The Big Picture

DECEMBER 16, 2022

Consider : In the 2010s, the Fed remained on emergency footing from 2008, when they took rates to 0 (zero) until December 2015 (this created lots of distortions). The Wealth Effect : Jay Powell seems to be targeting assets prices, despite equities not being part of the dual mandate. The result is Fed is always late to the party.

Economics 312

Economics Banking Marketing Marketing 312

The Big Picture

MARCH 9, 2023

MiB: Women in Finance Dominique Mielle, Canyon Capital ( coming March 24, 2023) Maria Vassalou, Goldman Sachs Asset Management March 4, 2023 Jennifer Grancio, Engine No. I have gotten requests to add Hedge Fund Managers, Nobel Laureates, Billionaires, and others, all of which I hope to get around to one day.

Wealth Management 162

Wealth Management Management Engineering Banking 162

Brown Advisory

JULY 30, 2015

Strategic Advisory Letter | Mid-Year Planning Tools for 2015. Thu, 07/30/2015 - 16:44. It takes time to integrate decisions regarding your investments, tax situation, estate matters, business planning and charitable objectives into a thoughtful and coordinated plan.

Planning 52

Planning Strategic Planning Tax Planning Risk Tolerance 52

The Big Picture

AUGUST 1, 2023

Investors hold asset classes, to benefit from long-term value creation and compounding. January 24, 2015) The post Round Trip appeared first on The Big Picture. There are no holy grails and no indicators that are perfectly reliable. Damage occurs when narratives of traders are used to justify the actions of investors, and vice versa.

Economics 246

Economics Valuation Marketing Marketing 246

Darrow Wealth Management

MARCH 3, 2025

Because of these differences, stocks and bonds accomplish different things in an asset allocation. But it helps illustrate the importance of diversifying within an asset class like fixed income. Morgan Asset Management. But correlations shift over time and within the asset class itself. Morgan Asset Management.

Risk Tolerance 60

Risk Tolerance Asset Allocation Assets Portfolio 60

Good Financial Cents

AUGUST 14, 2023

The creator(s) of this first-of-its-kind asset developed the cryptocurrency in response to the Great Recession of 2007-2009 , spurred by a distrust of the traditional banking system and concerns about its stability. Read on for insights on Bitcoin milestones, historical returns, and how its returns compare to those of other assets.

Assets 119

Assets Investing Investments Numbers 119

Random Roger's Retirement Planning

FEBRUARY 12, 2025

The starting point for the Man article is that defined contribution investors need exposure to risk assets for more years and portable alpha to add alternatives, they say, is a better way to do it. There are funds that provide the plain vanilla exposures, with leverage, from WisdomTree, ReturnStacked and PIMCO, there might be others too.

Portfolio 52

Portfolio Retail Assets Clients 52

The Irrelevant Investor

APRIL 13, 2016

Perhaps it is no surprise that this has left investors' paralyzed, with them opting to invest their 401(k)s in target-date funds, which experienced a record $69 billion in positive net asset flows in 2015. The post The Perfect Asset Allocation appeared first on The Irrelevant Investor.

Asset Allocation 52

Asset Allocation Assets Portfolio Marketing 52

Random Roger's Retirement Planning

FEBRUARY 29, 2024

The main takeaways are that one, 60/40 is not dead and that two, different assets have different durations. He works through a little theory coming with equities being an 18 year asset and bonds being a 5 year asset. Cullen Roche looked at the 60/40 portfolio concept through an interesting lens. Additionally on this point.

Retirement 98

Retirement Assets Portfolio Financial Planning 98

Brown Advisory

NOVEMBER 8, 2018

Private Credit: A Surprisingly All-Weather Asset Class. Private credit has experienced a post-recession boom, but with rates rising steadily and default risk possibly increasing as well, some view the asset class with caution. Does the asset class still make sense in this environment? 1999–2015 Vintage Years .

Assets 52

Assets Portfolio Investments Investing 52

Validea

MARCH 13, 2025

Strong Liquidity (Current Ratio 2) A companys current assets must be at least twice its current liabilities, ensuring financial stability. Low Debt Levels (Long-Term Debt Net Current Assets) Limiting debt helps safeguard a companys financial health, especially during economic downturns.

Valuation 52

Valuation Investing Investments Portfolio 52

Trade Brains

SEPTEMBER 22, 2023

Fundamental Analysis of Ujjivan Small Finance Bank : The concept of Small Finance Banks (SFB) was introduced in India in 2015. Fundamental Analysis of Ujjivan Small Finance Bank We will begin with understanding the services offered by the Bank, its Net Interest growth, and its Deposits & assets growth. Serving 60.79 Lakh customers.

Banking 126

Banking Assets Accounting License 126

MarketWatch

MARCH 30, 2023

sanctions by providing a trade finance platform to an unnamed foreign bank, which used the platform to process $532 million in prohibited transactions between 2010 and 2015, according to a statement. trillion asset cap that was placed on it in 2018 by the Fed. The bank violated U.S.

Compliance 75

Compliance Banking Assets Marketing 75

Validea

OCTOBER 19, 2022

But investors may still want to consider layering in various other asset classes to help protect from this unexpected risk in the future. This may cause some supporters of gold to look elsewhere among asset classes for replacements to accomplish the goal of inflation protection and diversification relative to stocks and bonds.

Investing 128

Investing Investments Valuation Portfolio 128

Truemind Capital

APRIL 19, 2024

Therefore, we maintain our underweight position to equity (check the Model Portfolio Current asset allocation below). We prefer investing the debt portion of our asset allocation in short-term papers which offer decent yields compared to long-term debt securities along with low interest rate risk.

Financial Market 98

Financial Market Asset Allocation Marketing Marketing 98

Good Financial Cents

DECEMBER 12, 2022

The company is headquartered in Chicago, Illinois, and was founded in 2015. M1 Finance was founded in 2015 and is headquartered in Chicago, Illinois. Currently, their AUM (assets under management) is over $6 billion with over 500,000 users (according to Wikipedia ). trillion in customer assets. When did M1 Finance Start?

Investing 83

Investing Investments Portfolio Analysis Insurance 83

Investment Writing

APRIL 3, 2023

How should you spell the word that may appear in descriptions of an asset management firm’s minimum requirements for clients— “investable” or “investible” ? A reader suggested to me that the two words have different meanings: Investible refers to an asset in which an investment can be made.

Investing 98

Investing Investments Assets Clients 98

Validea

AUGUST 29, 2024

in 2015 to $5.41 in 2015 to $5.97 in 2015 to $13.69 average over the past decade Strong return on assets (ROA) of 6.4% well below the 40 threshold for fast-growing companies As a financial company, it passes Lynch’s criteria for return on assets (9.33%) and equity-to-assets ratio (22%) 4.

Valuation 52

Valuation Assets Banking Retail 52

Trade Brains

SEPTEMBER 22, 2024

They have been registered with the NHB from 2015. Their Assets Under Management (AUM) as of June 30th, 2024 stood at Rs. Housing finance is considered one of the safest asset classes, with a low GNPA (%) of 1.6% This shows how wide the gap between the companies is in Asset Quality. 150 with a 52W high of Rs.

Assets 96

Assets Portfolio Retail Planning 96

Trade Brains

JUNE 14, 2024

In 2015, UBS published a report stating Yes bank has lent around 125% of its net worth to stressed companies. The bank excelled in deposits and retail asset products, while also offering personalized banking solutions. In FY 2022-23, YES BANK’s retail advances climbed to 45%, up from 24% in FY 2019-20.

Banking 105

Banking Retail Accounting Assets 105

Random Roger's Retirement Planning

JUNE 6, 2024

Blogger Nomadic Samuel posted an interview with Jay Kaeppel who has an interesting spin on asset allocation with what he describes as 30/30/30/10. In the backtest it was down 3.65% in 2015, that worst year was 2018 and in 2022 it was only down 2.72%. I am surprised how closely it tracks to VBAIX.

Asset Allocation 92

Asset Allocation Retail Clients Taxes 92

Investment Writing

JUNE 17, 2024

The study says: Only about 20% of the consumers we identified as affluent ($100K+ HHI and/or $100K+ in investible assets) considered themselves, or their income brackets, to be affluent. According to one definition, “affluent” ranges from $100,000 to $1 million in investable assets. That’s an interesting point. Thank you, respondents!

Financial Market 52

Financial Market Marketing Marketing Assets 52

Trade Brains

NOVEMBER 8, 2022

The total credit offered by NBFCs to MSMEs has been estimated to increase from 14% to 20% from the fiscal year 2015 to the fiscal year 2021. The company has 100% in-house sourcing, robust risk management, and a comprehensive credit assessment and collections framework, leading to good asset quality. Strengths of the Company.

Management 98

Management Risk Management Sales Portfolio 98

Random Roger's Retirement Planning

OCTOBER 10, 2023

I think there might be things to take away from how Yale allocates its assets when you can find those articles but I don't think it is realistic to think Yale can be mimicked. I instead used the AQR Multi-Asset Fund (AQRIX) which we looked at the other day and which Rod Gordillo noted would be a better proxy for risk parity.

Portfolio 98

Portfolio Assets Management Marketing 98

Brown Advisory

NOVEMBER 29, 2016

Charitable giving to foundations in 2015 shrank 3.8% stocks since early 2015 has also constricted funding. Indeed, compared with 1995, investors in 2015 needed to take on nearly three times more potential volatility in order to achieve a 7.5% Reassess asset allocation. from the previous year to $42.3

Nonprofit 52

Nonprofit Asset Allocation Portfolio Budgeting 52

Brown Advisory

AUGUST 20, 2018

These four companies are traditionally viewed as “asset-light” business models, but more recently their capital expenditures have skyrocketed. For now, we see the growth in cap ex at these firms in a positive light, because the assets they are building are, in our view, essential components of their long-term competitive moats.

Assets 52

Assets Clients Investing Investments 52

Brown Advisory

AUGUST 20, 2018

These four companies are traditionally viewed as “asset-light” business models, but more recently their capital expenditures have skyrocketed. For now, we see the growth in cap ex at these firms in a positive light, because the assets they are building are, in our view, essential components of their long-term competitive moats.

Assets 52

Assets Clients Investing Investments 52

Validea

SEPTEMBER 30, 2022

While many investors predicted 2022 would be a good year for gold, the asset is on track to decline for its sixth straight month, dropping 14% in that span of time, reports an article in The Wall Street Journal.

Assets 59

Assets Marketing Marketing Investing 59

The Irrelevant Investor

AUGUST 7, 2020

Gold is a fickle asset. They wrote: The supply and demand for gold affects its price and its price affects supply and demand Gold just surpassed its 2011 nominal high, but assets in the two biggest ETFs are 36% higher than they were at the previous peak. In the past few weeks and months, investors have come roaring back.

Assets 52

Assets Banking Marketing Marketing 52

The Irrelevant Investor

JUNE 22, 2022

There's a reason why index funds have more than $10 trillion in assets. Said differently, if you bought Netflix at any time since 2015, you would have been better off owning the Nasdaq 100. If we want to use this instead, then Facebook has underperformed the S&P 500 going back to Jan 1, 2015.

Assets 52

Assets Marketing Marketing Investing 52

MarketWatch

FEBRUARY 14, 2023

The fund, which was launched in 2015, had $97.6 million in total assets, and had declined 2.8% billion in total net assets while the LifeStrategy fund has $18.87 billion in net assets. over the past three months while the S&P 500 SPX has gained 4.5%. The managed allocation fund has $1.22

Asset Allocation 40

Asset Allocation Assets Management Portfolio 40

Brown Advisory

DECEMBER 2, 2015

Wed, 12/02/2015 - 13:46. Investors should expect the market swings of 2015 to carry over into the new year, driven largely by concerns over weak global growth. We believe this group of alternative assets to be less vulnerable than stocks to the risk of flagging economic growth, and less vulnerable than bonds to rising interest rates.

Economy 52

Economy Taxes Clients Assets 52

The Irrelevant Investor

OCTOBER 16, 2015

The index was launched in May 2015, but has data going back to July 2013. I'm excited to see who rolls out the ETF and how many assets it will attract. You might be thinking this sounds pretty silly, but get this. The index excludes ETFs, penny stocks and any stock that has a market cap of $1 billion or less.

Taxes 52

Taxes Assets Marketing Marketing 52

Carson Wealth

AUGUST 12, 2024

We will keep things very simple here, but the Bank of Japan (BOJ) surprised markets with a rate hike which lead to a big move in the yen, which in turn unwound the yen “carry trade,” causing many risk assets to sell off heavily. In 2011 there was the US debt downgrade, and in 2015 China’s surprise devaluation of its currency.

Marketing 95

Marketing Marketing Numbers Economy 95

Trade Brains

AUGUST 28, 2023

Ujjivan Small Finance Bank (Ujjivan SFB) was established in 2015 when the Reserve Bank of India gave in-principle approval to Ujjivan Financial Services Ltd. During this period, its asset quality improved significantly with GNPA coming down to 2.6% .) ₹9,855.42 EPS (TTM) ₹6.3 Stock P/E (TTM) ₹7.9 Promoter Holding 73.7% respectively.

Banking 111

Banking Financial Services Government Manufacturing 111

Trade Brains

FEBRUARY 22, 2024

The higher the asset quality of banks, the better the state of the economy. Battled Crisis The company, which was once an outperformer and the 5th largest private bank in the country, ran into problems due to stressed assets such as ADAG, Essel Group, and DHFL. in November 2015. While at ICICI Group, the current CEO, V.

Banking 104

Banking Planning Accounting Retail 104

Sara Grillo

OCTOBER 31, 2022

If they tell you they charge a percentage of assets under management, and you see that they also charge commissions, that should indicate that they either weren’t be that honest intentionally or weren’t careful about how they explained their fees to you, both of which are of concern. He started Firstmetric a few years later.

Financial Advisor 110

Financial Advisor Commission Clients Compliance 110