and factors affecting their prices globally. What are Commodities?

Economics 119

Economics Food Manufacturing Government 119

The Big Picture

SEPTEMBER 19, 2023

Elizabeth Burton : I think it’s because I went into risk management straight out school on the risk side of fund to funds and, and various other industries. So, so let’s talk a little bit about risk management. We actually have a budget for risk management and technology and tools.

Assets 144

Assets Management Portfolio Investing 144

Harness Wealth

OCTOBER 11, 2023

In this guide from Harness Tax , we’ll explore why cybersecurity is increasingly important in the accounting industry, delve into the types of cybersecurity risks, and offer a set of best practices for risk management. According to a 2023 report from the Deloitte Center for Controllership , 34.5% million in damages.

Accounting 59

Accounting Taxes Clients Communication 59

Zoe Financial

FEBRUARY 21, 2023

Published February 21st, 2023 Reading Time: 3 minutes Written by: The Zoe Team When it comes to managing your money, knowing who to turn to can be challenging. CFAs also show accounting, economics, portfolio management, and security analysis knowledge. What Are Your Goals & Who Will Help You Get There?

Financial Advisor 40

Financial Advisor Accounting Certified Financial Planner Certification 40