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%?

Risk Management 97

Risk Management Clients Risk Tolerance Management 97

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 Assets 59

Abnormal Returns

SEPTEMBER 10, 2024

blogs.cfainstitute.org) Using machine learning for portfolio optimization. blogs.cfainstitute.org) A review of recent research on portfolio risk management including 'Does Systematic Tail Risk Matter?' Quant stuff AI is not just another technology. capitalspectator.com) Poker as a tool to learn trading.

Marketing 265

Marketing Marketing Risk Management Portfolio 265

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

Random Roger's Retirement Planning

OCTOBER 30, 2024

The paper itself wasn't too in depth but they did provide a little bit of a framework for portfolio construction with alts. They suggested 50% in "dynamic traditional assets" which is some combination of "risk managed" stocks and bonds. Calmar Ratios: Portfolio 1 1.05, Portfolio 2 1.17, Portfolio 3 0.53

Portfolio 52

Portfolio Risk Management Numbers Assets 52

Wealth Management

SEPTEMBER 4, 2024

Private debt REITs offer a unique blend of income stability, risk management, tax efficiency, and diversification, writes Parkview Financial's VP of investor relations.

Portfolio 119

Portfolio Risk Management Taxes Management 119

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 263

Risk Management Management Portfolio Assets 263

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

The Big Picture

SEPTEMBER 16, 2023

This week, we speak with Elizabeth Burton , managing director and client investment strategist at Goldman Sachs Asset Management. She advises institutional clients on investment strategies and portfolio objectives, working alongside global client advisers and product strategists across public and private markets.

Assets 301

Assets Management Asset Allocation Risk Management 301

WiserAdvisor

DECEMBER 2, 2022

When investors create an investment portfolio, they consider several factors, like risk, asset class, inflation, etc., However, what is equally critical when it comes to creating a portfolio is asset allocation and selection. Read more to learn about asset allocation and how it can impact your portfolio.

Asset Allocation 52

Asset Allocation Assets Portfolio Risk Tolerance 52

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 104

Risk Management Marketing Marketing Portfolio 104

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 110

Math Risk Management Portfolio Management 110

Advisor Perspectives

DECEMBER 3, 2022

We continue to believe that a value-conscious, risk-managed, full-cycle discipline, focused on the combination of valuations and market internals, will be essential in navigating market volatility in the years ahead.

Portfolio 52

Portfolio Risk Management Valuation Management 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.

Portfolio 97

Portfolio Risk Management Taxes Numbers 97

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 210

Financial Planner Asset Allocation Clients Risk Management 210

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 Distribution 59

Fortune Financial

AUGUST 7, 2023

Are Alternative Investments the Key to Diversifying Your Portfolio? If you prefer a more indirect approach, Real Estate Investment Trusts (REITs) allow you to invest in a portfolio of properties without the hassle of direct ownership. Commercial properties, such as office spaces or retail buildings, can offer higher potential returns.

Portfolio 52

Portfolio Investing Investments Risk Tolerance 52

Fortune Financial

AUGUST 7, 2023

Are Alternative Investments the Key to Diversifying Your Portfolio? If you prefer a more indirect approach, Real Estate Investment Trusts (REITs) allow you to invest in a portfolio of properties without the hassle of direct ownership. Commercial properties, such as office spaces or retail buildings, can offer higher potential returns.

Portfolio 52

Portfolio Investing Investments Risk Tolerance 52

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.

Risk Management 78

Risk Management Portfolio Investing Investments 78

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

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

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 52

Financial Advisor Portfolio Investing Investments 52

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 215

Investing Investments Recruitment Math 215

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 211

Financial Advisor Insurance Coverage Charitable Planning Estate Planning 211

Meb Faber Research

JUNE 7, 2023

Episode #484: Rodrigo Gordillo & Corey Hoffstein – Instagram Frauds, Inflation Volatility, Tech Crisis, & Return Stacking Guest: Rodrigo Gordillo is President of and a Portfolio Manager at ReSolve Asset Management Global.

Portfolio Management 57

Portfolio Management Risk Management Portfolio Management 57

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

Trade Brains

DECEMBER 7, 2023

The course covers an introduction to personal finance, credit cards, life insurance, health insurance, investment instruments, loans, income tax and planning, budgeting and building a strong portfolio. Also, you will learn how to plan your taxes, credit score importance and how to budget your income to create a portfolio.

Budgeting 59

Budgeting Certification Education Asset Allocation 59

Trade Brains

OCTOBER 14, 2024

The bank specializes in microfinance lending, which constitutes approximately 32.70% of its loan portfolio as of March 2024, which decreased from 34.90% in March 2023. The bank’s inability to diversify its loan portfolio quickly enough into other segments like housing loans and MSMEs also contributed to its struggles.

Banking 52

Banking Management Portfolio Risk Management 52

SEI

OCTOBER 4, 2022

More than 30 years of experience providing employer-defined contribution plans with access to our risk-managed investment portfolios.

Planning 52

Planning Risk Management Portfolio Management 52

Trade Brains

SEPTEMBER 29, 2024

As a part of risk management, trading with stop loss and respecting the logical stop loss is important. Profit target:- For the long position entered in the engulfing pattern, a target can be based on the risk-to-reward ratio or to the next levels of resistance in the market.

Risk Management 97

Risk Management Marketing Marketing Management 97

Advisor Perspectives

OCTOBER 24, 2023

The firm provides a range of investment strategies across mutual funds, managed accounts and customized investment portfolios. My guest today will discuss how advisors can use these actively managed ETFs to get the most value out of their fixed income allocation. It added ETFs to its offerings in August.

Risk Management 59

Risk Management Management Accounting Portfolio 59

Trade Brains

NOVEMBER 21, 2023

The course topics are an introduction to technical analysis, various candlestick patterns, charting tools & software, trendlines& price patterns, technical indicators & their application, trading strategy and risk management. Also, traders can get certified for the course by clearing the exam conducted by NCFM.

Risk Management 98

Risk Management Education Certification Management 98

Trade Brains

JUNE 23, 2024

Profit Target:- As a good risk management the profit target can be on one’s risk-reward ratio or can be set to the next level of support from the entry position. Entry:- Enter a short position in the security below the third green candle of the pattern formed. The pattern is most reliable in a clearly defined downtrend.

Risk Management 105

Risk Management Management Marketing Marketing 105

Trade Brains

DECEMBER 12, 2023

As a part of risk management trading, respecting the logical stop loss is important. Profit target:- For the long position entered in a hammer pattern, the target can be based on the risk-to-reward ratio. As a part of risk management trading with stop loss and respecting the logical stop loss is important.

Risk Management 105

Risk Management Management Banking Portfolio 105

Trade Brains

AUGUST 21, 2024

The risk of retracements exists within broader uptrends, demanding careful consideration. Awareness of these limitations aids in prudent risk management and decision-making. However, cautious risk management and complementing technical analysis are still critical components of a holistic trading strategy.

Risk Management 98

Risk Management Marketing Marketing Management 98

Random Roger's Retirement Planning

OCTOBER 14, 2024

This should be a good way to work through the expectation that a fund is setting, whether it generally meets that expectation and how it might fit into a simple portfolio. I can't tell if $$F could be a substitute for the Vanguard Balanced Index Fund (VBAIX) which is a proxy for a 60/40 portfolio.

Portfolio 95

Portfolio Assets Risk Management Management 95

Random Roger's Retirement Planning

APRIL 30, 2024

I say all the time if gold is the best performer in your portfolio, then chances are things aren't going very well. We've modeled countless portfolios over the last year and half or so with BTAL and it has shown to consistently lower volatility and help with performance. That is even more the case with client/personal holding BTAL.

Portfolio 95

Portfolio Management Risk Management Clients 95