Distribution Portfolio Management Risk Management 
The Big Picture
APRIL 29, 2025
You get the asset class specialization, you get the entrepreneurialism in the boutique, but you get the benefit of being part of a larger manager that has access to wealth management platforms, capital, global distribution. So our analysts and our firm are as important as our portfolio managers.
The Big Picture
MAY 6, 2025
In other words, the models assume a normal distribution of returns, but when you get into some kind of event, it’s no longer a normal distribution returns. That’s a barbell distribution. As opposed to normal distribution. And risk is not about not losing money. Worst case downside. Exactly right.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
The Big Picture
NOVEMBER 14, 2023
So I worked at the third party administrator distribution arm of mutual fund family at Mass Financial. It was back when banks couldn’t offer and distribute mutual funds. And then I had this strange seven year stint of heading global distribution, which is, that was very interesting. I didn’t want that job at all.
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. BERRUGA: So many of our clients were struggling to find alternative sources of income for their portfolios. Why covered calls?
WiserAdvisor
MAY 13, 2025
This article explores various strategies for diversifying an investment portfolio to ensure you have enough funds to live comfortably in retirement. Below are 10 ways to diversify your investment portfolio for retirement: 1. Reinvesting dividends can further enhance long-term portfolio growth.
Trade Brains
JULY 4, 2024
Nuvama Wealth Management – Business segments Wealth Management Business In this segment, the company provides services like retail securities broking business, investment advisory, distribution of financial products and lending against securities. Particulars Amt Particulars Amt CMP 4,943.10 Industry P.E (TTM) TTM) 30.78
Workable Wealth
SEPTEMBER 16, 2020
Remember, each strategy has its pros and cons so the best way to maximize them is working with a financial planner who’ll help your portfolio reflect the right risk with your financial goals. Diversification is a risk management strategy that seeks to ensure your portfolio isn’t over- or underexposed in a certain area.
Expert insights. Personalized for you.
130 
Let's personalize your content