Validea

APRIL 10, 2023

There’s been a lot of focus on the fact that Silicon Valley Bank lacked a chief risk officer for most of 2022, and the role that may have played in the bank’s ill-fated investments that caused its collapse last month. He may have given up some interest income, but he also sidestepped major bond losses with the move.

Banking 52

Banking Management Insurance Investing 52

Trade Brains

OCTOBER 15, 2024

While the NSE will end weekly options contracts for Bank Nifty, Nifty Midcap Select, and Nifty Financial Services, the BSE will do the same for SENSEX50 and BankEX. The last trading day for Bank Nifty’s weekly options will be November 13, 2024. Traders who thrived on short-term fluctuations will need to adjust their strategies.

Financial Market 52

Financial Market Financial Services Marketing Marketing 52

Discipline Funds

MARCH 10, 2023

The Silicon Valley Bank crisis is interesting because people are looking at banking as the tsunami. The banking bust we’re seeing now was sewn during COVID. Now, many people will look at the SIVB situation and blame their poor risk management of the securities portfolio.

Risk Management 134

Risk Management Banking Economy Valuation 134

Trade Brains

SEPTEMBER 29, 2024

As a part of risk management, trading with stop loss and respecting the logical stop loss is important. Profit target:- For the long position entered in the engulfing pattern, a target can be based on the risk-to-reward ratio or to the next levels of resistance in the market.

Risk Management 97

Risk Management Marketing Marketing Management 97

The Big Picture

MAY 9, 2023

Investment banks were not really a known concept in the area where I grew up. I lined up a bunch of job interviews with a variety of banks. So I got to know banks a little bit. So I interviewed with a bunch of banks, got a number of job offers by the end of the week, and joined Goldman Sachs in October 1998.

Assets 293

Assets Clients Investing Investments 293

Trade Brains

SEPTEMBER 13, 2024

The Indian equities market is heavily impacted by Foreign Institutional Investors (FIIs) and Foreign Portfolio Investors (FPIs). For instance, it acquired WebileApps in April 2023, enhancing its digital transformation and broadening its service portfolio. Stocks frequently respond favorably to FII investments, driving up prices.

Wealth Management 59

Wealth Management Banking Management Portfolio 59

Trade Brains

DECEMBER 12, 2023

As a part of risk management trading, respecting the logical stop loss is important. Profit target:- For the long position entered in a hammer pattern, the target can be based on the risk-to-reward ratio. Chart of HDFC Bank showing Hammer candlestick pattern with its entry and stop loss.

Risk Management 105

Risk Management Management Banking Portfolio 105

Trade Brains

OCTOBER 30, 2023

The bank’s editorial staff were asked for the word “uninvestable” to be removed from 28 research reports before they were published on March 14 last year. While the bank remained involved as a sponsor of the offering, it was then ranked behind UBS Group and China International Capital Corp. JP Morgan Chase & Co. on the deal.

Marketing 59

Marketing Marketing Banking Risk Management 59

James Hendries

JULY 13, 2022

How businesses, households, and central banks steer through the rough air will set the tone for markets over the second half of 2022. Investing involves risks including possible loss of principal. No investment strategy or risk management technique can guarantee return or eliminate risk in all market environments.

Investment Advisor 98

Investment Advisor Banking License Insurance 98

International College of Financial Planning

SEPTEMBER 7, 2024

The CFP® Fast Track is designed for professionals with prior qualifications in the finance and banking sector. At its core, the CFP® Fast Track equips you with the expertise to offer sound financial advice, specializing in areas such as retirement planning, risk management, tax planning, and wealth management.

CFP 52

CFP Certification Certified Financial Planner Financial Planning 52

Truemind Capital

APRIL 19, 2024

RBI also goes in tandem with the other central banks regarding rate cuts to maintain stability in the exchange rate and avoid the risk of loosening too early. At these levels, the probability of higher upside potential is lower and downside risk is higher. We continue to avoid betting on a falling inflation rate sooner.

Financial Market 98

Financial Market Asset Allocation Marketing Marketing 98

The Big Picture

DECEMBER 19, 2023

There are about 13 different portfolio managers each focused on a different sub-sector. So after my experience in Baltimore, I, I wanted to pivot to finance and came back to school and applied to every major investment bank that did not go so well. And I didn’t have a background that banks wanted.

Healthcare 157

Healthcare Portfolio Management Investing 157

Validea

APRIL 14, 2023

During the era of extremely low rates, banks would borrow inexpensively and then invest that money. In a recent video, founder of Bridgewater Associates Ray Dalio warns that the market could see “a terrible imbalance,” according to an article in Yahoo! As a result, Dalio says, “you have everybody losing money.”

Risk Management 52

Risk Management Budgeting Banking Government 52

Trade Brains

SEPTEMBER 27, 2024

Profit Target: The profit target can be set based on nearby resistance levels or by using a predetermined risk-reward ratio. In the above chart of Axis Bank, we can observe the formation of the spinning top in a downtrend. Stop loss: Stop loss for the long position can be placed at the low of the spinning top pattern formed.

Risk Management 98

Risk Management Marketing Marketing Banking 98

The Big Picture

MARCH 5, 2024

So we really have to understand what we’re gonna invest in, value everything in the universe, rank order ’em, and then only can we put together portfolios. And the second, and this is very credit specific, was when you own a credit portfolio, your short volatility. Did those prior employees have a piece of you guys?

Banking 144

Banking Portfolio Assets Investing 144

Trade Brains

DECEMBER 11, 2023

22,899), among others, but most of us don’t have a portfolio large enough to have these shares. Even if the portfolio size is somewhere around Rs. 5 lakhs, owning any of these three shares or other highly-priced shares will hamper the investor’s portfolio for sure. 37,352), Honeywell Automation India (Rs.

Portfolio 59

Portfolio Retail Startup Risk Management 59

Discipline Funds

DECEMBER 28, 2022

Understanding Modern Portfolio Construction Understanding the Modern Monetary System Everything you need to know about finance and investing in less than an hour How The Economic Machine Works in 30 Minutes Section 1 – Understanding Money & the Macroeconomy What Is Money? What Are Central Bank Reserves?

Investing 52

Investing Investments Asset Allocation Assets 52

Trade Brains

FEBRUARY 13, 2024

As a part of risk management, trading with stop loss and respecting the logical stop loss is important. Profit target:- For the long position entered in a piercing line pattern, a target can be based on the risk-to-reward ratio or the levels of resistances in the market.

Risk Management 105

Risk Management Management Banking Marketing 105

International College of Financial Planning

MAY 29, 2023

Banking Sector The age requirement for private banking systems is typically between 20 and 35. Prospective bank probationary officers (POs) must pass banking exams. A face-to-face interview is required for higher positions like a manager or deputy manager, scale one. Here are some options: 1.Certified

Certified Financial Planner 40

Certified Financial Planner Financial Planner Wealth Management Certification 40

Trade Brains

AUGUST 28, 2024

Also read… Three Stars South Candlestick Pattern – Definition And More Bearish Mat Hold Candlestick Pattern – Example In the above chart of HDFC Bank, we can observe the formation of the Bearish Mat Hold pattern in a downtrend. Stop loss- The stop-loss should be placed above the open price of the fifth candle.

Risk Management 96

Risk Management Marketing Marketing Banking 96

Trade Brains

SEPTEMBER 14, 2024

Fund Management includes managing debt funds and providing portfolio management services. It uses data-driven risk management and credit underwriting processes. Despite competition from banks, NBFC profitability is improving. NBFCs financing personal loans will need around Rs. Investment 14,991.00

Retail 52

Retail Risk Management Assets Management 52

Trade Brains

SEPTEMBER 26, 2024

The exchange also received the CII EXIM Bank Excellence Prize in 2014 and 2016. Key indicators like banked population and market capitalization improved. Indian capital markets differ from global peers in several ways as companies heavily rely on banks for funding, while the corporate bond market remains underdeveloped.

Compliance 90

Compliance Banking Management Risk Management 90

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

NOVEMBER 16, 2023

Fedbank Financial Services IPO Review: Fedbank Financial Services Limited promoted by The Federal Bank Limited, is coming up with its Initial Public Offering. 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.

Financial Services 59

Financial Services Banking Retail Management 59

Trade Brains

JULY 21, 2024

Stop loss:- As a part of risk management, trading with stop loss and respecting the logical stop loss is important. From the above learnings, employing an inverted hammer candlestick pattern helps to build views in security to trade with better risk management and reward ratios to make profits.

Risk Management 52

Risk Management Management Banking Marketing 52

BlueMind

NOVEMBER 24, 2022

Demand Greater Risk Management Andrew Carnegie , the world’s richest man in his late 19th-century days, had some advice for anyone who wished to follow his example: “Put all your eggs in one basket,” he said, “and then watch that basket.” However, most of those goals boil down to making long-term investments.

Clients 98

Clients Insurance Financial Advisor Assets 98

International College of Financial Planning

MAY 9, 2024

In the present rapidly evolving digital landscape, integration of technology into everyday activities has transformed numerous industries, i8 financial management and investment advisory services. This integration has revolutionized investment advisors’ operations, enhancing their ability to manage portfolios and interact with clients.

Investing 52

Investing Investments Investment Advisor Budgeting 52

Trade Brains

MAY 18, 2024

Three Outside Up Candlestick Pattern – Example In the above one-day chart of AXIS BANK, we can observe the formation of the three outside up candlestick pattern after a short downtrend. Once this level is reached, one can also book partial profits in the trade and hold on to the remaining position until the next resistance level.

Risk Management 105

Risk Management Banking Marketing Marketing 105

Discipline Funds

APRIL 19, 2024

Now, I am not remotely close to being a military strategist, but as a risk manager I think it would be naive to assume these events are non-events just because they’re not on American shores. In the Defined Duration strategy insurance includes things like gold, managed futures and options hedging.

Insurance 52

Insurance Portfolio Economy Food 52

The Irrelevant Investor

DECEMBER 22, 2020

For those unfamiliar with this ticker, it's an ETF that gives you three times the daily return of bank stocks, but in reverse. So if banks were up 1%, this thing would be down 3%. If the banks fell 3%, this product would be up 9%. Why was I reading about value investing and then shorting banks? Now there is.

Banking 52

Banking Portfolio Risk Management Investing 52

Trade Brains

AUGUST 15, 2023

Here, we shall discover what are triangle chart patterns with types and how to identify entry and profit targets along with risk management. Stop loss:- Traders can set the resistance level as a trigger point for a stop loss and should exit the trade a few points below the resistance line as good risk management.

Risk Management 52

Risk Management Banking Management Portfolio 52

International College of Financial Planning

NOVEMBER 10, 2021

It wasn’t too long ago when investments would mean going to the bank and following the advice of the bankers or calling in neighborhood uncle to buy term-deposit certificates or insurance. You can also undertake the globally recognized course in risk management from GARP (Global Association of Risk Professionals).

Investment Advisor 52

Investment Advisor Investing Investments Certified Financial Planner 52

Steve Sanduski

FEBRUARY 6, 2023

Pam and I discussed how a successful multi-family office operates, the profile of clients, how her firm charges for its services, the mindset advisors need to work with wealthy (and oftentimes famous) individuals, where alternatives fit in her clients’ portfolios, and the role that technology plays in delivering exceptional service.

Clients 98

Clients Risk Tolerance Portfolio Budgeting 98

Trade Brains

MAY 17, 2024

Business Segments Vehicle Financing: With over 3 decades in the business it is the largest segment of the Company managing assets worth Rs. It has a very diversified portfolio of vehicle loans with 27% of the loans being disbursed to used vehicles followed by light commercial Vehicles. Asset Under Management (Cr.) 104223 EPS 32.44

Investing 59

Investing Investments Planning Assets 59

Trade Brains

SEPTEMBER 12, 2023

Chart of HDFC bank showing Bullish Gartley pattern with entry, stop loss and target levels based on the retracement values. Chart of ICICI Bank showing Bearish Bat pattern with entry, stop loss and target levels based on the retracement values. A price reversal at point D towards the downside can be registered to go short in security.

Risk Management 102

Risk Management Banking Food Management 102

Trade Brains

JULY 27, 2024

Also read… Bullish Three Line Strike Candlestick Pattern – Psychology And More Dragonfly Doji Candlestick Pattern – Example In the above chart of Axis Bank, we can observe the formation of the Dragonfly Doji candlestick pattern. and the stop loss was at Rs.

Risk Management 52

Risk Management Marketing Marketing Banking 52

Trade Brains

JULY 20, 2024

Also read… Three Rising Method Candlestick Pattern – Trading Ideas & More Bullish Three Line Strike Candlestick Pattern – Example In the above chart of State Bank of India, we can observe the formation of the Bullish Three Line Strike candlestick pattern.

Risk Management 52

Risk Management Banking Marketing Marketing 52