Trade Brains

SEPTEMBER 14, 2024

It focuses on providing retail credit to underserved households and businesses. Fund Management includes managing debt funds and providing portfolio management services. It uses data-driven risk management and credit underwriting processes. The personal loan outstanding reached Rs. lakh crore by Fiscal 2027.

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Trade Brains

SEPTEMBER 26, 2024

The exchange manages the NIFTY 50 index, a key benchmark for Indian capital markets. It offers various services across various asset classes, including equity, fixed-income, and derivative securities. The exchange operates an “anywhere, any asset” trading platform. Growing retail investor participation 4.

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Compliance Banking Management Risk Management 90

The Big Picture

DECEMBER 6, 2022

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. And definitely, their retail market participation is significantly lower than you can see in the U.S. What percentage of the assets are in ETFs relative to mutual funds? BERRUGA: You know, great question.

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Clients Investments Investing Management 162

Risk Management Guru

APRIL 21, 2020

The Risk Management Guru (RMG) blog was founded in October 2015 with a very clear sense of purpose: to become the go-to blog for the best articles about Risk Management. Without you, this adventure would not be possible nor would the Risk Management Blog have its unique personality. our gurus). our gurus).

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Trade Brains

DECEMBER 11, 2023

Risk Management: Owning fractional shares helps spread risk across multiple investments, reducing the impact of poor performance by one stock on your overall portfolio. crore retail equity market investors during the pandemic. So, what’s your take on this?

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The Big Picture

APRIL 18, 2023

When he began, PE was a little bit of a niche boutique sort of investment, and over the ensuing 25 years, it has grown to be really a major asset class with giant opportunities that have been expressed by then small, now very large companies, of which Blackstone is one of the largest. It is an institutionalized asset class.

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Assets Investments Investing Valuation 162

The Big Picture

SEPTEMBER 12, 2022

She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. They run over $800 billion in client assets, and Kristen’s group, the North American Group, is responsible for about half of the revenue that that massive organization generates. RITHOLTZ: Right. So from a U.S.

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Random Roger's Retirement Planning

APRIL 7, 2024

Leverage used in this manner is not that new but maybe sort of new with retail accessible funds although I would note PIMCO has done this in mutual funds since at least 2008. To Andrew's point about multi-asset funds that use leverage being a niche product, well yes, of course they are. Absolute return is a niche space too.

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Management Portfolio Portfolio Management Risk Management 97

Discipline Funds

DECEMBER 28, 2022

Is the Global Financial Asset Portfolio the Perfect Indexing Portfolio? The Power of Fear Optimal Decision Making – What is Risk?

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Trade Brains

SEPTEMBER 5, 2024

The company primarily focuses on individual retail housing loans, with a significant portion of its portfolio consisting of low-risk salaried customers. As of June 30, 2024, their assets under management were Rs. The retail credit market has grown strongly and is projected to grow at 14-16% between Fiscal 2024 and 2027.

Retail 52

Retail Assets Portfolio Management 52

Trade Brains

SEPTEMBER 18, 2024

The company maintains a robust credit assessment and risk management framework, which has helped manage defaults and non-performing assets effectively. The company has experienced significant growth, with its Assets Under Management increasing to Rs. crore in fiscal year 2024.

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Trade Brains

NOVEMBER 16, 2023

Fedbank Financial Services IPO – About The Company Fedbank is a non-banking finance company (NBFC) that focuses on retail services and is promoted by The Federal Bank Limited. In the fiscal year 2023, the housing finance and gold loans sectors make up 46% and 12%, respectively, of India’s retail loans industry. Crores in FY23.

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Financial Services Banking Retail Management 59

Trade Brains

JULY 31, 2022

Indian banks have been facing an asset crisis and in the fiscal year 2021, the value of non-performing assets(NPAs) of private banks across the country amounted to around 2 trillion Indian rupees. In FY21, total assets in the public and private banking sectors were US$ 1,602.65 billion and US$ 878.56 billion, respectively.

Banking 52

Banking Retail Assets Financial Services 52

Trade Brains

SEPTEMBER 13, 2024

The company specializes in providing technology-driven services for asset managers and corporate issuers, including mutual fund registry, transfer agency services, and investor solutions. This platform is set to transform wealth management by providing seamless, omnichannel solutions. GW of wind energy assets.

Wealth Management 59

Wealth Management Banking Management Portfolio 59

Trade Brains

AUGUST 31, 2022

The bank caters to micro, small and medium enterprises (“MSME”), agricultural and retail customers (“RAM”). The bank also is Consistently growing its deposit base with a focus on low-cost retail CASA (current and savings account) ratio. A total of 37.61% of their paid-up equity share capital or 53.59

Banking 52

Banking Retail Accounting Management 52

International College of Financial Planning

DECEMBER 9, 2024

Career Advancement CFP professionals enjoy significant advantages in the job market, particularly in sectors like: Asset management Wealth management Insurance Retail banking Non-banking financial companies Financial Rewards CFP professionals, especially in metropolitan areas, can earn substantial incomes.

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CFP Financial Planner Certification Certified Financial Planner 52

Good Financial Cents

JULY 17, 2023

You can source products at a wholesale price, set your own retail prices, and reach a wide customer base through online platforms. However, it requires careful planning, market knowledge, and risk management to succeed in various profit-generating ventures.

Certified Financial Planner 69

Certified Financial Planner Wealth Accumulation Financial Planner Certification 69

Trade Brains

JULY 8, 2023

Coming to the Non-performing assets of the company, the company reported a gross NPA of 3.23% and a net NPA of 0.39% in FY23. 4) Risk management runs at the core of the company’s operations and it has focused on robust and comprehensive credit assessment and risk management framework. crores in March 2021 to Rs.

Banking 52

Banking Insurance Coverage Accounting Insurance 52

Trade Brains

JANUARY 3, 2024

In this article, we will delve into the world of Binary Options Trading, exploring its concepts, strategies, risks, and regulations. Binary options are a type of financial trading that allows traders to speculate on whether the price of an asset will increase or decrease in the future. What is a Binary Options Trading?

Risk Management 59

Risk Management Investments Investing Retail 59

Trade Brains

MARCH 11, 2024

Operating Profit Margin (%) 49.67% Net Profit Margin (%) 44.36% Large Cap Stocks With High NPM #2 – Oracle Financial Services Oracle Financial Services Software Limited is a subsidiary of Oracle, a world leader in providing financial technology solutions across retail banking, corporate banking, risk, financial crime, and compliance management.

Banking 59

Banking Financial Services Consulting Retail 59

Trade Brains

JULY 4, 2024

Nuvama are more than just asset managers. Nuvama Wealth Management – Business segments Wealth Management Business In this segment, the company provides services like retail securities broking business, investment advisory, distribution of financial products and lending against securities. Industry P.E (TTM)

Wealth Management 40

Wealth Management Management Planning Financial Services 40

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 Investments Investing 147

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. Commercial properties, such as office spaces or retail buildings, can offer higher potential returns.

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. Commercial properties, such as office spaces or retail buildings, can offer higher potential returns.

Portfolio 52

Portfolio Investing Investments Risk Tolerance 52

The Big Picture

AUGUST 29, 2023

I found this conversation to be absolutely a masterclass in how to think about investing risk, how to think about where your returns come from, what sort of behavioral problems lead to bad outcomes, and all of the usual things that we’ve learned over the years from the success of Vanguard. And Greg Davis just does an amazing job.

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Portfolio Investing Investments Numbers 130

The Big Picture

JANUARY 9, 2024

It was derivatives math, it was like working with the traders on like risk management. Matt Levine : 00:16:47 I was struck by like the ability of retail investors collectively to move stock prices, right? I was, I mean I think people confidently declared it on Reddit and I was like, sure, but it’s retail.

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Retail Banking Math Management 130

Brown Advisory

DECEMBER 5, 2023

The origin story of the term “ESG” therefore directly ties environmental, social, and governance know-how to: management quality, competitive position, risk management, shareholder value, new markets (growth), and brand reputation. ESG has often been described as a "movement" in the media.

Fiduciary Duty 52

Fiduciary Duty Government Clients Investing 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

Trade Brains

JULY 23, 2022

RBI’s liquidity risk management framework 2019 ensures the liquidity management for NBFC which is a major concern for NBFC. CDSL is responsible for holding financial assets like shares, debt instruments, mutual fund units, and other financial assets. Higher scope. Liquidity Framework. Net Profit ? Technical Charts.

Manufacturing 52

Manufacturing Government Investments Investing 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.

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Insurance Retirement Financial Advisor License 59

The Big Picture

OCTOBER 19, 2022

We discussed all these things as well as why there has never been a better time to be a retail investor than right now, right here in this era. He is the managing director of Vanguard’s Financial Advisor Services Division, where he began back in 2002. We serve retail investors. They have a risk management technology.

Financial Advisor 286

Financial Advisor Clients Taxes Investments 286

The Big Picture

MARCH 27, 2023

She is an author and former hedge fund trader, specializing in distressed assets. She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. MIELLE: Well, I mean, it was a fairly new asset class. New asset class for this type of investing as well. But it was very tiny.

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Assets Investments Investing Management 285

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. That had mismatched assets. It’s not an asset that other creditors can go after.

Banking 130

Banking Investments Investing 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 2021 : “Nothing so animates a speculative herd as a parabolic price advance in an asset detached from any standard of value. Hussman is a smart guy.

Assets 105

Assets Valuation Management Marketing 105

Trade Brains

MAY 25, 2023

Zerodha has over +1 Crore clients and contributes to over 15% of daily retail trading volumes across NSE, BSE, MCX. — Coin Zerodha Coin is a platform that lets you buy mutual funds online directly from asset management companies. It is one of the most technologically advanced and cheap stockbrokers.

Investing 98

Investing Investments Accounting Education 98

Aleph

MARCH 25, 2023

Mar 23, 2023 The collapse of two lenders has prompted a rethink of banking rules, but risk experts say the failures could be something else: risk overseers who can’t stand up to the bosses [link] Boards exist to excuse management. Mar 21, 2023 Some job listings don’t give anyone a ghost of a chance. Progressivism at its finest.

Banking 59

Banking Risk Management Government Accounting 59

The Big Picture

MARCH 12, 2024

No income, no job, no assets were exactly ninja, Sean Dobson : No pulse seems reasonable. We see it as, like I said, about 50 million assets and we’re modeling up the value of every home in the country, every, every week, basically. We’re we’re the quant shop in real estate, in the quant shop in physical assets.

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Banking Marketing Marketing Investing 147