Abnormal Returns

JULY 26, 2022

alphaarchitect.com) Performance The performance of tactical asset allocation mutual funds has been no great shakes. Inflation Hedging inflation is harder than it looks. insights.factorresearch.com) Can Twitter be used to forecast inflation? morningstar.com) How have multi-factor portfolios performed in practice.

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A Wealth of Common Sense

APRIL 4, 2024

Further Reading: The Siren Song of Market Timing The post The Difference Between Market Timing & Risk Management appeared first on A Wealth of Common Sense.

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Nerd's Eye View

MARCH 15, 2023

Risk management is a key part of many financial advisors’ value propositions. At the same time, clients face another class of risks that advisors often do not consider: cyber. stealing a client’s financial assets that are accessible online), identity theft (i.e.,

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Abnormal Returns

JANUARY 29, 2024

Podcasts Brendan Frazier talks with Herman Brodie, co-author of "The Trust Mandate: The behavioral science behind how asset managers REALLY win and keep clients." wiredplanning.com) Michael Kitces talks with Michelle Ogden, who is the founder of Ogden Wealth, about managing growth.

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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. talkingbillions.co) Vishal Khandewal talks with Kenneth Andrade, Founder and CIO of Old Bridge Capital Management and Old Bridge Asset Management.

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Advisor Perspectives

JUNE 18, 2025

In this article, we’ll explore how crypto index ETFs are structured, how they differ from single-asset products, and how financial professionals can incorporate them into diversified portfolios with clear goals around sizing, suitability, and risk management.

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The Big Picture

MAY 29, 2024

In today’s ATM, we discuss the advantages of having a financial captain in charge of all of your financial affairs Full transcript below. ~~~ About this week’s guest: Peter Mallouk is CEO of Creative Planning, with over $300 billion in client assets. The firm manages over 300 billion in client assets.

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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. With short term treasury yields approaching 5% cash is no longer trash.

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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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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. So, so let’s talk a little bit about risk management. She can go anywhere, do anything. Thank you for having me.

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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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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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The Irrelevant Investor

MARCH 23, 2020

In a bull market, protecting one's downside gets punished, and after being burned enough times, people tend to lighten up on risk management, or abandon it altogether. In a bull market the more risk you take, the more you're rewarded, and the more you're rewarded, the more you forget about risk.

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Norman Marks

MAY 30, 2023

The management team at Silicon Valley Bank failed to take precautions against rising interest rates that would devalue their assets. Was that a risk management failure? I call it a management failure. They knew or should have known of the risk and taken earlier action.

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Nerd's Eye View

JANUARY 22, 2024

For example, an advisor may think of "risk management" in terms of life and property insurance coverage, whereas HNW clients may instead think of tax and estate-planning strategies as asset protection measures – particularly for the future wealth of their heirs.

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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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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.

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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. Moreover, Bajaj Finance maintains exceptional asset quality with GNPA and NNPA at 1.06% and 0.46% respectively.

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WiserAdvisor

JUNE 16, 2025

High-net-worth individuals are typically categorized as those with over $1 million in liquid assets. million or $750,000 in investable assets to meet certain regulatory definitions. Hiring a wealth manager can be helpful in getting personalized guidance suited to your situation. According to the U.S.

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Mish Talk

NOVEMBER 30, 2022

In response to a question on risk management Powell said " One risk management technique is to go slower and feel your way a little bit to what we think is the right level. The Fed caused it and an asset bubble in general as well, but Powell tried to lay the blame on regulation.

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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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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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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. Understanding the StockBond Correlation was originally published at Alpha Architect.

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Million Dollar Round Table (MDRT)

MAY 9, 2024

This helps them truly understand and connect with their assets, rather than shopping for the best rate in a fruitless search for yield,” said the 14-year MDRT member from Calgary, Alberta, Canada.

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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.

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Risk Management Guru

OCTOBER 24, 2022

The RBI Grade B Mains Exam’s Finance & Management portion includes a subsection on Risk Management in the Banking Sector. A bank may make more money by taking on greater risk since the relationship between risky assets is direct. What Does Risk Management Mean In The Banking Industry?

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WiserAdvisor

JUNE 13, 2025

Below are some of the mistakes you should avoid making to secure your wealth: Mistake #1: Not diversifying your investments Investing too much of your money into one sector, one type of asset, or one region can expose your wealth to unnecessary risk. A good estate plan ensures your assets go where you want them to.

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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.

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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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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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Abnormal Returns

AUGUST 1, 2022

Markets How major asset classes performed in July 2022. bloomberg.com) Joe Weisenthal and Tracy Alloway talk with Benn Eifert about the seeming lack of risk managment among crypto firms. bloomberg.com) Joe Weisenthal and Tracy Alloway talk with Benn Eifert about the seeming lack of risk managment among crypto firms.

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Nationwide Financial

OCTOBER 1, 2022

Small business owners wear many hats, and the topic of risk management presents an opportunity for you to add value. Become a risk management consultant for your business clients. Financial risk – Does the business have a strategy in place to weather the next financial disruption, including available lines of credit?

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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. What is a concentrated stock position?

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MainStreet Financial Planning

FEBRUARY 7, 2024

Ramona Johanneson from Arthur J Gallagher Risk Management joins our Chalk Talk series to give us the state of the insurance industry, starting with our largest investment, our home. Ramona Johanneson is an Area Vice President/Producer handling new business for the brokerage of Arthur J Gallagher Risk Management.

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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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Trade Brains

JUNE 13, 2025

Its large asset size indicates strong investor confidence, and it consistently delivers returns that rank among the best in its category. Expense Ratio: ~0.13% It holds on to quality instruments and maintains portfolio turnover at low levels, giving steady returns with less risk. AUM: More than ₹44,000 crore 1-Year Return: ~7.4%

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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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