Trade Brains

DECEMBER 2, 2023

Equity Research & Valuation by NSE NSE Academy is an initiative by NSE India that offers various courses related to stock trading and investing. The equity research and valuation course offered by NSE Academy is a 10-hour online course. It helps in understanding different types of corporate valuation techniques.

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The Big Picture

JULY 19, 2022

The transcript from this week’s, MiB: Antti Ilmanen, Co-Head, Portfolio Solutions, AQR , is below. BARRY RITHOLTZ; HOST; MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Antti Ilmanen is AQR’s Co-head of the Portfolio Solutions Group. CO-HEAD, AQR’S PORTFOLIO SOLUTIONS GROUP: Thanks, Barry.

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Validea

JANUARY 4, 2023

We’ve been running quantitative model portfolios since 2003. In reviewing the returns for our portfolios in 2022, which were difficult for the markets and investors, things mostly played out as you may have expected as we look back with hindsight, although there are a few surprises and important lessons I think we can draw from the results.

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The Big Picture

APRIL 18, 2023

In the short run, there can be distortions in public market valuations as we saw in 2001 and we saw prior to that in 2007, and prior to that in 2000, in ‘99. Valuations go up and you saw it, of course, in the late ‘90s, in the tech sector. BARATTA: Yeah. In the long run. You saw it in the financial services sector.

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Trade Brains

SEPTEMBER 26, 2024

Risk management: NSE’s robust risk management system ensures market stability and investor protection, supporting its long-standing reputation for reliability and trust in volatile market conditions. The market valuation of NSE might be between ₹2.1 lakh crore based on the valuations of unlisted shares.

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International College of Financial Planning

NOVEMBER 10, 2021

Financial Risk Manager (FRM) – If you love solving problems and wish to help your clients mitigate risks you can turn your attention to a career as a Financial Risk Manager. You can also undertake the globally recognized course in risk management from GARP (Global Association of Risk Professionals).

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The Big Picture

DECEMBER 6, 2022

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.” BERRUGA: So many of our clients were struggling to find alternative sources of income for their portfolios. Is that who the Global X investor is?

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Brown Advisory

JUNE 16, 2021

The strong price appreciation has resulted in a commensurate rise in valuations and a tsunami of new deal issuance in these areas. small-caps particularly attractive, especially from a risk management perspective. Exhibit 3: Sector composition of R2G Source: FactSet. GICS Sectors. Data as of March 31, 2021. The Smallest Lead.

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Brown Advisory

JUNE 16, 2021

The strong price appreciation has resulted in a commensurate rise in valuations and a tsunami of new deal issuance in these areas. small-caps particularly attractive, especially from a risk management perspective. Exhibit 3: Sector composition of R2G. Source: FactSet. GICS Sectors. Data as of March 31, 2021. The Smallest Lead.

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Brown Advisory

MAY 25, 2017

That may sound like an obvious point, but fixed income portfolios are not always guided by that principle—some are guided more by an effort to conform to a benchmark index, while others focus on driving returns with bets on portfolio duration or other factors.

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Brown Advisory

NOVEMBER 28, 2022

Tax losses can also expedite the rebounding of client portfolios by reducing the tax drag on future growth. Valuations While decreased asset values create near-term challenges for our clients, such declines may also allow transfers between family generations at lower valuations, enhancing the utility of wealth transfer tax exemptions.

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Brown Advisory

NOVEMBER 28, 2022

Some of the steps that we are discussing with a wide range of clients this year include: Review your portfolio Validate its consistency with your long-term plan. Tax losses can also expedite the rebounding of client portfolios by reducing the tax drag on future growth. Valuations. Interest Rates on Intra-Family Loans.

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Zoe Financial

FEBRUARY 21, 2023

CFAs also show accounting, economics, portfolio management, and security analysis knowledge. Additionally, CFAs typically work in portfolio management, research, consulting, risk analysis, and risk management. Accountant An accountant works with individuals or businesses to manage their finances.

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ClearMoney

DECEMBER 14, 2021

In Dimensional’s case, systematic fixed income is hardly new; we have been managing fixed income portfolios since 1983. In both cases, our goal is to combine the best of indexing, such as broad diversification, low turnover, and transparency, with flexible active implementation to emphasize higher expected returns and manage risk.

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International College of Financial Planning

APRIL 16, 2021

Corporate Investment Management. Hedge fund management. Portfolio Management. Understand concepts of valuation, fixed income securities, valuation, macroeconomics, and volatility of international markets. Asset Management. Credit Risk Management. Small business and corporate finance.

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Brown Advisory

NOVEMBER 1, 2019

Additionally, such gifts may be an effective risk management strategy for those who may otherwise choose to be uninsured. Additionally, pre-funding several years’ worth of charitable gifts now, using appreciated securities, can provide a hedge against the risk of future market reverses. Bundling of Charitable Gifts.

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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.

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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.

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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.

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Validea

MARCH 21, 2025

This Weeks Featured Strategy: Martin Zweig Growth Investor Model This week, we spotlight the Martin Zweig Growth Investor Model , a strategy that seeks to balance the aggressive pursuit of growth with a conservative attention to risk management. Since 2003, this portfolio has returned 1,113.1% , outperforming the market by 642.2%.

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The Big Picture

MAY 9, 2023

But what was interesting about that was the quick need to both separate the portfolio between the old stuff and the new stuff, because there were a lot of new investment opportunities. So you’re Chief Investment officer of Asset and Wealth Management. We just get to focus on assets and asset risk management.

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The Big Picture

AUGUST 29, 2023

So I came down, met with our head of the portfolio review department, which oversees our external managers, met with our head of brokerage, and then met with the head of bind indexing, who was Ken Volpert at the time. And she was like, “You should come down and talk to some people at Vanguard.”

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The Big Picture

MARCH 5, 2024

So we really have to understand what we’re gonna invest in, value everything in the universe, rank order ’em, and then only can we put together portfolios. And the second, and this is very credit specific, was when you own a credit portfolio, your short volatility. Did those prior employees have a piece of you guys?

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Discipline Funds

JUNE 11, 2024

In fact, the outperformance of US stocks has been driven almost entirely by large cap US tech names and the “Magnificent 7” How worrisome is this and does it matter to your portfolio? The concentration in stocks is happening during a period of high valuations. And that’s where valuations come into play.

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The Big Picture

OCTOBER 17, 2023

And the third, the one that nobody talks about is risk management. Risk management. And so that’s not just, we talk about risk management in terms of buying at a big discount to intrinsic value and then that gives you that capital sort of buffer. That’s a long time. It’s a long time.

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The Big Picture

DECEMBER 20, 2022

It’s just a fascinating conversation about looking at the world from both bottoms up and top-down, as well as thinking about what valuations are like, how likely are macro events, the impact you’re getting not just the return on capital, but as famously said in fixed income, a return of your capital. And our mission is really simple.

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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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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. So then you turn to your investors and you say, stop investing.

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The Better Letter

JANUARY 26, 2024

2014 : “What concerns us beyond valuations is the full ensemble of overvalued, overbought, overbullish conditions.” 2020 : “[E]xtreme valuations. ” Harry Markowitz won the Nobel Prize for exploring the mathematical tradeoff between risk and return. .” The S&P earned 15.89 2015 : “Exit now.”

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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.

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Carson Wealth

DECEMBER 30, 2024

Valuations Are a Poor Short-Term Timing Indicator Do you like buying things when they are pricey? There is virtually no proof that high (or low) valuations can predict what stocks might do the following year. Rather than making investing decisions based on valuations, you are better off investing in days that end in y if you ask me.

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