Truemind Capital

APRIL 19, 2024

Indian equity benchmark BSE Sensex went up by only 2% due to already stretched equity valuations. Mid & small cap indices witnessed some correction after the SEBI expressed concerns regarding frothy valuations and nudged mutual funds to restrict inflows. European indices also saw decent returns.

Financial Market 98

Financial Market Asset Allocation Marketing Marketing 98

Trade Brains

SEPTEMBER 26, 2024

Indian households traditionally invested most savings in physical assets. However, financial asset allocation increased recently. Risk management: NSE’s robust risk management system ensures market stability and investor protection, supporting its long-standing reputation for reliability and trust in volatile market conditions.

Compliance 90

Compliance Banking Management Risk Management 90

Validea

JANUARY 4, 2023

Throughout 2022 the most expensive stocks were the ones hit hardest as valuations started to normalize in a new world of higher interest rates. Risk-Managed ETF Model Portfolios: Multi-asset ETFs with risk management inputs. Mohanram called this the “G-Score”. and -6.1%, respectively.

Portfolio 52

Portfolio Risk Management Assets Management 52

The Big Picture

MAY 9, 2023

So what we find, and then of course we have a multi-asset solutions business where we talk to clients about the entirety of their portfolio, their strategic asset allocation models. So you’re Chief Investment officer of Asset and Wealth Management. We just get to focus on assets and asset risk management.

Assets 299

Assets Clients Investing Investments 299

The Big Picture

MARCH 5, 2024

So they’d give individual asset allocation to people and they’d go invest their money. So they’re always making this judgment, will I produce enough cash to, to manage those liabilities? What happened over the last year and a half or so is rates went up and valuations went down. Our final two questions.

Banking 147

Banking Portfolio Assets Investing 147

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. RITHOLTZ: Right. And that’s all sentiment.

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

DECEMBER 20, 2022

It’s just a fascinating conversation about looking at the world from both bottoms up and top-down, as well as thinking about what valuations are like, how likely are macro events, the impact you’re getting not just the return on capital, but as famously said in fixed income, a return of your capital. RITHOLTZ: Really quite fascinating.

Banking 162

Banking Assets Government Marketing 162