Abnormal Returns

JULY 26, 2024

(epsilontheory.com) Joe Weisenthal and Tracy Alloway talk with Rich Falk-Wallace, founder and CEO of Arcana, about building risk management tools for pod shops. rcmalternatives.com) Bogumil Baranowski talks concentrated portfolios with Eric Markowitz who is a Partner and the Director of Research at Nightview Capital.

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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. S&P 500 2 Years. 60-40 is reborn.

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A Wealth of Common Sense

APRIL 4, 2024

Nick Maggiulli joined me again on the show this week to discuss questions relating to giving financial advice to family members, the rent vs. buy decision, how hard it is to become a millionaire and how to diversify your portfolio as you age.

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Alpha Architect

APRIL 7, 2025

This has critical implications for portfolio construction and risk management. With over nearly 150 years of data, the study finds that when inflation and interest rates rise, stocks and bonds tend to move together, reducing diversification benefits. Please read the Alpha Architect disclosures at your convenience.

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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. Tell us a little bit about that.

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The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. Her job is portfolio and product solutions and that means she could go anywhere in the world and do anything.

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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 (..)

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Trade Brains

NOVEMBER 3, 2024

The Indian non-banking financial sector demonstrates remarkable resilience through strong net interest margins and effective asset quality management. These companies deliver exceptional financial performance while maintaining robust credit portfolios. Their risk assessment expertise contributes to portfolio quality management.

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Risk Management Guru

OCTOBER 3, 2022

There are basically five strategies which can help you in allocating your risk management. Spreading your assets across various asset classes and firms can help you reduce the potential losses associated with investing in the stock market. Stock Market Risk Management Strategies. Learn about the company.

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WiserAdvisor

SEPTEMBER 8, 2022

Interest rate risk, inflation risk, recession risk, and others can surface from time to time and affect your investments as well as peace of mind. This is why portfolio risk management can be very critical. However, it is crucial to understand how to manage portfolio risk and what can trigger it.

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Validea

DECEMBER 20, 2024

.” Bob breaks down how these complex investment vehicles work, discussing their unique structure where multiple portfolio managers operate independently while sharing infrastructure and risk management resources.

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Nerd's Eye View

JANUARY 22, 2024

In the early days of wealth management, a financial advisor's value proposition was relatively explicit, typically focusing on a limited range of portfolio management activities (e.g., selling and trading) or on sales-oriented advice that centered on implementing insurance products.

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Alpha Architect

MARCH 3, 2025

This has critical implications for portfolio construction and risk management. With over nearly 150 years of data, the study finds that when inflation and interest rates rise, stocks and bonds tend to move together, reducing diversification benefits. Please read the Alpha Architect disclosures at your convenience.

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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.

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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.

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Yardley Wealth Management

OCTOBER 1, 2024

Introduction The rise of Bitcoin as a revolutionary digital currency has been compared to many historical assets that once held significant value, only to become obsolete due to technological advancements. Diversification and Risk Management The key takeaway from the discussion is the importance of diversification.

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Carson Wealth

JANUARY 23, 2025

When it comes to managing your wealth and pursuing your financial goals, clarity can be key. Enter bucketing, a powerful strategy that helps simplify your financial planning by categorizing your assets into three time-based buckets: today, tomorrow, and the future. What Is Bucketing?

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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. Maybe you trim a little for risk management but that is different than getting out completely. That can serve as a great stabilizer in a portfolio.

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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.

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Validea

NOVEMBER 15, 2024

The Strategy’s Foundation The academic foundation for this strategy comes from Huang’s research, which demonstrated that combining fundamental momentum indicators with traditional price momentum could lead to enhanced returns while potentially reducing risk.

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Yardley Wealth Management

AUGUST 20, 2024

Diversify Your Portfolio: Diversification is a key strategy for managing risk and reducing the impact of market volatility on your investments. By spreading your investments across different asset classes, sectors, and geographic regions, you can minimize the impact of downturns in any one area of the market.

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WiserAdvisor

MAY 13, 2025

A well-diversified portfolio helps protect against market volatility and minimizes the risk of significant losses. Instead of depending on a single investment type, spreading assets across multiple classes enhances stability and fosters long-term financial resilience.

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Yardley Wealth Management

FEBRUARY 18, 2025

This structured method minimizes financial risk and maximizes efficiency by focusing resources on the most critical goals before addressing less pressing needs. Benefits of Waterfall Wealth Management Managing significant assets can be complex. Peace of mind – Offers clarity and confidence in financial decision-making.

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Trade Brains

DECEMBER 5, 2023

Top 7 Derivatives Trading Courses in 2024 : Derivatives are secondary markets where the performance of an instrument is dependent on an underlying asset or a group of assets. Hence, these courses will guide you to learn the role of futures and options in portfolio construction and spotting trading opportunities.

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Zoe Financial

MARCH 21, 2025

Their role extends beyond investment managementthey can help with: Retirement Planning : Structuring your assets to support your desired lifestyle. Risk Management : Protecting assets from unforeseen events. Managing Market Volatility Market fluctuations can impact your portfolio and long-term goals.

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International College of Financial Planning

MARCH 12, 2025

What to Do Instead: Stick to fundamentals: Learn about asset allocation, risk management, and diversification before investing. But many jump into stocks, crypto, or NFTs without understanding risk, diversification, or asset allocation.

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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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Risk Management Guru

APRIL 21, 2020

The Risk Management Guru (RMG) blog was founded in October 2015 with a very clear sense of purpose: to become the go-to blog for the best articles about Risk Management. Without you, this adventure would not be possible nor would the Risk Management Blog have its unique personality. our gurus). our gurus).

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Discipline Funds

MARCH 10, 2023

The assets change, the companies change, the people change. Now, many people will look at the SIVB situation and blame their poor risk management of the securities portfolio. Markets change over time. But one thing that doesn’t change is human emotion. The 2020 and 2021 inflation was the tsunami.

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BlueMind

NOVEMBER 24, 2022

Consequently, HNW clients usually have more than one wealth management advisor handling all of their financial concerns, be it handling their investment goals, personal liability insurance, estate taxes, or managing overseas assets. In fact, the 2017 U.S.

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Integrity Financial Planning

OCTOBER 9, 2022

Although many investing and wealth-preservation principles apply to anyone – such as developing a tax plan, assessing a portfolio’s risk exposure, and more – there are key risks to be aware of when you have more money and more valuable assets to protect. Being Too Conservative. Not Taking Inventory of Collectibles.

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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. That is buying low.

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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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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).

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Fortune Financial

AUGUST 7, 2023

Are Alternative Investments the Key to Diversifying Your Portfolio? Types of Alternative Investments Alternative investments are non-traditional investment options that offer diversification, unique opportunities and potential higher returns beyond conventional asset classes like stocks and bonds. between 2015 and the end of 2021.

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Fortune Financial

AUGUST 7, 2023

Are Alternative Investments the Key to Diversifying Your Portfolio? Types of Alternative Investments Alternative investments are non-traditional investment options that offer diversification, unique opportunities and potential higher returns beyond conventional asset classes like stocks and bonds. between 2015 and the end of 2021.

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Meb Faber Research

JUNE 7, 2023

Episode #484: Rodrigo Gordillo & Corey Hoffstein – Instagram Frauds, Inflation Volatility, Tech Crisis, & Return Stacking Guest: Rodrigo Gordillo is President of and a Portfolio Manager at ReSolve Asset Management Global.

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