Brown Advisory

AUGUST 6, 2019

Meanwhile, I plan to focus my time on working with the many clients I’ve come to know over the years. Taylor is also an excellent communicator and regularly shares his thoughts with our balanced portfolio managers serving private clients, endowments and foundations. A cool change indeed.

Investing 52

Investing Investments Clients Portfolio Management 52

Brown Advisory

DECEMBER 2, 2015

By walking through four steps with a client, we can refocus his or her mindset on the fundamental issues that help safeguard financial stability and achieve steady outperformance. Here are four ways we think about preparing clients to stay the course regardless of the market’s mood: Clarify your mission. Set hard numbers.

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Taxes Clients Estate Planning Compliance 52

Brown Advisory

JUNE 3, 2015

Mike Hankin, Brown Advisory President and CEO, describes the firm’s commitment to cutting through the noise to get at what matters most to clients: performance, advice and service. You may recall that in 2009, we persuaded Winslow Management Company based in Boston to join Brown Advisory.

Investing 52

Investing Investments Clients Portfolio Management 52

The Big Picture

OCTOBER 24, 2022

She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. And so our customer base is financial advisors and their underlying clients. NORTON: They can be.

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Brown Advisory

DECEMBER 2, 2015

built up substantial reserve capital while recovering from the Great Recession in 2008-2009. We are recommending that clients consider high-yield bonds and other asset classes that can offer the prospect of solid gains that diverge from the path of traditional stocks and bonds. By Mark Kodenski, Private Client Portfolio Manager.

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Clients Asset Allocation Economics Estate Planning 52

Brown Advisory

APRIL 1, 2015

Almost exactly five years ago, we wrote a piece entitled Bubbles, which discussed the sharp rally in stocks from the lows of early 2009 and the risks of the growing federal deficit that resulted from government bail-outs and fiscal stimulus during the financial crisis. Investment Perspectives | Bubbles II. Wed, 04/01/2015 - 16:48.

Investing 52

Investing Investments Valuation Assets 52

ClearMoney

NOVEMBER 4, 2021

As with many things in life, the truth is somewhere between the extremes: While both simulated and real-world data suggest momentum may not be suitable as a driver of long-term asset allocations, we believe momentum considerations can be integrated in a cost-effective way to help inform daily portfolio management decisions.

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Brown Advisory

SEPTEMBER 22, 2017

It is up to investment managers and, ultimately, their clients whether they seek investment exposures that are systematic (beta exposure) or idiosyncratic (alpha exposure). 84 One study concluded that investors "pay a financial cost in abstaining from [sin] stocks" (Hong, 2009). The Journal of Portfolio Management 40(2): 18-29.

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

SEPTEMBER 22, 2017

It is up to investment managers and, ultimately, their clients whether they seek investment exposures that are systematic (beta exposure) or idiosyncratic (alpha exposure). 84 One study concluded that investors "pay a financial cost in abstaining from [sin] stocks" (Hong, 2009). The Journal of Portfolio Management 40(2): 18-29.

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

SEPTEMBER 12, 2016

When sizing up a company’s opportunities and risks, portfolio managers vary widely in how they weigh ESG factors. Some portfolio managers use ESG data to find companies that they believe are less harmful than others. As a result, strategies focused on sustainability range broadly in performance.

Food 52

Food Executive Compensation Portfolio Management Valuation 52

Brown Advisory

SEPTEMBER 12, 2016

When sizing up a company’s opportunities and risks, portfolio managers vary widely in how they weigh ESG factors. Some portfolio managers use ESG data to find companies that they believe are less harmful than others. As a result, strategies focused on sustainability range broadly in performance.

Food 52

Food Executive Compensation Portfolio Management Valuation 52

Workable Wealth

JUNE 24, 2020

We experienced the largest bull market run in history from 2009 to March 11, 2020. Since volatility looks at the statistical return of a specific asset or index, it’s important to understand how it works and what influence it may have on your risk tolerance and portfolio management. . The rise precedes another 20% drop.

Investing 52

Investing Investments Marketing Marketing 52

Brown Advisory

SEPTEMBER 3, 2015

Morgan began tracking this data in 2009. That is the highest level since quarterly data collection began in 2009. . By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. This piece is intended solely for our clients and prospective clients and is for informational purposes only. Rude Awakening.

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Economy Economics Asset Allocation Clients 40

Brown Advisory

FEBRUARY 14, 2023

To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients. Our approach is consistent and systematic across our platform.

Government 52

Government Investing Investments Economics 52

Brown Advisory

FEBRUARY 14, 2023

To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients. Our approach is consistent and systematic across our platform.

Government 52

Government Economics Investing Investments 52

Brown Advisory

FEBRUARY 14, 2023

To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients. Our approach is consistent and systematic across our platform.

Government 52

Government Economics Investing Investments 52

Brown Advisory

OCTOBER 22, 2021

To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients. Our approach is consistent and systematic across our platform.

Government 52

Government Economics Education Investing 52

Brown Advisory

OCTOBER 22, 2021

Our sustainable investing philosophy and process were developed in-house and are supported by a robust team of ESG research analysts, portfolio managers and other dedicated professionals. ESG considerations that are material will vary by investment style, sector/industry, market trends and client objectives.

Government 52

Government Economics Education Investing 52

Brown Advisory

JUNE 21, 2017

As professional investors have found it increasingly challenging to meet or exceed market benchmarks, many of their clients have grown disillusioned with active management. As active managers ourselves, we might be expected to take a strong stance against indexing, but that is not the case. Reasons for this tendency are varied.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

As professional investors have found it increasingly challenging to meet or exceed market benchmarks, many of their clients have grown disillusioned with active management. Manager Characteristics. As active managers ourselves, we might be expected to take a strong stance against indexing, but that is not the case.

Investing 52

Investing Investments Portfolio Management 52

The Big Picture

OCTOBER 19, 2022

And Wall Street didn’t work out for a variety of reasons, but I ended up working sort of an adjacent industry in the portfolio management software business, and really wasn’t where my passion was. We’re owned by our clients. What exactly does it do, and what sort of clients and customers are you working with?

Financial Advisor 277

Financial Advisor Clients Taxes Investing 277

Brown Advisory

APRIL 1, 2016

To be sure, we are not suggesting that clients try to “time” the market. Instead, we caution against suddenly reacting to volatility and reiterate the imperative to focus on fundamentals and stay true to a portfolio structure that ensures adequate liquidity. Opportunities. bonds and equities.

Investing 52

Investing Investments Portfolio Assets 52

The Big Picture

DECEMBER 6, 2022

when I first moved from Spain, and I learned a lot because I spent a lot of time with financial advisors, which, as you know, is a key segment of our client base today. phenomenon, it’s a global phenomenon and we want to be able to service our clients in all regions of the world. Is that the clients you’re aiming for?

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Good Financial Cents

JUNE 11, 2023

One thing that I have craved for investors is a tool that allows you to sync all your financial accounts – your investment portfolio, checking and savings accounts, credit cards and other loan accounts – in one place, and then provides an investment-related analysis of your entire portfolio.

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Management Investing Investments Wealth Management 80

The Big Picture

OCTOBER 17, 2023

And if you’re in a quant fund and your clients say, you know, you’ve underperformed for the last three quarters and I don’t quite understand the black box, how do you retain, how you drive that alignment between the client and the business? It goes back to the client. And that is the case.

Investing 130

Investing Investments Clients Management 130

Brown Advisory

SEPTEMBER 11, 2016

Maintaining liquidity allows a portfolio manager to snap up new opportunities such as General Dynamics, whose shares have risen 14% this year as of September 6. This decade poses its own distinct set of economic challenges, many of which are aftershocks from the 2008—2009 financial crisis. small-cap stocks. versus 1.9

Economics 52

Economics Economy Communication Banking 52

Brown Advisory

SEPTEMBER 11, 2016

Maintaining liquidity allows a portfolio manager to snap up new opportunities such as General Dynamics, whose shares have risen 14% this year as of September 6. This decade poses its own distinct set of economic challenges, many of which are aftershocks from the 2008—2009 financial crisis. small-cap stocks. versus 1.9

Economics 52

Economics Economy Communication Banking 52

Brown Advisory

DECEMBER 2, 2015

We are recommending that clients consider high-yield bonds and other asset classes that can offer the prospect of solid gains that diverge from the path of traditional stocks and bonds. Since 2009, we have identified eight opportunities to shift portfolio allocations to capitalize on a determined upside/downside mismatch.

Economy 52

Economy Taxes Clients Assets 52

The Big Picture

SEPTEMBER 26, 2023

Armand Posiion is head of performing credit at Oaktree Capital Management, where he works with the likes of, of Bruce Kosh and Howard Marks. I wanna say it’s about $179 billion in client assets. Not, not terribly busy in 2007 to be honest, but in 2008, 2009, 10, it was by far the busiest time in my career in investing.

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Banking Investing Investments Clients 130

The Big Picture

MARCH 14, 2023

RITHOLTZ: So you’re there for 20 years, from 1988 to 2009. So, you know, 2009, what had happened was I was very burnt out. Well, I really thought and I think some of my associates thought that 2009 was a major market low. They wanted to hear a bear story post 2009. Also, how quantitative was it in 2009 and ’10?

Economy 154

Economy Investing Investments Portfolio 154

The Big Picture

MARCH 21, 2023

But when you’ve gone through two-year periods like the tech bubble, and three-year periods like ‘18 through ‘20, I think myself, my family and some of my clients might take issue with the word consistently. I was a fixed income portfolio manager and trader, which is a ton of fun. Program didn’t feel right.

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Valuation Investing Investments Numbers 164

The Big Picture

DECEMBER 20, 2022

To lead the bank’s efforts in investing in sovereign debt restructurings and to bring our clients along was a great experience. And every so often, a client would come by. All we do is focus on an investment management. Just a service for the banks and clients that wanted exposure? KOENIGSBERGER: Yeah.

Banking 154

Banking Assets Government Investing 154

The Big Picture

JULY 19, 2022

So, first, I found the book to be quite fascinating, very in depth and you managed to take some of the more technical arcana and make it very understandable. You began as a central bank portfolio manager in Finland. So, that relationship actually already started when I was a portfolio manager, right? ILMANEN: Yes.

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Investing Investments Valuation Portfolio 130

The Big Picture

JULY 31, 2023

And I said, I’ll go get a master’s and things will be better in 2009, because these are one year programs. Like you hear, I would hear senior reporters on the phone, like learning how to talk to a source, you follow someone to a meeting, you learn how to deal with a client. RITHOLTZ: Right. RITHOLTZ: Right.

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Retail Government Economy Economics 130

The Big Picture

APRIL 11, 2023

And again, some history, until 2009 or ‘10, Warren Buffett actually spoke out against buybacks. So when he bought Goldman Sachs in November of 2008 and Bank of America in November 2008, I thought about a traditional portfolio manager doing the same thing and trying to explain to their clients what they just did.

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Valuation Education Government Numbers 289