Brown Advisory

MARCH 14, 2023

And let’s face it, our clients often ask for a helping or two of short-term information (with a side of market timing thoughts, please). Time/Long-Term We recently met with the management team of Intuitive Surgical (ISRG). Gary became CEO in 2010, and by 2014 he realized that his sales team needed to change its approach.

Clients 97

Clients Investing Investments Sales 97

Brown Advisory

JUNE 3, 2015

The boom in sustainable strategies has made it far easier than even five years ago to construct a sustainable portfolio across asset classes—from stocks to fixed income to compelling private equity alternatives. That’s up a staggering 88% from 2010. Today, however, we can boost that to 80% in a balanced portfolio.

Portfolio 52

Portfolio Portfolio Management Clients Assets 52

Brown Advisory

MARCH 14, 2023

And let’s face it, our clients often ask for a helping or two of short-term information (with a side of market timing thoughts, please). Gary became CEO in 2010, and by 2014 he realized that his sales team needed to change its approach. Yet, short-term information is sometimes useful to longer-term thinkers.

Clients 81

Clients Investing Investments Sales 81

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. Ever since Taylor joined our firm in 2010, I’ve been deeply impressed with his understanding of the markets and his intellectual curiosity with respect to all types of investments. A cool change indeed.

Investing 52

Investing Investments Clients Portfolio Management 52

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. Ever since Taylor joined our firm in 2010, I’ve been deeply impressed with his understanding of the markets and his intellectual curiosity with respect to all types of investments. A cool change indeed.

Investing 52

Investing Investments Clients Portfolio Management 52

Brown Advisory

JUNE 3, 2015

When you cut through the confusion, though, you find that sustainable investing strategies have matured and improved, and now form the core of an increasing number of investors’ portfolios. Our clients are not alone: Investments aligned to environmental, social or governance factors surged to $4.3

Investing 52

Investing Investments Clients Portfolio Management 52

The Big Picture

AUGUST 16, 2022

The firm that he’s built is one of those very quiet, very successful entities that without a whole lot of media coverage, without a whole lot of fanfare, just amassed an enormous amount of capital because they’ve done so well for their clients over time. John was one of our managers that we had, you know, our clients invest in.

Management 296

Management Assets Risk Management Valuation 296

The Big Picture

MARCH 26, 2024

00:09:37 [Speaker Changed] So again, I was on the avatar side of this y avatar broader organization, which was institutional money management, managing money for a lot of large corporate plans and foundations and endowments. And I was a portfolio manager, so I was doing bottom up research and picking stocks.

Investing 143

Investing Investments Marketing Marketing 143

Trade Brains

JULY 23, 2022

Zerodha is the biggest and the best stockbroker in Indian with over 4 million clients that make up the +15% of daily retail trading volumes on Indian stock exchanges. . Zerodha offers a universe of trading platforms and products to help their clients from education to trading tools. 20 per order TB Rating. ????? APPLY NOW.

Accounting 52

Accounting Financial Services Insurance Planning 52

The Big Picture

APRIL 8, 2024

His clients adore him. You know, if you’re hardworking and you’re trying to do things that people value and my client base, if you will, or institutional investors, I went all the time. And they would work for data resources and take care of clients and then a client would hire them. What was that work like?

Economy 143

Economy Clients Economics Banking 143

Brown Advisory

MARCH 28, 2017

Brown Advisory’s Core Sustainable Fixed Income strategy makes liberal use of green bonds within its portfolio. We assess the potential return and risk for a green bond no differently than we do for any other bond that we buy for clients. Shareholder engagement. Impact investing opens up a spectrum of opportunities in between.

Investing 52

Investing Investments Government Nonprofit 52

Brown Advisory

MARCH 28, 2017

Brown Advisory’s Core Sustainable Fixed Income strategy makes liberal use of green bonds within its portfolio. We assess the potential return and risk for a green bond no differently than we do for any other bond that we buy for clients. Shareholder engagement. Impact investing opens up a spectrum of opportunities in between.

Investing 52

Investing Investments Government Nonprofit 52

Brown Advisory

SEPTEMBER 12, 2016

Our Core Sustainable Fixed Income strategy makes liberal use of green bonds within its portfolio. We assess the potential return and risk for a green bond no differently than we do for any other bond that we buy for clients. This piece is intended solely for our clients and prospective clients and is for informational purposes only.

Investing 52

Investing Investments Communication Government 52

Brown Advisory

SEPTEMBER 12, 2016

Our Core Sustainable Fixed Income strategy makes liberal use of green bonds within its portfolio. We assess the potential return and risk for a green bond no differently than we do for any other bond that we buy for clients. This piece is intended solely for our clients and prospective clients and is for informational purposes only.

Investing 52

Investing Investments Communication Government 52

Brown Advisory

APRIL 1, 2016

After several years of relative calm, investors have had renewed reason to worry about protecting their portfolios. In the ensuing six years, this measure of volatility steadily declined, except for brief spikes in mid-2010 and late 2011. To be sure, we are not suggesting that clients try to “time” the market. Multiple Risks.

Investing 52

Investing Investments Portfolio Assets 52

The Big Picture

JULY 11, 2023

And I remember being on the phone thinking, as the PMs were asking questions about cash flows and things, I was thinking, you’re asking all the wrong questions about whether this portfolio will perform because it’s things like down payment. RITHOLTZ: Right. And they’re here to stay, one, take private credit. RITHOLTZ: Right.

Management 215

Management Investing Investments Assets 215

The Big Picture

JULY 24, 2023

RITHOLTZ: So let’s talk a little bit about what Stray Reflections is today and who your clients are. MIAN: So Stray Reflections is a macro advisory and community that works with portfolio managers, CIOs around the world. MIAN: A stagflationary future would destroy your fixed income and equity portfolios, right?

Marketing 130

Marketing Marketing Economy Valuation 130

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

Brown Advisory

APRIL 1, 2015

Thus, since early 2010, earnings growth of close to 85% has accounted for the vast majority of the doubling in stock prices. In 2010, the economic expansion was widely forecast to be weak, and indeed it turned out to be slower than in most postrecession periods. Diversification Should Help.

Investing 52

Investing Investments Valuation Assets 52

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. Option rate securities were… 0:14:54.9

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

JULY 31, 2023

HOFFMAN: I moved to New York in 2010, working for a legal trade pub, a competitor of “Bloomberg Law”, “Law 360”, where I was hired, you know, your career is just a series of lucky breaks. I mean, it was really grim times in ’09. RITHOLTZ: How did you get to the journal? RITHOLTZ: Right. HOFFMAN: A lot of businesses like that, right?

Retail 130

Retail Government Economy Economics 130