Definition Financial Services Numbers Risk Management 
Sara Grillo
AUGUST 14, 2023
Researching costs of investments, services, and products rendered to the client Assessing if risk is reasonable for the client Assessing if performance expectations are reasonable for the client But these are all loose definitions. Scott has been serving families for 29 years in the financial services space.
Sara Grillo
DECEMBER 12, 2022
And, if so, what fees are included in the definition of “all the fees.” Just because you can put numbers on a piece of paper, doesn’t mean you’re providing value.” pay me for investments, for the easy work that I can outsource to a third party manager, and I’ll give you all this hard stuff for free…I don’t believe that.,
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The Big Picture
OCTOBER 19, 2022
RAMPULLA: I went to Drexel part time while I was at Vanguard, did that commute down to Philadelphia from the suburbs, you know, three times a week for a number of years. I was employee number one in London. They have a risk management technology. How do you guys think about risk management? RAMPULLA: Yeah.
The Big Picture
MARCH 7, 2023
Maria Vassalou has a fascinating history and background, London School of Economics to Columbia School of Business, where she actually was a professor for over a decade, and started consulting to the hedge fund and financial services industry. How do you crunch the numbers on that, and where do you come out on small cap and value?
Trade Brains
MAY 25, 2023
Zerodha Varsity offers free modules on Technical analysis, fundamental analysis, futures, options, risk management, trading psychology & more. Currently, Zerodha is the biggest stockbroker in India , based on the number of clients (over 15 lakh users), followed by ICICI Direct and HDFC securities ranking second and third.
The Big Picture
NOVEMBER 14, 2023
She has run a number of firms and a number of divisions at large firms and traced a career arc that’s just very unusual compared to the typical person in finance. Eventually leading her to a point where she’s managing quants, running about a hundred billion dollars in assets. It was Mass Financial Services.
The Big Picture
SEPTEMBER 12, 2022
I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. BITTERLY MICHELL: … risk management. BITTERLY MICHELL: We’re helping people customize the risk return profile …. And so, there’s definitely a pre and post. I’m talking about diversified financial services.
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