Validea

JANUARY 4, 2023

After a tough decade for simple systematic value strategies from 2011-2021 this model bounced back very well in 2022. Risk-Managed ETF Model Portfolios: Multi-asset ETFs with risk management inputs. The model portfolio was up 17.2% in 2022 vs. a 19.4% loss for the S&P 500 (that’s a 36% performance difference).

Portfolio 52

Portfolio Risk Management Assets Asset Allocation 52

Brown Advisory

JUNE 16, 2021

Exhibit 5: Dispersion in stock returns for the Russell 2000 ® Index, three-year trailing return for top and bottom quartile, by year since 2011, and average and median 1991–2020 Source: Furey Research Partners. small-caps particularly attractive, especially from a risk management perspective. Furthermore, U.S.

Valuation 52

Valuation Investments Investing Government 52

Brown Advisory

JUNE 16, 2021

Exhibit 5: Dispersion in stock returns for the Russell 2000 ® Index, three-year trailing return for top and bottom quartile, by year since 2011, and average and median 1991–2020. small-caps particularly attractive, especially from a risk management perspective. Source: Furey Research Partners. Source: Furey Research Partners.

Valuation 52

Valuation Investments Investing Government 52

The Big Picture

SEPTEMBER 19, 2023

Elizabeth Burton : I think it’s because I went into risk management straight out school on the risk side of fund to funds and, and various other industries. So, so let’s talk a little bit about risk management. We actually have a budget for risk management and technology and tools.

Assets 147

Assets Management Investing Investments 147

The Big Picture

AUGUST 15, 2023

SEIDES: And I’ll tell you a story that’s fun about the communication of it too. So I think that argument is very valid in those couple of years, 2009, 2010 probably, maybe 2011, which was a tough year for hedge funds. ” It wasn’t that they didn’t communicate that. Both people are kicking money in.

Management 130

Management Investing Investments Government 130

The Big Picture

APRIL 4, 2023

And so five years into that growth of our business, we sold the firm to Carlyle in 2011. KENCEL: I launched in ’06 and we sold to Carlyle in 2011. So we did the deal in 2011, and I kind of gave up my baby, if you will. Arcmont, one of the early adopters in Europe, they actually launched their firm back in 2010, 2011.

Banking 147

Banking Management Investing Investments 147

The Big Picture

OCTOBER 3, 2023

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. How fundamental was that to your learning about investing, trading risk management, starting with futures? She left there, she became a crisis communications expert. She also knew Washington in and out.

Taxes 280

Taxes Banking Clients Management 280