Brown Advisory

JUNE 16, 2021

returns over the past 12 months—the second best in the history of the Russell 2000 ® Index—and on the heels of one of the worst quarters since inception in 1984 (-30.6% Exhibit 6: Dispersion in sector returns, Russell 2000 ® Index Source: Furey Research Partners. return in the first quarter of 2020), U.S. Furthermore, U.S.

Valuation 52

Valuation Investing Investments Government 52

Brown Advisory

JUNE 16, 2021

returns over the past 12 months—the second best in the history of the Russell 2000 ® Index—and on the heels of one of the worst quarters since inception in 1984 (-30.6% Exhibit 6: Dispersion in sector returns, Russell 2000 ® Index. small-caps particularly attractive, especially from a risk management perspective.

Valuation 52

Valuation Investing Investments Government 52

International College of Financial Planning

NOVEMBER 10, 2021

There are less than 2000 people in India who have qualified CFP. 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. This is a global certification and comes with lots of perks.

Investment Advisor 52

Investment Advisor Investing Investments Certified Financial Planner 52

BlueMind

DECEMBER 23, 2022

One of the few movies which portray the 2008 financial market crisis in the most accurate way possible, this thrilling movie’s inciting incident begins when a risk-management division head is laid off due to the company’s downsizing. Rather than investing in a single product, your portfolio should be diversified.

Financial Advisor 98

Financial Advisor Commission Clients Management 98

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.

Wealth Management 59

Wealth Management Banking Management Portfolio 59

The Big Picture

AUGUST 29, 2023

So I came down, met with our head of the portfolio review department, which oversees our external managers, met with our head of brokerage, and then met with the head of bind indexing, who was Ken Volpert at the time. And she was like, “You should come down and talk to some people at Vanguard.”

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

OCTOBER 17, 2023

Some people look at a casino as entertainment and hey, we’re gonna spend X dollars, pick a number, 500, 2000, whatever it is. And the third, the one that nobody talks about is risk management. Risk management. We talked about the importance of risk management and volatility.

Investing 130

Investing Investments Clients Numbers 130

The Big Picture

MAY 23, 2023

So, we’ll take elements or particular strategies from each part of our discretionary strategy and match it with con strategy and return it to clients because we understand and we work with them on their portfolio, the exposure, what they need to achieve, their risk management to create something that is a spoke for them.

Clients 162

Clients Management Engineering Investing 162

ClearMoney

DECEMBER 14, 2021

In Dimensional’s case, systematic fixed income is hardly new; we have been managing fixed income portfolios since 1983. In both cases, our goal is to combine the best of indexing, such as broad diversification, low turnover, and transparency, with flexible active implementation to emphasize higher expected returns and manage risk.

Investing 52

Investing Investments Commission Distribution 52

Trade Brains

OCTOBER 18, 2022

HDFC Life Insurance Company is a leading long-term life insurance solutions provider in India, established in 2000. The Company has 38 individual and 13 group products in its portfolio, and 7 optional rider benefits, as of September 2021. It offers a range of individual and group insurance solutions that meet various customer needs.

Insurance 52

Insurance Commission Distribution Numbers 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 Investing Investments Government 130

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. MIELLE: So there you go. RITHOLTZ: Yeah.

Assets 285

Assets Investing Investments Management 285

Brown Advisory

SEPTEMBER 25, 2023

It's the Little Things: Why US Small-Cap Stocks Deserve More Attention bgregorio Mon, 09/25/2023 - 08:42 Small-Cap Growth Strategy --> For most investors, a primary objective is creating an optimal portfolio allocation that maximizes returns for a given level of risk. listed companies across a diverse mix of sectors.

Portfolio 52

Portfolio Clients Management Investments 52

The Better Letter

JANUARY 26, 2024

” Dent called for “ the collapse of our lifetime ” – an 86 percent loss for the S&P 500; 86 percent on the Russell 2000; 92 percent on the Nasdaq – by June 2023. Despite exceptional early returns, the fund is barely above water since its 2000 inception (+0.55 I replied, “Which one?”

Assets 105

Assets Valuation Management Marketing 105

The Big Picture

AUGUST 16, 2022

If you’re all interested in macro investing, trend following, commodities, currencies, fixed income, various types of quantitative strategies, and most important of all, risk management, you’re going to find this conversation to be absolutely fascinating. Who’s added to risk? Who’s got risk?

Management 305

Management Assets Risk Management Marketing 305

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. How do you use all of this data that’s generated by all of your portfolio companies to navigate the world at large? BARATTA: Yeah. In the long run. We can’t do that.

Assets 162

Assets Investing Investments Valuation 162

The Big Picture

MARCH 12, 2024

And that’s, that’s the predecessor to Amherst, which we bought in 2000 and had been running it since then. So over time, the risk composition of the pool would, would change dramatically. So think about 2003 home prices had gone up a lot from 2000. And in the 2000 at the 2005 conference, it’s kind of wild.

Banking 147

Banking Marketing Marketing Investing 147

The Big Picture

JANUARY 14, 2025

You were a portfolio manager, researcher head of trading, and apparently tech geek putting machines together. What were the drivers of the shift from a single manager to multiple managers to multi-strategy, to multi-manager, multi-strategy? 00:11:57 [Speaker Changed] Really, really interesting.

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. When he came to power in year 2000, he wasn’t powerful like he is today. And this had an unbelievably positive affect on the value of my portfolio.

Government 321

Government Banking Numbers Investing 321

Carson Wealth

DECEMBER 30, 2024

Ultimately, we express our views by how we build portfolios, and its within that context that we evaluate what we got right and wrong. All of this ended up being right, and we positioned our portfolios close to maximum equity overweights across the year. However, what matters is not the just call itself but portfolio construction.

Marketing 62

Marketing Marketing Valuation Economy 62