The Big Picture

SEPTEMBER 12, 2022

BITTERLY MICHELL: … risk management. We have seen strong, strong demand pretty consistently for building out alternatives, portfolios, particularly when it comes to opportunities with great financial sponsors on the private equity side, looking at these long-term secular trends, right? RITHOLTZ: Right. BITTERLY MICHELL: Exactly.

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Clients Wealth Management Banking Investing 299

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?

Investing 52

Investing Investments Asset Allocation Portfolio 52

Trade Brains

FEBRUARY 8, 2024

From its beginnings as a wagon manufacturer, JWL has transformed into a diversified leader in railway engineering, propelling itself on the tracks of India’s booming infrastructure development. Business Overview: A legacy of excellence Jupiter Wagons Limited, an integrated railway engineering company, started in 1979.

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Manufacturing Transportation Engineering Portfolio 59

Trade Brains

SEPTEMBER 13, 2024

The Indian equities market is heavily impacted by Foreign Institutional Investors (FIIs) and Foreign Portfolio Investors (FPIs). For instance, it acquired WebileApps in April 2023, enhancing its digital transformation and broadening its service portfolio. Stocks frequently respond favorably to FII investments, driving up prices.

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Wealth Management Banking Management Portfolio 59

Trade Brains

NOVEMBER 4, 2023

The latest version uses the Esper engine which operates at a high speed by processing 5 lakh events per second. In addition to this, it offers other services such as portfolio management, consultancy, etc. It is a Swiss company that has developed beginner-friendly algorithmic trading software. Happy Reading!

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Assets Planning Financial Market Retail 111

Trade Brains

FEBRUARY 26, 2023

The company provides digital business, product engineering, agile infra & security, IoT, analytics, and digital process transformation services. Furthermore, it plans to add 65 more gas retailing stations to its portfolio of 135 stations at present. Cholamandalam MS Risk Services Ltd. .) ₹12,500 EPS ₹15.5 Stock P/E 56.1

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Retail Manufacturing Insurance Sales 98

The Big Picture

DECEMBER 6, 2022

And my answer was, “Hey, not everybody wants to buy a passive index around the satellite of a core portfolio or even just, hey, I have an idea, I think this is going to change the world.” BERRUGA: So many of our clients were struggling to find alternative sources of income for their portfolios. Is that who the Global X investor is?

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Clients Investments Investing Management 162

The Big Picture

JULY 19, 2022

The transcript from this week’s, MiB: Antti Ilmanen, Co-Head, Portfolio Solutions, AQR , is below. BARRY RITHOLTZ; HOST; MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Antti Ilmanen is AQR’s Co-head of the Portfolio Solutions Group. CO-HEAD, AQR’S PORTFOLIO SOLUTIONS GROUP: Thanks, Barry.

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Investing Investments Valuation Portfolio 130

The Big Picture

NOVEMBER 14, 2023

So at our firm, putting portfolio managers in front of prospects and clients, we constantly have to train them, give them presentation training. 00:22:24 [Speaker Changed] Being client portfolio managers. We have our quant equity platform, which manages risk control equity portfolios that are, we’re quants.

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Math Management Insurance Assets 130

The Big Picture

APRIL 18, 2023

Both in terms of the aggregate revenue of our company, size of our portfolio, we’re probably now something like 150 total investments, many hundreds of billions of revenue, hundreds of thousands of employees if you add up all of the companies in which we’re invested. RITHOLTZ: — across all these different inputs.

Assets 162

Assets Investments Investing Valuation 162

Tucker Advisors

SEPTEMBER 8, 2021

To be fair, these annuities aren’t to be compared to a stock portfolio in terms of overall growth opportunity, but they can earn a respectable rate, all without market risk. These corporations understand that insurance firms act as the world’s risk managers and are better-equipped to manage long-term pension liabilities.

Retirement Pension 52

Retirement Pension Retirement Financial Advisor Planning 52

The Big Picture

AUGUST 15, 2023

That’s a really easy portfolio to create. It allows you to understand, generally speaking, what is a reasonable beta for that whole portfolio. The other thing it allows you to do is to benchmark your ability to select managers that outperform both in each areas and across the sleeve. That allows you to do two things.

Management 130

Management Investments Investing Government 130

International College of Financial Planning

APRIL 16, 2021

According to the All India Survey on Higher Education (AISHE) 2017-18, management courses both in graduate level as well as post-graduate level attract a large percentage of students every year. Around 76% MBA aspirants have a graduate degree in engineering while there is also about 10-12% students from commerce background.

Management 52

Management Valuation Certification Financial Market 52

The Big Picture

JANUARY 9, 2024

It was derivatives math, it was like working with the traders on like risk management. But I do think that like if you are a broadly diversified, enormous asset manager, you do have to think about your portfolio primarily in systemic ways and not in like competitive decisions that your individual companies are making.

Banking 130

Banking Retail Math Management 130

Sara Grillo

AUGUST 14, 2023

He has presented papers at conferences on topics such as investment fraud, risk management, and retirement planning. A few years later Scott merged Quest with another local investment advisory firm, Portfolio Solutions, that shared the same investment principles at that time.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

The Big Picture

MAY 9, 2023

And my dad had always said, as many young kids get this advice, doctor, lawyer, accountant, engineer. But what was interesting about that was the quick need to both separate the portfolio between the old stuff and the new stuff, because there were a lot of new investment opportunities. RITHOLTZ: Sure. RITHOLTZ: Really intriguing.

Assets 299

Assets Clients Investing Investments 299

The Big Picture

OCTOBER 19, 2022

And Wall Street didn’t work out for a variety of reasons, but I ended up working sort of an adjacent industry in the portfolio management software business, and really wasn’t where my passion was. They’ll construct the portfolio. They have a risk management technology. RAMPULLA: Yeah.

Financial Advisor 286

Financial Advisor Clients Taxes Investing 286

Validea

MARCH 21, 2025

This Weeks Featured Strategy: Martin Zweig Growth Investor Model This week, we spotlight the Martin Zweig Growth Investor Model , a strategy that seeks to balance the aggressive pursuit of growth with a conservative attention to risk management. Since 2003, this portfolio has returned 1,113.1% , outperforming the market by 642.2%.

Risk Management 52

Risk Management Valuation Portfolio Sales 52

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 147

Banking Portfolio Assets Investments 147

The Big Picture

AUGUST 29, 2023

DAVIS: It’s a long story, but originally I went to school for engineering. Got to school, realized that I wasn’t very good at mechanical drawing, which is a big part of aerospace engineering curriculum. Undergraduate, you get a BS in insurance from Penn State. What led to an interest in insurance?

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Portfolio Investing Investments Numbers 130

The Big Picture

MAY 23, 2023

It’s got private markets, it’s through the credit curve it has core business engines which are driven by styles. GREW: I think the reality for me is that more and more institutional clients need something in a separate managed account. And remember they have, as you know, vast portfolios. So, we have large comp businesses.

Clients 162

Clients Management Engineering Investing 162

The Big Picture

JUNE 27, 2023

BORISH: So one of the geniuses of Paul in really understanding futures markets in general is that most of the innovative risk management approaches came out of the futures markets because of the using margin. So now what do you do with risk management? What were you trading and what was he looking at?

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Math Risk Management Marketing Marketing 147

The Big Picture

JULY 4, 2023

And we’ve talked about whether we go deeper on existing strategies, we build new businesses, we find somebody who can help him more as almost a co-CIO with risk management, with the investment process. And they end up being great candidates for us to put into to run the next big portfolio or start a new strategy.

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Management Recruitment Numbers Banking 147

The Big Picture

MARCH 27, 2023

She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. But it’s interesting that you really can pinpoint the difference in return because there’s this sort of impatient or overzealousness in trading your portfolio. Justin Milner is my audio engineer.

Assets 285

Assets Investing Investments Management 285

The Big Picture

APRIL 4, 2023

So obviously, risk managers, you know, and CROs were very focused on how do we manage that risk and diversify that credit risk that they were taking on in mid-market companies. But, at Churchill, historical business, we manage that capital on behalf of over 1,500 investors globally. RITHOLTZ: Right.

Banking 147

Banking Management Investing Investments 147

Trade Brains

MAY 25, 2023

Overall, Zerodha means ‘Zero Barrier’ It was started by Nitin Kamath, an Engineer by qualification, in 2010. With the help of Zerodha Coin, you can have Direct mutual funds in DEMAT form, with the convenience of one portfolio across equity, MF, currency, etc. Zero’+’Rodha’ where ‘Rodha’ means barrier.

Investing 98

Investing Investments Accounting Education 98

The Big Picture

SEPTEMBER 26, 2023

So, so let’s talk about some of those legacy portfolio issues. 00:21:11 And so the banks were originating debt to place into this C L O formation engine. And at that point, the c o formation engine just halted. We see this because we are a pub, we own a, we manage a publicly traded b d C and so do a lot of our peers.

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Banking Investments Investing Clients 130

The Big Picture

OCTOBER 17, 2023

And the third, the one that nobody talks about is risk management. Risk management. And so that’s not just, we talk about risk management in terms of buying at a big discount to intrinsic value and then that gives you that capital sort of buffer. That’s a long time. It’s a long time.

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Investing Investments Clients Numbers 130

The Big Picture

DECEMBER 20, 2022

And it not only has the advantages of there being inefficiencies, so there’s the potential to generate alpha, but if you do it right, it’s pretty non-correlated with probably the rest of your portfolio. So with no further ado, my interview with Gramercy Funds Management’s Robert Koenigsberger. That’s it.

Banking 162

Banking Assets Government Marketing 162

The Big Picture

MARCH 12, 2024

So that’s an active part of portfolio trimming and opt and optimization. The good news is no one event has a big impact on the portfolio. And so the other thing is, is that, and I think it’s our core risk management culture, is that we think that till risk is way more probable than everyone else does.

Banking 147

Banking Marketing Marketing Investing 147

The Big Picture

JANUARY 14, 2025

So I I, I started off in that, but I mainly learned that I didn’t really wanna do investment banking because it didn’t hit on my core skillset, which was like engineering back down quantitative techniques and tools. You were a portfolio manager, researcher head of trading, and apparently tech geek putting machines together.

Management 147

Management Investing Investments Assets 147

The Big Picture

AUGUST 23, 2022

BROWDER: I just gone the risk management committee. The currency devalued by 75 percent and my portfolio, which was above $1 billion, went down 90 percent. And this had an unbelievably positive affect on the value of my portfolio. John Wasserman is my audio engineer. Atika Valbrun is my project manager.

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Government Banking Numbers Investing 321

The Big Picture

MAY 6, 2025

In other words, people had these models that would give you one volatility exposure across the entire portfolio. And risk is not about not losing money. Risk management is not about not losing money. Risk management is about unexpectedly losing money. Worst case downside. Exactly right.

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Risk Management Banking Portfolio Distribution 147