Advisor Perspectives

AUGUST 7, 2023

In any environment, multi-asset investors should prudently balance risks across equity, corporate credit and government bonds. But near-term tactical shifts can help take advantage of ever-evolving market conditions in the pursuit of long-term returns.

Assets 52

Assets Government Marketing Marketing 52

Trade Brains

NOVEMBER 21, 2023

In 2023, the RBI imposed monetary penalties on eight government banks, adding up to Rs. Keep reading to find out which government banks were penalized, the fines imposed, and the reasons behind the penalties! The post 8 Major Government Banks Received Penalties by RBI in 2023 – Check the details!

Government 59

Government Banking Compliance Accounting 59

Advisor Perspectives

AUGUST 21, 2023

Government bonds or stocks? If you were picking an asset class to outperform over the next 18-24 months, which would you choose?

Government 40

Government Assets 40

Wealth Management

MARCH 17, 2023

Clients moved money from two Schwab Value Advantage Money funds, which had a combined $195 billion of assets as of March 15, representing the largest redemptions in at least six months.

Government 92

Government Clients Portfolio Assets 92

Brown Advisory

SEPTEMBER 6, 2022

Investing for Purpose: A Governance Perspective on Mission-Aligned Investment Strategy. Socially responsible investing (SRI): Seeks to invest solely in assets that align with an investor’s articulated social values. Tue, 09/06/2022 - 10:17. This approach has historically often been favored by religious institutions.

Government 98

Government Investing Investments Portfolio 98

Brown Advisory

FEBRUARY 14, 2023

Sustainable Sovereigns: Integrating ESG Analysis into Government Debt Research ajackson Tue, 02/14/2023 - 10:39 Brown Advisory has championed Environmental, Social and Governance (ESG) research and sustainable investing for more than a decade. Historically, ESG analysis of sovereign debt was primarily focused on governance issues.

Government 52

Government Economics Investing Investments 52

Brown Advisory

FEBRUARY 14, 2023

Sustainable Sovereigns: Integrating ESG Analysis into Government Debt Research ajackson Tue, 02/14/2023 - 10:39 Brown Advisory has championed Environmental, Social and Governance (ESG) research and sustainable investing for more than a decade. Historically, ESG analysis of sovereign debt was primarily focused on governance issues.

Government 52

Government Economics Investing Investments 52

A Wealth of Common Sense

APRIL 30, 2024

It feels like we’re in a weird place from the perspective of the economy and financial assets. Government debt seems too high. Housing prices seem too high. Consumer prices seem too high. Stock prices seem too high. I understand why people are worried. Bear markets, financial crises, recessions, etc.

Government 122

Government Economy Assets Marketing 122

Wealth Management

APRIL 24, 2023

Total assets in the Franklin OnChain US Government Money Fund (FOBXX), which was launched last year, have increased to around $270 million.

Assets 52

Assets Government Marketing Marketing 52

MarketWatch

APRIL 18, 2023

on Tuesday began to solicit interest for more than $100 billion in assets seized last month from the failures of Silicon Valley Bank and Signature Bank. BlackRock Inc. The first list, a roughly $292 million parcel of agency mortgage-backed securities with coupons of about 2.5% to market the securities for sale from the two failed banks.

Banking 76

Banking Assets Insurance Sales 76

Brown Advisory

FEBRUARY 14, 2023

Sustainable Sovereigns: Integrating Sustainable Investment Analysis into Government Debt Research ajackson Tue, 02/14/2023 - 10:39 Brown Advisory has championed sustainable investing for more than a decade. As is the case with all asset classes, we are always learning and looking for new ways to enhance the frameworks we have already built.

Government 52

Government Investing Investments Economics 52

The Big Picture

AUGUST 26, 2022

Our previous discussions (debates really) were over the traditional model of brokerage I push back against versus the fee-based fiduciary asset management I embrace. This made me chuckle, as we had discussed this level of unsuitable and inappropriate asset management for years, with me offering an endless parade of examples.

Accounting 353

Accounting Government Assets Management 353

The Big Picture

JUNE 3, 2023

Be sure to check out our Masters in Business next week with Mathieu Chabran, Tikehau Capital A global alternative asset manager with $40B in assets. All of our earlier podcasts on your favorite pod hosts can be found here. He cofounded Tikehau in 2004 with Antoine Flamarion, a colleague at Deutsche Bank, and runs the US division.

Education 328

Education Assets Government Management 328

Brown Advisory

SEPTEMBER 6, 2022

Asset Allocation: Developing a Long-Term Investment Strategy for Mission-Driven Organizations. When putting a plan in place, we believe it is critical for any mission-driven organization to develop an effective, long-term asset allocation strategy to manage its endowment assets. Tue, 09/06/2022 - 10:30. 70–90% vs. 80%).

Asset Allocation 98

Asset Allocation Assets Investing Investments 98

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. Historically, ESG analysis of sovereign debt was primarily focused on governance issues.

Government 52

Government Education Economics Investing 52

Brown Advisory

OCTOBER 22, 2021

Sustainable Sovereigns: Integrating ESG Analysis into Government Debt Research. Brown Advisory has championed Environmental, Social and Governance (ESG) research and sustainable investing for more than a decade. FROM CORPORATE CREDIT TO GOVERNMENT DEBT FUNDAMENTAL AND ESG RESEARCH. Fri, 10/22/2021 - 14:56.

Government 52

Government Education Economics Investing 52

Good Financial Cents

NOVEMBER 9, 2022

Having enough income-producing assets working in your favor can make it possible to “live rich” – or at least get by – without ever having to clock in for an employer again. These people have income-producing assets spinning off profits or dividends, and they use those funds to pay for their bills and lifestyle.

Assets 92

Assets Accounting Investing Investments 92

Abnormal Returns

DECEMBER 18, 2023

craincurrency.com) Governance What do limited partner advisory committees actually do? wsj.com) Why we should give Ukraine frozen Russian assets now. (wsj.com) A look at the world's largest e-commerce companies. genuineimpact.substack.com) Why Marc Benioff, CEO of Salesforce ($CRM), sells stock every day.

Financial Advising 223

Financial Advising Startup Media Government 223

Aleph

MAY 11, 2024

They have the added advantage of higher interest rates to aid them as well, but those rates may fall, because the US Government needs low rates to limit its deficit. The Fed is not independent; it does what the US government wants it to do. So, add to safe assets, and cut back on large cap growth.

Government 80

Government Food Assets Retirement 80

Validea

NOVEMBER 1, 2022

And the government is pouring funding into green energy and tech. Without those lending resources, Guo has had to sell off many of his highly-prized assets at a discount, such as a 2% stake in Fosun Tourism, which owns Club Med, and its entire 60% stake in Nanjing Iron & Steel for $2.2 billion. .

Assets 52

Assets Insurance Retail Government 52

The Big Picture

NOVEMBER 25, 2023

Noahpinion ) • Cars, Crypto and a Horse Named Cinda: Inside America’s Seized Asset Auctions : Every year, the US Marshals Service seizes tens of millions of dollars’ worth of fun collectibles and fast rides from criminals, and then lets the general public do some bidding. Never stop working. ( Wired ) • When is a nose just a nose?

Government 211

Government Retirement Economy Sales 211

The Big Picture

AUGUST 20, 2022

He discovered an immense amount of corruption, with the oligarchs who were running these still partly state-owned companies helping themselves to assets and capital on an immense scale. He launched Hermitage Capital Management in Moscow, Russia, and began analyzing and accumulating Russian companies.

Government 278

Government Assets Media Management 278

International College of Financial Planning

JULY 30, 2022

Certified Financial Planner (CFP) is globally the most respected financial designation for personal assets management. One can do CFP online course for the most comprehensive financial planning services, which often include asset management. As an individual investor, CFPs are experts in the field of personal asset management.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Assets CFP 52

The Big Picture

JANUARY 30, 2023

My back-to-work morning train WFH reads: • Breakup of Google’s Ad Business Would Reshape $500 Billion Sector : If government prevails, an asset spinoff is thought to be more likely than a sale. Many have found a new home in Singapore. ( But is diversification even possible?

Government 268

Government Valuation Media Economics 268

Abnormal Returns

DECEMBER 31, 2023

Markets Asset class returns were pretty green in 2023 except for commodities. bloomberg.com) Policy More of government should work like Operation Warp Speed. on.spdji.com) Some of the best charts of 2023. entrylevel.topdowncharts.com) Bitcoin A price war has already broken out for the yet-to-be-launched spot Bitcoin ETF.

Financial Advising 221

Financial Advising Medical Economy Economics 221

Zoe Financial

APRIL 4, 2023

A diversified portfolio means investing in a variety of asset classes. Let’s discuss asset classes in terms of something everyone understands – shoes. Like asset classes, they each serve a purpose, and it is a good idea for your closet, and your portfolio, to have some of each. Boat Shoes – U.S.

Assets 52

Assets Portfolio Taxes Financial Services 52

Abnormal Returns

SEPTEMBER 4, 2023

citywire.com) Charles Schwab ($SCHW) is on track to retain ~95% of TDA assets. kitces.com) UHNW clients A Q&A with Jill Shipley, managing director and head of governance and education at AlTi-Tiedemann Global about charitable giving. (advisorhub.com) How Creative Planning plans to integrate Goldman Sachs' PFM unit.

Estate Planning 220

Estate Planning Financial Planning Retirement Planning 220

The Big Picture

MAY 20, 2023

The firm manages about $145 billion in client assets and is the world’s largest publicly traded hedge fund. She is also a member of Man Group’s senior executive governance committee. This week, we speak with Robyn Grew, currently, the President at Man Group, and effective September 1, the firm’s new CEO.

Compliance 300

Compliance Communication Government Banking 300

Abnormal Returns

JUNE 5, 2023

washingtonpost.com) Finance What happens when you merge two traditional asset managers who are experiencing outflows? noahpinion.blog) China's local governments are full-up on debt. (theverge.com) AI IBM ($IBM) should be a player in AI. The stock market is skeptical. barrons.com) AI has put a charge back into the tech industry.

Financial Advising 158

Financial Advising Economy Media Government 158

Trade Brains

FEBRUARY 7, 2024

HUDCO With the launch of the interim budget for 2024, the Indian government declared a visionary plan to construct 2 crore houses over the next five years. As the government paves the way for extensive housing projects, HUDCO, a key player in the financial support industry, finds itself at the forefront of this transformative journey.

Budgeting 64

Budgeting Planning Government Portfolio 64

Advisor Perspectives

APRIL 6, 2024

The question of whether the US dollar will be dethroned by a cryptocurrency, a stablecoin, or some other digital asset or payments system ultimately misses the point. What really matters is the mix of possible alternatives that today's evolving financial landscape will offer to governments pursuing a geopolitical advantage.

Government 52

Government Assets 52

The Big Picture

AUGUST 11, 2022

My morning train WFH reads: • Private Equity Doesn’t Want You to Read This : Not only do private equity partners make money even if their companies blow up; they also get a pretty good deal from the government on what they earn. New York Times ). • They helped us imagine the “mission accomplished” speech Putin might give. New York Times ).

Government 286

Government Communication Media Management 286

Advisor Perspectives

JANUARY 27, 2023

It is believed that during stagflation, investors tend to turn to gold as a safe haven asset as the economic and financial conditions are uncertain. Additionally, gold is seen as a hedge against inflation, as its value is not tied to any currency or government.

Government 110

Government Economics Assets 110

Abnormal Returns

FEBRUARY 13, 2023

tonyisola.com) Advisers RIAs continue to take share of IRA assets. fa-mag.com) How to advise clients in the government Thrift Savings Plan. (citywire.com) Social Security helps prevent people from being very old and very poor. forbes.com) A ten-point Medicare primer. riabiz.com) The number of CFPs grew some 5% in 2022. (fa-mag.com)

Clients 202

Clients Retirement Financial Services Taxes 202

The Big Picture

JUNE 28, 2023

Wall Street Journal ) • Tech’s Toughest Cuts Could Draw New Talent to Asset Management : Asset managers are eyeing thousands of workers laid off by the tech industry as asset management firms build out their own capabilities. Upshot ) • Eat Your Heart Out, Tesla.

Media 141

Media Government Medical Assets 141

Fortune Financial

JANUARY 30, 2023

trillion in assets, according to a report by Capitalize. Under federal law, your employer must keep your 401(k) funds separate from their business assets, meaning your money is protected. The post Secure Your 401(k) Assets From Your Previous Employer appeared first on Fortune Financial Advisors.

Assets 52

Assets Retirement Accounting Financial Advisor 52

Abnormal Returns

AUGUST 7, 2022

ft.com) Four big trends in the asset management have been in place for a decade. morningstar.com) Corporate governance only works if shares actually get voted. Fund management The Vanguard Total Bond Market ETF ($BND) is set to become the biggest bond ETF.

Financial Advising 233

Financial Advising Economics Food Manufacturing 233