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. I mean, one of our first ETF was our China Consumer ETF that we launched in 2009. You also have an S&P 500 Covered Call.

Clients 162

Clients Investing Investments Management 162

The Big Picture

JANUARY 9, 2024

And it restarted in, I wanna say March of 2009, but like onlya little bit. It was derivatives math, it was like working with the traders on like risk management. You were saying that you had a code of ethics, but then your CEO was sexually harassing people. And it stopped in like September of 2008.

Retail 130

Retail Banking Math Management 130

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. And then, most importantly, I do love his ethical antenna and his kind of truth-telling obsession that he has.

Investing 130

Investing Investments Valuation Portfolio 130

The Big Picture

JULY 4, 2023

And we’ve talked about whether we go deeper on existing strategies, we build new businesses, we find somebody who can help him more as almost a co-CIO with risk management, with the investment process. Back in 2009 or maybe it was ’10, if you remember, hedge funds were largely short Lululemon. So why rock the boat?

Management 147

Management Recruitment Numbers Banking 147