The Big Picture

MARCH 9, 2023

She is also the author of “ Damsel in Distressed ,” which (surprisingly) turns out to be the very first memoir written by a woman working at a hedge fund (it’s a fun romp through 1998-2018 era). In our discussion, we covered the lack of female representation at hedge funds.

Wealth Management 162

Wealth Management Management Engineering Investments 162

The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. I guess I got lucky in January or February of 2018. It depends on your asset allocation. She can go anywhere, do anything.

Assets 147

Assets Management Investing Investments 147

The Big Picture

MARCH 18, 2024

The 2017 Barron’s cover (above) showing Apple’s extravagant new headquarters and suggesting that the company’s market value would reach $1 trillion in 2018 generated some chatter from the usual suspects. The key takeaway: The value of the signal here is just about zero.

Marketing 336

Marketing Marketing Media Investing 336

Nerd's Eye View

DECEMBER 15, 2023

Also in industry news this week: Most businesses that operate in the U.S.,

Financial Planner 246

Financial Planner Retirement Taxes Insurance 246

The Big Picture

MARCH 3, 2023

2000-13 : Secular bear market did not make new highs until March 2013 2018 : ~20% pullback as the economy slowed, FOMC hiked. By then, we began to have meaningful assets in our savings/retirement accounts and the bear markets had a bigger economic impact on those finances.

Marketing 336

Marketing Marketing Economics Portfolio 336

The Big Picture

OCTOBER 29, 2022

After his mother died in September 2018, he hosted a private dinner for families staying in Boston Children’s Hospital’s patient housing and sat down with each and every person there. ( Professor Jeremy Siegel of Wharton, and Jeremy Schwartz, Chief Investment Officer at the $75 billion Wisdom Tree Asset Management. The Athletic ).

Medical 290

Medical Investing Investments Assets 290

Nerd's Eye View

NOVEMBER 20, 2024

the types of investment products or strategies that a custodial broker-dealer can handle in an accurate and timely fashion), and commission rates (which can include asset-based pricing, platform fees, account activity fees, and more), among others.

Fiduciary Duty 244

Fiduciary Duty Clients Commission Accounting 244

Calculated Risk

FEBRUARY 28, 2023

Asset Quality Metrics Remained Favorable Despite Modest Deterioration: Loans that were 90 days or more past due or on nonaccrual status (i.e., Total assets of problem banks declined $116.3 This graph from the FDIC shows the number of problem banks and assets at problem institutions. noncurrent loans) increased to 0.73

Banking 144

Banking Insurance Numbers Assets 144

Good Financial Cents

NOVEMBER 9, 2022

Having enough income-producing assets working in your favor can make it possible to “live rich” – or at least get by – without ever having to clock in for an employer again. These people have income-producing assets spinning off profits or dividends, and they use those funds to pay for their bills and lifestyle.

Assets 93

Assets Accounting Investments Investing 93

The Big Picture

SEPTEMBER 23, 2023

This week, we speak with Armen Panossian , managing director and head of performing credit at Oaktree Capital Management , which has $179 billion in assets under management. He oversees the firm’s liquid and private credit strategies, and also serves as a portfolio manager within Oaktree’s global private debt and global credit strategies.

Management 182

Management Medical Portfolio Management Economics 182

Calculated Risk

MAY 29, 2024

Asset Quality Metrics Remained Generally Favorable With the Exception of Material Deterioration in Credit Card and Commercial Real Estate (CRE) Portfolios: Loans that were 90 days or more past due or in nonaccrual status increased to 0.91 Total assets held by problem banks rose $15.8 billion to $82.1 Problem banks represent 1.4

Numbers 124

Numbers Banking Insurance Assets 124

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

Brown Advisory

NOVEMBER 28, 2018

2018 Year-End Planning Letter. Wed, 11/28/2018 - 08:38. Now those limits are $10 million and $20 million respectively; after factoring in inflation, the 2018 limit is $11.18 million of assets without incurring transfer tax. million per individual, and a married couple can pass on up to $22.36 Agreements signed by Dec.

Planning 52

Planning Taxes Clients Estate Planning 52

Calculated Risk

SEPTEMBER 9, 2022

Total assets of problem banks declined $2.7 This graph from the FDIC shows the number of problem banks and assets at problem institutions. Note: The number of assets for problem banks increased significantly back in 2018 when Deutsche Bank Trust Company Americas was added to the list. billion to $170.4

Banking 139

Banking Insurance Numbers Assets 139

The Big Picture

APRIL 21, 2024

NBC News ) Be sure to check out our Masters in Business next week with Ashish Shah , Co-Head and CIO of Public Investing at Goldman Sachs Asset Management : He joined GS as a partner in 2018, and previously served as global co-head and CIO of Fixed Income + Liquidity Solutions. trillion in client assets. His group manages $2.3

Accounting 162

Accounting Education Assets Management 162

Brown Advisory

NOVEMBER 26, 2018

2018 Impact Report: Sustainable Core Fixed Income Strategy ajackson Mon, 11/26/2018 - 08:01 A Letter of Introduction From The Portfolio Managers Brown Advisory is deeply committed to sustainable investing. 30, 2018, our firm managed approximately $4.1 As of Sept.

Portfolio Management 52

Portfolio Management Portfolio Clients Management 52

Brown Advisory

NOVEMBER 26, 2018

2018 Impact Report: Sustainable Core Fixed Income Strategy. Mon, 11/26/2018 - 08:01. 30, 2018, our firm managed approximately $4.1 billion* in client assets under various sustainable investment mandates for individuals, families and institutions. A Letter of Introduction From The Portfolio Managers. . As of Sept.

Portfolio Management 52

Portfolio Management Portfolio Clients Management 52

Wealth Management

JULY 12, 2023

Executives say the funding will fuel the next stage of growth for PCIA, which has already expanded assets by some 700% since early 2018.

Investment Advisor 98

Investment Advisor Investing Investments Assets 98

The Big Picture

OCTOBER 14, 2023

which has $34 billion in assets under management.  This week, we speak with Graeme Forster, a director at Orbis Investments Ltd., Graeme joined Orbis in 2007 and is responsible for international equity and optimal strategies. Previously : MiB: Adam Karr, Orbis Investments (January 16, 2021) Why Pay Alpha Prices for Beta?

Investing 182

Investing Investments Startup Management 182

Brown Advisory

FEBRUARY 7, 2019

Muni Bonds: Winners in 2018 and Bright Skies Ahead for 2019 ajackson Thu, 02/07/2019 - 08:44 Municipal bonds held their ground in 2018, and truly shined when equity markets were punished during the fourth quarter. Here’s a quick recap of 2018 and our thoughts heading into 2019. Treasury yields in late November and December 2018.

Taxes 52

Taxes Investments Investing Clients 52

Brown Advisory

FEBRUARY 7, 2019

Muni Bonds: Winners in 2018 and Bright Skies Ahead for 2019. Municipal bonds held their ground in 2018, and truly shined when equity markets were punished during the fourth quarter. Rising uncertainty for risk assets, coupled with a favorable mix of healthy demand and limited supply, offer a promising backdrop.

Taxes 52

Taxes Investments Investing Clients 52

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. 2018-19 ₹ 9,812.51 ₹ 3,460.77 2020-21 ₹ 7,428.35 ₹ 7,383.03

Banking 104

Banking Planning Accounting Retail 104

Calculated Risk

DECEMBER 6, 2022

Asset Quality Metrics Were Favorable Overall Despite Growth in Early Delinquencies : Loans that were 90 days or more past due or in nonaccrual status (i.e., Total assets of problem banks declined $5.7 This graph from the FDIC shows the number of problem banks and assets at problem institutions. billion (11.3 billion to $163.8

Banking 98

Banking Numbers Assets 98

Darrow Wealth Management

JULY 1, 2024

In 2018, the brackets dropped to 10%, 12%, 22%, 24%, 32%, 35%, and 37%. Mortgage interest will once again be tax-deductible on larger loans As a result of the 2017 legislation, between 2018 and 2025, interest on new mortgages is only tax-deductible up to $750,000 of mortgage debt on a primary or second home.

Taxes 89

Taxes Tax Planning Planning Estate Planning 89

Calculated Risk

OCTOBER 9, 2023

As non-performing assets get replaced by modernized retail forms or even mixed-use communities, the retail sector ignited a long-awaited hope at the rise of pent-up consumer demand. [N]eighborhood as compared to last quarter but remained in the $21/$18-per-sqft range, a level relatively unchanged since 2018. since early 2023.

Retail 114

Retail Sales Assets Investing 114

Brown Advisory

NOVEMBER 8, 2018

Private Credit: A Surprisingly All-Weather Asset Class. Thu, 11/08/2018 - 09:35. 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?

Assets 52

Assets Portfolio Investments Investing 52

Discipline Funds

JULY 21, 2023

You’re buying a long-term asset that is designed to lose money, but will create a very large short-term real return in the case of an outlier risk event. May 28, 2018). Investment portfolio insurance is a more interesting thought exercise. And that is the ultimate form of financial certainty.

Insurance 52

Insurance Assets Financial Planning Portfolio 52

Calculated Risk

JANUARY 1, 2023

in Q4 and remained in the $21/$18-per-sqft range, a level unchanged since 2018. Regional mall properties, on the other hand, continue to be the most at-risk retail subtype according to our commercial mortgage delinquency data, driving overall delinquency behavior among retail assets. Asking/effective rents were up slightly by 0.2%/0.2%

Retail 145

Retail Assets Investing Investments 145

Random Roger's Retirement Planning

SEPTEMBER 18, 2023

RSST is similar to client/personal holding Standpoint Multi Asset (BLNDX/REMIX) in that both blend equities and managed futures but I think they are targeting different return profiles. I think that is attributable to a terrible year for 100/100 in 2018. Terrible year in 2018 or 2022? Pick your poison.

Management 75

Management Portfolio Clients Investments 75

MarketWatch

MARCH 30, 2023

trillion asset cap that was placed on it in 2018 by the Fed. The bank violated U.S. 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.

Compliance 75

Compliance Banking Assets Marketing 75

The Big Picture

OCTOBER 9, 2024

He’s written numerous books on the subject, including Damodaran on Valuation, Narrative and Numbers, and the textbook Investment Valuation Tools and Techniques for Determining the Value of Any Asset. purely by luck in 2018. Aswath Damodaran : So Professor, let’s just start with the basic question.

Valuation 325

Valuation Investing Investments Numbers 325

Trade Brains

APRIL 11, 2023

It has a current ratio of 1.32, indicating that its current assets are higher than its current liabilities. Revenue & Profitability Year 2018 2019 2020 2021 2022 Revenue (in Crores) ₹376.70 ₹504.15 ₹352.81 ₹470.43 ₹768.17 It has a current ratio of 1.37, indicating that its current assets are higher than its current liabilities.

Retail 94

Retail Government Distribution Financial Services 94

Trade Brains

MAY 23, 2023

Fiscal Year Operating Revenue Net Profit 2023 TBA TBA 2022 3,084 256 2021 1,768 127 2020 1,534 70 2019 1,569 72 2018 1,393 76 5-Yr CAGR 17.23% 27.64% (figures in Rs Cr except for CAGR) Profits can rise faster than sales either because of operating leverage or margin improvement. With Laxmi Organic, both factors played their respective roles.

Planning 105

Planning Manufacturing Sales Pharmaceutical 105

Calculated Risk

SEPTEMBER 7, 2023

Asset Quality Metrics Remained Favorable Despite Modest Deterioration: Loans that were 90 days or more past due or in nonaccrual status (i.e., Total assets of problem banks decreased from $58.0 billion This graph from the FDIC shows the number of problem banks and assets at problem institutions. noncurrent loans) increased to 0.76

Numbers 72

Numbers Banking Insurance Assets 72

The Irrelevant Investor

OCTOBER 17, 2019

trillion in financial assets as of December 2018. of average household assets DC-only households were least likely to trade, with only 6% trading, while 4 in 10 households holding both IRA and taxable accounts traded. Again, only 6% of households with defined contribution accounts made changes to their portfolio in 2018.

Accounting 52

Accounting Retail Assets Portfolio 52

The Irrelevant Investor

JUNE 15, 2019

trillion in assets. In 2018, 52% of all participants at Vanguard were invested in a single target-date fund. In 2018, 52% of all participants at Vanguard were invested in a single target-date fund. They anticipate that by 2023 80% of all assets at Vanguard will be in an automatic investment program.

Asset Allocation 52

Asset Allocation Retirement Accounting Distribution 52

Discipline Funds

AUGUST 22, 2024

For perspective, here are the most recent revisions: 2018: +43K 2019: -501K 2020 -173K 2021: -165K 2022: +462K 2023: -306K Oh boy, the tinfoil hat guys are gonna have a field day with this one. You don’t need the Dollar to collapse in order for the value of these assets to increase.

Assets 105

Assets Financial Planning Manufacturing Media 105