Truemind Capital

APRIL 19, 2024

Indian equity benchmark BSE Sensex went up by only 2% due to already stretched equity valuations. Mid & small cap indices witnessed some correction after the SEBI expressed concerns regarding frothy valuations and nudged mutual funds to restrict inflows. European indices also saw decent returns.

Financial Market 98

Financial Market Asset Allocation Marketing Marketing 98

Trade Brains

DECEMBER 2, 2023

Equity Research & Valuation by NSE NSE Academy is an initiative by NSE India that offers various courses related to stock trading and investing. The equity research and valuation course offered by NSE Academy is a 10-hour online course. It helps in understanding different types of corporate valuation techniques.

Investing 59

Investing Investments Valuation Marketing 59

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.

Portfolio 40

Portfolio Risk Management Valuation Management 40

The Irrelevant Investor

MAY 8, 2018

Given where valuations are, and that he has many decades ahead of him, would it make sense to wait for a better pitch over the next five years? Waiting for a better pitch seemed sensible at the time, but bull markets aren't kind to risk management. Ben and I spoke about a listener question on this week's Animal Spirits podcast.

Marketing 52

Marketing Marketing Risk Management Valuation 52

Trade Brains

SEPTEMBER 26, 2024

Risk management: NSE’s robust risk management system ensures market stability and investor protection, supporting its long-standing reputation for reliability and trust in volatile market conditions. The market valuation of NSE might be between ₹2.1 lakh crore based on the valuations of unlisted shares.

Compliance 90

Compliance Banking Management Marketing 90

The Big Picture

APRIL 18, 2023

In the short run, there can be distortions in public market valuations as we saw in 2001 and we saw prior to that in 2007, and prior to that in 2000, in ‘99. Valuations go up and you saw it, of course, in the late ‘90s, in the tech sector. But you’re looking at valuations and what sort of multiples you want to pay.

Assets 162

Assets Investing Investments Valuation 162

The Big Picture

JULY 19, 2022

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. ILMANEN: It’s always good to think of starting yields and valuation sort of two sides of the same coin. Explain that.

Investing 130

Investing Investments Valuation Portfolio 130

The Big Picture

DECEMBER 19, 2023

It’s always interesting to speak to a fund manager in the midst of one of the craziest macro periods of the markets that we’ve seen and God knows how long, who doesn’t factor in macro events or the overall market because they’re market neutral and hedged. What do you do in terms of risk management?

Healthcare 162

Healthcare Portfolio Investing Investments 162

International College of Financial Planning

NOVEMBER 10, 2021

Financial Risk Manager (FRM) – If you love solving problems and wish to help your clients mitigate risks you can turn your attention to a career as a Financial Risk Manager. You can also undertake the globally recognized course in risk management from GARP (Global Association of Risk Professionals).

Investment Advisor 52

Investment Advisor Investing Investments Certified Financial Planner 52

Validea

JANUARY 4, 2023

Throughout 2022 the most expensive stocks were the ones hit hardest as valuations started to normalize in a new world of higher interest rates. Risk-Managed ETF Model Portfolios: Multi-asset ETFs with risk management inputs. Mohanram called this the “G-Score”. and -6.1%, respectively. Surprises Lead to Lessons.

Portfolio 52

Portfolio Risk Management Assets Asset Allocation 52

Harness Wealth

APRIL 16, 2025

Key takeaways Tax planning impacts every facet of an acquisition, from initial valuation to post-closing integration, with early strategic decisions potentially saving millions in future tax liabilities. The inheritance of historical tax obligations in stock deals creates significant risk management challenges.

Taxes 52

Taxes Tax Planning Startup Compliance 52

Brown Advisory

JUNE 16, 2021

The strong price appreciation has resulted in a commensurate rise in valuations and a tsunami of new deal issuance in these areas. small-caps particularly attractive, especially from a risk management perspective. Exhibit 3: Sector composition of R2G Source: FactSet. GICS Sectors. Data as of March 31, 2021. The Smallest Lead.

Valuation 52

Valuation Investing Investments Government 52

Brown Advisory

JUNE 16, 2021

The strong price appreciation has resulted in a commensurate rise in valuations and a tsunami of new deal issuance in these areas. small-caps particularly attractive, especially from a risk management perspective. Exhibit 3: Sector composition of R2G. Source: FactSet. GICS Sectors. Data as of March 31, 2021. The Smallest Lead.

Valuation 52

Valuation Investing Investments Government 52

Brown Advisory

NOVEMBER 28, 2022

Valuations While decreased asset values create near-term challenges for our clients, such declines may also allow transfers between family generations at lower valuations, enhancing the utility of wealth transfer tax exemptions.

Planning 52

Planning Taxes Clients Strategic Planning 52

Brown Advisory

NOVEMBER 28, 2022

Revisit your risk management plans (update insurance programs and review the operation of family business entities) and, Reevaluate your state of residency (or international residency/citizenship) – determine the most advantageous location from a personal, familial, business and tax standpoint. . Valuations.

Planning 52

Planning Taxes Clients Strategic Planning 52

Good Financial Cents

DECEMBER 14, 2022

The CFO role is multi-faceted and includes everything from financial planning and analysis to business budgeting, financial decision-making, and risk management. Some people find investment banking, controllers, tax managers, and valuation analysts to be the most challenging, while others find corporate finance more difficult.

Budgeting 88

Budgeting Compliance Accounting Insurance 88

The Irrelevant Investor

NOVEMBER 3, 2021

Tesla is one of a small group of companies that has reached a 1T market valuation. The other thing you must have, and this is critical, is risk management because buying stocks on the way down is a risky endeavor. I was wrong. Not the first time. Won't be the last time. A listener wanted us to reflect on Tesla.

Risk Management 52

Risk Management Valuation Marketing Marketing 52

Zoe Financial

FEBRUARY 21, 2023

CFAs also show accounting, economics, portfolio management, and security analysis knowledge. Additionally, CFAs typically work in portfolio management, research, consulting, risk analysis, and risk management. Accountant An accountant works with individuals or businesses to manage their finances.

Financial Advisor 40

Financial Advisor Accounting Certified Financial Planner Certification 40

International College of Financial Planning

APRIL 16, 2021

Understand concepts of valuation, fixed income securities, valuation, macroeconomics, and volatility of international markets. Asset Management. Credit Risk Management. Numerous opportunities open once you complete a specialized MBA in finance. Corporate Finance. Corporate Banking. Derivatives Structuring.

Management 52

Management Valuation Certification Financial Market 52

International College of Financial Planning

MAY 30, 2023

Some popular finance careers include financial planning, investment banking, corporate finance, and risk management. Misrepresentation and manipulation of financial information Finance professionals may manipulate financial information, such as earnings reports or valuations, under pressure or incentives.

Ethics 40

Ethics Compliance Education Clients 40

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

Clients 162

Clients Investing Investments Management 162

ClearMoney

DECEMBER 14, 2021

Valuation theory helps us identify relevant factors by providing insights about differences in expected returns across stocks. More Robust Risk Management. We believe broad diversification is the primary tool for controlling risk in both equities and fixed income, adding to the appeal of systematic investing.

Investing 52

Investing Investments Commission Distribution 52

Brown Advisory

MAY 25, 2017

With this process, we distill historical and projected financial, strategic and qualitative issues into a single statistic.This keeps our decision making objective and prevents us from making gut calls about risk-reward dynamics in a given situation. It integrates our credit research with our risk management and portfolio decisions.

Portfolio 52

Portfolio Clients Investing Investments 52

Brown Advisory

NOVEMBER 1, 2019

Additionally, such gifts may be an effective risk management strategy for those who may otherwise choose to be uninsured. Interest rates are currently low, which positively impacts the valuation of GRATs and CLATs and therefore creates a favorable environment for these strategies. Bundling of Charitable Gifts.

Planning 52

Planning Taxes Clients Assets 52

Trade Brains

JULY 23, 2022

The company has managed a low PE compared to its peers in the industry promises a fair valuation despite the meteoric rise. RBI’s liquidity risk management framework 2019 ensures the liquidity management for NBFC which is a major concern for NBFC. Technical Charts. Higher scope. Liquidity Framework.

Manufacturing 52

Manufacturing Government Investing Investments 52

Brown Advisory

FEBRUARY 14, 2023

Focus on Risks and Opportunities: Our ESG research approach seeks to assess ESG risk management, and identify sustainable opportunities that address key environmental and/or social challenges, which we believe can lead to improved performance and impact.

Government 52

Government Economics Investing Investments 52

Brown Advisory

FEBRUARY 14, 2023

Focus on Risks and Opportunities: Our ESG research approach seeks to assess ESG risk management, and identify sustainable opportunities that address key environmental and/or social challenges, which we believe can lead to improved performance and impact.

Government 52

Government Economics Investing Investments 52

The Big Picture

AUGUST 15, 2023

What’s the valuation? Last question on ESG, certain folks have been saying, “Hey, you know, it works as a pretty good risk management filter. How do you respond to this is a risk management filter that allows us to identify the worst actors in corporate America? RITHOLTZ: Right.

Management 130

Management Investing Investments Government 130

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. Zweigs track record speaks for itself. TXRH TEXAS ROADHOUSE INC 92% $170.04 $11,299 26.3

Risk Management 52

Risk Management Valuation Portfolio Sales 52

The Big Picture

MAY 9, 2023

We just get to focus on assets and asset risk management. So earlier we were talking about assets, and then you referenced risk management. RITHOLTZ: Tell us a little bit about the difference between managing risk and merely owning assets. And also, I used to sit back and think, this is great.

Assets 299

Assets Clients Investing Investments 299

The Big Picture

AUGUST 29, 2023

DAVIS: A big part of it is really around when there’s more complicated corporate actions that are happening that entail a level of risk. There’s conversations that happen with our risk management department to make sure we’re comfortable in terms of what kind of exposure that creates in the fund.

Portfolio 130

Portfolio Investing Investments Numbers 130

Discipline Funds

JUNE 11, 2024

The concentration in stocks is happening during a period of high valuations. The question is whether the concentration is indicative of something higher risk or potential irrational exuberance. And that’s where valuations come into play. The fundamentals very much support their high valuations. It was just early.

Valuation 52

Valuation Marketing Marketing Risk Management 52

The Big Picture

MARCH 5, 2024

So they’re always making this judgment, will I produce enough cash to, to manage those liabilities? What happened over the last year and a half or so is rates went up and valuations went down. So each seat should be more, more than the person in it. 00:46:23 [Speaker Changed] Huh, interesting.

Banking 147

Banking Portfolio Assets Investing 147

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.

Investing 130

Investing Investments Clients Numbers 130

The Big Picture

DECEMBER 20, 2022

It’s just a fascinating conversation about looking at the world from both bottoms up and top-down, as well as thinking about what valuations are like, how likely are macro events, the impact you’re getting not just the return on capital, but as famously said in fixed income, a return of your capital. RITHOLTZ: Really quite fascinating.

Banking 162

Banking Assets Government Marketing 162

The Big Picture

MAY 6, 2025

And risk is not about not losing money. Risk management is not about not losing money. Risk management is about unexpectedly losing money. But risk management is always about understanding what could go wrong and quantifying what could go wrong. Worst case downside. Exactly right.

Risk Management 147

Risk Management Banking Portfolio Distribution 147

Sara Grillo

NOVEMBER 14, 2022

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. He can’t get them to give him a straight answer about how that affects a non-securities licensed individual. They told him to read the FAQs (lol)! He says that needs to come forward.

Insurance 59

Insurance Retirement License Financial Advisor 59