WiserAdvisor

JUNE 22, 2023

However, engaging in open and insightful conversations with your financial advisor is important to ensure you understand your portfolio well and can make informed decisions. Having a proactive approach can help you navigate the intricacies of investing and have a deeper understanding of your portfolio.

Financial Advisor 40

Financial Advisor Portfolio Investing Investments 40

Trade Brains

FEBRUARY 26, 2023

Furthermore, it plans to add 65 more gas retailing stations to its portfolio of 135 stations at present. CHFL indirectly provides insurance, lending, risk management, and other financial services through its stakes in: Cholamandalam Investment and Finance Company Ltd. Cholamandalam MS Risk Services Ltd.

Retail 98

Retail Manufacturing Insurance Sales 98

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. 3.90% 24.68% Heritage Foods ₹573.00 3.90% 24.68% Heritage Foods ₹573.00

Wealth Management 59

Wealth Management Banking Management Portfolio 59

Trade Brains

AUGUST 31, 2022

In Fiscal 2022, agri-loans are expected to increase 10-11% on year provided the monsoon is normal and on expectations of higher food grain and horticulture production, and support from the agri-fund. The bank has Strong asset quality, underwriting practices, and risk management policies and procedures in place.

Banking 52

Banking Retail Accounting Management 52

The Big Picture

APRIL 18, 2023

Both in terms of the aggregate revenue of our company, size of our portfolio, we’re probably now something like 150 total investments, many hundreds of billions of revenue, hundreds of thousands of employees if you add up all of the companies in which we’re invested. RITHOLTZ: — across all these different inputs.

Assets 163

Assets Investing Investments Valuation 163

The Big Picture

AUGUST 15, 2023

That’s a really easy portfolio to create. It allows you to understand, generally speaking, what is a reasonable beta for that whole portfolio. The other thing it allows you to do is to benchmark your ability to select managers that outperform both in each areas and across the sleeve. That allows you to do two things.

Management 130

Management Investing Investments Government 130

Brown Advisory

DECEMBER 5, 2023

The origin story of the term “ESG” therefore directly ties environmental, social, and governance know-how to: management quality, competitive position, risk management, shareholder value, new markets (growth), and brand reputation. ESG legislation is winding its way through political processes in many U.S.

Fiduciary Duty 52

Fiduciary Duty Government Clients Investments 52

Brown Advisory

FEBRUARY 14, 2023

Focus on Risks and Opportunities: Our ESG research approach seeks to assess ESG risk management, and identify sustainable opportunities that address key environmental and/or social challenges, which we believe can lead to improved performance and impact. Our approach is consistent and systematic across our platform.

Government 52

Government Investing Investments Economics 52

Brown Advisory

FEBRUARY 14, 2023

Focus on Risks and Opportunities: Our ESG research approach seeks to assess ESG risk management, and identify sustainable opportunities that address key environmental and/or social challenges, which we believe can lead to improved performance and impact. Our approach is consistent and systematic across our platform.

Government 52

Government Investing Investments Economics 52

Brown Advisory

JUNE 2, 2021

The growth of this opportunity set has been so tremendous over the past few years that it deserves an encore to our 2018 piece Income and Impact: Adding Green Bonds to Investment Portfolios. clean drinking water, sewers, sanitation, transport, energy); access to essential services (e.g., Sustainability Bonds. Sustainability-linked Bonds.

Certification 52

Certification Investing Investments Transportation 52

Brown Advisory

JUNE 2, 2021

The growth of this opportunity set has been so tremendous over the past few years that it deserves an encore to our 2018 piece Income and Impact: Adding Green Bonds to Investment Portfolios. clean drinking water, sewers, sanitation, transport, energy); access to essential services (e.g., Sustainability Bonds. Sustainability-linked Bonds.

Certification 52

Certification Investing Investments Transportation 52

The Big Picture

JUNE 27, 2023

BORISH: So one of the geniuses of Paul in really understanding futures markets in general is that most of the innovative risk management approaches came out of the futures markets because of the using margin. So now what do you do with risk management? What were you trading and what was he looking at?

Math 148

Math Risk Management Marketing Marketing 148

The Big Picture

JULY 4, 2023

Think of these guys that we work with as, I don’t know, the biggest franchise owners of, you know, those fast food chains in the space. And they end up being great candidates for us to put into to run the next big portfolio or start a new strategy. And you basically could just sort of do fine with very lazy risk management.

Management 148

Management Recruitment Numbers Banking 148

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 Big Picture

DECEMBER 20, 2022

And it not only has the advantages of there being inefficiencies, so there’s the potential to generate alpha, but if you do it right, it’s pretty non-correlated with probably the rest of your portfolio. So with no further ado, my interview with Gramercy Funds Management’s Robert Koenigsberger. That’s it.

Banking 163

Banking Assets Government Marketing 163

The Big Picture

MARCH 12, 2024

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. And so the other thing is, is that, and I think it’s our core risk management culture, is that we think that till risk is way more probable than everyone else does.

Banking 148

Banking Marketing Marketing Investing 148