Remove Ethics Remove Reference Remove Risk Management
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Upholding Ethics in Finance: The Key to a Successful and Responsible Career

International College of Financial Planning

The finance industry is known for its complexity and competitiveness,where ethics play a pivotal role in determining arofessional’s success and credibility. As a finance student, understanding and practicing ethical behavior is crucial for building a responsible and reputable career. Impact of Ethics on Finance and the Economy.

Ethics 40
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ESG, Shorthand, and Shortcuts

Brown Advisory

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.

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Transcript: Luis Berruga, Global X ETFs

The Big Picture

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. You also have an S&P 500 Covered Call. Why covered calls? What does that create within the ETF?

Clients 157
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Transcript: Matt Levine

The Big Picture

It was derivatives math, it was like working with the traders on like risk management. You were saying that you had a code of ethics, but then your CEO was sexually harassing people. So it felt like a useful like, like reference piece for me to do from, from from then on. I’m gonna quote the New York Times on that.

Banking 130
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Transcript: Antti Ilmanen

The Big Picture

So, the Portfolio Solutions Group advises mainly institutional clients on all kinds of challenges that they have and thinking about the expected returns, portfolio construction, risk management, et cetera. I refer to the savings glut. Don’t sacrifice your ethics, that integrity matters. I speak in many conferences.

Valuation 130
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Transcript: Ilana Weinstein

The Big Picture

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. They built their infrastructure, risk management, and hired great PMs to lead these businesses.

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Should you die and go to hell before selling an annuity?

Sara Grillo

Macchia chimes in, saying he finds it ironic that the first module in the CFP program is risk management, which he interprets to be about insurance. And if you want to join the right for higher ethics in financial advice, join the Transparent Advisor Movement. They told him to read the FAQs (lol)!