Brown Advisory

APRIL 20, 2022

Good Preparation Leads to a Good Audit Experience: What to Expect from Your Investment Advisor mhannan Wed, 04/20/2022 - 06:03 After an extended period of strong returns that began in 2009, many not-for-profit (NFP) organizations find themselves increasingly challenged to earn the traditional target of an inflation-adjusted 5% annual spending rate.

Investment Advisor 52

Investment Advisor Investing Investments Nonprofit 52

The Big Picture

FEBRUARY 6, 2024

The, you know, one of the things I think when, when I started at GMO, it was really just investment people almost. And ev all the sort of compliance, client service, legal, kind of, everything was done sort of on the side by investment people. That’s the key to quality investing. 00:18:41 [Speaker Changed] Yep.

Valuation 130

Valuation Investing Investments Assets 130

The Big Picture

DECEMBER 6, 2022

But when you factor in, you know, legal costs, compliance, portfolio management, trading, there is a lot that goes into launching an ETF. And we’re having very good conversations with clients that I think, at current valuation levels, they remain, you know, very interested in the market and they see some opportunities.

Clients 154

Clients Investing Investments Management 154