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. Would they consider a 5% return worth taking a risk or 20%?

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Risk Management Clients Risk Tolerance Management 97

Wealth Management

DECEMBER 5, 2023

David Gaito, head of direct lending at Fidelity, explores the world of direct lending, middle market credit, and the potential of private credit in portfolio diversification and risk management.

Risk Management 88

Risk Management Marketing Marketing Portfolio 88

WiserAdvisor

AUGUST 14, 2023

With global advancements and remarkable growth in stock markets and income streams, investors face the challenge of constructing portfolios that can withstand dynamic market conditions. In the quest for a robust and balanced investment approach, the 60/40 portfolio emerges as one of the oldest and time-tested methods.

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Portfolio Risk Tolerance Risk Management Financial Advisor 52

The Big Picture

SEPTEMBER 16, 2023

This week, we speak with Elizabeth Burton , managing director and client investment strategist at Goldman Sachs Asset Management. She advises institutional clients on investment strategies and portfolio objectives, working alongside global client advisers and product strategists across public and private markets.

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Assets Management Asset Allocation Risk Management 297

Trade Brains

NOVEMBER 17, 2023

Best Stock Market Courses For Indian Market : The stock market is a dynamic environment where businesses raise capital, and individuals seek to grow their wealth. Whether you are a seasoned pro or a curious beginner, the stock market offers an abundance of opportunities. Stock Market Investing Masterclass by FinGrad.

Marketing 59

Marketing Marketing Certification Risk Management 59

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?

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Portfolio Risk Management Distribution Management 52

Advisor Perspectives

DECEMBER 3, 2022

We continue to believe that a value-conscious, risk-managed, full-cycle discipline, focused on the combination of valuations and market internals, will be essential in navigating market volatility in the years ahead.

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Portfolio Risk Management Valuation Management 52

Trade Brains

OCTOBER 14, 2023

Best Stock Market Books in Hindi : All beginners enter the stock market intending to make huge profits from the stock market. Similarly, if you just put your money into the stock market without any research, then you will surely end up with losses. or Worried about where to find the best stock market books in Hindi ?

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Marketing Marketing Risk Management Investing 64

Trade Brains

NOVEMBER 18, 2023

Best Fundamental Analysis Courses in 2024 : Investing in the stock market requires a deep understanding of the fundamentals of a stock. In this article, we shall explore the Best Fundamental Analysis Courses for Indian markets. The in-depth explanation, helps learners build a qualitative and quantitative portfolio.

Marketing 64

Marketing Marketing Valuation Certification 64

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.

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Math Risk Management Portfolio Management 77

Trade Brains

FEBRUARY 3, 2024

Forex Trading In the world of financial markets, the rise of traders in currency markets is rapidly growing. Typically forex trading is much complicated and riskier compared to other markets like equity, derivative, and commodity. Forex markets exist as cash and derivatives, offering futures, options, and currency swaps.

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Risk Management Management Commission Accounting 107

The Big Picture

JUNE 24, 2023

He is fond of noting: “Markets spend a lot of time doing nothing, then they reprice.” That setup plus the mistaken belief that Portfolio Insurance would offer protection from losses, was the perfect up parallel. Then came the crash, and based on prior market history, they decided to wait until mid-Tuesday to cover.

Investing 213

Investing Investments Recruitment Math 213

Trade Brains

DECEMBER 5, 2023

Top 7 Derivatives Trading Courses in 2024 : Derivatives are secondary markets where the performance of an instrument is dependent on an underlying asset or a group of assets. Hence, these courses will guide you to learn the role of futures and options in portfolio construction and spotting trading opportunities.

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Certification Risk Management Education Management 105

Risk Management Guru

APRIL 21, 2020

The Risk Management Guru (RMG) blog was founded in October 2015 with a very clear sense of purpose: to become the go-to blog for the best articles about Risk Management. Without you, this adventure would not be possible nor would the Risk Management Blog have its unique personality. our gurus). our gurus).

Portfolio 52

Portfolio Risk Management Management Commission 52

Meb Faber Research

NOVEMBER 1, 2023

Episode #506: Radio Show with Corey Hoffstein: Roaring Kitty, Bitcoin ETF & T-Bill and Chill Guest: Corey Hoffstein is co-founder and chief investment officer of Newfound Research, which offers a full suite of tactically risk-managed ETF portfolios.

Risk Management 72

Risk Management Portfolio Investing Investments 72

Alpha Architect

AUGUST 4, 2022

Across markets, momentum is one of the most prominent anomalies and leads to high risk-adjusted returns. On the downside, momentum exhibits huge tail risk as there are short but persistent periods of highly negative returns. Avoiding Momentum Crashes was originally published at Alpha Architect.

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Risk Management Portfolio Management Marketing 121

Trade Brains

OCTOBER 30, 2023

The line reads: “As risk management becomes the most important consideration among global investors in relation to their China investment strategy, as they price in China’s geopolitical risks, we view China Internet as ‘uninvestable’ on a six-12-month view with a binary share price outlook.”

Marketing 59

Marketing Marketing Banking Risk Management 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 Charitable Planning Estate Planning 185

SEI

AUGUST 2, 2022

Market volatility: Reminder to prepare for downturns. That’s why, when facing market volatility, stewards of long-term assets held at all types of nonprofit institutions recognize the importance of a well-thought-out investment process. . Stress testing various market cycles. Markets expect Fed hikes to peak in 2023.

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Nonprofit Marketing Marketing Risk Management 52

Trade Brains

DECEMBER 2, 2023

In this article, we present the list of top value investing courses in 2024 available for beginners in the Indian market. Top Value Investing Courses Online Here is the list of top value investing courses for financial enthusiasts offered by stock market academies in India. You can enroll in the course here.

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Investing Investments Valuation Marketing 59

Trade Brains

NOVEMBER 21, 2023

7 Best Technical Analysis Courses : Unlocking secrets of trading in the stock market begins with mastering technical analysis. These courses cover everything from chart patterns to indicators and provide a comprehensive understanding of market dynamics. With over +1290 enrollments and a +4.6 You can enroll in the course here.

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Risk Management Education Certification Management 98

James Hendries

AUGUST 1, 2022

A bear market is a prolonged period of price declines in securities, an index such as the S&P 500, or the overall stock market of usually 20% or more from a recent high. Bear markets can also signal economic downturns such as a pandemic, recession, or geopolitical crisis and may be cyclical or longer-term. Live your life.

Marketing 52

Marketing Marketing Portfolio Financial Planning 52

Trade Brains

DECEMBER 7, 2023

The course covers an introduction to personal finance, credit cards, life insurance, health insurance, investment instruments, loans, income tax and planning, budgeting and building a strong portfolio. Also, you will learn how to plan your taxes, credit score importance and how to budget your income to create a portfolio.

Budgeting 59

Budgeting Certification Education Asset Allocation 59

Meb Faber Research

JUNE 7, 2023

Episode #484: Rodrigo Gordillo & Corey Hoffstein – Instagram Frauds, Inflation Volatility, Tech Crisis, & Return Stacking Guest: Rodrigo Gordillo is President of and a Portfolio Manager at ReSolve Asset Management Global.

Portfolio Management 55

Portfolio Management Risk Management Portfolio Management 55

Nerd's Eye View

MARCH 8, 2024

Read More.

Financial Planner 184

Financial Planner Asset Allocation Clients Risk Management 184

Trade Brains

MAY 14, 2024

Three Inside Up Candlestick Pattern: In the world of technical analysis, candlestick patterns serve as invaluable tools for traders, offering insights into market sentiment and potential price movements. This gives a confirmation of the change in market sentiments and the buyers taking over the security.

Risk Management 105

Risk Management Communication Marketing Marketing 105

Trade Brains

MAY 11, 2024

These patterns, formed by open, high, low, and close prices, give insights into market sentiment and potential trend reversals or continuations. Candlestick patterns assist traders in making informed decisions about buying and selling stocks by providing valuable information about market dynamics and potential trading opportunities.

Risk Management 105

Risk Management Marketing Marketing Financial Market 105

International College of Financial Planning

MAY 9, 2024

In the present rapidly evolving digital landscape, integration of technology into everyday activities has transformed numerous industries, i8 financial management and investment advisory services. This integration has revolutionized investment advisors’ operations, enhancing their ability to manage portfolios and interact with clients.

Investing 52

Investing Investments Investment Advisor Budgeting 52

Trade Brains

DECEMBER 12, 2023

As a part of risk management trading, respecting the logical stop loss is important. Profit target:- For the long position entered in a hammer pattern, the target can be based on the risk-to-reward ratio. As a part of risk management trading with stop loss and respecting the logical stop loss is important.

Risk Management 105

Risk Management Management Banking Portfolio 105

Validea

AUGUST 16, 2023

Decipher True Risk from Sensationalism Let me first say, shark attacks and bear markets are completely different animals. In a bear, you may realize losses on your portfolio but we’re not talking life and death. Swimming in any ocean comes with risk, just like in investing.

Marketing 52

Marketing Marketing Risk Management Investing 52

Truemind Capital

APRIL 28, 2023

If you make 50% returns in one year and 50% loss another year, you have lost 25% of your portfolio value in two years. For consistency, a risk management framework needs to be in place. For consistency, a risk management framework needs to be in place. Investment is not a sprint but a marathon.

Risk Management 52

Risk Management Portfolio Management Investing 52

Trade Brains

FEBRUARY 13, 2024

The sudden buying pressure in the gap-down opening of the second candle pushes the price higher by covering half of the body of a previous candle, indicating bulls are back in the market with a strong upthrust to push the prices much higher. For profitable trades in the long run follow the learnings with good risk management of the positions.

Risk Management 105

Risk Management Management Banking Marketing 105

Trade Brains

MAY 8, 2024

Bearish Harami Candlestick Pattern: Technical analysis is a method for forecasting future price movements using previous market data, with a primary focus on price and volume. These patterns, created by open, high, low, and close prices, provide information on market mood and prospective trend reversals or continuations.

Planning 105

Planning Risk Management Education Marketing 105

Discipline Funds

MARCH 10, 2023

Markets change over time. It’s human nature and it’s the thing that makes markets appear like the eternal recurrence I previously discussed. The COVID boom was the inevitable blow off top of the prior 10 year bull market. The assets change, the companies change, the people change. The laser eyes? Meme stocks?

Risk Management 137

Risk Management Banking Economy Valuation 137

Trade Brains

NOVEMBER 28, 2023

By enrolling in one of these courses, you can enhance your skills, make informed decisions, and navigate the markets with confidence. To start with commodity markets it’s important to acquire foundational knowledge, these courses cover everything from basics to analyzing price behavior’s under various factors.

Certification 64

Certification Education Risk Management Management 64

Trade Brains

DECEMBER 11, 2023

22,899), among others, but most of us don’t have a portfolio large enough to have these shares. Even if the portfolio size is somewhere around Rs. 5 lakhs, owning any of these three shares or other highly-priced shares will hamper the investor’s portfolio for sure. crore retail equity market investors during the pandemic.

Portfolio 59

Portfolio Retail Startup Risk Management 59

Trade Brains

MAY 17, 2024

Business Segments Vehicle Financing: With over 3 decades in the business it is the largest segment of the Company managing assets worth Rs. It has a very diversified portfolio of vehicle loans with 27% of the loans being disbursed to used vehicles followed by light commercial Vehicles. Market Cap (Cr.) Market Cap (Cr.)

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Investing Investments Planning Assets 59