Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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Rating Systems and Target Rate of Returns
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Manage episode 285239606 series 2076970
Content provided by Jason Labrum. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Labrum or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Show Description:Jason and Alex started off the show by welcoming Jim Pupillo, a Senior Wealth Adviser at IDA, who has a ton of industry experience, and specializes in providing his clients with regular Fiduciary advice pertaining to the company retirement and private wealth areas of the business. Jason discussed how the IDA investment committee spends countless hours stress testing and analyzing the asset allocation of the client portfolios to make sure that they are optimized given the curr...
…
continue reading
237 episodes
MP3•Episode home
Manage episode 285239606 series 2076970
Content provided by Jason Labrum. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Labrum or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Show Description:Jason and Alex started off the show by welcoming Jim Pupillo, a Senior Wealth Adviser at IDA, who has a ton of industry experience, and specializes in providing his clients with regular Fiduciary advice pertaining to the company retirement and private wealth areas of the business. Jason discussed how the IDA investment committee spends countless hours stress testing and analyzing the asset allocation of the client portfolios to make sure that they are optimized given the curr...
…
continue reading
237 episodes
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