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. So different time horizons, different assets. TROPIN: Yeah.

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The Big Picture

MARCH 7, 2023

 The transcript from this week’s, MiB: Maria Vassalou, Goldman Sachs Asset Management , is below. And that led her to various jobs at Wasserstein Perella McKinsey’s Asset Management Group. And all these questions that I was trying to answer had direct applications to hedge fund strategies and portfolio management.

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The Big Picture

SEPTEMBER 12, 2022

She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. They run over $800 billion in client assets, and Kristen’s group, the North American Group, is responsible for about half of the revenue that that massive organization generates. RITHOLTZ: Right. So from a U.S.

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The Big Picture

JULY 19, 2022

He is the author of a new book, “Investing Amid Low Expected Returns: Making the Most When the Markets Offer the Least.” So, first, I found the book to be quite fascinating, very in depth and you managed to take some of the more technical arcana and make it very understandable. Welcome to Bloomberg. ANTTI ILMANEN.

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Trade Brains

FEBRUARY 26, 2023

Book Value ₹185 Debt to Equity 0.00 Price to Book Value 4.09 Book Value ₹50 Debt to Equity 0.53 Price to Book Value 16.90 and price to book value ratio of 18.2. Book Value ₹95 Debt to Equity 0.46 Price to Book Value 3.67 Promoter Holding 74% Book Value ₹16 Debt to Equity 0.83 15,250 EPS ₹44.6

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The Big Picture

NOVEMBER 14, 2023

Eventually leading her to a point where she’s managing quants, running about a hundred billion dollars in assets. And oh, by the way, your compensation’s gonna be tied to assets raised, which is the first time that had ever happened in my life. They are one of the world’s top 20 asset managers.

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Trade Brains

SEPTEMBER 26, 2024

The company, in consultation with joint global coordinators and book-running lead managers, will finalize the minimum bid lot and price band. The exchange manages the NIFTY 50 index, a key benchmark for Indian capital markets. The exchange operates an “anywhere, any asset” trading platform.

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The Big Picture

APRIL 18, 2023

When he began, PE was a little bit of a niche boutique sort of investment, and over the ensuing 25 years, it has grown to be really a major asset class with giant opportunities that have been expressed by then small, now very large companies, of which Blackstone is one of the largest. It is an institutionalized asset class.

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The Big Picture

DECEMBER 6, 2022

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. What percentage of the assets are in ETFs relative to mutual funds? So fast forward to where we are today, we have over $40 billion in assets under management. BERRUGA: You know, great question.

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Indigo Marketing Agency

DECEMBER 19, 2022

He founded Carson Group in 1983, which now has over $20 billion in assets under advisement. She has also written two books in which she interviewed some of the smartest minds in business, many of whom have been featured on the Forbes 30 Under 30 list. You can check out his podcast and books for more info. Taylor Schulte .

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Trade Brains

NOVEMBER 8, 2022

The company has 100% in-house sourcing, robust risk management, and a comprehensive credit assessment and collections framework, leading to good asset quality. The company has access to diverse and cost-effective long-term financing with a conservative to managing assets, liabilities, and liquidity.

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Random Roger's Retirement Planning

MARCH 29, 2025

First up, Phillip Toews who runs an asset management shop and who wrote a book about about behavioral portfolio construction wrote about understanding market history and a section on how to build robust portfolio that reads like he could have outsourced that part of the article to me.

Portfolio 59

Portfolio Management Distribution Risk Management 59

Validea

JANUARY 4, 2023

On Validea we run 22 stock selection strategies extracted from books or academic papers and construct 10 and 20 stock model portfolios based on these investment approaches. Risk-Managed ETF Model Portfolios: Multi-asset ETFs with risk management inputs. Guru Model Portfolios. Biggest Surprises.

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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. Overall, the return on assets for NBFCs is likely to improve in the coming fiscal year. The personal loan outstanding reached Rs. crores in FY23.

Retail 52

Retail Assets Risk Management Management 52

Discipline Funds

DECEMBER 28, 2022

Understanding Money If you start with the following book, white paper and videos you’ll have a very solid starting point for understanding money: Pragmatic Capitalism – What Every Investor Needs to Know About Money and Finance (the only item on this page that is not free. Is the Global Financial Asset Portfolio the Perfect Indexing Portfolio?

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Trade Brains

OCTOBER 14, 2024

The COVID-19 pandemic impacted its core microfinance business, causing a spike in non-performing assets (NPAs) as borrowers struggled to repay loans. Geographic concentration risk emerged as one of the major issues, with a substantial portion of the loan book being concentrated in West Bengal and Assam.

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The Big Picture

AUGUST 15, 2023

So if you start with the S&P 500 or in this case stocks and bonds, you only have two asset classes, right. So the proper benchmark for those pools has to look a little bit like the underlying assets they’re investing in. If you look at the types of assets that Yale invests in, you can create a benchmark for each pool.

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Trade Brains

MAY 17, 2024

We will also understand the amount of assets it manages and use industry specific ratios to better analyse the Company. Lakh Cr worth of Assets under Management (AUM). Business Segments Vehicle Financing: With over 3 decades in the business it is the largest segment of the Company managing assets worth Rs.

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Trade Brains

FEBRUARY 8, 2024

Let’s embark on a journey to explore its business landscape, dive into its product portfolio, examine its customer base and financials, and finally, have a look at its order book and prospects. During the stressed asset auction, Jupiter Wagons Limited acquired a 68% stake in CEBBCO for approximately Rs 100 crore.

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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. Book Running Lead Manager: Hem Securities Limited.

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International College of Financial Planning

SEPTEMBER 7, 2024

At its core, the CFP® Fast Track equips you with the expertise to offer sound financial advice, specializing in areas such as retirement planning, risk management, tax planning, and wealth management. By pursuing this course, you become proficient in helping individuals and companies achieve their financial goals.

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International College of Financial Planning

DECEMBER 9, 2024

Career Advancement CFP professionals enjoy significant advantages in the job market, particularly in sectors like: Asset management Wealth management Insurance Retail banking Non-banking financial companies Financial Rewards CFP professionals, especially in metropolitan areas, can earn substantial incomes.

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Trade Brains

MARCH 11, 2024

Price to Book Value 4.35 Price to Book Value 4.35 It is experienced in solving problems related to global trade, supply chains, and modernizing finance & risk management. Price to Book Value 6.78 Price to Book Value 1.81 It is into managing alternative assets for fellow HNI investors.

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International College of Financial Planning

MAY 30, 2023

Debt management Debt management involves understanding the different types of debt,evaluating their costs, and creating a strategy to pay off debts efficiently.Financially literate individuals can make informed decisions about borrowing money, negotiate better interest rates, and avoid falling into debt traps.

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Retirement Planning Education Budgeting Debt Management 40

Harness Wealth

OCTOBER 23, 2023

This includes in-depth insights into tax-efficient strategies for asset growth and diversification, detailed cash flow forecasting, budgeting, and leveraging financial data to make informed decisions. Book a call with us today to learn how Harness Tax can be the catalyst for your firm’s growth.

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Accounting Taxes Strategic Planning Estate Planning 52

Trade Brains

AUGUST 31, 2022

The bank has Strong asset quality, underwriting practices, and risk management policies and procedures in place. It is a professionally managed Bank with an experienced senior management team and a board of directors. Promoters: The Bank is a professionally managed bank and does not have an identifiable Promoter.

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Banking Retail Accounting Management 52

Trade Brains

MARCH 5, 2024

The long upper shadow reflects the struggle between buyers and sellers, suggesting uncertainty about the future direction of the asset’s price. Profit Target:- As the pattern doesn’t define any profit target levels, you can place the targets based on the risk-reward ratios or the next support level spotted on the chart.

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Trade Brains

JULY 29, 2023

NBFCs’ market share has grown in recent years, with Asset Under Management (AUM) accounting for up to 18% of total lending in March 2019, up from 12% in March 2008. The company has a comprehensive credit assessment and risk management framework to identify, monitor and manage risks inherent in its operations.

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Trade Brains

SEPTEMBER 5, 2024

As of June 30, 2024, their assets under management were Rs. The Capital to Risk Assets Ratio (CRAR) stood at 21.28% in FY24 compared to 22.97% in FY23, which is higher than the regulatory requirement of 15%. Non Performing Assets in FY24 stood at 0.10% compared to 0.08% in FY23. 6,759 crore in FY24.

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Trade Brains

NOVEMBER 16, 2023

This allows them to have strong underwriting and risk management capabilities. To further strengthen its financial position, the company plans to explore new sources and pools of capital, diversify its funding sources, and implement effective asset liability management policies. Cr Fresh Issue ₹750.00

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Trade Brains

JULY 8, 2023

Coming to the Non-performing assets of the company, the company reported a gross NPA of 3.23% and a net NPA of 0.39% in FY23. 4) Risk management runs at the core of the company’s operations and it has focused on robust and comprehensive credit assessment and risk management framework. 520 Crores in FY21 to Rs.

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The Big Picture

JANUARY 9, 2024

It was derivatives math, it was like working with the traders on like risk management. Like they had an asset that was not, you know, that was a very untraditional, you know, like we have this ability to tap retail investors to refinance and they played it really fascinatingly. If anything it’s going the other way.

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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. More Robust Risk Management. We believe broad diversification is the primary tool for controlling risk in both equities and fixed income, adding to the appeal of systematic investing.

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Indigo Marketing Agency

JANUARY 17, 2022

He founded Carson Group in 1983, which now has over $15 billion assets under advisement. Bob is also a speaker and author of the bestselling book The New Profession. Daniel is also the co-author of a New York Times bestselling book, Personal Benchmark: Integrating Behavioral Finance and Investment Management.

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Sara Grillo

DECEMBER 12, 2022

This can get complicated when services are bundled and provided for one inclusive fee, which in certain cases (AUM advisors) is calculated off the amount of assets the advisor is managing. This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less.

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Tucker Advisors

SEPTEMBER 8, 2021

These corporations understand that insurance firms act as the world’s risk managers and are better-equipped to manage long-term pension liabilities. Our approach is that we’re trying to leave as much outside the annuity as possible but still make sure that the client has zero lifestyle risk.

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Tucker Advisors

SEPTEMBER 27, 2021

Macy’s purchases annuity to transfer $256 million in pension assets” Pensions & Investments; Sept. These corporations understand that, as the world’s risk managers, insurance firms are better-equipped to manage long-term pension liabilities. “Lockheed Martin offloads $4.9 3, 2021 [link]. 4, 2021 [link].

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