WiserAdvisor

DECEMBER 2, 2022

When investors create an investment portfolio, they consider several factors, like risk, asset class, inflation, etc., However, what is equally critical when it comes to creating a portfolio is asset allocation and selection. Read more to learn about asset allocation and how it can impact your portfolio.

Asset Allocation 52

Asset Allocation Assets Portfolio Risk Tolerance 52

International College of Financial Planning

JULY 30, 2022

Earning the CFP designation requires a rigorous course of study covering investment planning, income taxation, retirement planning and risk management. They can help you better prepare for future economic challenges and prevent you from going into debt. The key to building wealth is diversification and asset allocation.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Assets CFP 52

Workable Wealth

SEPTEMBER 16, 2020

Remember, each strategy has its pros and cons so the best way to maximize them is working with a financial planner who’ll help your portfolio reflect the right risk with your financial goals. Diversification is a risk management strategy that seeks to ensure your portfolio isn’t over- or underexposed in a certain area.

Investing 52

Investing Investments Asset Allocation Risk Tolerance 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. So people really ask you, you take French and can you do math.

Assets 141

Assets Management Portfolio Investing 141

Truemind Capital

APRIL 19, 2024

At these levels, the probability of higher upside potential is lower and downside risk is higher. Consequently, the portfolio allocation should reflect these probabilities depending on the risk profiles. Therefore, we maintain our underweight position to equity (check the Model Portfolio Current asset allocation below).

Financial Market 98

Financial Market Asset Allocation Marketing Marketing 98

WiserAdvisor

JUNE 22, 2023

However, engaging in open and insightful conversations with your financial advisor is important to ensure you understand your portfolio well and can make informed decisions. Having a proactive approach can help you navigate the intricacies of investing and have a deeper understanding of your portfolio.

Financial Advisor 52

Financial Advisor Portfolio Investing Investments 52

The Big Picture

MARCH 5, 2024

So I switched to be an economics major. I graduated economics with, with a lot of coursework in accounting and finance. So we really have to understand what we’re gonna invest in, value everything in the universe, rank order ’em, and then only can we put together portfolios.

Banking 141

Banking Portfolio Assets Investing 141

WiserAdvisor

JANUARY 23, 2024

Here are five steps you can take to gauge your financial advisor’s performance: Step 1: Evaluate the performance of your investment portfolio Assessing the performance of your investment portfolio is a critical aspect of managing your financial well-being and ensuring that your money is working effectively toward your goals.

Financial Advisor 52

Financial Advisor Risk Tolerance Communication Taxes 52

The Big Picture

MARCH 7, 2023

Maria Vassalou has a fascinating history and background, London School of Economics to Columbia School of Business, where she actually was a professor for over a decade, and started consulting to the hedge fund and financial services industry. And that led her to various jobs at Wasserstein Perella McKinsey’s Asset Management Group.

Assets 161

Assets Management Portfolio Marketing 161

The Big Picture

AUGUST 29, 2023

So I came down, met with our head of the portfolio review department, which oversees our external managers, met with our head of brokerage, and then met with the head of bind indexing, who was Ken Volpert at the time. So a variety of risk meetings, a variety of economic meetings.

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

SEPTEMBER 12, 2022

And so, coming out of school, I studied Economics and Spanish Literature, and I applied to a — a program that actually targeted Liberal Arts majors. BITTERLY MICHELL: … risk management. It was at Bank One, at the time. It was called the First Scholars Program, and they targeted Liberal Arts majors. RITHOLTZ: Right.

Clients 286

Clients Wealth Management Investing Investments 286

The Big Picture

APRIL 4, 2023

So obviously, risk managers, you know, and CROs were very focused on how do we manage that risk and diversify that credit risk that they were taking on in mid-market companies. But, at Churchill, historical business, we manage that capital on behalf of over 1,500 investors globally. You guys had a huge year.

Banking 141

Banking Management Investing Investments 141

The Big Picture

MARCH 12, 2024

So in this, in this context of, of a mortgage now being clear to everyone that this default risk is present, it’s real, and it’s hard to price because following the borrower’s economic profile, there, there are defaults that are related to just life events, but there’s also defaults related to a macroeconomic event.

Banking 141

Banking Investing Investments Marketing 141

The Big Picture

DECEMBER 20, 2022

And it not only has the advantages of there being inefficiencies, so there’s the potential to generate alpha, but if you do it right, it’s pretty non-correlated with probably the rest of your portfolio. So with no further ado, my interview with Gramercy Funds Management’s Robert Koenigsberger. That’s it.

Banking 152

Banking Assets Government Investing 152