The Big Picture

DECEMBER 6, 2022

BERRUGA: We think it’s a great solution for clients that are looking for two things, either income or like a risk management tool to play the volatile environment that we have seen in the markets. But when you factor in, you know, legal costs, compliance, portfolio management, trading, there is a lot that goes into launching an ETF.

Clients 162

Clients Investing Investments Management 162

Brown Advisory

DECEMBER 5, 2023

The origin story of the term “ESG” therefore directly ties environmental, social, and governance know-how to: management quality, competitive position, risk management, shareholder value, new markets (growth), and brand reputation. Governance agendas are broadening to address consumer and investor pressures and expectations.

Fiduciary Duty 52

Fiduciary Duty Government Clients Investing 52

The Big Picture

AUGUST 15, 2023

And at the time, I was managing Protege Partners as a hedge fund of funds. Let me say what your compliance wouldn’t allow you to say. SEIDES: So it’s Hartford HealthCare. Last question on ESG, certain folks have been saying, “Hey, you know, it works as a pretty good risk management filter.

Management 130

Management Investing Investments Government 130

WiserAdvisor

MARCH 13, 2024

It serves as a fundamental risk management strategy. You can effectively fund your healthcare expenses, support dependents and family members, or pursue leisure activities like traveling with a well-structured investment portfolio. Health insurance can be instrumental in tackling the escalating costs of healthcare.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105

The Big Picture

MAY 9, 2023

Risk appetite was changing. We just get to focus on assets and asset risk management. So earlier we were talking about assets, and then you referenced risk management. RITHOLTZ: Tell us a little bit about the difference between managing risk and merely owning assets. Capital rules were changing.

Assets 299

Assets Clients Investing Investments 299

The Big Picture

NOVEMBER 4, 2024

I can’t list all her accolades because they’re just a hundred most influential people in healthcare. Just an incredible track record of investing primarily in the healthcare, but also the financial technology space. And just as, as insightful as anyone in the world about those areas, especially healthcare.

Healthcare 130

Healthcare Medical Investing Investments 130