CFO News Room

NOVEMBER 28, 2022

As while an advisor may be well-qualified to construct an appropriate asset allocation for a client, differentiating themselves from all other advisors (including relatively lower-cost robo-advisors) who use a lot of the same investment management strategies has become more difficult. Psychology Of Financial Planning.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

Barry Ritholtz

AUGUST 20, 2024

On the flip side of that equation, in a normal what’s called a contango construction in the vix, if you are shorting six month volatility or two month volatility and buying it back as one month volatility, you’re typically selling it around 15 and buying it back around 12. That’s amazing leverage.

Concentration 67

Concentration Valuation Marketing Investments 67

CFO News Room

DECEMBER 26, 2022

Altogether, Kinder’s first question is a valuable tool for advisors to work constructively with clients to help them discover their true goals. Together, these constructs are used to create a 2´2 framework that can be used to identify an individual’s Retirement Income Style Awareness (RISA) profile. lawyers and accountants).

Planning 130

Planning Benchmarking Profit and Loss Communication 130

Barry Ritholtz

MARCH 7, 2023

But to me, at the same time, I was finding this concentration on passive investing also problematic because passive investing works when the markets are efficient, and the markets are efficient when there is enough trading happening for new information to be incorporated in the prices. You need the lower leverage than you used to need before.

Investments 67

Investments Marketing Economics Risk Management 67

Barry Ritholtz

JULY 4, 2023

In the have not category, we’ve got the long short equity funds that are directional and concentrated, which have had horrific performance. If you’re making a directional bet, or even worse, a leveraged directional bet, and you’re your funds going to suffer. There has never been a clearer bifurcation between the two.

Investments 57

Investments Numbers Risk Management Concentration 57

Barry Ritholtz

JULY 29, 2024

00:10:47 [Speaker Changed] So in the additive services that Orion offers now are financial planning, compliance, CRM services, risk and analysis portfolio construction and advisor portal and investor portal. We wanna be sure that our communications tools leverage large language models so they can be highly personalized.

Investments 57

Investments Communication Benchmarking Technology 57

Barry Ritholtz

JUNE 13, 2023

The exposure you get in investment banking, I was a leveraged finance banker by background. CHABRAN: Maybe because I come from a leverage finance background, as I told you, I tend always to focus on the downside. And so at times it’s effectively when the essential is at stake that people can react constructively.

Investments 57

Investments Banking Entertainment Valuation 57

Barry Ritholtz

DECEMBER 14, 2022

But that is a different kind of approach to portfolio construction. You end up with a lot of construction. And something happens, either there’s been too much construction, or the economy softens. MCCARTHY: — and really concentrated the business in those best markets, and then helped to grow. Cambridge U.K.,

Mergers and Acquisitions (M&A) 62

Mergers and Acquisitions (M&A) Investments Construction Concentration 62

CFO News Room

DECEMBER 20, 2022

And I think that was a huge step in the direction of having as a constructive, a sort of mental health outlook as one can have in that wacky business. I mean, he actually expected a lot of me, in a very loving, respectful way, but he was teaching me kind of the power of concentration and focus. I always felt advantaged by it.

Leadership 100

Leadership Problem Solving Entertainment Startups 100

Barry Ritholtz

AUGUST 16, 2022

And so that’s a really fertile, constructive environment for us to try and generate returns. But will it be volatile enough for it to be fertile for what we do and constructive for what we do? And I think that’s reflective of employee having a lot of leverage over employers. TROPIN: Exactly. RITHOLTZ: Right.

Profit and Loss 119

Profit and Loss Foreign Exchange Valuation Investments 119

Barry Ritholtz

NOVEMBER 4, 2024

And not constructive. And having gone into biotech early and then tech enabled, you know, software using, you know, leveraging the internet in healthcare early, I just felt like payments and FinTech, I wanted to be early. ’cause we want concentrated bets in the areas that are most exciting to us with the best entrepreneurs.

Healthcare 52

Healthcare Investments Numbers Marketing 52

CFO News Room

NOVEMBER 27, 2022

The enhancement of our naval capabilities cannot wait, including the construction of new naval ships, bolstering our missile defense capacity and improvement of the work conditions and compensations for our personnel.”. China does have a history of using its economic clout as leverage and Japan has experienced it first-hand.

Manufacturing 100

Manufacturing Economics Investments Securities 100

CFO News Room

NOVEMBER 5, 2022

Altogether, Morningstar appears to be seeking to leverage the depth of its investment research and data as well as its existing investment management platform to offer a competitive direct indexing alternative for advisors. Morningstar’s direct indexing platform offers portfolios in two categories: “core beta” (including U.S.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Securities 130