article thumbnail

Managing Regret Risk: The Role of Asset Allocation

CFA Institute

Stephen Campisi, CFA, is managing director at The Pensar Group, where he provides research, consulting services, and post-credential education in the areas of asset allocation, risk analysis, portfolio construction, and performance evaluation.

article thumbnail

Passive Funds: The Secret Ingredient to Smarter Active Portfolio Management?

CFA Institute

Stephen Campisi, CFA, is managing director at The Pensar Group, where he provides research, consulting services, and post-credential education in the areas of asset allocation, risk analysis, portfolio construction, and performance evaluation.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

World’s Best SME Banks 2025: Regional Winners

Global Finance

These were given to SMEs working in multiple sectors: tourism, construction, commerce, education, healthcare, social services, industry, agriculture, and livestock, among others. Of its loans to corporations and SMEs, 72% are subjected to social, environmental, and climate-risk analysis, in line with international best practices.

Banking 52
article thumbnail

Data Update 5 for 2025: It's a small world, after all!

Musings on Markets

First, they are indices and reflect a subset of stocks in each market, with different criteria determining how each index is constructed, and varying numbers of constituents. That process of risk analysis and estimating risk premiums starts by understanding why some countries are riskier than others.

article thumbnail

Logistics, Alt Lending Lead B2B Startup Funding

PYMNTS

FinTechs that landed new funding include a firm targeting friction in B2B payments in the construction space, alternative small business lenders and a company helping accountants guide their SMB clients toward capital. Existing backers Founders Fund and DST Global also participated in the round. ZipLoan secured $12.5 KyckGlobal.

B2B 55
article thumbnail

For FI Account Openings, Serving The ‘Segment Of One’

PYMNTS

The end result, said Bajaj, is to shorten workflows, both to develop risk models and shorten consumer journeys, to open and maintain relationships with those banks. The dynamic workflow, he told PYMNTS, uses risk analysis and scoring at each point of the customer interaction as they fill in digital forms and answer questions.

article thumbnail

Four Questions to Ask When Evaluating Customer Risk

Trade Credit & Liquidity Management

Within this still emerging socio-economic framework, it’s constructive for credit executives to re-examine from a holistic perspective how they manage risk. Ranking, along with segmentation, is also your gateway into more sophisticated portfolio risk analysis insights.