Brown Advisory

OCTOBER 22, 2021

Focus on Risks and Opportunities: Our ESG research approach seeks to assess ESG risk management, and identify sustainable opportunities that address key environmental and/or social challenges, which we believe can lead to improved performance and impact. 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. Our approach is consistent and systematic across our platform.

Government 52

Government Economics Education Investing 52

The Big Picture

OCTOBER 17, 2023

And the third, the one that nobody talks about is risk management. Risk management. And so that’s not just, we talk about risk management in terms of buying at a big discount to intrinsic value and then that gives you that capital sort of buffer. That’s a long time. It’s a long time.

Investing 130

Investing Investments Clients Management 130

BlueMind

DECEMBER 23, 2022

One of the few movies which portray the 2008 financial market crisis in the most accurate way possible, this thrilling movie’s inciting incident begins when a risk-management division head is laid off due to the company’s downsizing. Rather than investing in a single product, your portfolio should be diversified.

Financial Advisor 98

Financial Advisor Commission Clients Management 98

The Better Letter

JANUARY 26, 2024

The DJIA closed 1999 at 11,497 and 2009 at 10,428. At the GFC bottom, March 9, 2009, the Dow traded at 6,547. ” Harry Markowitz won the Nobel Prize for exploring the mathematical tradeoff between risk and return. Some years ago, The Wall Street Journal asked him how, given his work, he structured his own portfolio.

Assets 103

Assets Valuation Management Investing 103

The Big Picture

DECEMBER 6, 2022

And my answer was, “Hey, not everybody wants to buy a passive index around the satellite of a core portfolio or even just, hey, I have an idea, I think this is going to change the world.” BERRUGA: So many of our clients were struggling to find alternative sources of income for their portfolios. Is that who the Global X investor is?

Clients 154

Clients Investing Investments Management 154

The Big Picture

AUGUST 15, 2023

That’s a really easy portfolio to create. It allows you to understand, generally speaking, what is a reasonable beta for that whole portfolio. The other thing it allows you to do is to benchmark your ability to select managers that outperform both in each areas and across the sleeve. That allows you to do two things.

Management 130

Management Investing Investments Government 130

The Big Picture

SEPTEMBER 26, 2023

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. So, so let’s talk about some of those legacy portfolio issues. We see this because we are a pub, we own a, we manage a publicly traded b d C and so do a lot of our peers.

Banking 130

Banking Investing Investments Clients 130

The Big Picture

JULY 4, 2023

And we’ve talked about whether we go deeper on existing strategies, we build new businesses, we find somebody who can help him more as almost a co-CIO with risk management, with the investment process. Back in 2009 or maybe it was ’10, if you remember, hedge funds were largely short Lululemon.

Management 143

Management Recruitment Numbers Banking 143

The Big Picture

JULY 19, 2022

The transcript from this week’s, MiB: Antti Ilmanen, Co-Head, Portfolio Solutions, AQR , is below. BARRY RITHOLTZ; HOST; MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Antti Ilmanen is AQR’s Co-head of the Portfolio Solutions Group. CO-HEAD, AQR’S PORTFOLIO SOLUTIONS GROUP: Thanks, Barry.

Investing 130

Investing Investments Valuation Portfolio 130

The Big Picture

APRIL 4, 2023

So a very different dynamic than we saw back in 2007, 2008, 2009. So obviously, risk managers, you know, and CROs were very focused on how do we manage that risk and diversify that credit risk that they were taking on in mid-market companies. Yes, there’s a lot of liquidity in private equity.

Banking 143

Banking Management Investing Investments 143

The Big Picture

MARCH 12, 2024

And what we figured out in 2009, really when we started buying homes is that we made the bet that it, I mean, it wasn’t a very exotic bet, but we made the bet that the subprime mortgage market wasn’t coming back at all. And so, so starting in 2009, we, we, there was no flip market.

Banking 143

Banking Investing Investments Marketing 143

The Big Picture

DECEMBER 20, 2022

And it not only has the advantages of there being inefficiencies, so there’s the potential to generate alpha, but if you do it right, it’s pretty non-correlated with probably the rest of your portfolio. So with no further ado, my interview with Gramercy Funds Management’s Robert Koenigsberger. That’s it.

Banking 154

Banking Assets Government Investing 154

The Big Picture

AUGUST 23, 2022

BROWDER: I just gone the risk management committee. The currency devalued by 75 percent and my portfolio, which was above $1 billion, went down 90 percent. And this had an unbelievably positive affect on the value of my portfolio. Things got worse and worse and on November 16th, 2009, Sergei went into critical condition.

Government 315

Government Banking Numbers Investing 315