2010 Ethics Portfolio 
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.
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?
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Brown Advisory
OCTOBER 28, 2021
Moderator: Jane Korhonen, Portfolio Manager at Brown Advisory India’s COVID-19 Crisis and Its Impact on Women June 29, 2021 Disasters exacerbate existing inequities, and COVID-19 is proving no different. In 2010, Michele launched The Race Card Project, asking people to share their thoughts about race in six words.
Brown Advisory
OCTOBER 28, 2021
Speakers: Andrea Hoban, Co-Founder and Head of Oji Life Lab; Lindsay Jurist-Rosner, Founder and CEO of Wellthy; Ashley Williams, Founder and CEO of Infinite Focus Moderator: Meredith Shuey Etherington, Portfolio Manager at Brown Advisory. . Moderator: Jane Korhonen, Portfolio Manager at Brown Advisory. . The State of Women.
Brown Advisory
MAY 10, 2022
Today’s governance landscape is heavily influenced by the two biggest financial shocks of the 21st century: The breakdowns in governance and ethics at Enron and Worldcom in the early 2000s triggered meaningful change. Our strategies may also invest in companies that would otherwise be screened out of other ESG oriented portfolios.
Brown Advisory
SEPTEMBER 6, 2022
The Elephant in the Portfolio The global semiconductor industry is a poster child for the capital cycle and we have meaningful investments here. In the period 2010 to 2014 there was a boom in energy capex particularly into U.S. Ethical AI is a highly nuanced subject and is at the top of our engagement priorities.
The Big Picture
NOVEMBER 15, 2022
The academic side of how to build a portfolio, we can argue about the details, right? As an advisor, you could get somebody’s model portfolio, or you could hire some, you know, three CFAs and do it yourself. Some advisor that’s out there can say, “I have generally 1% alpha for the last three years in my model portfolio.”
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