Discipline Funds

MARCH 10, 2023

The Silicon Valley Bank crisis is interesting because people are looking at banking as the tsunami. The banking bust we’re seeing now was sewn during COVID. Now, many people will look at the SIVB situation and blame their poor risk management of the securities portfolio.

Risk Management 137

Risk Management Banking Economy Valuation 137

Truemind Capital

APRIL 19, 2024

RBI also goes in tandem with the other central banks regarding rate cuts to maintain stability in the exchange rate and avoid the risk of loosening too early. At these levels, the probability of higher upside potential is lower and downside risk is higher. We continue to avoid betting on a falling inflation rate sooner.

Financial Market 98

Financial Market Asset Allocation Marketing Marketing 98

Trade Brains

DECEMBER 12, 2023

As a part of risk management trading, respecting the logical stop loss is important. Profit target:- For the long position entered in a hammer pattern, the target can be based on the risk-to-reward ratio. Chart of HDFC Bank showing Hammer candlestick pattern with its entry and stop loss.

Risk Management 104

Risk Management Management Banking Portfolio 104

The Big Picture

MAY 9, 2023

Investment banks were not really a known concept in the area where I grew up. I lined up a bunch of job interviews with a variety of banks. So I got to know banks a little bit. So I interviewed with a bunch of banks, got a number of job offers by the end of the week, and joined Goldman Sachs in October 1998.

Assets 290

Assets Clients Investing Investments 290

Trade Brains

OCTOBER 30, 2023

The bank’s editorial staff were asked for the word “uninvestable” to be removed from 28 research reports before they were published on March 14 last year. While the bank remained involved as a sponsor of the offering, it was then ranked behind UBS Group and China International Capital Corp. JP Morgan Chase & Co. on the deal.

Marketing 59

Marketing Marketing Banking Risk Management 59

The Big Picture

MARCH 5, 2024

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. And the second, and this is very credit specific, was when you own a credit portfolio, your short volatility. Did those prior employees have a piece of you guys?

Banking 143

Banking Portfolio Assets Investing 143

The Big Picture

DECEMBER 19, 2023

There are about 13 different portfolio managers each focused on a different sub-sector. So after my experience in Baltimore, I, I wanted to pivot to finance and came back to school and applied to every major investment bank that did not go so well. And I didn’t have a background that banks wanted.

Healthcare 154

Healthcare Portfolio Management Investing 154

James Hendries

JULY 13, 2022

How businesses, households, and central banks steer through the rough air will set the tone for markets over the second half of 2022. Investing involves risks including possible loss of principal. No investment strategy or risk management technique can guarantee return or eliminate risk in all market environments.

Investment Advisor 98

Investment Advisor License Banking Insurance 98

Validea

APRIL 14, 2023

During the era of extremely low rates, banks would borrow inexpensively and then invest that money. In a recent video, founder of Bridgewater Associates Ray Dalio warns that the market could see “a terrible imbalance,” according to an article in Yahoo! As a result, Dalio says, “you have everybody losing money.”

Risk Management 52

Risk Management Budgeting Banking Government 52

Trade Brains

DECEMBER 11, 2023

22,899), among others, but most of us don’t have a portfolio large enough to have these shares. Even if the portfolio size is somewhere around Rs. 5 lakhs, owning any of these three shares or other highly-priced shares will hamper the investor’s portfolio for sure. 37,352), Honeywell Automation India (Rs.

Portfolio 59

Portfolio Retail Startup Risk Management 59

Trade Brains

MAY 18, 2024

Three Outside Up Candlestick Pattern – Example In the above one-day chart of AXIS BANK, we can observe the formation of the three outside up candlestick pattern after a short downtrend. Once this level is reached, one can also book partial profits in the trade and hold on to the remaining position until the next resistance level.

Risk Management 105

Risk Management Accounting Banking Marketing 105

Trade Brains

FEBRUARY 13, 2024

As a part of risk management, trading with stop loss and respecting the logical stop loss is important. Profit target:- For the long position entered in a piercing line pattern, a target can be based on the risk-to-reward ratio or the levels of resistances in the market.

Risk Management 104

Risk Management Management Banking Marketing 104

International College of Financial Planning

MAY 9, 2024

In the present rapidly evolving digital landscape, integration of technology into everyday activities has transformed numerous industries, i8 financial management and investment advisory services. This integration has revolutionized investment advisors’ operations, enhancing their ability to manage portfolios and interact with clients.

Investing 52

Investing Investments Investment Advisor Budgeting 52

Discipline Funds

DECEMBER 28, 2022

Understanding Modern Portfolio Construction Understanding the Modern Monetary System Everything you need to know about finance and investing in less than an hour How The Economic Machine Works in 30 Minutes Section 1 – Understanding Money & the Macroeconomy What Is Money? What Are Central Bank Reserves?

Investing 52

Investing Investments Asset Allocation Risk Management 52

Trade Brains

MARCH 11, 2024

Operating Profit Margin (%) 49.67% Net Profit Margin (%) 44.36% Large Cap Stocks With High NPM #2 – Oracle Financial Services Oracle Financial Services Software Limited is a subsidiary of Oracle, a world leader in providing financial technology solutions across retail banking, corporate banking, risk, financial crime, and compliance management.

Banking 59

Banking Financial Services Consulting Retail 59

Trade Brains

MAY 17, 2024

Business Segments Vehicle Financing: With over 3 decades in the business it is the largest segment of the Company managing assets worth Rs. It has a very diversified portfolio of vehicle loans with 27% of the loans being disbursed to used vehicles followed by light commercial Vehicles. Asset Under Management (Cr.) 104223 EPS 32.44

Investing 59

Investing Investments Planning Assets 59

Discipline Funds

APRIL 19, 2024

Now, I am not remotely close to being a military strategist, but as a risk manager I think it would be naive to assume these events are non-events just because they’re not on American shores. In the Defined Duration strategy insurance includes things like gold, managed futures and options hedging.

Insurance 52

Insurance Portfolio Economy Food 52

International College of Financial Planning

MAY 29, 2023

Banking Sector The age requirement for private banking systems is typically between 20 and 35. Prospective bank probationary officers (POs) must pass banking exams. A face-to-face interview is required for higher positions like a manager or deputy manager, scale one. Here are some options: 1.Certified

Certified Financial Planner 40

Certified Financial Planner Financial Planner Wealth Management Certification 40

Trade Brains

NOVEMBER 16, 2023

Fedbank Financial Services IPO Review: Fedbank Financial Services Limited promoted by The Federal Bank Limited, is coming up with its Initial Public Offering. Fedbank Financial Services IPO – About The Company Fedbank is a non-banking finance company (NBFC) that focuses on retail services and is promoted by The Federal Bank Limited.

Financial Services 59

Financial Services Banking Retail Management 59

BlueMind

NOVEMBER 24, 2022

Demand Greater Risk Management Andrew Carnegie , the world’s richest man in his late 19th-century days, had some advice for anyone who wished to follow his example: “Put all your eggs in one basket,” he said, “and then watch that basket.” However, most of those goals boil down to making long-term investments.

Clients 98

Clients Insurance Financial Advisor Assets 98

Trade Brains

AUGUST 15, 2023

Here, we shall discover what are triangle chart patterns with types and how to identify entry and profit targets along with risk management. Stop loss:- Traders can set the resistance level as a trigger point for a stop loss and should exit the trade a few points below the resistance line as good risk management.

Risk Management 52

Risk Management Banking Management Portfolio 52

Trade Brains

MARCH 5, 2024

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. Chart of HDFC Bank depicting the formation of Grave stone doji pattern formation. Double confirms an entry with a good risk-to-reward ratio.

Risk Management 59

Risk Management Banking Marketing Marketing 59

Steve Sanduski

FEBRUARY 6, 2023

Pam and I discussed how a successful multi-family office operates, the profile of clients, how her firm charges for its services, the mindset advisors need to work with wealthy (and oftentimes famous) individuals, where alternatives fit in her clients’ portfolios, and the role that technology plays in delivering exceptional service.

Clients 98

Clients Risk Tolerance Portfolio Budgeting 98

The Irrelevant Investor

DECEMBER 22, 2020

For those unfamiliar with this ticker, it's an ETF that gives you three times the daily return of bank stocks, but in reverse. So if banks were up 1%, this thing would be down 3%. If the banks fell 3%, this product would be up 9%. Why was I reading about value investing and then shorting banks? Now there is.

Portfolio 52

Portfolio Banking Risk Management Investing 52

International College of Financial Planning

NOVEMBER 10, 2021

It wasn’t too long ago when investments would mean going to the bank and following the advice of the bankers or calling in neighborhood uncle to buy term-deposit certificates or insurance. You can also undertake the globally recognized course in risk management from GARP (Global Association of Risk Professionals).

Investment Advisor 52

Investment Advisor Investing Investments Certified Financial Planner 52

Discipline Funds

NOVEMBER 8, 2023

This not only creates unusual risk of a slowdown, but it creates the risk of a credit event that slows the economy even more than expected. We’ve seen some signs of credit buckling earlier this year with the bank panic, but so far it’s remained mostly under control.

Asset Allocation 76

Asset Allocation Economy Financial Market Assets 76

Trade Brains

SEPTEMBER 12, 2023

Chart of HDFC bank showing Bullish Gartley pattern with entry, stop loss and target levels based on the retracement values. Chart of ICICI Bank showing Bearish Bat pattern with entry, stop loss and target levels based on the retracement values. A price reversal at point D towards the downside can be registered to go short in security.

Risk Management 96

Risk Management Banking Food Management 96

International College of Financial Planning

JULY 10, 2023

Understanding the Role of a Certified Financial Advisor An investment or certified financial advisor is a financial professional who provides guidance and recommendations to clients regarding their investment portfolios. Job Opportunities for Investment Advisors The demand for investment advisors is steadily growing in India.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

Trade Brains

JULY 29, 2023

SBFC Finance IPO – About The Company SBFC Finance is a non-deposit-taking, non-banking financing company (NBFC) engaged in the business of offering secured and gold-backed loans to MSMEs and individuals. But due to the increasing growth strides of the bank, this number has lowered to 16% in FY22. Keep reading to find out! million to 3.00

Assets 52

Assets Banking Management Numbers 52

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. The remaining 18% was acquired by Tata Capital and Axis Bank. Overall, Jupiter Wagons’ future appears dynamic and multifaceted.

Manufacturing 59

Manufacturing Transportation Engineering Portfolio 59

Trade Brains

FEBRUARY 27, 2024

Profit target:- For the short position entered in a dark cloud cover pattern, a target can be based on the risk-to-reward ratio. Chart of Axis Bank showing the formation of Dark Cloud Cover candlestick pattern with entry and stop loss levels. Also, the profit targets can be set to the next support levels from the entry of the position.

Risk Management 64

Risk Management Banking Portfolio Marketing 64

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. Who’s added to risk? Who’s got risk?

Management 296

Management Assets Risk Management Valuation 296

The Big Picture

APRIL 4, 2023

And what was fascinating about Drexel and kind of the diaspora, if you will, of that era was that we all basically went out looking to take that experience, particularly in high yield and kind of buyouts and financing, and do it at either banks or other investment banks. private — KENCEL: Right. RITHOLTZ: — credit?

Banking 143

Banking Management Investing Investments 143

Trade Brains

NOVEMBER 8, 2022

Five Star Business Finance Limited is an NBFC-ND-SI (Non-Banking Finance Company) that provides secured business loans to self-employed individuals and micro-entrepreneurs. Over the years, the NBFCs have grown their MSME portfolio at a faster rate than the overall MSME portfolio at a systemic level. Keep reading to find out! .

Management 98

Management Risk Management Sales Portfolio 98

Trade Brains

SEPTEMBER 4, 2023

Here, the Chart of HDFC Bank indicates RSI confirmation with a stochastic oscillator cross-over strategy for trade opportunity. It is widely used to identify overbought, oversold zones, trends, reversals and price momentum for a perfect entry/exit with risk management of the positions.

Risk Management 104

Risk Management Banking Marketing Marketing 104

Trade Brains

AUGUST 19, 2023

The evening star candlestick pattern is a bearish pattern used to identify the price reversal from uptrend to downtrend with a well-defined entry, stop loss and target with good risk management. If the risk is 1 part, the reward can be 2 part or 3 part which is 1:2 or 1:3. What is Evening Star Pattern?

Risk Management 52

Risk Management Management Banking Portfolio 52

The Big Picture

SEPTEMBER 12, 2022

It’s a town of about 4,000 people, so exposure to markets or investment banking or any of the careers in finance was not something that you really envisioned. It was at Bank One, at the time. RITHOLTZ: There’s always risk involved with counterparties …. BITTERLY MICHELL: Always risk. BITTERLY MICHELL: … risk management.

Clients 290

Clients Wealth Management Investing Investments 290