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Rude Awakening

Brown Advisory

million in 2006, inhibiting demand and economic growth, according to the Krueger report. Meanwhile, tax revenues have declined to about 12% of GNP from more than 15% before 2006, the Krueger report said. By Taylor Graff, CFA, Asset Allocation Analyst. Moreover, emigration has reduced the population to about 3.5

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The Advisory | June 2015

Brown Advisory

Federal Reserve policymakers forecast that they will likely start tightening this year for the first time since 2006, bringing an end to record liquidity, even as central banks from Europe to Japan push unprecedented stimulus. In many clients’ portfolios we have eliminated our overweight position in U.S. equities and U.S. fixed income.

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Microsoft’s 401(k) Retirement Plan Details

Cordant Wealth Partners

The question we are often asked by clients who work for Microsoft is how to choose the best mix of investments for their situation. Decide upon your asset allocation The first step in investing your 401(k) is determining your “asset allocation,” which is simply the mix of stocks, bonds and cash you’ll hold.

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Transcript: Maria Vassalou

The Big Picture

VASSALOU: I joined in the summer of 2006. Actually, I developed my strategies and built the quantitative strategies group from the summer of 2006 onwards, and I started running my strategies with money in March of ’07, so soon before the quant meltdown — RITHOLTZ: Right. RITHOLTZ: Were you there for the financial crisis?

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ESG and the Stock-­Picker’s Dilemma

Brown Advisory

It is up to investment managers and, ultimately, their clients whether they seek investment exposures that are systematic (beta exposure) or idiosyncratic (alpha exposure). In studying the characteristics of socially responsible indices, some researchers have found high correlations with conventional indices (Statman, 2006).

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ESG and the Stock-­Picker’s Dilemma

Brown Advisory

It is up to investment managers and, ultimately, their clients whether they seek investment exposures that are systematic (beta exposure) or idiosyncratic (alpha exposure). In studying the characteristics of socially responsible indices, some researchers have found high correlations with conventional indices (Statman, 2006).

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Transcript: Julian Salisbury, GS

The Big Picture

And then in a fit of madness, I guess, at the end of 2006, the credit markets were pretty uninteresting. ADVERTISEMENT) RITHOLTZ: Tell us a little bit about what the Goldman Sachs asset and wealth management business is like. SALISBURY: At the simplest level we manage money for our clients. trillion dollars of assets today.

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