Compliance Engineering Portfolio Management 
Abnormal Returns
MAY 22, 2023
riaintel.com) CI Wealth The stock market did not react well to CI Financial's financial engineering. advisorperspectives.com) Direct indexing involves two parts: index construction and portfolio management. transitiontoria.com) Practice management Talent retention is the key for advisory firms.
The Big Picture
FEBRUARY 6, 2024
That led me down that track and really well, I had a software engineering job. Let, 00:04:08 [Speaker Changed] Let’s lead up to that transition software engineer at IBM, then you get your PhD, then research at Siemens, which seems to be more of a technological position than a finance position. I really loved it.
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The Big Picture
MAY 9, 2023
And my dad had always said, as many young kids get this advice, doctor, lawyer, accountant, engineer. That’s on the private side and then on the public side, really getting market updates from our various portfolio managers and CIOs across the public side business in terms of what’s been happening in those businesses.
The Big Picture
DECEMBER 6, 2022
But when you factor in, you know, legal costs, compliance, portfolio management, trading, there is a lot that goes into launching an ETF. We have our portfolio management team, our portfolio administration team, just to make sure in terms of liquidity capacity of the strategy make sense. BERRUGA: Yeah.
The Big Picture
MAY 23, 2023
It’s got private markets, it’s through the credit curve it has core business engines which are driven by styles. We have a million models, we have our own technology, we have our own philosophical investment ideas within each of our engines and we use tech to make us better at that. We have two quant engines. GOG, third engine.
The Big Picture
JANUARY 21, 2025
It was just a struggle from day one, particularly in the regulatory environment that is the securities business between lawyers and compliance people. 01:04:39 [Speaker Changed] I think it was the Journal of Portfolio Management. My audio engineer is John Wasserman. 00:21:46 Everything was a headache.
The Big Picture
AUGUST 20, 2024
It also was the path for me into the asset management space, because coincidentally, Mitch Juli of Canyon Partners was researching on the internet in the early days of the internet for valuation engines and insights. So any compliance people listening, I’m just spitballing here. I’m gonna hold it in my portfolio.
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