Abnormal Returns

JULY 26, 2022

morningstar.com) How have multi-factor portfolios performed in practice. (insights.factorresearch.com) Can Twitter be used to forecast inflation? alphaarchitect.com) Performance The performance of tactical asset allocation mutual funds has been no great shakes.

Risk Management 130

Risk Management Management Asset Allocation Media 130

The Big Picture

JANUARY 10, 2025

Prior to founding ClearAlpha, Brian spent 21 years at AQR Capital Management as a portfolio manager, researcher, head of trading, and the firm’s first non-founding Partner. As a senior portfolio manager, he was in charge of over $15 billion in hedge fund assets.

Portfolio Management 147

Portfolio Management Risk Management Education Portfolio 147

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.

Risk Management 98

Risk Management Portfolio Management Valuation 98

Wealth Management

DECEMBER 5, 2023

David Gaito, head of direct lending at Fidelity, explores the world of direct lending, middle market credit, and the potential of private credit in portfolio diversification and risk management.

Risk Management 240

Risk Management Marketing Marketing Portfolio 240

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. Related: How to Determine Your Client’s Risk Capacity!

Risk Management 97

Risk Management Clients Risk Tolerance Management 97

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. So if you have a large portion of your wealth tied to a single stock, here are six options to manage it.

Management 66

Management Taxes Estate Planning Asset Allocation 66

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. rcmalternatives.com) Bogumil Baranowski talks concentrated portfolios with Eric Markowitz who is a Partner and the Director of Research at Nightview Capital.

Risk Management 264

Risk Management Management Portfolio Assets 264

Risk Management Guru

OCTOBER 3, 2022

There are basically five strategies which can help you in allocating your risk management. You may diversify your portfolio by investing in stocks, ETFs, or multi-cap mutual funds. Stock Market Risk Management Strategies. Advantages of Effective Risk Management. Learn about the company. Conclusion.

Risk Management 59

Risk Management Management Pharmaceutical Investing 59

Alpha Architect

MARCH 3, 2025

This has critical implications for portfolio construction and risk management. With over nearly 150 years of data, the study finds that when inflation and interest rates rise, stocks and bonds tend to move together, reducing diversification benefits. Please read the Alpha Architect disclosures at your convenience.

Risk Management 54

Risk Management Portfolio Management Asset Allocation 54

Advisor Perspectives

JUNE 28, 2024

Investors need a better grasp of risk-management tools to gauge a portfolio’s strategic resilience in a rapidly changing world.

Risk Management 52

Risk Management Portfolio Management 52

WiserAdvisor

SEPTEMBER 8, 2022

Interest rate risk, inflation risk, recession risk, and others can surface from time to time and affect your investments as well as peace of mind. This is why portfolio risk management can be very critical. However, it is crucial to understand how to manage portfolio risk and what can trigger it.

Risk Management 52

Risk Management Portfolio Management Asset Allocation 52

Alpha Architect

FEBRUARY 7, 2025

We are far from a bubble. Is There A Bubble In Private Credit? was originally published at Alpha Architect.

Risk Management 74

Risk Management Media Portfolio Management 74

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 (..)

Financial Planner 246

Financial Planner Asset Allocation Clients Risk Management 246

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.

Risk Management 59

Risk Management Management Marketing Marketing 59

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.

Financial Advisor 246

Financial Advisor Insurance Coverage Estate Planning Charitable Planning 246

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

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.

Risk Management 52

Risk Management Portfolio Management Management Economics 52

The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. Her job is portfolio and product solutions and that means she could go anywhere in the world and do anything. Elizabeth Burton : Hi Barry.

Assets 147

Assets Management Investing Investments 147

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.

Risk Management 52

Risk Management Management Portfolio Investments 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.

Financial Advice 62

Financial Advice Financial Advisor Risk Tolerance Financial Guidance 62

The Big Picture

JUNE 24, 2023

That setup plus the mistaken belief that Portfolio Insurance would offer protection from losses, was the perfect up parallel. Borish also explains why “Trading and risk management are inherently unnatural.” Then came the crash, and based on prior market history, they decided to wait until mid-Tuesday to cover.

Investing 217

Investing Investments Recruitment Math 217

Random Roger's Retirement Planning

APRIL 7, 2024

Let's have a little fun with a difference of opinion about how to incorporate managed futures into a portfolio between to big proponents, Corey Hoffstein from ReturnStacked ETFs and Andrew Beer who runs the iMPG DBi Managed Futures Strategy ETF (DBMF). Both of them talk about how to add managed futures to a portfolio.

Management 97

Management Portfolio Portfolio Management Risk Management 97

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. And I think you will also.

Assets 299

Assets Clients Investing Investments 299

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.

Risk Management 134

Risk Management Portfolio Management Marketing 134

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.

Math 111

Math Risk Management Portfolio Management 111

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.

Portfolio 59

Portfolio Management Risk Management Distribution 59

Carson Wealth

JANUARY 23, 2025

When it comes to managing your wealth and pursuing your financial goals, clarity can be key. 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. What Is Bucketing?

Financial Planning 52

Financial Planning Planning Risk Tolerance Financial Advisor 52

Carson Wealth

JULY 3, 2024

Managing the business’s finances is one of the most crucial aspects. Proper financial management can be the difference between a thriving business and one that struggles to stay afloat. Conduct a risk assessment to identify potential risks and their impact on your business.

Financial Planning 142

Financial Planning Planning Retirement Planning Tax Planning 142

Zoe Financial

MARCH 21, 2025

Published: March 21st, 2025 Reading Time: 6 minutes Written by: The Zoe Team Managing wealth involves more than just investingit requires careful planning, strategic decision-making, and a long-term vision. A financial advisor provides personalized guidance to help manage and grow your wealth. What Does a Financial Advisor Do?

Financial Advisor 40

Financial Advisor Strategic Planning Estate Planning Retirement 40

Validea

NOVEMBER 2, 2024

In an environment where investors may have faced significant losses in various sectors – from growth stocks to cryptocurrencies to bond portfolios – he emphasizes the importance of being kind to yourself while maintaining the courage to continue taking action.

Risk Management 52

Risk Management Investing Investments Management 52

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?

Portfolio 52

Portfolio Risk Management Distribution Management 52

Trade Brains

DECEMBER 5, 2023

Hence, these courses will guide you to learn the role of futures and options in portfolio construction and spotting trading opportunities. It covers the basics of options, option Greeks, technical analysis, option chain, selecting strike prices, trading strategies, Psychology and money management in options trading.

Certification 105

Certification Risk Management Education Management 105

Trade Brains

FEBRUARY 3, 2024

Since effective risk management is the key to a profitable journey, new individuals must gain actual knowledge of currency markets. Hence, managing leverage and margin is a crucial task for beginners for risk management in forex trading. Risk management is the key factor for traders to consider in trading.

Risk Management 107

Risk Management Management Commission Accounting 107

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. It’s beta neutral, market neutral.

Healthcare 162

Healthcare Portfolio Management Investing 162

International College of Financial Planning

MARCH 31, 2023

Wealth management is an important aspect of the financial world that focuses on managing wealth to help individuals and families achieve their financial goals. Wealth management involves a range of financial services as an investment, finance, real estate, tax, and risk management.

Wealth Management 52

Wealth Management Management Risk Management Ethics 52

Discipline Funds

MARCH 10, 2023

Now, many people will look at the SIVB situation and blame their poor risk management of the securities portfolio. And as the deposits poured out SVB found itself in a liquidity crunch where they were technically insolvent and for the sake of risk management they needed to shore up the balance sheet.

Risk Management 145

Risk Management Banking Economy Valuation 145

International College of Financial Planning

MARCH 12, 2025

What to Do Instead: Stick to fundamentals: Learn about asset allocation, risk management, and diversification before investing. What to Do Instead: Diversify your investments: A good portfolio has a mix of equities, debt, gold, and real estate. Think long-term: The goal isnt to get rich overnightits to build wealth sustainably.

Financial Planning 52

Financial Planning Planning Asset Allocation Financial Advice 52