The Big Picture

DECEMBER 6, 2022

And definitely, their retail market participation is significantly lower than you can see in the U.S. But I think it’s definitely changing, Barry, because, you know, you see more and more fintech platforms and robo-advisors that in a way, are making accessing financial markets easier for more and more investors in in Spain.

Clients 162

Clients Investing Investments Management 162

International College of Financial Planning

JUNE 10, 2022

This certification is recognized internationally and considered the best for financial planning training, education, and ethical practice. . A CFP might begin with determining your personal financial goals and discussing your current financial situation and risk tolerance. He can help you in risk management. .

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

The Big Picture

JULY 19, 2022

So, the Portfolio Solutions Group advises mainly institutional clients on all kinds of challenges that they have and thinking about the expected returns, portfolio construction, risk management, et cetera. Certainly, it does definitely get to behavioral advices. Definitely so. I speak in many conferences. ILMANEN: Yes.

Investments 130

Investments Investing Valuation Portfolio 130

The Big Picture

JANUARY 9, 2024

It was derivatives math, it was like working with the traders on like risk management. You were saying that you had a code of ethics, but then your CEO was sexually harassing people. I I definitely think that a lot of readers come away being like, you have explained this thing and now I think it’s much worse.

Banking 130

Banking Retail Math Management 130

The Big Picture

JULY 4, 2023

And we’ve talked about whether we go deeper on existing strategies, we build new businesses, we find somebody who can help him more as almost a co-CIO with risk management, with the investment process. They built their infrastructure, risk management, and hired great PMs to lead these businesses.

Management 147

Management Recruitment Numbers Banking 147

The Big Picture

JANUARY 14, 2025

That there’s a definitely a network effect that happens there. I have a friend who’s an allocator at a big foundation and, and he calls the funder funds funder fees ’cause you’re paying layers on top of layers of fees and it definitely acts as, as a long-term drag. Specifically on the academic side.

Management 147

Management Investments Investing Assets 147