Brown Advisory

JUNE 21, 2017

Looking back on Brown Advisory’s results in 1999 and early 2000, just before the technology bubble popped, our equity portfolios lagged the market, reflecting our discomfort with many of the high-flying “dot-com” stocks of the day. The Russell 2000® Index measures the performance of the small-cap segment of the U.S. equity universe.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

MARCH 30, 2020

Consider how we defined investment risk in our 2018 asset allocation publication, Confronting the Unknown: “The probability that a portfolio will not meet an investor’s needs.” Standard & Poor’s, S&P, and S&P 500 are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”), a subsidiary of S&P Global Inc.

Management 52

Management Marketing Marketing Clients 52

Brown Advisory

MARCH 30, 2020

Consider how we defined investment risk in our 2018 asset allocation publication, Confronting the Unknown: “The probability that a portfolio will not meet an investor’s needs.” Standard & Poor’s, S&P, and S&P 500 are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”), a subsidiary of S&P Global Inc.

Management 52

Management Marketing Marketing Clients 52

The Big Picture

JULY 11, 2023

JOHNSON: So I spent a year, my father said to me, “Look, if you’re going to be in the financial services business you should probably work in New York.” Otherwise, the West Coast, if you were in the financial services business, it was rough life. RITHOLTZ: It was just Franklin. RITHOLTZ: Right.

Management 213

Management Investing Investments Assets 213

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. Despite exceptional early returns, the fund is barely above water since its 2000 inception (+0.55 I replied, “Which one?”

Assets 104

Assets Valuation Management Investing 104

Brown Advisory

OCTOBER 11, 2021

We believe that the investment return needed to achieve that objective should be the most important guidepost for a portfolio’s asset allocation. These can include aspects like size, time horizon, expertise, financial situation and governance. We believe this is fundamental to building a diversified asset allocation.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

OCTOBER 11, 2021

We believe that the investment return needed to achieve that objective should be the most important guidepost for a portfolio’s asset allocation. These can include aspects like size, time horizon, expertise, financial situation and governance. We believe this is fundamental to building a diversified asset allocation.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 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. Given the growth of the U.S. population and its age distribution, the labor force is estimated to grow at an annual rate of just 0.6%

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. Given the growth of the U.S. population and its age distribution, the labor force is estimated to grow at an annual rate of just 0.6%

Investing 52

Investing Investments Economy Assets 52

The Big Picture

SEPTEMBER 12, 2022

I’m sure you remember this as well in terms of the bond market, whether you were looking at structured products, bonds, this idea that, hey, it’s issued by this bank, that bank, well-known diversified financial services institution. I’m talking about diversified financial services. RITHOLTZ: Right.

Clients 286

Clients Wealth Management Investing Investments 286

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. And then you can find your passion.

Economics 141

Economics Economy Marketing Marketing 141