Trade Brains

NOVEMBER 4, 2023

In addition to this, it offers other services such as portfolio management, consultancy, etc. 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. Hope this blog adds value to your trading journey.

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Assets Planning Financial Market Retail 111

The Big Picture

MARCH 7, 2023

 The transcript from this week’s, MiB: Maria Vassalou, Goldman Sachs Asset Management , is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. And at the SAC Capital, it was all about risk management.

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Assets Management Marketing Marketing 173

The Big Picture

MARCH 5, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. 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.

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Banking Portfolio Assets Investing 147

The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Google , YouTube , and Bloomberg. That sounds great, but I only have spots in my portfolio for a Cape Cod.

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Assets Management Investments Investing 147

Brown Advisory

JULY 14, 2020

The report reviews how we seek to invest using sustainability research and look for companies with what we view as SBA Drivers and strong ESG risk management. We are pleased to report continued advancement of our firm’s sustainable investment initiatives. and Brown Advisory Trust Company of Delaware, LLC.

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Portfolio Management Portfolio Management Risk Management 52

Brown Advisory

AUGUST 9, 2021

2020 Global Leaders Impact Report ajackson Mon, 08/09/2021 - 09:43 Download the Report A Letter of Introduction From The Portfolio Managers We are pleased to introduce our new Impact Report which reflects our activity and progress throughout 2020. and Brown Advisory Trust Company of Delaware, LLC.

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Portfolio Management Portfolio Risk Management Investments 52

Brown Advisory

JULY 14, 2020

Download the Report. . A Letter of Introduction From The Portfolio Managers. . The report reviews how we seek to invest using sustainability research and look for companies with what we view as SBA Drivers and strong ESG risk management. Portfolio Manager . . Portfolio Manager. . . . . .

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Portfolio Management Portfolio Management Risk Management 52

Brown Advisory

AUGUST 9, 2021

Download the Report. . A Letter of Introduction From The Portfolio Managers. . The report reviews how we seek to use ESG research in our investment process, and how we seek companies with what we call Sustainable Business Advantage drivers (“SBA drivers”) and strong ESG risk management. Portfolio Manager . .

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Portfolio Management Portfolio Risk Management Investments 52

The Big Picture

SEPTEMBER 12, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. BITTERLY MICHELL: … risk management. ?. The transcript from this week’s, MiB: Kristen Bitterly Michell, Citi Global Wealth , is below. RITHOLTZ: Right. BITTERLY MICHELL: Exactly.

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Clients Wealth Management Banking Investing 299

The Big Picture

AUGUST 29, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Google , YouTube , and Bloomberg.   The transcript from this week’s, MiB: Greg Davis, CIO Vanguard , is below. And she was like, “You should come down and talk to some people at Vanguard.”

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Portfolio Investing Investments Numbers 130

The Big Picture

DECEMBER 6, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. And my answer was, “Hey, not everybody wants to buy a passive index around the satellite of a core portfolio or even just, hey, I have an idea, I think this is going to change the world.”

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Clients Investments Investing Management 162

Trade Brains

DECEMBER 2, 2023

The topics covered are an introduction, enhancing financial knowledge, copy-paste profitable investing strategy, building your own investment portfolio, value investing fundamentals and a glimpse into technical analysis. You can enroll in the course here.

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Investments Investing Valuation Marketing 59

Tucker Advisors

SEPTEMBER 8, 2021

High Profile Use of Annuities Download. Even if market risk isn’t your thing, playing it safe has its own problems. To be fair, these annuities aren’t to be compared to a stock portfolio in terms of overall growth opportunity, but they can earn a respectable rate, all without market risk. What Does an Indexed Annuity Do?

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Retirement Pension Retirement Financial Advisor Planning 52

Midstream Marketing

SEPTEMBER 15, 2019

In this article, we are reviewing the first 10, but we took the time and created an easy download if you want to take the longer list with you. If you make it a priority to follow just one financial advisor or wealth management blog, do yourself a favor and make sure it’s this one. You can download that document right here.

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Financial Advisor Wealth Management Certified Financial Planner Economics 52

The Big Picture

NOVEMBER 14, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. So at our firm, putting portfolio managers in front of prospects and clients, we constantly have to train them, give them presentation training. So we have 300 plus stocks in our portfolios.

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Math Management Insurance Assets 130

Brown Advisory

AUGUST 5, 2020

Community Foundations: Challenges And Solutions ajackson Wed, 08/05/2020 - 14:42 DOWNLOAD PDF On the surface, endowments and foundations are all pursuing similar goals, such as preservation of capital and ensuring income to cover spending needs. SOLUTION Brown Advisory helps clients approach decisions from a risk management perspective.

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Nonprofit Clients Risk Tolerance Management 52

Brown Advisory

AUGUST 5, 2020

DOWNLOAD PDF. Community stakeholders may disagree on key priorities, and even in cases when there is a dire need, a community foundation risks alienating its donors if it does not use its variance power with extreme care. Brown Advisory helps clients approach decisions from a risk management perspective.

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Nonprofit Clients Risk Tolerance Management 52

The Big Picture

MAY 23, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes Stitcher , Bloomberg , Spotify , Google , and YouTube. GREW: I think the reality for me is that more and more institutional clients need something in a separate managed account. And remember they have, as you know, vast portfolios.

Clients 162

Clients Management Engineering Investing 162

The Big Picture

JULY 4, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Bloomberg , Stitcher , Google , and YouTube. And they end up being great candidates for us to put into to run the next big portfolio or start a new strategy. There are signs that it is — more women enter the industry.

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Management Recruitment Numbers Banking 147

The Big Picture

OCTOBER 17, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And the third, the one that nobody talks about is risk management. Risk management. We talked about the importance of risk management and volatility.

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Investments Investing Clients Numbers 130

Brown Advisory

NOVEMBER 28, 2022

Tax losses can also expedite the rebounding of client portfolios by reducing the tax drag on future growth. To download a copy of the checklist, please click here. The views expressed are those of Brown Advisory as of the date referenced and are subject to change at any time based on market or other conditions.

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Planning Taxes Clients Strategic Planning 52

Brown Advisory

NOVEMBER 28, 2022

Some of the steps that we are discussing with a wide range of clients this year include: Review your portfolio Validate its consistency with your long-term plan. Tax losses can also expedite the rebounding of client portfolios by reducing the tax drag on future growth.

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Planning Taxes Clients Strategic Planning 52

The Big Picture

AUGUST 15, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. That’s a really easy portfolio to create. It allows you to understand, generally speaking, what is a reasonable beta for that whole portfolio. That allows you to do two things.

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Management Investments Investing Government 130

The Big Picture

JANUARY 9, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. It was derivatives math, it was like working with the traders on like risk management.  The transcript from this week’s, MiB: Matt Levine on Money & Stuff , is below.

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Retail Banking Math Management 130

The Big Picture

OCTOBER 19, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , Bloomberg , and Acast. They’ll construct the portfolio. Let’s talk a little bit about portfolio analytics, financial planning tools. They have a risk management technology.

Financial Advisor 286

Financial Advisor Clients Taxes Investing 286

The Big Picture

SEPTEMBER 26, 2023

 The transcript from this week’s, MiB: Armen Panossian, Oaktree Capital Management , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Google , YouTube , and Bloomberg. So, so let’s talk about some of those legacy portfolio issues.

Banking 130

Banking Investments Investing Clients 130

The Big Picture

MARCH 27, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. MIELLE: So there you go. MIELLE: — interviewed. RITHOLTZ: Yeah.

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Assets Investing Investments Management 285

The Big Picture

AUGUST 16, 2022

?. The transcript from this week’s, MiB: Kenneth Tropin, Graham Capital Management , is below. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Bloomberg , and Acast. Who’s added to risk? Who’s got risk? I want to start with your background.

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Management Assets Risk Management Marketing 305

The Big Picture

JUNE 27, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. They’re all good strategies, but if you don’t have a disciplined risk management on top of it, you’re not going to make money. RITHOLTZ: Right.

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Math Risk Management Marketing Marketing 147

The Big Picture

APRIL 4, 2023

 The transcript from this week’s, MiB: Ken Kencel, Churchill Asset Management , is below. You can stream and download our full conversation, including any podcast extras, on Apple , Spotify , Google , Stitcher , YouTube , and Bloomberg. And I think that what our investors saw is that, number one, our portfolio held up incredibly well.

Banking 147

Banking Management Investing Investments 147

The Big Picture

JULY 19, 2022

The transcript from this week’s, MiB: Antti Ilmanen, Co-Head, Portfolio Solutions, AQR , is below. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. CO-HEAD, AQR’S PORTFOLIO SOLUTIONS GROUP: Thanks, Barry. Welcome to Bloomberg.

Investing 130

Investing Investments Valuation Portfolio 130

The Big Picture

APRIL 18, 2023

You can stream and download our full conversation, including any podcast extras, iTunes , Spotify , Stitcher , Google , Bloomberg , and Omny. How do you use all of this data that’s generated by all of your portfolio companies to navigate the world at large? RITHOLTZ: — across all these different inputs. RITHOLTZ: Right.

Assets 162

Assets Investments Investing Valuation 162

The Big Picture

MARCH 12, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. So that’s an active part of portfolio trimming and opt and optimization. The good news is no one event has a big impact on the portfolio. There’s always some difference in between.

Banking 147

Banking Marketing Marketing Investing 147

The Big Picture

DECEMBER 20, 2022

The transcript from this week’s, MiB: Robert Koenigsberger, Gramercy Funds Management , is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. All we do is focus on an investment management. And our mission is really simple.

Banking 162

Banking Assets Government Marketing 162

The Big Picture

JANUARY 14, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. You were a portfolio manager, researcher head of trading, and apparently tech geek putting machines together. The transcript from this weeks, MiB: Brian Hurst, ClearAlpha , is below.

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Management Investing Investments Assets 147

The Big Picture

AUGUST 23, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. BROWDER: I just gone the risk management committee. The currency devalued by 75 percent and my portfolio, which was above $1 billion, went down 90 percent. RITHOLTZ: Wow.

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Government Banking Numbers Investing 321