Brown Advisory

SEPTEMBER 22, 2017

In studying the characteristics of socially responsible indices, some researchers have found high correlations with conventional indices (Statman, 2006). Michael Porter has published an extension of his seminal work on competitive advantages by looking at social influences of company competitiveness (Porter, 2006). Podkaminer, E.

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

JUNE 3, 2015

Ahead of the first tightening by the Federal Reserve in nine years, we are shifting into less-traditional assets, anticipating that, at best, U.S. In anticipation of the policy switch, we have reallocated across a wide range of asset classes in an effort to limit risks and seize new opportunities. SOURCE: Bloomberg. .

Valuation 52

Valuation Economy Banking Economics 52

The Big Picture

MAY 9, 2023

And then in a fit of madness, I guess, at the end of 2006, the credit markets were pretty uninteresting. So what we find, and then of course we have a multi-asset solutions business where we talk to clients about the entirety of their portfolio, their strategic asset allocation models. There wasn’t a lot to do.

Assets 299

Assets Clients Investing Investments 299

The Big Picture

AUGUST 20, 2024

These are the single largest pools of assets on the planet is the American retirement system. The F, there is a subsequent change in 2006 called the Pension Protection Act. So the growth of balanced funds was a real, really key characteristic of that 2006 to 2012 market. That’s the world that largely existed prior to 2006.

Assets 173

Assets Management Portfolio Marketing 173

The Big Picture

NOVEMBER 8, 2022

Jeremy called and said, “Would you like to join the asset allocation team?” So he wanted a sort of non-quanty view input into the asset allocation process. And GMO was still sitting on a massive emerging market position in the asset allocation team. CHANCELLOR: Well, I said no initially. CHANCELLOR: Yes.

Banking 147

Banking Valuation Economy Investing 147

The Big Picture

APRIL 4, 2023

So subsequent to that business at Indosuez, I launched my own firm in 2006, and this is now further into that bank consolidation dynamic. I found this conversation really to be absolutely a master class and totally fascinating, and I think you will as well. Tell us a little bit about that experience. KENCEL: So one stop along the way.

Banking 147

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The Better Letter

JANUARY 26, 2024

In The Next Great Bubble Boom: How to Profit from the Greatest Boom in History: 2006-2010 , published in January 2006, Dent doubled down on his earlier predictions for the 2000s and called for big gains through the rest of the decade. The DJIA did reach 35,000 in June 2021, but Dent had long been a permabear by then.

Assets 105

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The Big Picture

MARCH 12, 2024

And I would say that Washington was pretty interesting because we had gone and, and spoken to people in 2005, 2006, and to kind of let people know that there was something, these are, this is a trillion dollars worth of misprice risk. They’re asset allocation model driven folks. It was what, what was your experience?

Banking 147

Banking Marketing Marketing Investing 147

The Irrelevant Investor

OCTOBER 20, 2015

Fisher, 1958 The Money Game - George Goodman, 1967 A Random Walk Down Wall Street - Burton Malkiel, 1973 Manias, Panics, and Crashes: A History of Financial Crises - Charles Kindleberger, 1978 The Alchemy of Finance - George Soros, 1987 Market Wizards - Jack Schwager, 1989 Liar's Poker - Michael Lewis, 1989 101 Years on Wall Street, An Investor's Almanac (..)

Investing 52

Investing Investments Asset Allocation Investment Planning 52

The Big Picture

NOVEMBER 25, 2024

This was the era, 2005, 2006, all of my friends were looking to get banking roles. Most clients, whether they’re individuals or institutions, have some sort of benchmark, a policy portfolio, some strategic asset allocation that they start with. Barry Ritholtz : That’s hilarious. It’s a bit of a mouthful.

Portfolio 147

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The Big Picture

JUNE 20, 2023

Or should this be kept out of private asset allocators’ hands? And this was back in 2005 or 2006. I always think of ER and those sorts of emergency services as a service, as a community good, not a for-profit model, am I naïve in not realizing we could monetize emergencies?

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Insurance Retail Healthcare Medicine 147