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

NOVEMBER 4, 2023

With the existing happy clients, the company aims to give customer-centric service to its clients. The platform has various plans for retail traders and institutional brokers Features:- Thousands of trading robots and indicators can also be downloaded for free from the MQL5 Codebase.

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The Big Picture

MARCH 7, 2023

And as the time goes by, I think the two lines get blurred also because of technology, because of the increased presence of retail investors in the markets. Another the great lesson, and I was still a global macro portfolio manager with my own silo at SAC Capital. And at the SAC Capital, it was all about risk management.

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Trade Brains

DECEMBER 20, 2022

Radiant Cash Management IPO Review – About The Company. Radiant Cash Management Services Limited is an integrated cash logistics player with a leading presence in the retail cash management (“RCM”) segment of the cash management services industry in India. Business verticals of the Company.

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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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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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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. I have mentioned a predecessor fund the Corey (or Corey's company) managed, the Newfound Risk Managed US Growth Fund which recently closed, it had symbol NFDIX.

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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. The majority of Fedbank’s clients come from the emerging self-employed individuals (ESEI) and MSME sectors. Crores in FY21 to Rs.9,069.60 Crores in FY23.

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Trade Brains

JULY 8, 2023

It also offers diversified liabilities products at competitive rates targeted primarily at retail customers from all segments led by middle-class individuals, senior citizens, and self-employed and salaried individuals. crores in March 2021 to Rs. 13710,14 crores in March 2023.

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Trade Brains

JULY 13, 2024

The complexities of derivative products such as futures and options require a deep understanding of market dynamics, risk management, and derivatives pricing models. Regulatory bodies like SEBI have introduced measures to protect retail investors, including margin requirements and educational initiatives.

Accounting 52

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Brown Advisory

JANUARY 26, 2017

In the wake of the financial crisis, the investment management community, the SEC, and investors alike have pushed for greater access to management and the underlying financials of revenue bond issuers.

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Clients Portfolio Management Taxes 52

Brown Advisory

JANUARY 26, 2017

In the wake of the financial crisis, the investment management community, the SEC, and investors alike have pushed for greater access to management and the underlying financials of revenue bond issuers.

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Clients Portfolio Management Taxes 52

Trade Brains

JULY 4, 2024

Nuvama are more than just asset managers. From navigating global markets to crafting wealth preservation strategies Nuvama ensures their client’s fortunes not only endure but also flourish. Nuvama’s client-centric approach offers a comprehensive suite of wealth management solutions. Industry P.E (TTM) TTM) 30.78

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Brown Advisory

DECEMBER 5, 2023

Our use-case at Brown Advisory for environmental, social and governance information, however, can be vastly different from how some clients, regulators, and other stakeholders use the term. Here is an attempt to invoke fundamental investing basics to clarify exactly what we aspire to deliver for our clients.

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Trade Brains

JULY 31, 2022

The Bank offers the entire spectrum of financial services to customer segments covering Large and Mid-Corporates, MSME, Agriculture, and Retail Businesses. For this, the management will have a key focus on adapting risk management strategies to be better prepared for any situation. In closing.

Banking 52

Banking Retail Assets Financial Services 52

Sara Grillo

DECEMBER 12, 2022

We talked about: What is the best, fairest fee model for the client? Does the way you are paid dictate how you serve clients? Are clients capable of determining when your fees are too high or should there be some other standard that fees are measured against (e.g. Does it matter that clients know the fees they are paying?

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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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SEI

SEPTEMBER 6, 2022

By issuing a token, a startup project can now tap into a larger pool of investors—beyond the traditional VC fund—including, for the first time, the retail investor. Risk management theory—there are so many types of crypto assets and many have transformative characteristics based on when and how you use them. headphones.

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Assets Investing Investments Government 52

Sara Grillo

NOVEMBER 14, 2022

Fee only advisors can now purchase annuities for their clients without having to be licensed agents. Grillo jumps in, hypothesizing that there is not enough of a match between the skills required to sell an annuity and what it takes in reality in terms of understanding if the product truly matches up with what the client needs.

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Insurance Retirement Financial Advisor License 59

Fortune Financial

AUGUST 7, 2023

Commercial properties, such as office spaces or retail buildings, can offer higher potential returns. Our deep understanding of alternative investments, market trends and risk management strategies set us apart as a reliable partner in the ever-evolving world of finance.

Portfolio 52

Portfolio Investing Investments Risk Tolerance 52

Fortune Financial

AUGUST 7, 2023

Commercial properties, such as office spaces or retail buildings, can offer higher potential returns. Our deep understanding of alternative investments, market trends and risk management strategies set us apart as a reliable partner in the ever-evolving world of finance.

Portfolio 52

Portfolio Investing Investments Risk Tolerance 52

The Big Picture

APRIL 18, 2023

I think because the private equity investing model has been really good for our clients, which are state pension plans, sovereign wealth funds, you know, ensuring the retirement safety of many — tens of millions of people. We find great management teams. So it’s been really significant growth. And, you know, why is that?

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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. We’re owned by our clients. What exactly does it do, and what sort of clients and customers are you working with? It’s got such a sense of purpose. RAMPULLA: Yeah.

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The Big Picture

APRIL 4, 2023

And back then, you know, again, it was a very interesting place to be because they had lots of capital and they had lots of clients. 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.

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Banking Management Investing Investments 147

The Big Picture

SEPTEMBER 26, 2023

Armand Posiion is head of performing credit at Oaktree Capital Management, where he works with the likes of, of Bruce Kosh and Howard Marks. I wanna say it’s about $179 billion in client assets. I think most importantly, our clients appreciated the return of capital. And it did. We returned a lot of capital.

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Banking Investing Investments Clients 130

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. Zerodha Varsity offers free modules on Technical analysis, fundamental analysis, futures, options, risk management, trading psychology & more. Zero’+’Rodha’ where ‘Rodha’ means barrier.

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Investing Investments Accounting Education 98

The Better Letter

JANUARY 26, 2024

Hussman’s current assets under management have declined by about 95 percent from $6.7 Remember what Barton Biggs, Morgan Stanley’s former strategist, said : “Bullish and wrong and clients are angry; bearish and wrong and they fire you.” billion after the financial crisis to $370 million today.

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Assets Valuation Management Marketing 105

The Big Picture

MARCH 12, 2024

So let’s talk a little bit about who the clients are for Amherst. I’m assuming it’s primarily institutional and not retail. Te tell us who your clients are and, and what, what they wanna invest in. That grocery store, that grocery store anchored retail. Huh, 00:20:35 [Speaker Changed] Absolutely.

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The Big Picture

NOVEMBER 4, 2024

00:06:39 [Speaker Changed] So clients, the LPs who come to Oak, were they just giving them cash to be allocated across all these different sectors? So pharma is a client, employers, payer employer market as a client and payers our clients beyond our customers of our companies, beyond just hospital systems.

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The Big Picture

OCTOBER 3, 2023

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. How fundamental was that to your learning about investing, trading risk management, starting with futures? Goldman had clients on the other side. Oh, really? So that was really unique.

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The Big Picture

NOVEMBER 28, 2023

Barry Ritholtz : 00:03:44 Eventually you rise to the role of CEO of private client services at Bank One. One of those was in the client, the wealth management area, right? One of those was in the client, the wealth management area, right? And we got a lot of pushback from clients. The local retailers shut.

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Banking Media Economics Food 258