The Big Picture

NOVEMBER 20, 2023

19, 2023 Who Cares Wins : The Global Compact Connecting Financial Markets to a Changing World Swiss Federal Department of Foreign Affairs, United Nations, 2004 _ 1: WSJ: “Conventional funds also lost money, but the pain was more acute for climate and other thematic products hit by high-interest rates and other factors.”

Taxes 195

Taxes Portfolio Investments Investing 195

Prosperity Coaching

JUNE 12, 2023

The clients with the assets. I’ve been working with financial advisors since 2004! Where are they hiding? How can you find them? You know who I’m talking about: the affluent. HNW or UHNW. The clients with the money to invest.

Financial Advisor 98

Financial Advisor Clients Assets Investing 98

Validea

NOVEMBER 16, 2024

In Greenblatt’s back-testing from 1988 through 2004, the Magic Formula generated average annual returns of 30.8% Think of it as “buying good companies at bargain prices,” as Greenblatt himself describes it. The Track Record The results speak for themselves. compared to the S&P 500’s 12.4%.

Investing 52

Investing Investments Portfolio Media 52

Random Roger's Retirement Planning

JULY 18, 2022

For purposes of clarity I will use vol to refer to the asset class and volatility to refer to effect and impact. Making changes to client portfolios' overall volatility through the duration of a stock market cycle predates when I started blogging in 2004. I don't think of a volatile stock or stock fund as being vol, the asset class.

Assets 74

Assets Portfolio Clients Financial Planning 74

The Big Picture

APRIL 4, 2024

The Fed was worried that the psyche of investors was to stay away from Riskier assets like home prices or equities. And they kept it there all the way to 2004, and the joke was in 2003 and 2004 was an emergency rate when there was no clear emergency. So they cut rates to zero to force that money.

Portfolio 162

Portfolio Management Assets Banking 162

Meb Faber Research

AUGUST 3, 2022

Episode #433: Dwight Anderson, Ospraie – A Tiger Cub’s Take on The Chaotic Commodity Markets Guest: Dwight Anderson launched Ospraie Management in 1999 in partnership with Tudor Investment Corporation before establishing Ospraie as an independent firm in 2004.

Marketing 64

Marketing Marketing Assets Investing 64

Random Roger's Retirement Planning

SEPTEMBER 30, 2024

Back in 2004, there were very few bloggers, it was a new thing. My blog was the Forbes blog of the year for 2004 in less than three full months of blogging which should tell you how thin it was back then. The performance did well but we failed miserably at raising assets. I mentioned Seeking Alpha above.

Numbers 81

Numbers Taxes Investing Investments 81

Trade Brains

NOVEMBER 18, 2023

Their last offer being from Tata Consultancy Services in 2004. When we look closely at its Balance Sheet we realise that Trade Receivables are its biggest Asset constituting 21.27% of the total Balance Sheet. The Company has Contract Assets worth Rs. 718 Cr which become the 3rd largest group of assets of the Company.

Engineering 115

Engineering Assets Clients Manufacturing 115

The Irrelevant Investor

MARCH 23, 2021

Michael Cembalest and the team from JP Morgan Asset Management are out with an update to one of my favorite research reports ever. They first wrote about the risks and rewards of a concentrated stock position in 2004, updated it in 2014, and are out with version 3.0

Assets 52

Assets Management Investing Investments 52

Trade Brains

APRIL 12, 2023

The asset quality ratios demonstrated an improving trend with GNPA at 3.46% and NNPA at 1.73% respectively. The asset quality of the bank has considerably improved in recent years. Lemon Tree Hotels was founded in 2002 and started in 2004 by Mr Pattu Keswani with 1 hotel having only 49 rooms. 6,000 EPS ₹0.6 Book Value ₹10.7

Banking 97

Banking Retail Communication Assets 97

Walkner Condon Financial Advisors

FEBRUARY 15, 2024

While no significant decreases in charitable giving were found, CCS did find that “in more recent presidential election years, it appears that political giving is making up an increasingly larger percentage of all giving during the months surrounding the election, hovering around 12% in the fall of 2016 compared to around 8% in the fall of 2004.”

Nonprofit 89

Nonprofit Distribution Government Taxes 89

The Irrelevant Investor

JUNE 15, 2019

trillion in assets. They anticipate that by 2023 80% of all assets at Vanguard will be in an automatic investment program. 18,500, $24,500 for people 50 or older) The chart below shows overall asset allocation in these plans. Vanguard is out with a new monster research report called How America Saves. This is a beautiful chart.

Asset Allocation 52

Asset Allocation Retirement Accounting Distribution 52

Trade Brains

FEBRUARY 14, 2023

The asset management company charges a fee in the form of an expense ratio to compensate them. To make this list, we have considered parameters like expense ratio, assets under management (AUM), trailing returns, the fund manager’s credentials, and so on. It has been in existence since August 16, 2004. 1-yr return 2.5

Healthcare 59

Healthcare Retirement Investing Investments 59

Random Roger's Retirement Planning

OCTOBER 25, 2022

GLD started trading on November 18th, 2004. A friend that has been by my side for 17 or 18 years, helping out more often than not. I expect I will miss this friend some but maybe not a lot. No, no one died thankfully. I sold the SPDR Gold Trust (GLD). Either way, I've been holding it for 17 or 18 years.

Management 74

Management Sales Accounting Portfolio 74

The Big Picture

OCTOBER 24, 2022

They advise or directly manage about $250 billion in flying assets. And actually, I was at the PPI, most people may not remember this, but in 2004, the PPI was a month and a half late. RITHOLTZ: So how do you find your way from economist to analyst to asset manager? RITHOLTZ: You said, I know, I want to run assets.

Portfolio 130

Portfolio Management Assets Investing 130

The Big Picture

AUGUST 29, 2022

And so, I was doing that in 2000, 2002, 2003, 2004. And honestly, I — I just really was like a one-man army for a little while, but then the asset started come in. Ninetry-seven, 98 percent of Vanguard’s assets came after Jack Bogle stepped down as CEO. RITHOLTZ: … successful indexing, not attracting assets.

Assets 173

Assets Management Marketing Marketing 173

Trade Brains

MAY 7, 2023

The company however found itself in trouble for asset liabilities mismatch. 50,000 crores in Assets under management in 2017 with deposits crossing Rs. HUDCO was awarded the Mini-Ratna status in 2004. The company successfully increased its gross loan assets to Rs. They crossed Rs. 10,000 crores the same year.

Banking 52

Banking Government Financial Services Assets 52

Trade Brains

JUNE 7, 2024

In 2004, Angel one expanded its offering by opening a commodity broking division. Future Plans Of Angel One Launch of Asset Management Company (AMC) and Wealth Management Business Angel one sees a huge opportunity in the AMC space to complement their broking business. The company is headquartered in Mumbai, India.

Retail 59

Retail Wealth Management Education Investing 59

Random Roger's Retirement Planning

DECEMBER 22, 2023

There's a lot of neat things about 19+ years of blogging, I started in Sept 2004, including circling back around to ideas that we started talking about a longggggg time ago. Where some of the diversifiers I use might go a little ways down the hedge fund path, John's version of the 75/50 portfolio went much further down hedge fund path.

Portfolio 74

Portfolio Asset Allocation Accounting Management 74

Walkner Condon Financial Advisors

FEBRUARY 6, 2024

Large Cap Stocks were the best performing asset class of all nine categories three times and finished second twice. Large Cap was the next asset class under these foreign blue chips. Large caps gained and both international stock asset classes lost ground. In the more recent decade not including 2023 (2003-2012), U.S.

Assets 59

Assets Investing Investments Marketing 59

Trade Brains

JUNE 2, 2023

And private banks provide personal services to manage financial assets with a holistic approach and offer a personalized solution for investments. The Private banking sector assets were $925.05 Gross Non-performing asset (GNPA): It is the total value of all unpaid loans that are classified as non-performing loans.

Banking 52

Banking Financial Services Retail Assets 52

Trade Brains

AUGUST 17, 2022

To have a perspective, consider this: Bhupinder Hooda’s regime licensed 24,825 acres of land during his 10-year tenure as CM from 2004 to 2014. ED attaches assets of Vadra and Hooda. Apart from this, on multiple occasions, ED attached assets of Robert Vadra’s Skylight Hospitality Pvt. What was the modus operandi scam?

License 52

License Government Commission Economics 52

Brown Advisory

APRIL 1, 2015

Although we expressed some worry about the long-term effects of mounting deficits, we concluded that stocks and other assets were not in bubble territory and represented good value despite what we saw as a weak economic recovery. Some might argue that the Fed’s policy could trigger another crisis as asset prices become overly inflated.

Investing 52

Investing Investments Valuation Assets 52

James Hendries

JANUARY 13, 2023

And on the asset allocation side, the team’s preference for value stocks throughout the year turned out to be a win. Moreover, if you look at the rate hiking campaign that began in 2004, the Fed didn’t actually get to its terminal rate until 2006—a full two years after it started. for 2022, with the fourth quarter yet to be reported.

Marketing 52

Marketing Marketing Valuation Banking 52

Trade Brains

SEPTEMBER 10, 2024

The LTHL opened its first hotel with around 49 rooms in 2004. The company is looking to be debt-free and to improve its Free Cash Flow, Maintaining a 70%+ Asset-light portfolio, 20K + hotel rooms network, and Stable in 50% EBITDA over the next 5 years from CY24 to CY28. The Hotels are located in Tier 1, 2, and 3 cities.

License 52

License Portfolio Marketing Marketing 52

Brown Advisory

DECEMBER 5, 2023

An unassuming shorthand (from 20 years ago) A 2004 report published by the United Nations is often given credit for popularizing “ESG” as a shorthand for the myriad issues in environmental, social, and governance categories. Free Cash Flow is a measure of financial performance calculated as operating cash flow minus capital expenditures.

Fiduciary Duty 52

Fiduciary Duty Government Clients Investing 52

Trade Brains

MARCH 29, 2024

In 2004, it was acquired by Bharti Airtel and renamed Bharti Hexacom Ltd. The Company operates a robust network infrastructure which is a mix of owned & leased assets. The Company is in the Northeastern states of Arunachal Pradesh, Mizoram, Manipur, Nagaland, Meghalaya, and Tripura.

Government 59

Government Communication Valuation Consulting 59

Trade Brains

NOVEMBER 1, 2022

The Adani Family acquired the assets of Holcim India, Ambuja Cements, and ACC for $ 6.4 In another move in 2016, Ambuja bought Holcim’s stake in ACC which the Swiss major had started acquiring in 2004. This begets a question, “What did the Adani Family see in Ambuja Cements and ACC?”

Planning 52

Planning Manufacturing Transportation Accounting 52

Brown Advisory

APRIL 22, 2020

MidAmerican owns more wind-powered generation assets than any other U.S. For example, MidAmerican Energy issued its first Green Bond in 2017 to finance two massive wind facilities in Iowa with a total of 2.5GW of generation capacity. regulated utility, but it still operates coal and natural gas facilities.

Portfolio 52

Portfolio Clients Investing Investments 52

Brown Advisory

APRIL 22, 2020

MidAmerican owns more wind-powered generation assets than any other U.S. For example, MidAmerican Energy issued its first Green Bond in 2017 to finance two massive wind facilities in Iowa with a total of 2.5GW of generation capacity. regulated utility, but it still operates coal and natural gas facilities.

Portfolio 52

Portfolio Clients Investing Investments 52

The Big Picture

OCTOBER 17, 2023

I want to get into that before we start talking about asset management. And I mean, but it is endemic in the industry because the industry is incentivized to grow assets and hence admitting errors is not something that you want to do on tv. We do have multi-asset strategy called balanced, which we launched in 2014 15.

Investing 130

Investing Investments Clients Management 130

Trade Brains

MAY 6, 2023

It began its operation in 2004. This resulted in the banks’ assets & advances growing by a CAGR of 34.1%. Worst Performing Stocks in India – Yes Bank The story of Yes Bank is the perfect example of a success story gone wrong in the banking industry. Yes Bank was founded in 2003 by Rana Kapoor and Ashok Kapur.

Banking 52

Banking License Government Investing 52

The Big Picture

MAY 30, 2023

I wanted to be able to reach into my own pocketbook and to write my own check, which meant I needed assets. BRYANT: Pioneer, and he was an asset owner. They’re not connecting this to the emotions of somebody’s most prized asset, which is where they live. BRYANT: Because small business starts stalled in 2004.

Banking 147

Banking Economics Business Planning Economy 147

Trade Brains

MARCH 31, 2023

crores for the sword of Tipu Sultan at an auction in London in the year 2004. The bank’s willingness to provide loans based on Current assets as capital created suspicion of the bank officials if they were involved in the Vijay Mallya scam. This included a bid that he won at 1.7 million at an auction in New York.

Banking 52

Banking Transportation Taxes Ethics 52

The Big Picture

JUNE 6, 2023

So, you start the blog in 2004, more or less. I’ll tell you something funny and people you know, we never quite had that accusation, but for the better part of 15 years before I started accepting capital, it was, “Hey, everybody’s telling you how to manage your assets the wrong way. SETHI: Yes. You could do it.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

Mr. Money Mustache

JANUARY 29, 2021

As example of rapid increase, from 2004-2006 it went up from from 1.25 As the program currently stands, you will get $200 for each new customer, and your friend will get up to $1000 (1% of the value of the assets they use to fund it) – payable in the form of IBKR shares, which is kind of a novel way to pay a bonus.

Accounting 53

Accounting Taxes Investing Investments 53

The Big Picture

SEPTEMBER 23, 2024

They do everything from hard assets like real estate, infrastructure, aircraft, power plants, to private debt, event driven opportunities. So there was some assets that were salvageable. The buy side is Sarah Bris or more have their own pile of assets from their limited partners. And then you say, what is the business worth?

Banking 147

Banking Investing Investments Assets 147