Brown Advisory

JUNE 21, 2017

Generally, index fund fees are low because management costs are minimal (investment judgment is not required to track an index) and administrative expenses are typically spread over a large asset base. are there better or worse moments in time to enact an indexing strategy) and choice of asset class (i.e.,

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

Generally, index fund fees are low because management costs are minimal (investment judgment is not required to track an index) and administrative expenses are typically spread over a large asset base. are there better or worse moments in time to enact an indexing strategy) and choice of asset class (i.e., Less Efficient Asset Classes.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

MARCH 30, 2020

For the past year, we have been preparing client portfolios for the end of the extended bull market run that began in 2009—building cash and liquidity reserves, and also exploring opportunities in private and alternative asset classes that historically have offered lower correlation with public markets. Despite the U.S.

Management 52

Management Marketing Marketing Clients 52

Brown Advisory

MARCH 30, 2020

For the past year, we have been preparing client portfolios for the end of the extended bull market run that began in 2009—building cash and liquidity reserves, and also exploring opportunities in private and alternative asset classes that historically have offered lower correlation with public markets. Despite the U.S. Harsh Reaction.

Management 52

Management Marketing Marketing Clients 52

The Better Letter

JANUARY 26, 2024

” Dent called for “ the collapse of our lifetime ” – an 86 percent loss for the S&P 500; 86 percent on the Russell 2000; 92 percent on the Nasdaq – by June 2023. who became a professor at the University of Michigan before setting up his own asset management firm. I replied, “Which one?”

Assets 104

Assets Valuation Management Investing 104

Brown Advisory

OCTOBER 11, 2021

In this brief paper, we will touch on what we believe are some of the most important issues and questions—including the different types of assets, return potential, fees, liquidity, diversification, volatility and transparency—that investment committees must understand as they weigh adding alternatives to their portfolios. Source: BLOOMBERG.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

OCTOBER 11, 2021

In this brief paper, we will touch on what we believe are some of the most important issues and questions—including the different types of assets, return potential, fees, liquidity, diversification, volatility and transparency—that investment committees must understand as they weigh adding alternatives to their portfolios. Source: BLOOMBERG.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

The Big Picture

SEPTEMBER 12, 2022

They run over $800 billion in client assets, and Kristen’s group, the North American Group, is responsible for about half of the revenue that that massive organization generates. BITTERLY MICHELL: … across asset classes is the way that I think about it. I’m talking about diversified financial services. RITHOLTZ: Right.

Clients 286

Clients Wealth Management Investing Investments 286

Brown Advisory

MARCH 13, 2018

This projection, however, assumes that participation, currently 63.0%, will continue its decline from its peak of 67.3%, reached in early 2000—a view that strikes many economists as overly conservative. Examples include energy, real estate, certain debt instruments, venture capital, leveraged buyouts, art and other illiquid assets.

Investing 52

Investing Investments Economy Assets 52

Brown Advisory

MARCH 13, 2018

This projection, however, assumes that participation, currently 63.0%, will continue its decline from its peak of 67.3%, reached in early 2000—a view that strikes many economists as overly conservative. Examples include energy, real estate, certain debt instruments, venture capital, leveraged buyouts, art and other illiquid assets.

Investing 52

Investing Investments Economy Assets 52

Brown Advisory

FEBRUARY 3, 2017

Outlook for 2017 | Balance in an Uncertain Time achen Fri, 02/03/2017 - 14:19 With that said, we present this discussion of our asset allocation approach and our current portfolio stance as we begin the year. Provide our asset allocation perspective as it stands at the beginning of 2017—also based on a longer-term view.

Asset Allocation 52

Asset Allocation Assets Clients Portfolio 52

Brown Advisory

FEBRUARY 3, 2017

With that said, we present this discussion of our asset allocation approach and our current portfolio stance as we begin the year. In writing this report, we set out to accomplish two goals: Provide a window into our asset allocation philosophy and process, which emphasize a long-term view. Fri, 02/03/2017 - 14:19.

Asset Allocation 52

Asset Allocation Assets Clients Portfolio 52

The Big Picture

JANUARY 31, 2023

I mean — RITHOLTZ: Well, the 2000s, it was a giant spike in inflation, arguably caused by the Fed taking rates too low and keeping them they’re too long. DUTTA: I mean, yeah, core inflation during the 2000 was running a little bit, I mean, I think around two and a half percent. RITHOLTZ: — and sentiment.

Economics 141

Economics Economy Marketing Marketing 141