Abnormal Returns

JULY 26, 2024

(epsilontheory.com) Joe Weisenthal and Tracy Alloway talk with Rich Falk-Wallace, founder and CEO of Arcana, about building risk management tools for pod shops. bloomberg.com) Jeff Malec talks with DeWayne Louis and Nishant Gurnani from Versor Investments about quantitative investment strategies.

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David Nelson

JANUARY 3, 2023

By David Nelson, CFA CMT All branches of the military use ORM or their own Operational Risk Management system. We identify the risks even those with low probability and make a quantitative judgement as to the feasibility of the mission and or flight. S&P 500 2 Years. 60-40 is reborn.

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BlueMind

OCTOBER 25, 2022

Category: Clients Risk. When it comes to their investment portfolios many tend to have a low-risk tolerance and with the unsettling economic situation with the ongoing pandemic, the word “risk” has become even more of a fearsome word for clients. Would they consider a 5% return worth taking a risk or 20%?

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Nerd's Eye View

MARCH 8, 2024

Also in industry news this week: A recent survey has found that a majority of prospective financial planning clients across all age brackets are open to working with a remote advisor, creating opportunities for advisors to grow their businesses and for clients to find the ‘best’ advisor for their needs, regardless of their location A federal (..)

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Trade Brains

NOVEMBER 3, 2024

The Indian non-banking financial sector demonstrates remarkable resilience through strong net interest margins and effective asset quality management. These companies deliver exceptional financial performance while maintaining robust credit portfolios. Their risk assessment expertise contributes to portfolio quality management.

Financial Services 59

Financial Services Risk Management Portfolio Management 59

The Big Picture

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He’s a member of the management committee. He co-chairs a number of the asset management investment committees. I thought this was an absolutely fascinating way to see the world of investment management.

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Risk Management Guru

OCTOBER 3, 2022

There are basically five strategies which can help you in allocating your risk management. If you have a firm grasp of these elements and how they influence stock market fluctuations, you will be in a better position to plan your investments. Any other approach will reduce your investments to mere gambling. Conclusion.

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Risk Management Management Pharmaceutical Investing 59

WiserAdvisor

SEPTEMBER 8, 2022

Investing your money involves a number of strategies and instruments. This is why it always contains an element of risk. The ideal investment term for each instrument also differs. So, the decision to pick an option can depend on the investment term and whether or not it aligns with your financial goals.

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Risk Management Guru

SEPTEMBER 29, 2022

In the stock market, risk management is locating, quantifying, and dealing with the various risks that can affect investment. Due to the potential negative effects of various risks on a person’s investment portfolio, effective risk management is crucial.

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Validea

DECEMBER 20, 2024

” Bob breaks down how these complex investment vehicles work, discussing their unique structure where multiple portfolio managers operate independently while sharing infrastructure and risk management resources.

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Risk Management Portfolio Management Management Economics 52

Carson Wealth

JANUARY 8, 2025

While some individuals manage their finances independently or utilize automated platforms, the personalized guidance of a financial advisor may offer distinct advantages. One study found that an advisor-managed portfolio could produce an additional 3% value add annually over a self-managed (DIY) portfolio.

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Financial Advice Financial Advisor Risk Tolerance Financial Guidance 62

Nerd's Eye View

JANUARY 22, 2024

In the early days of wealth management, a financial advisor's value proposition was relatively explicit, typically focusing on a limited range of portfolio management activities (e.g., selling and trading) or on sales-oriented advice that centered on implementing insurance products.

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Financial Advisor Insurance Coverage Estate Planning Charitable Planning 246

Brown Advisory

SEPTEMBER 6, 2022

Investing for Purpose: A Governance Perspective on Mission-Aligned Investment Strategy. Increasingly, investment committee members are exploring mission-aligned investing for the organizations they serve. DEFINING MISSION-ALIGNED INVESTING. Tue, 09/06/2022 - 10:17.

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Darrow Wealth Management

MARCH 13, 2025

A diversified portfolio is the cornerstone of a risk-adjusted investment strategy. Since single stocks don’t move like the broader market, you’re exposed to much greater risk. Options Contracts: Utilizing options like cashless collars, covered calls, and protective puts to manage risk or generate income.

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Management Taxes Estate Planning Asset Allocation 66

Advisor Perspectives

MARCH 20, 2025

On March 11, Russell Investments hosted a webinar examining the challenges and opportunities presented by alternative diversifiers, including strategies for incorporating these solutions into portfolios.

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Risk Management Management Portfolio Investing 52

Validea

NOVEMBER 2, 2024

In a wide-ranging conversation on the Excess Returns podcast, renowned investor Guy Spier shared valuable insights about investing, personal growth, and learning from mistakes. Align Your Inner and Outer Self Spier highlighted the importance of authenticity in investing and business.

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The Big Picture

OCTOBER 17, 2023

  The transcript from this week’s MiB: Graeme Forster, Orbis Investments , is below. Barry Ritholtz] This week on the podcast, I have an extra special guest, Graham Foster’s pm at Orbis Investment Management. They have a truly unique approach to investing. Is that poker, is that investing sounds like both.

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Alpha Architect

DECEMBER 29, 2023

Many risks important for our portfolios are new, hidden, or nuanced in some underappreciated way—and likely to be misunderstood and mispriced in the markets. Other risks can hide in plain sight. Fifty Shades of Grey Swans: the Risks that Matter Most was originally published at Alpha Architect.

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Math Risk Management Portfolio Management 110

Carson Wealth

JANUARY 23, 2025

By dividing your investments into these three buckets, you help create a clear plan for how and when your money will be used. By assigning clear purposes and timelines to each bucket, you help minimize behavioral risks like selling assets during market dips with the goal of helping your investments align with your priorities.

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Financial Planning Planning Risk Tolerance Financial Advisor 52

Alpha Architect

AUGUST 4, 2022

An implementable trading strategy that combines both systematic and momentum-specific risk more than doubles the Sharpe ratio of original momentum and outperforms existing risk management strategies over the 1928–2020 period, in 5 and 10-year sub-samples, and an international momentum portfolio.

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International College of Financial Planning

MARCH 12, 2025

Unlike their predecessors, they are tech-savvy, investment-curious, and financially independent-inded. What to Do Instead: Follow the 50-30-20 rule: Spend 50% on essentials (rent, groceries), 30% on fun (yes, that includes your Zomato orders), and 20% on savings/investments. Gen Z is rewriting the rules of personal finance.

Financial Planning 52

Financial Planning Planning Asset Allocation Financial Advice 52

Zoe Financial

MARCH 21, 2025

A financial advisor can help navigate the complexities of wealth management, from tax considerations to estate planning and retirement strategies. A financial advisor provides personalized guidance to help manage and grow your wealth. Risk Management : Protecting assets from unforeseen events.

Financial Advisor 40

Financial Advisor Strategic Planning Estate Planning Retirement 40

The Big Picture

DECEMBER 19, 2023

There are about 13 different portfolio managers each focused on a different sub-sector. In fact, we had a conversation at an emerging manager’s panel back on at Bloomberg Invest earlier this year, and I thought you would be great for, for a master’s in business. And they are not the typical hedge fund.

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Healthcare Portfolio Management Investing 162

Fortune Financial

AUGUST 7, 2023

Are Alternative Investments the Key to Diversifying Your Portfolio? Explore Types, Benefits and How to Get Started Are you tired of the traditional investment options that seem to be a rollercoaster ride and often offer limited downside protection? If so, it’s time to delve into alternative investments.

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Portfolio Investments Investing Risk Tolerance 52

Fortune Financial

AUGUST 7, 2023

Are Alternative Investments the Key to Diversifying Your Portfolio? Explore Types, Benefits and How to Get Started Are you tired of the traditional investment options that seem to be a rollercoaster ride and often offer limited downside protection? If so, it’s time to delve into alternative investments.

Portfolio 52

Portfolio Investments Investing Risk Tolerance 52

Trade Brains

DECEMBER 5, 2023

As you know, derivatives are advanced trading/investment instruments and they require skill and knowledge to trade in them. Hence, these courses will guide you to learn the role of futures and options in portfolio construction and spotting trading opportunities. You can enroll in the course here. You can enroll in the course here.

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Risk Management Guru

OCTOBER 1, 2021

Once the simulation has run, (virtually) millions of its results will produce a distribution of outcomes that can be analysed by the Risk Managers and displayed in a distribution chart. After designing this Excel solution, I’ve written a post questioning the Risk community if “ Is Anyone Still Using Risk Heatmaps?

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Portfolio Risk Management Distribution Management 52

Carson Wealth

JULY 3, 2024

Identifying these risks early and having a plan to mitigate them can save your business from significant setbacks. Conduct a risk assessment to identify potential risks and their impact on your business. There are investment solutions that help minimize the tax implication while aligning with portfolio goals.

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The Big Picture

SEPTEMBER 12, 2022

She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. She really has an incredible background in everything from capital markets to derivatives, to wealth management. BITTERLY MICHELL: … risk management. Her name is Kristen Bitterly Michell.

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Validea

NOVEMBER 15, 2024

The Twin Momentum strategy, based on research by Dashan Huang and his colleagues, represents an innovative approach to momentum investing that combines both fundamental and price momentum factors. This dual approach was found to generate significant outperformance compared to using either type of momentum in isolation.

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Food Manufacturing Transportation Assets 52

Random Roger's Retirement Planning

MARCH 29, 2025

First up, Phillip Toews who runs an asset management shop and who wrote a book about about behavioral portfolio construction wrote about understanding market history and a section on how to build robust portfolio that reads like he could have outsourced that part of the article to me. That is buying low.

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Meb Faber Research

NOVEMBER 1, 2023

Episode #506: Radio Show with Corey Hoffstein: Roaring Kitty, Bitcoin ETF & T-Bill and Chill Guest: Corey Hoffstein is co-founder and chief investment officer of Newfound Research, which offers a full suite of tactically risk-managed ETF portfolios.

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WiserAdvisor

DECEMBER 2, 2022

When investors create an investment portfolio, they consider several factors, like risk, asset class, inflation, etc., to generate optimal returns on their investments. However, what is equally critical when it comes to creating a portfolio is asset allocation and selection. What is asset allocation?

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Asset Allocation Assets Portfolio Risk Tolerance 52

Discipline Funds

DECEMBER 28, 2022

Understanding Modern Portfolio Construction Understanding the Modern Monetary System Everything you need to know about finance and investing in less than an hour How The Economic Machine Works in 30 Minutes Section 1 – Understanding Money & the Macroeconomy What Is Money? Then I Can Intimidate Everybody Whom Does the Fed Serve?

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Investments Investing Asset Allocation Portfolio 52

Random Roger's Retirement Planning

OCTOBER 16, 2024

For a little context, putting an entire portfolio into PSPNX would have compounded since inception at 13.89% with a standard deviation of 19.29% versus 14.67% and 17.51% for the S&P 500. The potential use would be how a smaller weight incorporates in to a diversified portfolio. Between 1 and 2 it's sort of a push.

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The Irrelevant Investor

DECEMBER 3, 2018

Today's Animal Spirits Talk Your Book is presented by Graniteshares Topics discussed Boom and bust nature of commodities What is the role of commodities in a portfolio -- manage risk or price appreciation? Why would commodities add a risk management component to a typical portfolio? Is Bitcoin the new gold?

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The Irrelevant Investor

FEBRUARY 24, 2020

For more information please visit their site here.

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