The Big Picture

SEPTEMBER 19, 2023

Her job is portfolio and product solutions and that means she could go anywhere in the world and do anything. I thought this conversation was absolutely fascinating and I think you will also, with no further ado, Goldman Sachs asset managements Elizabeth Burton. That sounds great, but I only have spots in my portfolio for a Cape Cod.

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Trade Brains

OCTOBER 15, 2024

The changes are set to reshape the landscape of options trading in India, affecting both institutional and retail investors. The SENSEX50 and BankEX weekly options are not as popular as NSE’s Bank Nifty but still hold a substantial share of the market, particularly among more conservative retail investors and institutions.

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Financial Market Financial Services Marketing Marketing 52

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

Trade Brains

SEPTEMBER 14, 2024

It focuses on providing retail credit to underserved households and businesses. Fund Management includes managing debt funds and providing portfolio management services. It uses data-driven risk management and credit underwriting processes. NBFCs financing personal loans will need around Rs.

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Retail Risk Management Assets Management 52

Trade Brains

OCTOBER 24, 2023

The sector is expected to grow at a compound annual growth rate (CAGR) of 10-12% over the next decade, supported by good harvests, government spending, on the food processing industry, and the retail sector. The retail sector was valued at $883 billion in 2020 and is expected to grow to $1.3 trillion by 2028, growing at a CAGR of 9.5%

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Food Retail Manufacturing Distribution 59

Carson Wealth

SEPTEMBER 23, 2024

Amongst other things, the August retail sales report showed that online sales grew at an annualized pace of 15% over the past three months. In other words, the large cut was about risk management, with the Fed looking to get ahead of deteriorating labor market data. Layoffs are also relatively low.

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The Big Picture

DECEMBER 6, 2022

And definitely, their retail market participation is significantly lower than you can see in the U.S. 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.” We have retail clients. BERRUGA: Yeah.

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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?

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The Big Picture

SEPTEMBER 12, 2022

And so, with this gave me exposure to everything from investment banking to retail, looking at like checking account campaigns, like how do you get more assets in the door to credit risk. BITTERLY MICHELL: … risk management. And ultimately, to make a very long story short, I fell in love with derivatives. RITHOLTZ: Right.

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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. Stocks frequently respond favorably to FII investments, driving up prices.

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Wealth Management Banking Management Portfolio 59

Trade Brains

SEPTEMBER 26, 2024

Retail investor participation is low, and low free float levels have transformed the market into a para. Growing retail investor participation 4. Indian capital markets differ from global peers in several ways as companies heavily rely on banks for funding, while the corporate bond market remains underdeveloped. This is due to: 1.

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Compliance Banking Management Risk Management 90

Trade Brains

SEPTEMBER 5, 2024

The company primarily focuses on individual retail housing loans, with a significant portion of its portfolio consisting of low-risk salaried customers. This decline stems from increased borrowing, retail credit push by lenders, and improved access to credit through technology. in 2009 to 12.3% from Fiscal 2022 to 2024.

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Retail Assets Portfolio Management 52

Trade Brains

NOVEMBER 16, 2023

Fedbank Financial Services IPO – About The Company Fedbank is a non-banking finance company (NBFC) that focuses on retail services and is promoted by The Federal Bank Limited. In the fiscal year 2023, the housing finance and gold loans sectors make up 46% and 12%, respectively, of India’s retail loans industry. Crores in FY23.

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Financial Services Banking Retail Management 59

Trade Brains

JULY 8, 2023

It is a small finance bank in India which has recorded the third fastest Gross Loan Portfolio growth in the past three years among SFBs with a Gross Loan Portfolio of more than ₹ 60 billion. As of FY23, the bank had 830 Banking Outlets spread over 26 States and Union Territories in India, encompassing 253 districts.

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The Big Picture

AUGUST 29, 2023

I found this conversation to be absolutely a masterclass in how to think about investing risk, how to think about where your returns come from, what sort of behavioral problems lead to bad outcomes, and all of the usual things that we’ve learned over the years from the success of Vanguard. And Greg Davis just does an amazing job.

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Portfolio Investments Investing Numbers 130

Trade Brains

AUGUST 31, 2022

The bank caters to micro, small and medium enterprises (“MSME”), agricultural and retail customers (“RAM”). The bank also is Consistently growing its deposit base with a focus on low-cost retail CASA (current and savings account) ratio. A total of 37.61% of their paid-up equity share capital or 53.59

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Banking Retail Accounting Management 52

Trade Brains

SEPTEMBER 18, 2024

The company maintains a robust credit assessment and risk management framework, which has helped manage defaults and non-performing assets effectively. The company has experienced significant growth, with its Assets Under Management increasing to Rs. Loan Diversification: Manba’s loan portfolio lacks diversity.

Financial Services 52

Financial Services Assets Sales Risk Management 52

Trade Brains

JANUARY 3, 2024

Lack of Regulation:- In some regions, binary options trading falls in unregulated markets, increasing the risk of fraudulent activities. The complexity of Pricing:- Binary options pricing involves complex algorithms, making it challenging for retail traders to understand the true market value accurately.

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Risk Management Investments Investing Retail 59

Trade Brains

MARCH 11, 2024

Operating Profit Margin (%) 49.67% Net Profit Margin (%) 44.36% Large Cap Stocks With High NPM #2 – Oracle Financial Services Oracle Financial Services Software Limited is a subsidiary of Oracle, a world leader in providing financial technology solutions across retail banking, corporate banking, risk, financial crime, and compliance management.

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Banking Financial Services Consulting Retail 59

Brown Advisory

JANUARY 26, 2017

Investors have traditionally flocked to bonds with the GO pledge for their perceived status as safer investments; however, Brown Advisory’s approach and analysis has generally found certain revenue bonds to be more transparent, more easily modeled, and more compelling in portfolios.

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Clients Portfolio Management Taxes 52

Brown Advisory

JANUARY 26, 2017

Investors have traditionally flocked to bonds with the GO pledge for their perceived status as safer investments; however, Brown Advisory’s approach and analysis has generally found certain revenue bonds to be more transparent, more easily modeled, and more compelling in portfolios. Credit Risk and Fundamentals.

Clients 52

Clients Portfolio Management Taxes 52

Good Financial Cents

JULY 17, 2023

You can source products at a wholesale price, set your own retail prices, and reach a wide customer base through online platforms. However, it requires careful planning, market knowledge, and risk management to succeed in various profit-generating ventures.

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Certified Financial Planner Wealth Accumulation Financial Planner Certification 69

The Big Picture

JANUARY 9, 2024

It was derivatives math, it was like working with the traders on like risk management. Matt Levine : 00:16:47 I was struck by like the ability of retail investors collectively to move stock prices, right? I was, I mean I think people confidently declared it on Reddit and I was like, sure, but it’s retail.

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Retail Banking Math Management 130

Trade Brains

JULY 4, 2024

Nuvama Wealth Management – Business segments Wealth Management Business In this segment, the company provides services like retail securities broking business, investment advisory, distribution of financial products and lending against securities. Can it become a giant in the Wealth management sector? Industry P.E

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Wealth Management Management Planning Financial Services 40

Trade Brains

JULY 13, 2024

The complexities of derivative products such as futures and options require a deep understanding of market dynamics, risk management, and derivatives pricing models. Regulatory bodies like SEBI have introduced measures to protect retail investors, including margin requirements and educational initiatives.

Accounting 52

Accounting Commission Education Clients 52

Sara Grillo

NOVEMBER 14, 2022

If you didn’t want equity risk tied to your income, you would structure the portfolio for cash flow using fixed income, which has interest rate risk. Macchia says this is ignoring longevity risk. Salaske says this isn’t right from a longevity standpoint and that is should instead be managed on a total return basis.

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Insurance Retirement Financial Advisor License 59

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.

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Fiduciary Duty Government Clients Investing 52

Sara Grillo

DECEMBER 12, 2022

“It comes down to the client’s needs, what the strategy is going to provide for the client, and then we look at how we can efficiently affect how those costs hit that client in their portfolio.” – Charles King. He spent 10 years there managing billions in assets for institutional and retail clients. Derek Robinett. billion.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

The Big Picture

OCTOBER 19, 2022

We discussed all these things as well as why there has never been a better time to be a retail investor than right now, right here in this era. They’ll construct the portfolio. One, we invest in the business to better serve you, right, so better digital experience, if you’re a retail investor, more services for advisors.

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Financial Advisor Clients Taxes Investing 287

The Big Picture

MARCH 27, 2023

She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. By ’08 and ’09, look, there were bankruptcies everywhere in every industry from retail to telecom. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, my extra special guest is Dominique Mielle. I get that.

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Assets Investing Investments Management 286

The Big Picture

SEPTEMBER 26, 2023

So, so let’s talk about some of those legacy portfolio issues. Because if you’re a risk manager at a bank and all of a sudden the reserve flow is not coming your direction anymore, you’re the expectation that is, it will go the opposite direction. 00:43:59 [Speaker Changed] Really quite interesting.

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Banking Investing Investments Clients 130

Trade Brains

MAY 25, 2023

Zerodha has over +1 Crore clients and contributes to over 15% of daily retail trading volumes across NSE, BSE, MCX. With the help of Zerodha Coin, you can have Direct mutual funds in DEMAT form, with the convenience of one portfolio across equity, MF, currency, etc. It is one of the most technologically advanced and cheap stockbrokers.

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Investing Investments Accounting Education 98

The Better Letter

JANUARY 26, 2024

.” Harry Markowitz won the Nobel Prize for exploring the mathematical tradeoff between risk and return. Some years ago, The Wall Street Journal asked him how, given his work, he structured his own portfolio. Accordingly, performance-chasing is widespread, among both retail and institutional investors.

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Assets Valuation Management Marketing 105

The Big Picture

AUGUST 16, 2022

If you’re all interested in macro investing, trend following, commodities, currencies, fixed income, various types of quantitative strategies, and most important of all, risk management, you’re going to find this conversation to be absolutely fascinating. Who’s added to risk? Who’s got risk?

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Management Assets Risk Management Marketing 306

The Big Picture

APRIL 4, 2023

So obviously, risk managers, you know, and CROs were very focused on how do we manage that risk and diversify that credit risk that they were taking on in mid-market companies. But, at Churchill, historical business, we manage that capital on behalf of over 1,500 investors globally. RITHOLTZ: Yeah.

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Banking Management Investing Investments 148

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. But it’s nothing like it is today. We can’t do that.

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Assets Investing Investments Valuation 163

The Big Picture

MARCH 12, 2024

I’m assuming it’s primarily institutional and not retail. 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. That grocery store, that grocery store anchored retail. Huh, 00:20:35 [Speaker Changed] Absolutely.

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Banking Marketing Marketing Investing 148