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: 81961 eduCBA
Risk Management - Lecture 01a
Textbook: Saunders and Cornette "Financial Institutuons Management - A Risk Management Approach". Chapter 7. Introduction to Risk interest-rate risk, market risk, credit risk, default, default risk, off-balance sheet risk, contingent liability, forex risk, currency, risk, country risk, political risk, sovereign risk, technology risk, operational risk, liquidity risk, insolvency risk, maturity mismatch, duration, duration gap, normal yield curve, yield differential, inverted yield curve, refinancing, refinancing risk, bankruptcy risk, legal risk, liquidation risk, reinvestment risk, zero interest-rate policy, ZIRP, hedge, market risk, price risk, trading risk, systematic risk, diversifiable risk, diversification risk, correlation risk, speculative risk, speculation, investment horizon, speculation.
Views: 13246 Krassimir Petrov
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: 497144 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
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: 2729 ASWINI BAJAJ
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: 18096 Krassimir Petrov
13.  Investment Banking - Front Office vs Middle Office vs Back Office
In this video, we discuss Investment Banking Front office vs Middle Office vs Back Office. Investment Banking Front Office In investment banking, front office essentially means those roles that interact directly with the clients. For example, sales and trading analysts have to interact with their clients on a daily basis. Investment bankers are in touch with their clients for pitching ideas. Likewise, equity analyst interacts with the client and advise them on BUY/SELL on stocks. Investment Banking Middle Office Investment Banking middle office roles include their interaction with the front office staff and ensures they comply with the rules and risks set by the team. Roles in risk management, process, and controls, strategy all come under Investment Banking Middle office. Investment Banking Back Office Investment Banking back office does all kind of reconciliation work after the trading. Also, the technology team also comes under the back office. You may learn more about this topic here in the article https://www.wallstreetmojo.com/investment-banking-roles-and-responsibilities/
Views: 5231 WallStreetMojo
how to risk analysis framework
How to undertake a risk analysis assessment on your business
Views: 33691 Parr and Associates
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: 24 ThomasLloyd Group
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: 183 ThePermalGroup
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: 49341 BANKING SUTRA
Project Risk Analysis and Risk Management Workflow
In this video we will demonstrate a step by step process of the project risk management and analysis workflow in RiskyProject. To process starts with a Project schedule. Project schedules can include activities, costs and resources. Project schedules can be created in RiskyProject or imported from other project scheduling software such as Microsoft Project or Oracle Primavera. In RiskyProject risks can be managed either at the project or project portfolio level. Each project has a risk register. If you are managing more than one project, they can be part of an Enterprise risk register. The project risk registers include all information about risks that could affect the project. Once risks have been identified and added to the risk registers, they can be assigned to a project’s tasks or resources. As part of this process, we can also create risk mitigation and response plans. These plans are stored in a common corporate repository. Once created, risk plans can be assigned to risks and become part of the risk management process. Once you have assigned risk to your project schedule, you run a Monte Carlo simulation to analyze the impacts of the risks. The Monte Carlo results will allow you to generate a risk adjusted schedule. The Monte Carlo simulations will help you perform risk ranking and prioritization. Another result of Monte Carlo simulations is project risk ranking. You can rank projects in your portfolio based on their risk exposure. This process iterates over the course of the project. During project execution, you can monitor your project which includes the monitoring and control of risks. As your project proceeds, you can update your risk register, mitigation and response plans, and run periodic Monte Carlo analysis to ensure that your project stay on time and budget. For more information about project risk management and risk analysis software RiskyProject please visit our web site www.intaver.com/
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: 1515 ChartYourTrade
Level I CFA: PM Risk Management An Introduction-Lecture 1
2018 Reading 40 2019 Reading 39 This CFA exam prep video covers: The risk management process Risk management framework For the COMPLETE SET of 2018 Level I Videos sign up for the IFT Level I FREE VIDEOS Package: https://ift.world/free Subscribe now: http://www.youtube.com/user/arifirfanullah?sub_confirmation=1 For more videos, notes, practice questions, mock exams and more visit: https://www.ift.world/ Visit us on Facebook: https://www.facebook.com/Pass.with.IFT/
Views: 11008 IFT
6.  CFA Level 1 Portfolio Management  - Risk Management - LOSa Part 1
All 10 Level 1 topics are available on this channel. If you like what I am doing, then be a friend: 1. Click subscribe so that you will be notified of all new uploads 2. Click like (the more likes these videos get, the better they show up in search results) 3. Don't click dislike!! That does not help me improve the content and delivery. If you don't like something, leave a comment, politely of course. 4. Click Share - help other find what you have found. REQUIRED DISCLAIMER: CFA Institute does not endorse, promote, or warrant the accuracy or quality of the products or services offered by Mark Meldrum. CFA ® are trademarks owned by CFA Institute.
Views: 12364 Mark Meldrum
Risk management framework
Practice questions, videos and other resources to help you with your CPA Program studies are available at knowledgequity.com.au. We are an independent provider of support resources for the CPA Program and are not affiliated with CPA Australia.
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: 68260 TechnoFunc
Risk Analysis and Risk Management
To learn more about risk analysis, see our article at https://www.mindtools.com/pages/article/newTMC_07.htm. Whatever your role in an organization, it's likely you will have to make a decision that involves an element of risk. So, being able to identify and manage potential risks is an important management skill. With effective risk analysis, you can identify any threats and calculate their possible likelihood and impact. You can then take steps to manage them, or avoid them. For more information, watch this video!
Views: 20015 MindToolsVideos
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.
Types Of Risks In Risk Management-Banking|Mechanicalstudents.com
Types Of Risks In Risk Management was explained in this video. Visit our Mechanical Engineering Trending Blog : https://mechanicalstudents.com/ Visit Us: Facebook Official Page : www.facebook.com/mechanicalstudents1/ Facebook Personal Page: www.facebook.com/mdshafi1857/ Google +: https://plus.google.com/communities/114170708256918142733 Pinterest: https://www.pinterest.com/mechanicalstudents/ Stumbleupon-Mix: https://mix.com/mechanicalstudents/ Twitter: https://twitter.com/mecharriors
Views: 13216 Mechanicalstudents
Portfolio Management Process in 3 Steps | What is Portfolio Management?
Create Portfolio https://en.samt.ag/user-registration Portfolio management process There are three major steps involved in a portfolio management process. 1. Planning. It begins with evaluating investor’s risk tolerance, return objective, time horizon, tax considerations, the need for liquidity and income, and any other aspects that might affect investing decisions. This evaluation helps create the investment policy statement or IPS, which lists objectives and constraints of the investor. Typically an IPS includes an objective benchmark such as an index, against which the performance of the investor’s portfolio can be measured. The recommended frequency of revising the IPS is once every few years or whenever there is a major change in investor’s goals or constraints. 2. Execution. Here the portfolio managers evaluate risk and return of various asset classes to determine the fund allocation. In top-down analysis the manager considers the current economic conditions along with predictions about macroeconomic factors such as interest rates, GDP growth and inflation. This helps identify the asset classes that fit the investor’s portfolio. As a result of this analysis, a typical diversified portfolio includes asset classes such as cash, stocks, bonds, mutual funds, exchange traded funds, private equity, hedge funds, commodities and real estate. Then comes the bottom up analysis, which is about analyzing securities within the selected asset classes. A common approach is to identify the undervalued securities within these asset classes using valuation models. 3. Then the final step, feedback. With time investors’ preferences change, the risk and return of the asset classes also change, and with the changing market prices of securities the portfolio composition changes as well. For example, if there were 30% stocks in your portfolio, and as a result of bull market the price of the stocks has increased making stocks 40% of your portfolio. The manager must evaluate these features and rebalance the portfolio according to the IPS. This process includes buying and or selling of securities to readjust the weight back to their desired percentages. Also, the portfolio manager must compare the portfolio performance to the benchmark and make any necessary changes. At SAMT AG a similar but modified protocol is followed for portfolio management, making the planning, execution and feedback streamlined so that everything is transparent and you directly supervise your portfolio. There are four simple steps involved, first, fill out the form, second, schedule a telephone call with us where you can ask questions, step 3, wire money, and step 4 we manage your portfolio while you supervise everything right in front of you, from your log-in area. @NaelShahbaz
Hedge Funds and risk management
Mark Burgess, Kardinia Capital Portfolio Manager, talks about the team's approach to risk management and why the GFC tested hedge funds' risk management processes.
What is Risk Profiling | What are the type of Risk Profiles
Risk profiling is a process for finding the optimal level of investment risk for yourself considering the risk required, risk capacity and risk tolerance, where, risk required is the risk associated with the return required to achieve the your goals from the financial resources available, risk capacity is the level of financial risk you can afford to take, and risk tolerance is the level of risk you are comfortable with. To know more in Indian context, please watch the video. Find us on Social Media and stay connected: Facebook Page - https://www.facebook.com/YadnyaAcademy Facebook Group - https://goo.gl/y57Qcr Twitter - https://www.twitter.com/InvestYadnya
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: 3621 OpalesqueTV
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: 13638 CalPERS
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: 281 Whitestone Wealth
How can banks mitigate regulatory compliance risks?
How do you get a handle of the risks and contingent liabilities within your financial agreements? Thomson Reuters Financial Trade Documentation Services helps banks overcome the external pressure from regulators looking to make the markets more transparent, efficient and safer, and the internal pressures to be more cost-effective and leaner. Through a collaborative, consultative relationship and acting as an extension of the team, Thomson Reuters will help streamline processes, control costs and reduce regulatory compliance risks in your financial institution. Learn more at http://legalsolutions.com/financial-trade
Views: 7990 Thomson Reuters Legal
CYT: Introduction to Risk Management & Position Sizing Part 2
Receive FREE Investing Education at http://chartyourtrade.com During PART 2 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 http://findleadingstocks.com with coupon code CYT
Views: 885 ChartYourTrade
Types of Risk Management
We all understand that there's risk in the world. Put simply, risk is the possibility of loss. As investors, we tend to focus solely on market risk. But there are many different types of risk. In this video, David Cook, CFP® of Pure Financial Advisors discusses not only market risk, but also longevity risk, inflation risk, sequence of returns risk, interest rate risk, liquidity risk, opportunity risk, and tax risk. If you would like to schedule a free assessment with one of our CFP® professionals, click here: https://purefinancial.com/lp/free-assessment/ Make sure to subscribe to our channel for more helpful tips and stay tuned for the next episode of “Your Money, Your Wealth.” http://bit.ly/2FDSfK2 Channels & show times: http://yourmoneyyourwealth.com https://purefinancial.com IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor. • Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with their tax advisor or attorney regarding specific situations. • Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. • Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. • All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. • Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.
Jack Schwager On Why You're Investing Wrong | Market Wizard Risk Management
In this video Jack Schwager schools us on the importance of focusing on the RIGHT thing in markets — risk management. Too many amatuer investors are focused on the wrong thing when they’re trading. They’re obsessed with entries and finding the next hot stock. That’s part of the reason why there’s so many investing newsletters and youtube channels spitting out so many stock picks all the time. That’s what people want. But it’s not what they need… The best investors have win rates as low as 30%. So if that’s the case, does the specific investment you’re making matter as much as the need for proper risk management? The home runs are so rare, most of the time you’ll just be defending, trying not to lose. That’s why the best investors are so focused on their downside and risk management. Professionals understand that risk management and cutting loses are way more important than any other part of the investing process. They know they’re going to be wrong a lot, so they need to make sure they’re losing as little as possible when they are inevitably wrong. In addition to risk management, general trade management is extremely important. 90% of successful trading happens after you’ve already entered a trade. The tough part is figuring out how to manage it. When to take profits, when to add to the position… all those decisions add a lot more to your bottom line than the simple entry. You are better off focusing on that process than the next hot stock. To learn more, make sure you watch the video above! And as always, stay Fallible out there investors! Follow me on Twitter: https://twitter.com/akfallible And Instagram: https://www.instagram.com/fallible_money/ ***All content, opinions, and commentary by Fallible is intended for general information and educational purposes only, NOT INVESTMENT ADVICE.
What is a Risk Assessment?
Welcome to the Investors Trading Academy talking glossary of financial terms and events. Our word of the day is “Risk Assessment”. A risk assessment is a test – an in-depth analysis, investigation and evaluation – of how risky a particular investment is. In assessing risk, financial analysts study all aspects of an investment, including volatility, predictability, historical losses and gains, investment history, investment management, investment research team, the amount of money held in the investment and many other factors. A good risk assessment considers both known and unknown quantities. An example of an unknown quantity: how will this investment actually perform during a market downturn? An example of a known quantity: how long has this investment option been in existence? The outcome of a risk assessment reveals whether an investment is more conservative or more aggressive. It also could reveal whether an investment is simply bad. For example, an investment that is very risky, but has consistently delivered low returns could be considered a bad investment. Investors should only take on more risk if there is the chance to receive a larger return. In practical terms, a risk assessment is a thorough look at your workplace to identify those things, situations, processes, etc. that may cause harm, particularly to people. After identification is made, you evaluate how likely and severe the risk is, and then decides what measures should be in place to effectively prevent or control the harm from happening. By Barry Norman, Investors Trading Academy
Risk Management and Portfolio Construction
To learn more about Quantopian, visit www.quantopian.com. To enter into our daily contest visit https://www.quantopian.com/contest. In our most recent video, “Risk Management and Portfolio Construction” Quantopian data scientist Max Margenot goes over the different ways in which you can use risk management to help understand your portfolio. Max reviews the process of creating a risk factor model, what to look for when creating a risk factor, and what our risk model has to offer. He also reviews the risk factor constraints in our daily contest. Learn more by subscribing to our Quantopian Channel to access all of our videos. As always, if there are any topics you would like us to focus on for future videos, please send us a quick note at [email protected] Disclaimer Quantopian provides this presentation to help people write trading algorithms - it is not intended to provide investment advice. More specifically, the material is provided for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation or endorsement for any security or strategy, nor does it constitute an offer to provide investment advisory or other services by Quantopian. In addition, the content neither constitutes investment advice nor offers any opinion with respect to the suitability of any security or any specific investment. Quantopian makes no guarantees as to accuracy or completeness of the views expressed in the website. The views are subject to change, and may have become unreliable for various reasons, including changes in market conditions or economic circumstances.
Views: 1630 Quantopian
Webinar: Risk Management
Watch and listen to our discussion of Calvert Foundation's risk management process, which contributes to our strong portfolio performance and our 100% repayment rate of principal and interest to Community Investment Note investors. We cover Calvert Foundation's industry-leading due diligence process for investment in high-impact nonprofits and social enterprises around the world as well as the risks we consider when evaluating an organization.
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: 241 Simon Cheung VPD
Brian Pretti: Risk Management
In investing our capital in the financial markets, our longer term goal is to prudently grow that capital over time in order to meet individual personal and family needs and objectives. We strive daily to find and participate in attractive investment opportunities. Although little discussed in the financial media, equally important in the overall portfolio management process is the discipline of risk management. Markets move in cycles, therefore we need a well thought out game plan for all financial market outcomes. The two key risks in investing are lost opportunity and actual capital loss. Both deserve equal attention and weight in action. We’re now in the third longest bull market for stocks over the last eight decades. It is a time when we need to remember and highlight the importance of the discipline of managing risk.
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: 14819 icould career stories
✪✪✪✪✪ WORK FROM HOME! Looking for WORKERS for simple Internet data entry JOBS. $15-20 per hour. SIGN UP here - http://jobs.theaudiopedia.com ✪✪✪✪✪ What is TREASURY MANAGEMENT? What does TREASURY MANAGEMENT mean? TREASURY MANAGEMENT meaning - TREASURY MANAGEMENT definition - TREASURY MANAGEMENT explanation. Source: Wikipedia.org article, adapted under https://creativecommons.org/licenses/by-sa/3.0/ license. Treasury management (or treasury operations) includes management of an enterprise's holdings, with the ultimate goal of managing the firm's liquidity and mitigating its operational, financial and reputational risk. Treasury Management includes a firm's collections, disbursements, concentration, investment and funding activities. In larger firms, it may also include trading in bonds, currencies, financial derivatives and the associated financial risk management. Most banks have whole departments devoted to treasury management and supporting their clients' needs in this area. Until recently, large banks had the stronghold on the provision of treasury management products and services. However, smaller banks are increasingly launching and/or expanding their treasury management functions and offerings, because of the market opportunity afforded by the recent economic environment (with banks of all sizes focusing on the clients they serve best), availability of (recently displaced) highly seasoned treasury management professionals, access to industry standard, third-party technology providers' products and services tiered according to the needs of smaller clients, and investment in education and other best practices. A number of independent treasury management systems (TMS) are available, allowing enterprises to conduct treasury management internally. For non-banking entities, the terms Treasury Management and Cash Management are sometimes used interchangeably, while, in fact, the scope of treasury management is larger (and includes funding and investment activities mentioned above). In general, a company's treasury operations comes under the control of the CFO, Vice-President / Director of Finance or Treasurer, and is handled on a day-to-day basis by the organization's treasury staff, controller, or comptroller. In addition the Treasury function may also have a Proprietary Trading desk that conducts trading activities for the bank's own account and capital, an Asset liability management (ALM) desk that manages the risk of interest rate mismatch and liquidity; and a Transfer pricing or Pooling function that prices liquidity for business lines (the liability and asset sales teams) within the bank. Banks may or may not disclose the prices they charge for Treasury Management products, however the Phoenix Hecht Blue Book of Pricing may be a useful source of regional pricing information by product or service. Concerns about systemic risks in Over The Counter (OTC) derivatives markets, led to G20 leaders agreeing to new reforms being rolled out in 2015. This new regulation, states that largely standardized OTC derivative contracts should be traded on electronic exchanges, and cleared centrally by Central Counterparty/Clearing House trades. Trades and their daily valuation should also be reported to authorized Trade Repositories and initial and variation margins should be collected and maintained .
Views: 18367 The Audiopedia
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: 2082 DGINV
Risk Return and Portfolio Management Lecture by Prof Rahul Malkan
CA Final Strategic Financial Management Lectures by Prof.Rahul Malkan Like us on Facebook on : https://www.facebook.com/TayalInstitutePvtLtd/ Subcribe us for more videos relating to CA FINAL : https://www.youtube.com/user/TayalInstitutepvtltd : https://www.youtube.com/channel/UCGpUFWbgIrgKqCpOb4bRUvg For more information please call or whats app us on : 09773824714 Write us email on : [email protected] For Online lectures Log on to : www.tayalsirvod.com
Views: 23981 Life Re-Design Studio
CFA Level I: Portfolio Management - Basics of Portfolio Planning and Construction  LOS (a-d) Part I
FinTree website link: http://www.fintreeindia.com FB Page link :http://www.facebook.com/Fin... This series of video covers the following key areas: -the reasons for a written investment policy statement (IPS); -the major components of an IPS; -risk and return objectives and how they may be developed for a client; -the willingness and the ability (capacity) to take risk in analyzing an investor’s financial risk tolerance; -the investment constraints of liquidity, time horizon, tax concerns, legal and regulatory factors, and unique circumstances and their implications for the choice of portfolio assets; -the specification of asset classes in relation to asset allocation; -the principles of portfolio construction and the role of asset allocation in relation to the IPS 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 I Classes in Pune (India).
Views: 6436 FinTree
Commodity Risk Management
The volatility in today's international supply markets necessitates strategies for dealing with commodity risk. In this podcast, John Piatek outlines each of the elements of A.T. Kearney's framework and model for commodity risk management. John discusses the importance of having a special escalation or "Black Swan" process in place to deal with major market disruptions and presents ways companies can overcome the challenges in implementing the model.
Views: 2418 ATKPAS
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: 696 SEIInstitutional
Risk Management and VAR | CA Final SFM (New Syllabus) Classes & Video Lectures
Buy Revamp - https://sfmguru.in/revamp-ca-final-sfm-revision-book/ Revise the entire SFM in a day Subscribe to Channel for more videos: https://www.youtube.com/channel/UCiPzkqrzDsoq-pLrloT7Fcw/featured Types of Risk Faced by a Business Entity 1. Strategic Risk 2. Compliance Risk 3. Operational Risk 4. Financial Risk Strategic Risk is the exposure to loss resulting from a strategy that turns out to be defective or inappropriate. A possible source of loss that might arise from the pursuit of an unsuccessful business plan. For example, strategic risk might arise from making poor business decisions, from the substandard execution of decisions, from inadequate resource allocation, or from a failure to respond well to changes in the business environment. A successful business always needs a comprehensive and detailed business plan. Everyone knows that a successful business needs a comprehensive, well-thought-out business plan. But it’s also a fact of life that, if things changes, even the best-laid plans can become outdated if it cannot keep pace with the latest trends. This is what is called as strategic risk. So, strategic risk is a risk in which a company’s strategy becomes less effective and it struggles to achieve its goal. It could be due to technological changes, a new competitor entering the market, shifts in customer demand, increase in the costs of raw materials, or any number of other large-scale changes. Compliance Risk Compliance risk is exposure to legal penalties, financial forfeiture and material loss an organization faces when it fails to act in accordance with industry laws and regulations, internal policies or prescribed best practices. Many compliance regulations are enacted to ensure that organizations operate fairly and ethically. For that reason, compliance risk is also known as integrity risk. In many cases, businesses that fully intend to comply with the law still have compliance risks due to the possibility of management failures. The following are a few examples of compliance risks: 1. Environmental Risk 2. Workplace Health & Safety 3. Corrupt Practices 4. Social Responsibility Risk 5. Quality Risk 6. Process Risk Operational risks are the risks, a company undertakes when it attempts to operate within a given field or industry. Operational risk is the risk not inherent in financial, systematic or market-wide risk. It is the risk remaining after determining financing and systematic risk, and includes risks resulting from breakdowns in internal procedures, people and systems. Financial risk is the possibility that shareholders or other financial stakeholders will lose money when they invest in a company that has debt if the company's cash flow proves inadequate to meet its financial obligations. When a company uses debt financing, its creditors are repaid before shareholders if the company becomes insolvent. Financial risk also refers to the possibility of a corporation or government defaulting on its bonds, which would cause those bondholders to lose money. It is referred as the unexpected changes in financial conditions such as prices, exchange rate, Credit rating, and interest rate etc. Though political risk is not a financial risk in direct sense but same can be included as any unexpected political change in any foreign country may lead to country risk which may ultimately may result in financial loss.
Views: 1809 CA Nikhil Jobanputra
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.
Treasury Risk Management 16 July 2014
Views: 5816 NSW BC