Trade Brains

JUNE 13, 2025

Headquartered in Paris, it operates globally across retail banking, corporate and investment banking, asset management, and securities services. The group is known for its strong international presence and focus on innovation, risk management, and sustainable finance.

Engineering 59

Engineering Banking Financial Services Risk Management 59

Validea

JUNE 2, 2025

At Validea, we’ve built our version of the All Weather Portfolio based on the core principles of asset class diversification that underpin Dalio’s original concept. All Weather Portfolio: Asset Class Behavior Across Economic Regimes Asset Class Performs Well In Why It’s Included U.S. 2025 YTD 1.2%

Portfolio 52

Portfolio Investing Investments Economics 52

The Big Picture

APRIL 29, 2025

This is Masters in business with Barry Ritholtz on Bloomberg Radio 00:00:17 [Speaker Changed] This week on the podcast, Jeff Becker, chairman and CEO of Jenison Associates, they’re part of the PG Im family of Asset Managements. Jenison manages over $200 billion in assets. Each of these asset managers had A-A-C-E-O.

Management 130

Management Assets Portfolio Insurance 130

Darrow Wealth Management

MARCH 13, 2025

If one stock makes up more than 10% of your overall asset allocation, it’s probably too much. A diversified portfolio is the cornerstone of a risk-adjusted investment strategy. Since single stocks don’t move like the broader market, you’re exposed to much greater risk. What is a concentrated stock position?

Management 77

Management Taxes Estate Planning Asset Allocation 77

Random Roger's Retirement Planning

MAY 4, 2025

The more someone trades, the more they are fighting that natural inertia other than proper asset allocation targets and mitigating sequence of return risk when relevant. I can see the dip last August being one that most people forget about but I don't think that will be the case with the Q1 into April 2025 event.

Asset Allocation 59

Asset Allocation Portfolio Portfolio Management Engineering 59

Trade Brains

JUNE 27, 2025

From today (27th June 2025), four new stocks are available for trading in the futures and options (F&O) segment on Indian exchanges. Futures and Options (F&O) allow traders to buy or sell assets like stocks, commodities, or indices at a predetermined price on a future date.

Electronics 52

Electronics Manufacturing Portfolio Management Compliance 52

Trade Brains

JULY 2, 2025

12 Also read: Top Performing Gilt Funds in 2025: Do You Have Them in Your Portfolio? from Apr 1, 2025. ICICI: Equity for individuals; debt extended to businesses & entities Risk Management Margin maintenance: If NAV falls and LTV exceeds the threshold, the borrower must top up collateral or repay part of the loan.

Banking 59

Banking Portfolio Risk Management Investing 59

Zoe Financial

MARCH 21, 2025

Published: March 21st, 2025 Reading Time: 6 minutes Written by: The Zoe Team Managing wealth involves more than just investingit requires careful planning, strategic decision-making, and a long-term vision. Risk Management : Protecting assets from unforeseen events. What Do Financial Advisors Do?

Financial Advisor 40

Financial Advisor Estate Planning Strategic Planning Retirement 40

Advisor Perspectives

MARCH 5, 2025

We manage risk tactically over the short-term by investing across a broad array of themes and asset classes including cash.

Risk Management 40

Risk Management Management Assets Investing 40

Zoe Financial

JUNE 18, 2025

5 Components of Financial Literacy Published: February 20th, 2025 Reading Time: 4 minutes Written by: The Zoe Team If you’re a high earner looking to grow your wealth, having a solid understanding of financial concepts can help you manage and protect your money effectively.

Insurance 40

Insurance Accounting Taxes Retirement 40

Trade Brains

JUNE 16, 2025

According to the United States Department of Agriculture (USDA), India’s sugar production is projected to reach 35 million metric tons raw value (MMT-RV) for the 2025-26 marketing year, representing a 26% increase over the revised estimate of 28 million tons for the current year. lakh borrowers and an AUM of Rs 25,948 crore.

Retail 59

Retail Sales Portfolio Certification 59

Zoe Financial

MARCH 21, 2025

Published: March 21st, 2025 Reading Time: 6 minutes Written by: The Zoe Team Managing wealth involves more than just investingit requires careful planning, strategic decision-making, and a long-term vision. Risk Management : Protecting assets from unforeseen events. What Do Financial Advisors Do?

Financial Advisor 45

Financial Advisor Estate Planning Strategic Planning Retirement 45

Trade Brains

SEPTEMBER 14, 2024

Fund Management includes managing debt funds and providing portfolio management services. It uses data-driven risk management and credit underwriting processes. lakh crore in funding between Fiscal 2025 and 2027. Overall, the return on assets for NBFCs is likely to improve in the coming fiscal year.

Retail 52

Retail Assets Risk Management Management 52

Trade Brains

SEPTEMBER 18, 2024

The company maintains a robust credit assessment and risk management framework, which has helped manage defaults and non-performing assets effectively. The company has experienced significant growth, with its Assets Under Management increasing to Rs. crore in fiscal year 2024.

Financial Services 52

Financial Services Assets Sales Risk Management 52

Trade Brains

SEPTEMBER 5, 2024

As of June 30, 2024, their assets under management were Rs. CRISIL MI&A projects this ratio to reach 14-15% by Fiscal 2025, driven by rising incomes, urbanization, and government measures. Non Performing Assets in FY24 stood at 0.10% compared to 0.08% in FY23. Bajaj outperformed its peers in asset quality.

Retail 52

Retail Assets Portfolio Management 52

Brown Advisory

NOVEMBER 1, 2019

Because that sunset doesn’t occur until the end of 2025—six years from now—some clients may not feel an urgency to engage in significant planning right now, but there are a variety of planning actions related to the new tax law that merit attention in the near term, and in some cases before the end of the calendar year.

Planning 52

Planning Taxes Clients Assets 52

Trade Brains

NOVEMBER 16, 2023

The projection for NBFC credit growth between Fiscal 2023 and Fiscal 2025 is 12%-14%. This allows them to have strong underwriting and risk management capabilities. The company uses systems with digital infrastructure to manage a scalable and sustainable operating model. Crores in FY21 to Rs.9,069.60 Crores in FY23.

Financial Services 59

Financial Services Banking Retail Management 59

Brown Advisory

NOVEMBER 5, 2021

Is it considered a “family legacy” asset to be retained for many generations? How will the relationship among the younger generations with respect to the home be managed? How will the relationship among the younger generations with respect to the home be managed?

Planning 52

Planning Tax Planning Taxes Clients 52

Brown Advisory

DECEMBER 2, 2019

The market as a whole is pushing for more rigorous climate risk disclosure, and issuers are funding a wide variety of high-impact projects aimed at climate mitigation and adaptation. “WE Climate change is a different animal, however—it is just as much about tangible credit risk as it is about positive impact. will be more than $10.5

Marketing 52

Marketing Marketing Transportation Investing 52

Brown Advisory

DECEMBER 2, 2019

The market as a whole is pushing for more rigorous climate risk disclosure, and issuers are funding a wide variety of high-impact projects aimed at climate mitigation and adaptation. “WE WE ARE TAKING THESE RISKS VERY SERIOUSLY”. billion per year through 2025. will be more than $10.5

Marketing 52

Marketing Marketing Transportation Investing 52

Trade Brains

JULY 23, 2022

RBI’s liquidity risk management framework 2019 ensures the liquidity management for NBFC which is a major concern for NBFC. CDSL is responsible for holding financial assets like shares, debt instruments, mutual fund units, and other financial assets. Higher scope. Liquidity Framework. Latest Financials.

Manufacturing 52

Manufacturing Government Investing Investments 52

Discipline Funds

JULY 11, 2024

What’s it mean for asset markets? If you’re managing T-Bill ladders then extending durations probably makes a good deal of sense here as you can start to lock in these high rates for longer. The biggie is that this is all good for bonds going forward.

Risk Management 105

Risk Management Government Economy Management 105

The Better Letter

JANUARY 16, 2025

1 Source: JP Morgan Asset Management Historically, almost 54 percent of individual trading days are positive — just over half. If you doubt me, ask Japanese investors how “ stocks for the long run ” has performed for them, or ask risk managers how VaR worked for them during the Great Financial Crisis.

Clients 92

Clients Investing Investments Accounting 92

The Big Picture

MAY 6, 2025

Everything from risk arb to private credit and real estate in the first quarter of 2025, where volatility spikes and a lot of people’s expectations are dashed. And risk is not about not losing money. Risk management is not about not losing money. Risk management is about unexpectedly losing money.

Risk Management 147

Risk Management Banking Portfolio Distribution 147

Brown Advisory

NOVEMBER 19, 2020

In this regard, it is especially important to update “family governance” arrangements with respect to family businesses, charitable entities and “legacy assets” (such as family vacation homes), to guard against the unintentional creation of conflict and to encourage a smooth transition of ownership and management. million (or $23.16

Planning 52

Planning Clients Taxes Assets 52

Indigo Marketing Agency

JANUARY 25, 2025

Here are the 30 voices to follow in 2025, along with rising stars you shouldnt miss. Michael Kitces Reason to Follow: Deep insights into financial planning and wealth management Michael Kitces continues to dominate as a thought leader in financial planning. Stacys approach has helped raise billions in assets.

Financial Advisor 52

Financial Advisor CFP Education Clients 52