CFA Institute

DECEMBER 16, 2019

Heather Brilliant, CFA, defines engagement as “proactively, constructively, and collaboratively engaging with the management teams of the companies in which we invest.”.

Investments 52

Investments Construction Performance Measuring Risk Management 52

PYMNTS

AUGUST 28, 2018

Others, like KeyCorp CEO Beth Mooney noted that the business environment had finally become “constructive” after a few years of lagging in that regard, which, in turn, has finally boosted enough confidence for small businesses and large enterprises to really begin investing in expansion. Bancorp , the largest regional bank in the U.S.,

Forecasting 40

Forecasting Construction Banking Economics 40

PYMNTS

MAY 2, 2016

IoT security tools will be key for corporates as machinery and other aspects of the supply chain become IoT-enabled, like commercial aircraft, freight, farming and construction equipment, researchers found. Still, it seems banks are willing to take on the risk of lending to European businesses amid economic recovery.

Invoicing 41

Invoicing B2B Securities Prioritization 41

CFA Institute

DECEMBER 19, 2022

How can we identify and measure a portfolio's benchmark misfit risk?

Benchmarking 96

Benchmarking Performance Measuring Risk Management Construction 96

Barry Ritholtz

DECEMBER 19, 2023

00:08:35 [Speaker Changed] So, during my time at Millennium, as my appreciation for proper portfolio construction started to grow, I had heard that Citadel was a pioneer in, in this type of investing. 00:19:58 [Speaker Changed] It really comes down to our portfolio construction. What do you do in terms of risk management?

Healthcare 60

Healthcare Investments Construction Concentration 60

PYMNTS

DECEMBER 16, 2019

The notion of on-call commerce will do more than simply blur the lines between the online and offline worlds: It will make commerce present – and effortless – in entirely new channels, creating new efficiencies that will have a positive impact on the economic well-being of countries all over the world. billion people now live.

Banking 72

Banking Accounting Leverage Advertising 72

PYMNTS

JANUARY 1, 2020

The notion of on-call commerce will do more than simply blur the lines between the online and offline worlds: It will make commerce present – and effortless – in entirely new channels, creating new efficiencies that will have a positive impact on the economic well-being of countries all over the world. billion people now live.

Banking 69

Banking Accounting Leverage Advertising 69

Future CFO

MAY 18, 2023

While organisations are recovering from business interruption and supply chain disruption brought by the Covid-19 pandemic, new emerging disruptions and risks are facing them post pandemic, said WTW recently. Sustainability: 83% of respondents agreed that sustainability of supply chain is a key goal in risk management.

Construction 52

Construction Economics Risk Management Manufacturing 52

Barry Ritholtz

MARCH 7, 2023

Maria Vassalou has a fascinating history and background, London School of Economics to Columbia School of Business, where she actually was a professor for over a decade, and started consulting to the hedge fund and financial services industry. And that led her to various jobs at Wasserstein Perella McKinsey’s Asset Management Group.

Investments 63

Investments Marketing Economics Risk Management 63

Barry Ritholtz

AUGUST 29, 2023

So I was a mile deep on a subject matter of bond indexing, but now I had the opportunity to lead an equity indexing group, the entire fixed income team, our investment strategy team that does research for our clients around portfolio construction, those types of things. So a variety of risk meetings, a variety of economic meetings.

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

OCTOBER 17, 2023

I want to get into that before we start talking about asset management. A degree in mathematics from Oxford, a doctorate in mathematical epidemiology and economics from Cambridge. And you do a lot of work with infinity [Barry Ritholtz] : 00:03:29 [Speaker Changed] And then economics, which is a little bit squishier.

Investments 52

Investments Valuation Math Numbers 52

Barry Ritholtz

OCTOBER 19, 2022

You know, we do the typical stuff, market economic outlooks and research there, product research. They’ll construct the portfolio. They have a risk management technology. How do you guys think about risk management? We have a really good risk management tool as well. RAMPULLA: Yeah.

Investments 108

Investments Profit and Loss Education Advertising 108

Barry Ritholtz

MARCH 5, 2024

So I switched to be an economics major. I graduated economics with, with a lot of coursework in accounting and finance. How does this affect how you think about putting portfolios together, constructing portfolios? I found out quickly that’s not what I wanted to do. Huh, 00:03:07 [Speaker Changed] Interesting.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Credit Risk Investments Banking 56

Barry Ritholtz

SEPTEMBER 26, 2023

So you have almost a doubling of the interest coupon paid by some of these businesses against the backdrop of c ovid 19 inflation and some of the economic pressures that come with, with those factors. The cost of constructing a home is higher today than it was three years ago. So there is real inflation in cost of construction.

Investments 52

Investments Economics Banking Construction 52

Barry Ritholtz

AUGUST 15, 2023

It’s much more about security selection and a relatively static portfolio construction. SEIDES: Yeah, I wouldn’t measure it in terms of economic returns. Last question on ESG, certain folks have been saying, “Hey, you know, it works as a pretty good risk management filter.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

JULY 4, 2023

And we’ve talked about whether we go deeper on existing strategies, we build new businesses, we find somebody who can help him more as almost a co-CIO with risk management, with the investment process. They built their infrastructure, risk management, and hired great PMs to lead these businesses.

Investments 56

Investments Numbers Risk Management Concentration 56

Barry Ritholtz

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. With no further ado, my interview of GCM’s Ken Tropin.

Profit and Loss 115

Profit and Loss Foreign Exchange Valuation Investments 115

Barry Ritholtz

MARCH 12, 2024

So we could construct trades that had very, very low premiums to sell this volatility to, to basically join the consumer on their side of the trade, which is in essence buying insurance on, on the bonds that were exposed to these great risk. And we manage each home, you know, independently. Do you, do you still have any?

Profit and Loss 56

Profit and Loss Investments Marketing Securities 56

Barry Ritholtz

DECEMBER 20, 2022

And I think you can create lack of correlation, dependent about how you construct the portfolio. And I think that’s what made us bottoms-up a bit more constructive on emerging market currencies once the dollar peaked. And you know, he had this checklist mentality, which looks a lot like risk management, right?

Restructuring 60

Restructuring Investments Marketing Banking 60