Trade Brains

FEBRUARY 26, 2023

Incorporated in 2016, Campus Activewear is a leading sport and athleisure footwear company in India. CHFL indirectly provides insurance, lending, risk management, and other financial services through its stakes in: Cholamandalam Investment and Finance Company Ltd. Cholamandalam MS Risk Services Ltd. .) ₹11,500 EPS ₹3.6

Retail 98

Retail Manufacturing Insurance Sales 98

Trade Brains

OCTOBER 4, 2022

Is it some fascination with ‘2016’s aaj raat se….’ Established in 1994, HDFC Bank is India’s largest private sector bank in terms of asset size. It has a stellar asset quality with gross NPAs at only 1.17% of gross advances and net NPAs at only 0.32% of the net advances. Bajaj Finserv Financial Services 1,806 287,500.

Banking 52

Banking Manufacturing Pharmaceutical Financial Services 52

The Big Picture

FEBRUARY 28, 2023

They run over $135 billion in assets. And I went to pitch this asset management guy on why he should come be a part of that process. But you’re on your own a little bit as it relates to your ability to plug into the broader financial community, right? I think we are very much an owner of assets. RITHOLTZ: Right.

Investments 148

Investments Investing Clients Assets 148

Trade Brains

FEBRUARY 20, 2024

In this article, we will conduct a fundamental analysis of Mufin Green Finance and learn more about the company and its financials. Mufin Green Finance Ltd Company Overview Established in 2016, Mufin Green Finance emerged as a prominent NBFC specializing in electric vehicle (EV) loans aimed at generating income.

Valuation 59

Valuation Banking Investing Investments 59

Brown Advisory

AUGUST 8, 2018

While we don’t believe this is a primary driver in every situation, the fact remains that we are at a favorable point in the cycle for spinoff activity—valuations are higher, and companies can monetize their assets on good terms (this is especially true for cyclical businesses). For example, Danaher spun out Fortive in 2016.

Assets 52

Assets Clients Valuation Education 52

Brown Advisory

JULY 1, 2016

Investment Perspectives | Real Returns achen Fri, 07/01/2016 - 06:00 One of the most penetrating and recurring questions we receive from clients is, “what is a reasonable long-term expectation for U.S. If the assumptions are too optimistic, the result can be financial pain. stock market returns?” Let’s look at some of the variables.

Investments 52

Investments Investing Portfolio Assets 52

Brown Advisory

JULY 1, 2016

Fri, 07/01/2016 - 06:00. Changes in their assumed rate of return can impact decisions ranging from asset allocation to the spending level that a portfolio can rationally support. If the assumptions are too optimistic, the result can be financial pain. Investment Perspectives | Real Returns. stock market returns?”

Investments 52

Investments Investing Portfolio Assets 52

Brown Advisory

AUGUST 24, 2017

Contrary to the highly publicized booms and busts of some real estate segments, most private real estate investments offer many risk-mitigating benefits to investors, such as low correlation with core asset classes, long-term protection against inflation, income generation and—yes—low volatility over time. Source: Thomson Reuters.

Portfolio 52

Portfolio Assets Clients Investments 52

Trade Brains

OCTOBER 12, 2022

Below are all the companies owned by HDFC along with its % holding: HDFC Bank (20.97%): India’s largest private sector bank in terms of asset size HDFC Life (47.79%): Second-largest private life insurer in India in terms of new business premiums. HDFC Sales (100%): Its financial services distribution subsidiary.

Pharmaceutical 52

Pharmaceutical Manufacturing Distribution Financial Services 52

Brown Advisory

JUNE 21, 2017

equity funds in 2016 alone. Generally, index fund fees are low because management costs are minimal (investment judgment is not required to track an index) and administrative expenses are typically spread over a large asset base. are there better or worse moments in time to enact an indexing strategy) and choice of asset class (i.e.,

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

equity funds in 2016 alone. Generally, index fund fees are low because management costs are minimal (investment judgment is not required to track an index) and administrative expenses are typically spread over a large asset base. are there better or worse moments in time to enact an indexing strategy) and choice of asset class (i.e.,

Investing 52

Investing Investments Portfolio Management 52

Carson Wealth

JUNE 12, 2023

It was developed a decade ago and is a key input into our asset allocation decisions. In fact, our LEI held close to the lows seen over the last decade, especially in 2011 and 2016, after which the economy and the stock market recovered. We believe our proprietary leading economic index better captures the dynamics of the U.S.

Marketing 52

Marketing Marketing Economy Manufacturing 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 Investments Investing Government 130

Brown Advisory

MARCH 24, 2021

The same process is used with bonds, real estate and other cash-generating assets. Assets that produce no cash (e.g. In addition to having a long history as a financial asset, gold has economic applications in electronics, medicine and jewellery. Survey period 2016. If history is a guide, it’s anyone’s guess.

Assets 52

Assets Economics Investments Investing 52

Brown Advisory

MARCH 24, 2021

The same process is used with bonds, real estate and other cash-generating assets. Assets that produce no cash (e.g. In addition to having a long history as a financial asset, gold has economic applications in electronics, medicine and jewellery. Survey period 2016. If history is a guide, it’s anyone’s guess.

Assets 52

Assets Economics Investments Investing 52

Brown Advisory

SEPTEMBER 11, 2016

Investors Facing Rising Risks Need Solid Defense, Savvy Offense achen Mon, 09/12/2016 - 02:00 As rising economic and political risk fuels market volatility worldwide, investors need to maintain adequate liquidity, stability and diversification to shield against any protracted economic downturn. return for the Standard & Poor’s 500 Index.

Economics 52

Economics Economy Communication Banking 52

Brown Advisory

SEPTEMBER 11, 2016

Mon, 09/12/2016 - 02:00. From June 2014 until February 2016, the oil price plunged 75%.). So when the high-yield market declined in September 2015 and February 2016, we stepped up allocations to such credit. S&P 500 is a registered trademark of Standard & Poor’s Financial Services LLC (“S&P”), a subsidiary of S&P Global Inc.

Economics 52

Economics Economy Communication Banking 52

Brown Advisory

NOVEMBER 12, 2019

On the other hand, based on the normal relationship of earnings multiples to interest rates, stocks are meaningfully undervalued relative to bonds and appear to be one of the few asset classes offering the prospect of inflation-beating returns. Using the financial crisis as a case in point, the U.S. Aging population. Source: Bloomberg.

Investing 52

Investing Investments Assets Economics 52

Brown Advisory

NOVEMBER 12, 2019

On the other hand, based on the normal relationship of earnings multiples to interest rates, stocks are meaningfully undervalued relative to bonds and appear to be one of the few asset classes offering the prospect of inflation-beating returns. Using the financial crisis as a case in point, the U.S. THE “JAPANIFICATION” QUESTION.

Investing 52

Investing Investments Assets Economics 52

Brown Advisory

MARCH 30, 2020

For the past year, we have been preparing client portfolios for the end of the extended bull market run that began in 2009—building cash and liquidity reserves, and also exploring opportunities in private and alternative asset classes that historically have offered lower correlation with public markets. Despite the U.S.

Management 52

Management Marketing Marketing Clients 52

Brown Advisory

MARCH 30, 2020

For the past year, we have been preparing client portfolios for the end of the extended bull market run that began in 2009—building cash and liquidity reserves, and also exploring opportunities in private and alternative asset classes that historically have offered lower correlation with public markets. Despite the U.S. Harsh Reaction.

Management 52

Management Marketing Marketing Clients 52

Brown Advisory

AUGUST 14, 2023

At the margin, the factors can be a tailwind as experienced in 2017 and 2018 or a headwind as seen in 2016 and 2022, but when we look at attribution over the past three years in the chart below it shows over 100% of the strategy’s alpha came from individual investment selection or stock-picking as the factors combined were a net negative drag.

Investing 52

Investing Investments Portfolio Accounting 52

Brown Advisory

JANUARY 17, 2024

ROIC calculations presented use LFY (last fiscal year) and exclude financial services. For the purpose of complying with the GIPS standards, the firm is defined as Brown Advisory Institutional, the Institutional and Balanced Institutional asset management divisions of Brown Advisory. Dollars.

Investing 52

Investing Investments Portfolio Compliance 52

Brown Advisory

JULY 23, 2019

Sloan stepped up to become CEO at Wells Fargo after the problems surfaced in 2016 but failed to satisfy politicians and regulators with Wells Fargo’s pace of progress on regulatory issues. Buffett has been outspoken about financial institutions that have to be bailed out by the government. equity universe.

Insurance 52

Insurance Investing Investments Management 52

Brown Advisory

JULY 23, 2019

Sloan stepped up to become CEO at Wells Fargo after the problems surfaced in 2016 but failed to satisfy politicians and regulators with Wells Fargo’s pace of progress on regulatory issues. Buffett has been outspoken about financial institutions that have to be bailed out by the government. equity universe.

Insurance 52

Insurance Investing Investments Management 52

The Big Picture

OCTOBER 24, 2022

They advise or directly manage about $250 billion in flying assets. 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. RITHOLTZ: What was that experience like beginning in asset management in the aisle of hurricane? NORTON: Yeah.

Portfolio 130

Portfolio Management Assets Investing 130

Brown Advisory

JUNE 19, 2018

According to Morningstar, 43% of active managers outpaced their passive counterparts in 2017, a notable improvement from 2016 when only 26% outperformed. It should not be assumed that investments in such securities or asset classes have been or will be profitable. Other common U.S. Morningstar, Inc.,

Management 52

Management Retail Clients Investments 52

Brown Advisory

JUNE 19, 2018

According to Morningstar, 43% of active managers outpaced their passive counterparts in 2017, a notable improvement from 2016 when only 26% outperformed. It should not be assumed that investments in such securities or asset classes have been or will be profitable. Other common U.S. Morningstar, Inc.,

Management 52

Management Retail Clients Investments 52

The Big Picture

MAY 30, 2023

Goldman Sachs, there was a guy named Goldman and a guy named Sachs selling financial services door to door. These things you need to access banking, financial services, market economy, investors. I wanted to be able to reach into my own pocketbook and to write my own check, which meant I needed assets.

Banking 148

Banking Economics Business Planning Economy 148

Diamond Consultants

JULY 7, 2022

These are the purists: Those who believe that true independence means having your own RIA and working directly with a third-party asset custodian to set it up. Chip and his team went independent with Raymond James Financial Services in 2016.

Compliance 52

Compliance Wealth Management Management Clients 52

Trade Brains

JULY 23, 2022

The ICICI Direct which is a part of ICICI Securities ranks number one in the full-service stockbrokers’ list. It is armed by the leading private financial services provider ICICI Group which is in existence since 1994. Motilal Oswal Securities Limited is a subsidiary firm of Motilal Oswal Financial Service Limited.

Accounting 52

Accounting Financial Services Insurance Planning 52

Trade Brains

MAY 25, 2023

He was named one of the “Top 10 Businessmen to Watch Out for in 2016 in India” by The Economic Times for pioneering and scaling discount broking in India. — Coin Zerodha Coin is a platform that lets you buy mutual funds online directly from asset management companies. Zerodha is a zero-debt financial services company.

Investing 98

Investing Investments Accounting Education 98

The Big Picture

JUNE 13, 2023

Mathieu Chabran is the co-founder of TIKEHAU Capital, a Paris-based alternative asset manager. They run over $40 billion worth of assets. I don’t know how relevant that is to asset management, but let’s talk a little bit about you were doing before you were being lauded by the French president. Well guess what?

Banking 148

Banking Assets Investing Investments 148

The Big Picture

SEPTEMBER 5, 2023

RITHOLTZ: (LAUGHTER) MILLER: But in reality, the buyers that zoomed out to the suburbs were largely from the rental market because they weren’t anchored to another asset. Housing itself, it’s just a slow moving asset. There’s been a lot of emphasis on sort of competing with New York, bringing financial services there.

Sales 130

Sales Numbers Marketing Marketing 130

The Better Letter

JANUARY 26, 2024

In December of 2016, Dent went on CNBC to insist the Dow would “end up between 3,000 and 5,000 a couple years from now.” As Morgan Housel has cautioned : “The business model of the majority of financial services companies relies on exploiting the fears, emotions, and lack of intelligence of customers.

Assets 104

Assets Valuation Management Marketing 104

Brown Advisory

FEBRUARY 3, 2017

Outlook for 2017 | Balance in an Uncertain Time achen Fri, 02/03/2017 - 14:19 With that said, we present this discussion of our asset allocation approach and our current portfolio stance as we begin the year. Provide our asset allocation perspective as it stands at the beginning of 2017—also based on a longer-term view.

Asset Allocation 52

Asset Allocation Assets Clients Portfolio 52

Brown Advisory

FEBRUARY 3, 2017

With that said, we present this discussion of our asset allocation approach and our current portfolio stance as we begin the year. In writing this report, we set out to accomplish two goals: Provide a window into our asset allocation philosophy and process, which emphasize a long-term view. Fri, 02/03/2017 - 14:19.

Asset Allocation 52

Asset Allocation Assets Clients Portfolio 52