A Wealth of Common Sense

APRIL 4, 2024

Nick Maggiulli joined me again on the show this week to discuss questions relating to giving financial advice to family members, the rent vs. buy decision, how hard it is to become a millionaire and how to diversify your portfolio as you age.

Risk Management 105

Risk Management Management Financial Advice Marketing 105

Abnormal Returns

SEPTEMBER 10, 2024

blogs.cfainstitute.org) Using machine learning for portfolio optimization. blogs.cfainstitute.org) A review of recent research on portfolio risk management including 'Does Systematic Tail Risk Matter?' Quant stuff AI is not just another technology. capitalspectator.com) Poker as a tool to learn trading.

Marketing 267

Marketing Marketing Risk Management Portfolio 267

Abnormal Returns

JULY 26, 2022

morningstar.com) How have multi-factor portfolios performed in practice. (insights.factorresearch.com) Can Twitter be used to forecast inflation? alphaarchitect.com) Performance The performance of tactical asset allocation mutual funds has been no great shakes.

Risk Management 130

Risk Management Management Asset Allocation Media 130

David Nelson

JANUARY 3, 2023

By David Nelson, CFA CMT All branches of the military use ORM or their own Operational Risk Management system. We identify the risks even those with low probability and make a quantitative judgement as to the feasibility of the mission and or flight. S&P 500 2 Years. 60-40 is reborn.

Risk Management 98

Risk Management Portfolio Management Valuation 98

Darrow Wealth Management

MARCH 13, 2025

A diversified portfolio is the cornerstone of a risk-adjusted investment strategy. Since single stocks don’t move like the broader market, you’re exposed to much greater risk. So if you have a large portion of your wealth tied to a single stock, here are six options to manage it.

Management 83

Management Taxes Estate Planning Asset Allocation 83

BlueMind

OCTOBER 25, 2022

Category: Clients Risk. When it comes to their investment portfolios many tend to have a low-risk tolerance and with the unsettling economic situation with the ongoing pandemic, the word “risk” has become even more of a fearsome word for clients. Related: How to Determine Your Client’s Risk Capacity!

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Risk Management Clients Risk Tolerance Management 97

Abnormal Returns

JULY 26, 2024

(epsilontheory.com) Joe Weisenthal and Tracy Alloway talk with Rich Falk-Wallace, founder and CEO of Arcana, about building risk management tools for pod shops. rcmalternatives.com) Bogumil Baranowski talks concentrated portfolios with Eric Markowitz who is a Partner and the Director of Research at Nightview Capital.

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Risk Management Management Portfolio Assets 264

Alpha Architect

APRIL 7, 2025

This has critical implications for portfolio construction and risk management. With over nearly 150 years of data, the study finds that when inflation and interest rates rise, stocks and bonds tend to move together, reducing diversification benefits. Please read the Alpha Architect disclosures at your convenience.

Risk Management 90

Risk Management Marketing Marketing Portfolio 90

Validea

JUNE 2, 2025

Investors looking for a diversified portfolio that performs well in all market conditions have long been drawn to the All Weather Portfolio, a strategy pioneered by Ray Dalio of Bridgewater Associates. The portfolio allocates across U.S. equities, gold, commodities, and long-duration and intermediate-term Treasury bonds.

Portfolio 52

Portfolio Investing Investments Economics 52

Risk Management Guru

OCTOBER 3, 2022

There are basically five strategies which can help you in allocating your risk management. You may diversify your portfolio by investing in stocks, ETFs, or multi-cap mutual funds. Stock Market Risk Management Strategies. Advantages of Effective Risk Management. Learn about the company. Conclusion.

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Risk Management Management Pharmaceutical Investing 59

Advisor Perspectives

JUNE 28, 2024

Investors need a better grasp of risk-management tools to gauge a portfolio’s strategic resilience in a rapidly changing world.

Risk Management 52

Risk Management Portfolio Management 52

The Big Picture

APRIL 29, 2025

This is Masters in business with Barry Ritholtz on Bloomberg Radio 00:00:17 [Speaker Changed] This week on the podcast, Jeff Becker, chairman and CEO of Jenison Associates, they’re part of the PG Im family of Asset Managements. Jenison manages over $200 billion in assets. Jenison launched way back in 1969 as a growth equity shop.

Management 130

Management Assets Portfolio Insurance 130

WiserAdvisor

SEPTEMBER 8, 2022

Interest rate risk, inflation risk, recession risk, and others can surface from time to time and affect your investments as well as peace of mind. This is why portfolio risk management can be very critical. However, it is crucial to understand how to manage portfolio risk and what can trigger it.

Risk Management 52

Risk Management Portfolio Management Asset Allocation 52

Nerd's Eye View

MARCH 8, 2024

Also in industry news this week: A recent survey has found that a majority of prospective financial planning clients across all age brackets are open to working with a remote advisor, creating opportunities for advisors to grow their businesses and for clients to find the ‘best’ advisor for their needs, regardless of their location A federal (..)

Financial Planner 246

Financial Planner Asset Allocation Clients Risk Management 246

Risk Management Guru

SEPTEMBER 29, 2022

In the stock market, risk management is locating, quantifying, and dealing with the various risks that can affect investment. Due to the potential negative effects of various risks on a person’s investment portfolio, effective risk management is crucial.

Risk Management 59

Risk Management Management Marketing Marketing 59

Nerd's Eye View

JANUARY 22, 2024

In the early days of wealth management, a financial advisor's value proposition was relatively explicit, typically focusing on a limited range of portfolio management activities (e.g., selling and trading) or on sales-oriented advice that centered on implementing insurance products.

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Financial Advisor Insurance Coverage Estate Planning Charitable Planning 246

Alpha Architect

FEBRUARY 7, 2025

We are far from a bubble. Is There A Bubble In Private Credit? was originally published at Alpha Architect.

Risk Management 70

Risk Management Media Portfolio Management 70

Carson Wealth

JANUARY 8, 2025

While some individuals manage their finances independently or utilize automated platforms, the personalized guidance of a financial advisor may offer distinct advantages. One study found that an advisor-managed portfolio could produce an additional 3% value add annually over a self-managed (DIY) portfolio.

Financial Advice 69

Financial Advice Financial Advisor Risk Tolerance Financial Guidance 69

Alpha Architect

MARCH 3, 2025

This has critical implications for portfolio construction and risk management. With over nearly 150 years of data, the study finds that when inflation and interest rates rise, stocks and bonds tend to move together, reducing diversification benefits. Please read the Alpha Architect disclosures at your convenience.

Risk Management 52

Risk Management Portfolio Management Asset Allocation 52

Trade Brains

NOVEMBER 3, 2024

The Indian non-banking financial sector demonstrates remarkable resilience through strong net interest margins and effective asset quality management. These companies deliver exceptional financial performance while maintaining robust credit portfolios. Their risk assessment expertise contributes to portfolio quality management.

Financial Services 59

Financial Services Risk Management Portfolio Management 59

Validea

MARCH 31, 2025

From risk management to overcoming failure, this episode blends Schwagers expertise with Jack and Matts commentary, offering valuable takeaways for investors of all kinds. Main Topics Covered: Paul Tudor Jones approach to avoiding complacency by evaluating your portfolio as if you started it today.

Risk Management 52

Risk Management Media Management Taxes 52

Validea

DECEMBER 20, 2024

.” Bob breaks down how these complex investment vehicles work, discussing their unique structure where multiple portfolio managers operate independently while sharing infrastructure and risk management resources.

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Risk Management Portfolio Management Management Economics 52

The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. Her job is portfolio and product solutions and that means she could go anywhere in the world and do anything. Elizabeth Burton : Hi Barry.

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Assets Management Investing Investments 147

The Big Picture

JUNE 24, 2023

That setup plus the mistaken belief that Portfolio Insurance would offer protection from losses, was the perfect up parallel. Borish also explains why “Trading and risk management are inherently unnatural.” Then came the crash, and based on prior market history, they decided to wait until mid-Tuesday to cover.

Investing 217

Investing Investments Recruitment Math 217

Random Roger's Retirement Planning

APRIL 7, 2024

Let's have a little fun with a difference of opinion about how to incorporate managed futures into a portfolio between to big proponents, Corey Hoffstein from ReturnStacked ETFs and Andrew Beer who runs the iMPG DBi Managed Futures Strategy ETF (DBMF). Both of them talk about how to add managed futures to a portfolio.

Management 97

Management Portfolio Portfolio Management Risk Management 97

Advisor Perspectives

MARCH 20, 2025

On March 11, Russell Investments hosted a webinar examining the challenges and opportunities presented by alternative diversifiers, including strategies for incorporating these solutions into portfolios.

Risk Management 52

Risk Management Management Portfolio Investments 52

Alpha Architect

AUGUST 4, 2022

An implementable trading strategy that combines both systematic and momentum-specific risk more than doubles the Sharpe ratio of original momentum and outperforms existing risk management strategies over the 1928–2020 period, in 5 and 10-year sub-samples, and an international momentum portfolio.

Risk Management 132

Risk Management Portfolio Management Marketing 132

The Big Picture

AUGUST 16, 2022

?. The transcript from this week’s, MiB: Kenneth Tropin, Graham Capital Management , is below. He is the chairman and founder of Graham Capital Management, which runs $18 billion and has amassed quite a track record. He used to work with John Henry, currently the owner of the Boston Red Sox, and another successful hedge fund manager.

Management 305

Management Assets Risk Management Marketing 305

Alpha Architect

DECEMBER 29, 2023

Many risks important for our portfolios are new, hidden, or nuanced in some underappreciated way—and likely to be misunderstood and mispriced in the markets. Other risks can hide in plain sight. Fifty Shades of Grey Swans: the Risks that Matter Most was originally published at Alpha Architect.

Math 107

Math Risk Management Portfolio Management 107

Carson Wealth

JANUARY 23, 2025

When it comes to managing your wealth and pursuing your financial goals, clarity can be key. By assigning clear purposes and timelines to each bucket, you help minimize behavioral risks like selling assets during market dips with the goal of helping your investments align with your priorities. What Is Bucketing?

Financial Planning 52

Financial Planning Planning Risk Tolerance Financial Advisor 52

Random Roger's Retirement Planning

MAY 4, 2025

There are countless, valid approaches to portfolio management but if you pick the right stock or niche, the fundamentals don't unravel and it continues to do what you'd expect it to do, why would you get out of the position? Maybe you trim a little for risk management but that is different than getting out completely.

Asset Allocation 59

Asset Allocation Portfolio Portfolio Management Engineering 59

Carson Wealth

JULY 3, 2024

Managing the business’s finances is one of the most crucial aspects. Proper financial management can be the difference between a thriving business and one that struggles to stay afloat. Conduct a risk assessment to identify potential risks and their impact on your business.

Financial Planning 142

Financial Planning Planning Retirement Planning Tax Planning 142

Validea

JUNE 3, 2025

Signal of Financial Health Regular dividend increases often indicate stable earnings, strong free cash flow, and prudent financial management. Over time, dividend growers can become the stalwarts of a portfolio, quietly compounding returns and contributing meaningfully to long-term wealth creation.

Risk Management 52

Risk Management Portfolio Investing Investments 52

Validea

NOVEMBER 2, 2024

In an environment where investors may have faced significant losses in various sectors – from growth stocks to cryptocurrencies to bond portfolios – he emphasizes the importance of being kind to yourself while maintaining the courage to continue taking action.

Risk Management 52

Risk Management Investing Investments Management 52

Risk Management Guru

OCTOBER 1, 2021

Once the simulation has run, (virtually) millions of its results will produce a distribution of outcomes that can be analysed by the Risk Managers and displayed in a distribution chart. After designing this Excel solution, I’ve written a post questioning the Risk community if “ Is Anyone Still Using Risk Heatmaps?

Portfolio 52

Portfolio Risk Management Distribution Management 52

Trade Brains

DECEMBER 5, 2023

Hence, these courses will guide you to learn the role of futures and options in portfolio construction and spotting trading opportunities. It covers the basics of options, option Greeks, technical analysis, option chain, selecting strike prices, trading strategies, Psychology and money management in options trading.

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Certification Risk Management Education Management 105

Trade Brains

FEBRUARY 3, 2024

Since effective risk management is the key to a profitable journey, new individuals must gain actual knowledge of currency markets. Hence, managing leverage and margin is a crucial task for beginners for risk management in forex trading. Risk management is the key factor for traders to consider in trading.

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Risk Management Management Commission Accounting 107