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Treasury Inflation-Protected Securities: What Investors Should Know About TIPS

CFO News Room

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? Yes, TIPS may have a role to play in many portfolios, investment pros say.

Treasury 130
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Byju's Raises $500M In Funding Round Led By Silver Lake

PYMNTS

Byju's valuation is now at about $10.8 Byju's works to simplify math and science for kids through games and videos, according to Bloomberg, catering to students between kindergarten and 12th grade. Byju's has seen considerable investment activity, including from Facebook's Mark Zuckerberg's Chan Zuckerberg Initiative and Naspers.

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The Latest In Financial #AdvisorTech (December 2022)

CFO News Room

As a result, the ‘traditional’ valuation of an advisory firm wasn’t really 2X revenue; it was 6-8X profits, and when advisory firms can run 25% to 30% profit margins, 7X profits at 28% margins came out to almost exactly 2X revenue. (In When it comes to technology firms, revenue valuation multiples are often much higher.

Planning 130
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Weekend Reading For Financial Planners (Dec 17-18) 2022

CFO News Room

But in the world of financial advice, there so far has been little regulation on advisor titles ( unless someone tries to call themselves an “investment counselor”, which ironically is still regulated under the Investment Advisers Act of 1940 ).

Education 130
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Transcript: Greg Davis, CIO Vanguard

Barry Ritholtz

Greg Davis, Chief Investment Officer at a little shop called the Vanguard Group, which manages $8 trillion. Few people are in a position to see what’s going on in the world of investing, whether it’s institutional or retail, better than Vanguard CIO. GREG DAVIS, CHIEF INVESTMENT OFFICER, VANGUARD GROUP: Thanks, Barry.

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Restructuring Compensation And Roles To Align For Growth

CFO News Room

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.

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Transcript: Ted Seides

Barry Ritholtz

Let’s talk a little bit about your alternative investments career. And so alongside of Wall Street recruiting in my senior year, I interviewed at the Yale Investments Office and was fortunate to get that job and violated the two principles I had at the time, which was I wanted to be in a training program and I wanted to leave New Haven.