Search results “Risk management investment process”
Risk management in banks
For more information : https://www.educba.com/risk-management-in-banks/ In this VIdeo how risk management in banks is an important concept, what type of risks banks faces and how they curb it through risk management model is described
Views: 76678 eduCBA
Operational Risk Management in Financial Services
Operational risk can have a crippling effect on a company if not managed properly. This is especially true in the financial services industry. Banks and investment firms must pay close attention to variables that have the potential to impact their operations, not only from the breakdown of technology and processes, but also from a personnel perspective. The responsibility of managing one's money is great, and the inability to properly anticipate and manage potential risk factors can have a devastating effect, all the way up to the industry level. A case in point was the subprime mortgage crisis of the late 2000s, which led to a nationwide economic recession. Mike Pinedo, the Julius Schlesinger Professor of Operations Management at New York University's Stern School of Business, is an expert in risk management research, particularly in the context of the financial services industry. In his presentation at The Boeing Center's 13th annual Meir Rosenblatt Memorial Lecture, he described the main types of primary risks in a financial services company: market risk, credit risk, and operational risk. Ops risk, which is the risk of a loss resulting from inadequate or failed internal processes, people, or external events, may be the most important factor, he claimed. Full article → http://bit.ly/2tfvwxn
Views: 7423 The Boeing Center
Management of Risk | Types of Risk in Investment
Namaska Dosto is video me hum janeng ki risk qa ho hai.. Ala Alag types ke common risk ko dekhenge aur unko deail me jananege ki Mutual funds me ya kisi bhi prakar ke Invstment me kon kon se risk hote hai.. Iske sath sath hum inko manage karna bhi batayenge To umeed hai dosto aapko video pasand ayega Mutual fund, Banking aur Finance ke bare me aur jan ne ke lie SUBSCRIBE kijiye. Facebook: https://www.facebook.com/MARKETMAESTROO Subscribe : https://www.youtube.com/marketmaestroo
Views: 4033 Market Maestroo
Introduction to Treasury Management Process
Treasury management has become a specialized function and in today’s context, treasuries are expected to perform many critical functions. Effectively using treasury management with cash management and trade finance products brings tangible benefits to both corporate and financial institutions. If managed properly, it can significantly reducing financial risks; ensures that the enterprise has sufficient liquidity for payments that are due and to monitor payment flows and helps by implementing strategies that lead to the best borrowing rates and lower investment costs. Advanced Treasury systems can provide a whole host of benefits to a corporate treasury. Explore all these exciting concepts covered in a very simple and understandable language in this video. The learning objectives of this capsule are: • The learning objectives of this capsule are: • Learn the meaning of Treasury Management • Financial Risk Management • Cash Management • Loans and Investment Management • Understand how treasury function is organized • Learn about various Treasury Management Systems • Benefits of Treasury Management In this section we will start with helping you understand the definition and concepts pertaining to Treasury Management. This video is very useful for any student or professional interested in learning about Treasury management as a practice area and a process. This video is very useful for finance professionals who want to build their financial operational expertise. Information Technology professionals working on ERP implementations and those who want to build their functional expertise are certainly going to benefit from this lesson. Please watch and don’t forget to share your feedback either as comments or by writing to us at [email protected]
Views: 60848 TechnoFunc
Permal Investment Process
Permal is a leading global asset management group, offering investment solutions through established funds and customized portfolios, drawing on almost four decades of experience in manager selection, asset allocation and risk management, with a core competence in alternative investments.
Views: 168 ThePermalGroup
16. Portfolio Management
MIT 18.S096 Topics in Mathematics with Applications in Finance, Fall 2013 View the complete course: http://ocw.mit.edu/18-S096F13 Instructor: Jake Xia This lecture focuses on portfolio management, including portfolio construction, portfolio theory, risk parity portfolios, and their limitations. License: Creative Commons BY-NC-SA More information at http://ocw.mit.edu/terms More courses at http://ocw.mit.edu
Views: 411651 MIT OpenCourseWare
Investment Process and Risk Management
1.200 geladene Gäste aus Politik, Wirtschaft und dem Finanzsektor diskutierten unter Leitung von Moderatorin Sabine Christiansen vor Ort mit Experten der ThomasLloyd Group und internationalen Keynote Sprechern wie Prof. Lord Nicholas Stern, Arnold Schwarzenegger und Seine Hoheit Scheich Abdul Aziz bin Ali Al Nuaimi über die Zukunft und Notwendigkeit globaler Infrastrukturinvestments und Cleantech Engagements. Mehr Informationen: http://www.cleantech-congress-europe.com
Views: 121 ThomasLloyd Group
Measures of Investment Risk Concepts
Training on Measures of Investment Risk Concepts for CT 8 Financial Economics by Vamsidhar Ambatipudi
Asset Management: Industry Overview and Careers in Asset Management
Asset Management: Industry overview and Careers in Asset Management Asset Management is about managing clients’ investments and providing them with the strategies and expertise that would allow them to achieve their goals and secure their financial future. This video is part of our series dedicated to the different sub-industries in the world of Business & Finance.Our goal is to understand how it functions, what type of services it offers its clients, which are the major players in the field and what it is like to do this for a living. An individual or an institution is likely to approach an asset management firm when their investment income is substantial. In such cases, asset managers are able to offer expertise across a wide spectrum of asset classes (such as stocks, bonds, commodities, real estate, private equity, etc). Moreover, large firms have branches all over the world and are therefore able to offer geographical expertise as well. Given that asset managers closely follow all of these markets, they are able to offer high-quality advice and superior risk-return investments. The large players in the asset management industry are indeed very large. There are several companies whose assets under management exceed $1 trillion. Some of them are pure investment funds (BlackRock, Vanguard, StateStreet, Fidelity), while others are arms of the large banking conglomerates (Goldman Sachs, Deutsche Bank, UBS, BNP). The largest firm in the world in terms of assets under management in 2015 was BlackRock. On Facebook: https://www.facebook.com/365careers/ On the web: http://www.365careers.com/ On Twitter: https://twitter.com/365careers Subscribe to our channel: https://www.youtube.com/365careers
Views: 100437 365 Careers
Investment Process and Risk Management
1 200 pozvaných hostů z oblasti politiky, ekonomiky a finančního sektoru diskutovalo na místě pod vedením moderátorky Sabine Christiansen s experty společnosti ThomasLloyd Group a mezinárodními klíčovými řečníky jako Prof. Lordem Nicholas Sternem, Arnoldem Schwarzennegerem a jeho výsostí šejkem Abdulem Aziz bin Ali Al Nuaimim o budoucnosti a nutnosti globálních investic do infrastruktur a o angažovanosti společnosti Cleantech. Více informací na: http://www.cleantech-congress-europe.com
Views: 23 ThomasLloyd Group
Deepak Gurnani:  How a "risk master" addresses hedge funds' "average" risk management
Subscribe to this channel: http://www.youtube.com/OpalesqueTV Deepak Gurnani is Co-Founder and Head of the $5bn hedge fund portfolio at $12bn, global alternative asset manager Investcorp. In this Opalesque.TV interview we learn that the firm's investment process has always been rooted in addressing the typically lax hedge fund risk management practices, which according to Gurnani are "at best, average". Since inception Investcorp has evolved with the needs of its investors from a past focus on fund of funds to its present growth as a hedge fund solutions provider, whereby only 16% of the business is invested through fund of funds and the remainder through customized solutions, seeding businesses and a single manager platform. The Alpha Project Gurnani's belief in the role of quantitative analysis lead him and Investcorp to develop the Alpha Project, a program 9 years in the making that identifies systematic components of hedge fund returns in order to capture alpha and beta in managers' returns. Learn about: • Why managed accounts are appealing from a risk perspective • Research shows managed account negative selection bias is wrong • What is the Alpha Project? Separating alpha generating managers • Alpha Project to inform hedge fund cyclicality and tactical asset allocations • Investcorp's dedicated Quantitative Research Team Deepak Gurnani joined Investcorp in 1993 and established the risk management function. Deepak subsequently became the risk manager for Investcorp globally covering all lines of business and also a member on the Commitment Committee for the bank. He was one of the founding members of the hedge funds business in 1996 and currently serves as Head of Hedge Funds. Gurnani was recently identified as a "risk management mastermind" in a profile on his business and investment strategies in Cathleen Rittereiser's book "Top Hedge Fund Investors", and he attributes Investcorp's 18 years of hedge fund investing success to a focus on risk management that has resulted in a unique and highly sophisticated hedge fund investment process. Prior to Investcorp, Deepak Gurnani spent six years with Citicorp where he was engaged in various management/information technology consultancy assignments with Citicorp/Citibank offices in Europe. Deepak holds a BTec from the Indian Institute of Technology, Delhi, and an MBA (specializing in banking, finance and systems) from the Indian Institute of Management, Ahmedabad.
Views: 3534 OpalesqueTV
2015- CFA - Portfolio Management Process and IPS
FinTree website link: http://www.fintreeindia.com FB Page link :http://www.facebook.com/Fin... We love what we do, and we make awesome video lectures for CFA and FRM exams. Our Video Lectures are comprehensive, easy to understand and most importantly, fun to study with! This Video lecture was recorded by our popular trainer for CFA, Mr. Utkarsh Jain, during one of his live CFA Level II Classes in Pune (India).
Views: 12195 FinTree
Analysis of Investment - Measurement of Risk
Analysis of Investment - Measurement of Risk Watch more Videos at https://www.tutorialspoint.com/videotutorials/index.htm Lecture By: Mr. Niranjan Kumar, Tutorials Point India Private Limited
Investments - Lecture 02 - The Investment Process
Continues to cover Chapter 1 from "Investments" by Bodie, Kane, and Marcus. Diversification, risk, asset classes, asset allocation, active and passive investment strategies, primary and secondary markets. Dr. Krassimir Petrov, Prince Sultan University Associate Professor in Finance, PSU: Dr. Krassimir Petrov
Views: 17368 Krassimir Petrov
Our Investment Process: Risk Controls
Watch as First Ascent CIO, Patrick Krulik, discusses the robust set of risk controls designed to ensure First Ascent's portfolios are well-suited for long-term investors.
7. Value At Risk (VAR) Models
MIT 18.S096 Topics in Mathematics with Applications in Finance, Fall 2013 View the complete course: http://ocw.mit.edu/18-S096F13 Instructor: Kenneth Abbott This is an applications lecture on Value At Risk (VAR) models, and how financial institutions manage market risk. License: Creative Commons BY-NC-SA More information at http://ocw.mit.edu/terms More courses at http://ocw.mit.edu
Views: 171799 MIT OpenCourseWare
Investment Analysis & Portfolio Management
“Investment Analysis & Portfolio Management” by Nehal Joshipura, Assitant Professor, Finance at Durgadevi Saraf Institute of Management Studies. This session covers basics of investment process at fund level or at individual level. Shot at the Deviprasad Goenka Management College of Media Studies using AB-Live virtual studio technology.
Views: 55157 DSIMS
CYT: Introduction to Risk Management & Position Sizing PART 1
Receive FREE Investing Education at http://chartyourtrade.com During PART 1 of "Introduction to Risk Management & Position Sizing" Adam Sarhan of http://sarhancapital.com and http://findleadingstocks.com will discuss the D in his D.A.M.P. investment system. D stands for "Defense First" and shows you how to respect risk in the market. Regardless of your investment style, strategy, or process- risk management is paramount to achieving long term success in the market. In fact, the single largest reason why most people blow up in the stock market is because they did not properly respect risk. You've done your home work. You've found the "right" stock. Now what? 1. How much of your portfolio should you put to work in that idea? 2. When should you exit if wrong? 3. How much of will you lose if you are wrong? 4. What happens to your bottom line? These and other important topics will be covered in this webinar. More importantly, you will learn how to think like an institution. Save 10% off your membership to of http://findleadingstocks.com with coupon code CYT
Views: 1503 ChartYourTrade
Institutional-Grade Risk Management Policy: Is It Possible in Practice?
Jeffrey Halpern and Jim K. Liew http://jpm.iprjournals.com/content/38/3/1 Any robust institutional investment process must be complemented with a proper risk management policy.The vast array of possible trading strategies and ability to employ leverage and derivatives makes evaluating risk associated with hedge fund investments, and for that matter a portfolio of hedge funds, a rather herculean task.
Views: 653 IPR Journals
Risk Management for Projects | AdelaideX on edX
Learn how to manage risk in your organization by using the best processes and procedures. Risk management is a process used for the identification, assessment and analysis of potential risks to an organization or project. This process enables you to develop the most appropriate risk response. In the Risk Management for Projects course, you will learn the fundamentals of risk management, as well as how to apply a risk management process in a project-based setting. Risk management is an iterative process and you will learn how adopting key procedures can help you maximize opportunities and minimize negative impact on your project objectives. In this course, you will further upskill through the application of the risk management canvas, which is a framework that enables you to manage risk within your own environment. It will immerse you in the concepts of risk management and help you to apply the key processes. Practical activities through the course will allow you to apply the knowledge you learn as each week focuses on a key stage of the risk management process. The theories and practices taught in the course can easily be applied to any project, organization or business environment. Risk Management for Projects is brought to you by the same team that developed the highly successful Introduction to Project Management MOOC, and builds on risk management for projects introduced in that course. Participating in this course will ensure that you gain the know-how to reduce your project and organizational risk in the future. What you'll learn How the risk management process works as part of a compliance framework Use of frameworks to identify, assess and analyse risks in a business context Application of appropriate risk responses Design and integration strategies for reporting and communicating risks to various stakeholders Use of a monitor and review process, and application of risk management as an iterative process
Views: 565 edX
Risk & Compliance Workshop | May 17, 2016
The Risk & Compliance Workshop was held Tuesday, May 17, 2016, with Cheryl Eason, and Dr. Robert Yetman, UC Davis Graduate School of Management.
Views: 10158 CalPERS
Types of risks in banking | Risk Management in Banking sector | Types of risks in banking sector
In this video we have discussed Types of risks in banking sector and Risk Management in Banking sector which is very important for IBPS PO,IBPS Clerk,SBI Clerk,SBI PO,Syndicate Bank PO,Canara Bank PO and various other banking examinations. In this video we have categorically described risks in banking sector such as credit risk, market risk, operational risk etc. The major risks in banking business or ‘banking risks’, explained in this video with proper time stamp are : 1. Credit or Default Risk 03:50 2. Market Risk 11:50 3. Operational Risk 15:04 4. Liquidity Risk 18:37 5. Business Risk 20:23 6. Reputational Risk 21:51 7. Systemic Risk 23:41 8. Moral Hazard 24:51 9. Final discussion 27:02
Views: 30147 BANKING SUTRA
DGI Investment Philosophy & Process
An animated overview of Disciplined Growth Investors' philosophy, investment process, and risk management framework. To learn more, please visit www.dginv.com.
Views: 1987 DGINV
What's Diversification? | Fidelity
This video can help you learn more about diversifying your portfolio to become a smarter investor. To learn more about diversification, visit: https://www.fidelity.com/mymoney/amateurs-guide-diversification To watch more videos for beginner investors, visit: https://www.youtube.com/playlist?list=PLGKKmEmJDSiL041acBKlWMsu2P-FndXji To see more videos from Fidelity Investments, subscribe to: https://www.youtube.com/fidelityinvestments Facebook: https://www.facebook.com/fidelityinvestments Twitter: https://www.twitter.com/fidelity Google+: https://plus.google.com/+fidelity LinkedIn: https://www.linkedin.com/company/fidelity-investments ------------------------------------------------------------------------------------- When you invest in a stock, you are taking a risk that the value may go down rather than up. OK, we get it. Investing can be risky. One way to manage that risk is to educate yourself on basic concepts, like asset allocation and diversification. Asset Allocation is simply financial lingo for how you distribute your money across types of investments. It’s like the strategic decision of which baskets to put your eggs in and how many eggs to put into each. The different baskets are called asset classes. To help you decide where to put your eggs, ask yourself three questions: 1. How much time do you have before you need to use your money? 2. How comfortable are you with risk? 3. How does your current financial situation look? Diversification is about strategically putting the right mix of different eggs in each of your baskets. The key is that you shouldn’t invest all your money in one company, one industry, one country, one ANYTHING. Ideally, you want your investments to be negatively correlated, so when one is going down, another is going up. Here are some typical ways smart investors diversify their portfolio: • Invest in companies in different countries • Own stock in small AND large companies • Invest in companies in a variety of industries There are some downsides to diversification. If one of your investments does very well, you won’t make as much as if it was your only investment. But consider the inverse: if you owned only one stock, and the company went out of business, you would lose more money than if you had spread your money across different investments. Diversification won’t eliminate risk. But it's a smart way to manage risk while still giving you a chance to build your portfolio. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, Rhode Island, 02917 741646.2.0
Views: 118378 Fidelity Investments
FRM Level 2 |  Portfolio Construction (Risk Management and Investment Management) | Part 2 | 2017
CFA | FRM | SFM | Excel Live Classes | Videos Available Globally For Details: www.aswinibajaj.com WhatsApp: +91 9830497377 or https://api.whatsapp.com/send?phone=919830497377&text=Want%20to%20know%20more%20about%20FRM%20classes & we shall get back to you. E-mail: [email protected] Hope you had a great learning experience! Do Like and Subscribe! And check our other videos on Finance (CFA, FRM, SFM), Resume making, Career options, etc. Click to access playlist. https://www.youtube.com/channel/UCyt8himITSzS0U9ktWIxc8g/playlists Thank you.
Views: 2328 ASWINI BAJAJ
Enterprise Risk Management Principles for Healthcare Investment Strategies
As healthcare providers develop and incorporate enterprise risk management processes into their strategies, they are better positioned to withstand and respond to the impact of market shocks in the future. In this video, healthcare expert Craig Standen explains how SEI helped one healthcare client closely align strategy, operations, finance and treasury functions to identify and manage organizational risks using an enterprise risk management process.
Views: 676 SEIInstitutional
Stanford University Lecture on Portfolio Management
SmartOrg’s CEO David Matheson gave a lecture on portfolio management at Stanford University. In his lecture he covers key principles of portfolio management, prioritizing your portfolio, framing and better decision making, as well as his signature portfolio simulation. See the PowerPoint presentation here: http://www.slideshare.net/smartorginc/portfolio-management-101-31855646 Read the complete blog post: http://smartorg.com/portfolio-management-101/ Want more from SmartOrg? Check out our website: http://www.smartorg.com Follow us on Twitter: https://twitter.com/smartorginc Join our LinkedIn page: https://www.linkedin.com/company/smartorg
Views: 142238 SmartOrgInc
Managing Endowment Investment Risk
Towers Watson Senior Investment Consultant Brandi Wust discusses how to address endowment investment risk.
Swedfund's investment process
How do you recognize a good investment? At Swedfund we have a solid process that helps us make investment choices that are wise, responsible and business-oriented. This film explains how we evaluate investment proposals.
VPD Risk Management
VPD offers a Risk Solution to identify and quantify sources of investment risk, combined with the correct level of reporting for the regulators, to help you monitor all stages of the investment process. The VPD Risk Vendor Specific Interface, communicates seamlessly with MSCI BarraOne, RiskMetrics and the Axioma risk models, enhancing results, incorporating data management, reconciliation and storage, and offering a range of reporting an distribution options.
Views: 232 Simon Cheung VPD
Top 5 Risk Management Tips
Protect your downside! Morphic's head of macro and risk Geoff Wood presents our five top risk management tips for safer long term investment returns.
Views: 594 Morphic Asset
Investment Risks and Risk Management by Barry Young
There are a lot of things that pose significant risk to your investment portfolio that you might not be thinking about. In this video, we'll talk about investment risks, investment risk management, investment risk tolerance, and which types of investment risk are most likely to occur in the different investments in your portfolio. This footage is from a previous Fort Lauderdale Retirement Planning Class at Broward College; and another retirement planning class is being taught by Barry Young soon at Broward College! Instructor Barry Young with Whitestone Wealth Management teaches "Rejuvenate Your Retirement", an educational retirement planning class for post-retirement and pre-retirement individuals. Designed to help you with your retirement planning process, this retirement planning course helps attendees with things like: - Maximizing tax efficiency of withdrawals from mutual funds/IRAs - Evaluating and planning for health care - Calculating whether or not you should convert your IRA to a Roth IRA - Applying strategies that are designed to increase your Social Security retirement benefits ...and SO much more! For more information about this retirement planning class at Broward College, please visit www.BrowardCountyRetirement.com today! To register for the class now, just click "Register Now!"
Views: 274 Whitestone Wealth
Understanding Risk
In this installment of the Investor Education Series, First Ascent CEO Scott MacKillop explains risk in investing as he defines 4 types of risk that affect any investment strategy.
Nicholas Moore CEO Macquarie Group - How To Manage Risk
Subscribe to [email protected] for the latest business analysis and research - http://knowledge.asb.unsw.edu.au/signup.cfm Macquarie Group has surplus capital on the balance sheet and continues to seek businesses which meet its acquisition criteria, as chief executive Nicholas Moore highlighted at the annual general meeting of Australia's only listed investment bank in July. In the wake of the financial crisis, the group made successful acquisitions in funds management but - with its sharp eye on shareholder value and the risk-return equation - finds quality assets are in short supply. Volatile times may have impacted the home-grown financial giant, which now operates in 28 countries, but as Moore explains in an exclusive interview with [email protected] School of Business, Macquarie's risk management framework has served it well through a range of market cycles. To read the full interview transcript and download the audio from this interview visit - http://knowledge.asb.unsw.edu.au/article.cfm?articleid=1688 http://www.asb.unsw.edu.au/alumni/events/ceo/Pages/nicolasmoore.aspx
Views: 10932 UNSW Business School
Liquidity Risk Management | Basel 3
An introduction to Liquidity Risk Management in Banks, using components of the corresponding module found under Optimal MRM's e-Learning service. The full presentation includes measurement exercises in Excel and guides subscribers as they practice the concepts and techniques presented in a hands-on manner. We invite you to attend a complimentary e-Learning demo module (http://www.optimalmrm.com/services/elearning-catalog/17-banks/22-basel/) to experience how Optimal MRM delivers a practical understanding of risk in a rich and interactive manner.
Views: 20021 Optimal MRM
Your Risk Tolerance Is Not an Investment Strategy!
www.arborcapitalmgt.com Is there really anything tangible or quantifiable about your risk tolerance? The answer is no. No one will say they're OK with losing money. Instead, financial professionals that actually manage portfolios start by understanding what you want to achieve and by when. That's the only tangible, quantifiable way to create and maintain a clients portfolio. It's part of the risk management process you should be receiving from your investment professional. Another component of the risk management process is staying aware of what's occurring with the economy and global markets on a regular basis.  Life changes also should be factored in, such as an inheritance, death or divorce, because they too can effect your portfolio.
Views: 15 ArborCapitalMgt
Risk Management
We have innovative risk managed products that have been built in such a way that the down side for an investor is controlled. This video explains our Risk Management Process in detail.
Views: 1060 Axis Mutual Fund
ESG Opportunities Workshop - Segment 3: Total Fund Strategy for ESG
On August 15, 2011, CalPERS Investment Committee held a workshop to examine how best to integrate environmental, social and governance (ESG) factors into the pension fund's investment process in order to enhance risk management. Environmental, social and governance issues -- known as ESG -- can affect the financial performance and long-term value of companies and investments. For the past year, the CalPERS Investment Office has been developing a comprehensive plan to implement ESG into investment decision-making across all asset classes. During the workshop, CalPERS Investment Office gained Board input on priorities and the development of an ESG integration plan. T
Views: 377 CalPERS
WSF - Risk Management - Benjamin Billarant (co-portfolio manager)
Benjamin highlights risks associated with wine investing and how these risks are mitigated within the fund. 1. (0:10) Introduction 2. (0:14) Specific risks of wine investments 3. (0:23) Wine Source Fund Risk Management measures 4. (0:37) Liquidity Risk 5. (0:50) Relationship with Wine Source Group To know more about Wine Source Fund, please visit our website at http://winesourcefund.com/ or follow us on our social media pages. Twitter: https://twitter.com/winesourcefund Google+: http://goo.gl/CWt3G1 Linkedin: https://www.linkedin.com/company/wine-source-fund
Views: 145 Wine Source Fund
Career Advice on becoming a Compliance and Risk Manager by Rahul O (Full Version)
Visit http://icould.com/videos/rahul-o/ for more careers info. Rahul O is a Compliance and Risk Manager at Fidelity. He makes sure that fellow employees follow the rules of finance and he makes sure that risks to the company are understood. He has been able to travel and work in India, New York, Bermuda and London in the finance industry.Highlights at http://icould.com/videos/rahul-o/?length=short
Views: 13011 icould career stories
What is INVESTMENT CONTROL? What does INVESTMENT CONTROL mean? INVESTMENT CONTROL meaning - INVESTMENT CONTROL definition - INVESTMENT CONTROL explanation. Source: Wikipedia.org article, adapted under https://creativecommons.org/licenses/by-sa/3.0/ license. Investment control or investment controlling is a monitoring function within the asset management, portfolio management or investment management. It is concerned with independently supervising and monitoring the quality of asset management accounts with the aim of ensuring performance and quality in order to provide the required benefit for the asset management client. Dependent on setup, investment controlling not only encompasses controlling activities but also can include areas from compliance to performance review. Investment controlling aspects can also be taken into consideration by asset management clients or investment advisers/consultants and consequently it is likely that these stakeholders also run certain investment controlling activities. Efficient and appropriate management information on the quality of their discretionary managed portfolios is very important for an asset management company. Without decision-oriented information on the quality or performance of its products and/or asset managers for an asset management company it is very difficult to stand the increasing challenges of the asset management industry (increasing regulations, need for sophisticated risk management, etc.). Clients and consultants have similar needs where these often correspond to the asset manager ones some years ago. Investment controlling deals with such needs and helps to overcome the information gaps within asset management. Investment controlling is an area of activity that is part of the overall controlling process within the asset management and is an important component of the recurring investment decision making process. From an asset management company point of view, in general investment controlling is defined as information management that gathers, processes, checks and distributes information necessary to meet the overall objectives of the asset management company. In this respect the investment controlling objective consists in configuring the infrastructure – particularly within the framework of the investment decision making process – in such a way that the processes (e.g. forecasting, decision making and implementation), the quality and the results (e.g. returns), the risks (e.g. of using derivatives) and the costs become more transparent and comprehensible. Considering the client perspective, in the following investment controlling is in general defined as independent monitoring of the performance of asset management products and/or accounts with the aim of ensuring that the client gets what was promised in the first place with respect to quality and performance. As part of the overall investment decision making process investment controlling intents to visualise the contributions of the individual decisions of the investment process, especially with respect to return and risk, and to allocate the contributions to the responsible decision makers. The results and conclusions of the different investment controlling activities are important feedback and input into the investment process to enhance the quality or performance of the specific asset management product. Form a general point of view investment controlling adds to the visibility, transparency and credibility of any asset management company. In detail investment controlling helps implementing best practice in performance measurement and performance presentation, for example by implementing the GIPS Standards, producing an independent performance analysis of the asset management accounts and/or products, enabling deep level analysis which is necessary to identify the real drivers of the account return and account risk and this from an ex-post as well as from an ex-ante point of view, monitoring risk and return of accounts and/or products against their designated benchmark and objectives, capturing performance dispersion, reducing unnecessary discussions by using more objective and less subjective information during the performance review, creating of or increasing the transparency and comparability of the asset management products and/or accounts, addressing performance issues on a regular basis and not leaving them running, creating a basis not only for ongoing analyses but also for structural changes in the investment process, reducing of unintended business risks through early addressing of potential performance issues, and others.
Views: 224 The Audiopedia
Investment Banking Areas Explained: Capital Markets
Support us on Indiegogo and get early access to the 365 Data Science Program! https://igg.me/at/365-data-science-online-program Capital markets are one of the most fascinating areas of investment banking. Companies need these services when they are about to go public or want to issue debt sold to the public. When a company wants to raise equity, we talk about ECM, standing for Equity Capital Markets, and when it wants to raise debt, we talk about DCM, standing for Debt Capital Markets. On Facebook: https://www.facebook.com/365careers/ On the web: http://www.365careers.com/ On Twitter: https://twitter.com/365careers Subscribe to our channel: https://www.youtube.com/365careers
Views: 80241 365 Careers
Marc Andreessen: Venture Capital Investment Philosophy
A interview and Q&A with Venture Capitalist and Co-Founder of Andreessen Horowitz, Marc Andreessen. In this interview Marc discusses what he looks for in investments and how his model of a venture capital firm has aided his success. Marc also talks of the two traits he looks for in founders, that of courage and genius and how rare they are to find in combination. 📚 Marc Andreessen’s favourite books are located at the bottom of the description❗ Like if you enjoyed Subscribe for more:http://bit.ly/InvestorsArchive Follow us on twitter:http://bit.ly/TwitterIA Video Segments: 0:00 Introduction 0:51 Technology Bubble 4:38 MBA's flocking to the tech sector is a sign of a bubble 5:20 How great tech companies are built 9:27 MBA's to help the business side of tech start ups 12:18 Coming up with current VC model 16:43 Identifying founders 21:10 Your most courageous moment 22:53 Your relationship with Ben Horowitz 27:30 Dealing with allegations in press 29:32 How do you spend your day 31:57 Particular technologies you are excited about/Best & worst pitches 38:36 What matters most to you and why 41:00 Start of Q&A 41:02 Why are you interested in the News business? 47:10 If you were an MBA, where would you go to work? 50:06 Path for affordable internet and frontier technologies? Marc Andreessen’s Favourite Books🔥 Life: The Movie:http://bit.ly/LifeTheMovie Confessions of an Economic Hit Man:http://bit.ly/ConfessionsEconomic And the Money Kept Rolling In (and Out) Wall Street:http://bit.ly/MoneyKeptRolling Last Call:http://bit.ly/LastCallMA Startup Rising:http://bit.ly/Startuprising Interview Date: 8th March,2015 Event: Stanford Graduate School of Business Supporting document: http://bit.ly/MAarticle Original Image Source:http://bit.ly/MAVCPic Investors Archive has videos of all the Investing/Business/Economic/Finance masters. Learn from their wisdom for free in one place. For more check out the channel. Remember to subscribe, share, comment and like! No advertising.
Views: 24693 Investors Archive
Abbot Downing  – Asset Management Viewpoints: Risk Management
Hear directly from Abbot Downing investment specialists about how Abbot Downing’s risk mitigation activities give our clients more transparency by closing the gap between expectation and reality. Bringing together experienced professionals from across business specialties, we address the unique challenges of managing wealth for multi-generational families, taking into account a family’s history, values, and long-term planning. View additional insights at www.abbotdowning.com instead.
Views: 1683 Wells Fargo
Better returns, better investor relationships, better process: New position-sizing solution..
Sherpa Funds Technology has recently launched Optimal Risk Sizing (ORS). It is shaking up the investment management industry with the patented pre-trade analytics tool, which helps portfolio managers best monetize their asset selections, and create frameworks to raise AUM. The software, which is available as SAAS, fills gap between having made a decision to buy an asset to creating a portfolio which include that asset. Sherpa demonstrates how ORS results in better returns, better investor relationships, and a much better investment process. Based in Singapore, Sherpa Funds Technology’s CEO is Richard Waddington, who has 20 years’ experience in financial markets as a trader, technology entrepreneur and business head with major investment banks. Craig McGee, Partner at Sherpa Funds Technology, also a former senior investment banker, has been instrumental in getting ORS in front of a wide range of users since it started disrupting processes in 2015.
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FRM Part2 VAR and Risk Budgeting in Investment Management in Investment Risk
FRM Part 2 training at pacegurus.com by Vamsidhar Ambatipudi on Investment Risk.
8 Reasons Paul Tudor Jones is one of the Greatest Traders of All Time 👍
8 Reasons Paul Tudor Jones is one of the greatest traders of all time. http://www.financial-spread-betting.com/strategies/strategies-tips.html PLEASE LIKE AND SHARE THIS VIDEO SO WE CAN DO MORE! Paul Tudor Jones is one of the best traders and fund managers in my book and he has the returns to prove it. Yes, he has times of drawdowns but generally speaking he's had a great career. - Price Action Focused - he never focused on the fundamentals, he mainly focused on price action. He tried to get on the end of moves and made a lot of money fading extreme trends. - Flexible - Lack of Ego. If you're wrong, you're wrong. Paul had a very high filter process to leave only the stocks he firmly believed in to stay in his portfolio. - Learnt from failure. - Never added to a loser. Don't add to losers because if you're wrong it is going to be devastating. - Risk Management first - Trader Second. At the end of the day it is how good you are with risk control. Always ask yourself - what is the risk? - Cut Losses Quickly - similar theme to the losers. Risk control is the most important thing in trading. - Reduce position size during losing streaks. - Paul Tudor Jones only takes high risk - high reward trades Related Videos Paul Tudor Jones - Quotes from a Legendary Trader 👍 https://www.youtube.com/watch?v=t3drWVFKhs8 8 Reasons Paul Tudor Jones is one of the Greatest Traders of All Time 👍 https://www.youtube.com/watch?v=h0ApZRSz3Ho
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