Fortune Financial

AUGUST 7, 2023

Types of Alternative Investments Alternative investments are non-traditional investment options that offer diversification, unique opportunities and potential higher returns beyond conventional asset classes like stocks and bonds. between 2015 and the end of 2021. trillion in 2015 to$13.32

Portfolio 52

Portfolio Investing Investments Risk Tolerance 52

Fortune Financial

AUGUST 7, 2023

Types of Alternative Investments Alternative investments are non-traditional investment options that offer diversification, unique opportunities and potential higher returns beyond conventional asset classes like stocks and bonds. between 2015 and the end of 2021. trillion in 2015 to$13.32

Portfolio 52

Portfolio Investing Investments Risk Tolerance 52

Trade Brains

SEPTEMBER 5, 2024

Bajaj Housing Finance Limited is a non-deposit-taking Housing Finance Company registered with the National Housing Bank since 2015. The company primarily focuses on individual retail housing loans, with a significant portion of its portfolio consisting of low-risk salaried customers. Bajaj outperformed its peers in asset quality.

Retail 52

Retail Assets Portfolio Management 52

Sara Grillo

APRIL 10, 2023

There is no underlying asset that drives the value. It’s not an asset so why would you hold it? But to own crypto… Wright: Is gold an asset? Wright argues that we could diminish any asset that way, even stock certificates. FTX custodied everyone’s assets. “It’s just basically nothing.”

Investing 52

Investing Investments CFP Financial Advisor 52

The Big Picture

AUGUST 15, 2023

So if you start with the S&P 500 or in this case stocks and bonds, you only have two asset classes, right. So the proper benchmark for those pools has to look a little bit like the underlying assets they’re investing in. If you look at the types of assets that Yale invests in, you can create a benchmark for each pool.

Management 130

Management Investing Investments Government 130

The Big Picture

OCTOBER 17, 2023

I want to get into that before we start talking about asset management. And the third, the one that nobody talks about is risk management. Risk management. So those two things, longevity, a little bit of excess return and, and risk management would be the key. What is that?

Investing 130

Investing Investments Clients Management 130

Brown Advisory

DECEMBER 2, 2019

The market as a whole is pushing for more rigorous climate risk disclosure, and issuers are funding a wide variety of high-impact projects aimed at climate mitigation and adaptation. “WE Climate change is a different animal, however—it is just as much about tangible credit risk as it is about positive impact. October 2015.

Marketing 52

Marketing Marketing Transportation Investing 52

Brown Advisory

DECEMBER 2, 2019

The market as a whole is pushing for more rigorous climate risk disclosure, and issuers are funding a wide variety of high-impact projects aimed at climate mitigation and adaptation. “WE WE ARE TAKING THESE RISKS VERY SERIOUSLY”. October 2015. leading up to 2018 when renewable sources accounted for about 17% of all U.S.

Marketing 52

Marketing Marketing Transportation Investing 52

Tucker Advisors

SEPTEMBER 27, 2021

Kimberley-Clark buys annuities to cover pension risks” Business Insurance; Feb. 23, 2015 [link]. Macy’s purchases annuity to transfer $256 million in pension assets” Pensions & Investments; Sept. “GM Unloads $26 Billion in White-Collar Pensions; Could Union Workers Be Next?” Forbes; June 1, 2012 [link]. 4, 2017 [link].

Insurance 52

Insurance Banking Financial Advisor Investments 52

Sara Grillo

DECEMBER 12, 2022

This can get complicated when services are bundled and provided for one inclusive fee, which in certain cases (AUM advisors) is calculated off the amount of assets the advisor is managing. Prior to founding Axis Capital, Chris was a Fixed Income Trader at Guggenheim Partners, focusing on municipal bonds and asset-backed securities.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Indigo Marketing Agency

JANUARY 24, 2024

He founded Carson Group in 1983, which now has over $15 billion in assets under advisement. She’s given over 600 presentations to more than 10,000 financial professionals since 2015. billion in client assets. Throughout her career, she’s raised $8 billion, which has led to $30 billion in follow-on assets under management.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

The Big Picture

MAY 23, 2023

And now we, you know, we’re just shy of $145 billion of assets on the management across the entire credit curve. Not its asset management, its brokerage piece. You sort of have a one foot in the um, financial planning, asset management side and another side in actual fund management.

Clients 162

Clients Management Engineering Investing 162

Indigo Marketing Agency

JANUARY 24, 2024

He founded Carson Group in 1983, which now has over $15 billion in assets under advisement. She’s given over 600 presentations to more than 10,000 financial professionals since 2015. billion in client assets. Throughout her career, she’s raised $8 billion, which has led to $30 billion in follow-on assets under management.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

JANUARY 17, 2022

He founded Carson Group in 1983, which now has over $15 billion assets under advisement. She’s given over 600 presentations to more than 10,000 financial professionals since 2015. Ron Carson Ron Carson…need I say more? Ron is a household name among financial advisors and one of my personal heroes and mentors.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Sara Grillo

AUGUST 14, 2023

He has presented papers at conferences on topics such as investment fraud, risk management, and retirement planning. That lead him to start Quest Asset Management, with the novel idea of putting investor interests first as a fiduciary, which was practically unheard of at the time. He started Firstmetric a few years later.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Sara Grillo

NOVEMBER 14, 2022

Macchia chimes in, saying he finds it ironic that the first module in the CFP program is risk management, which he interprets to be about insurance. That lead him to start Quest Asset Management, with the novel idea of putting investor interests first as a fiduciary, which was practically unheard of at the time.

Insurance 59

Insurance Retirement Financial Advisor License 59

The Big Picture

SEPTEMBER 26, 2023

I wanna say it’s about $179 billion in client assets. You’ve probably heard some aspects of this from the various interviews I’ve done with Howard Marks talking about the distressed asset fund they set up in 2007. I had him on the show in 2015 and the thing that was so astonishing, 17.8% Just an incredible run.

Banking 130

Banking Investing Investments Clients 130

The Better Letter

JANUARY 26, 2024

who became a professor at the University of Michigan before setting up his own asset management firm. High on that success, as of September 2010, Hussman managed $6.7 2015 : “Exit now.” Hussman’s current assets under management have declined by about 95 percent from $6.7 billion. .”

Assets 105

Assets Valuation Management Marketing 105

The Big Picture

APRIL 4, 2023

 The transcript from this week’s, MiB: Ken Kencel, Churchill Asset Management , is below. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Ken Kencel of Churchill Asset Management, CEO, Founder, President. This is really a fascinating story. It’s fantastic.

Banking 147

Banking Management Investing Investments 147

Random Roger's Retirement Planning

OCTOBER 28, 2024

On Monday afternoon I sat in on a webinar put on by RCM Alternatives with Jon Robinson from Blueprint Investment Partners and Jerry Parker who is a pioneer in trend following with managed futures. The two partner on the Blueprint Chesapeake Multi-Asset Trend ETF (TFPN). We looked at a similar chart the other day.

Risk Management 52

Risk Management Management Portfolio Numbers 52