Accounting Math Securities Valuation 
CFO News Room
FEBRUARY 6, 2022
TIPS have suddenly moved to center stage for investors, as the surge in inflation has drawn new interest in Treasury inflation-protected securities. But how much do investors really know about these securities, other than their alluring name? Rising interest rates can hit their valuation. Join the conversation below.
CFO News Room
DECEMBER 17, 2022
Among respondents without an advisor, 27% said they would be interested in receiving help on retirement income planning (27%), Social Security and Medicare advice (22%), developing a financial plan (22%), and tax guidance (21%), though notably tax guidance was the top area cited among those with at least $500,000 in assets.
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CFO News Room
NOVEMBER 8, 2022
You do the math and you’re like, “Okay, well, an advisor can handle about 100 clients, an associate advisor can help with some of those clients, you can leverage maybe an associate advisor with a couple of advisors, but there’s a capacity limit for each of the roles.” And so, we pivoted to more of a service team.
Barry Ritholtz
AUGUST 29, 2023
I did an internship in the summer at Citibank Securities in fixed income sales and trading. So you think back 30 years, there was so many people who were focused on individual security selection, picking individual stocks. So our shareholders benefit whenever there’s a lot of demand for certain securities that we own.
Barry Ritholtz
AUGUST 15, 2023
SEIDES: No, you’re right about the securities. SEIDES: It wasn’t a question of security prices going down, it’s a question of like, can you transact? It’s much more about security selection and a relatively static portfolio construction. What’s the valuation? So the credit markets froze.
Barry Ritholtz
FEBRUARY 13, 2023
So the idea being, you know, that we could analyze, dissect companies anywhere from, you know, senior securities, secured down to distressed. So I think there are 4,800 equities, different securities globally. And so whenever we build a portfolio, we think about every security has a tail to it. Was that the basis?
Barry Ritholtz
DECEMBER 6, 2022
And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. And we were very lucky because we were able to secure this ticker, RATE, which is definitely a very young product.
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