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

SEPTEMBER 12, 2022

BITTERLY MICHELL: … risk management. Everyone wants to — which is so intuitive now, but we became a lot more tactical with some of our allocations. Of course, we have strategic asset allocations, strategic portfolios. Let’s talk about books. It’s — it’s a beautiful book. RITHOLTZ: Right.

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Clients Wealth Management Banking Investing 299

The Big Picture

NOVEMBER 14, 2023

The multi-asset platform manages things like offerings that give you inflation, hedging against inflation. So we use publicly traded real assets and commodities. We also do asset allocation and overlays. We just have to think about managing the money in the best way that we can. Let’s talk about books.

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Math Management Insurance Assets 130

The Big Picture

AUGUST 29, 2023

So there’s been a big push for folks to get the appropriate level of asset allocation in a highly diversified, low cost way. DAVIS: A big part of it is really around when there’s more complicated corporate actions that are happening that entail a level of risk. Let’s talk about books.

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Portfolio Investing Investments Numbers 130

The Better Letter

JANUARY 26, 2024

In late 2008, Dent published another book, The Great Depression Ahead: How to Prosper in the Crash Following the Greatest Boom in History , moving into the “doom and gloom” business. He missed this one, too. At the GFC bottom, March 9, 2009, the Dow traded at 6,547. My intention was to minimize my future regret.

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Assets Valuation Management Marketing 105

The Big Picture

APRIL 4, 2023

So obviously, risk managers, you know, and CROs were very focused on how do we manage that risk and diversify that credit risk that they were taking on in mid-market companies. I mean, he’s — RITHOLTZ: I think we were scheduled when his first book came out, and then the pandemic lockdown happened.

Banking 147

Banking Management Investing Investments 147

The Big Picture

MARCH 12, 2024

So in mortgages, the borrower can stop paying maybe a year to two years before the lenders actually book a loss. They’re asset allocation model driven folks. So we manage the business for extreme shocks to prices for home prices moving 25, 30% than a year for interest rates moving dramatically in a short period of time.

Banking 147

Banking Marketing Marketing Investing 147

The Big Picture

DECEMBER 20, 2022

So there was a tremendous amount of proprietary trading, you know, hedge funds in the back book, a little bit of a front book. And don’t take a lot of risk and make a lot of money, supposedly, right? And you know, he had this checklist mentality, which looks a lot like risk management, right? RITHOLTZ: Sure.

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Banking Assets Government Marketing 162