Brown Advisory

MARCH 28, 2017

Assets in investments aligned to environmental, social or governance factors increased nearly fivefold between 2012 and 2016, according to US SIF Foundation. Still, nearly three out of four investors wait for their advisors to raise the topic of sustainability in relation to their portfolios, according to a 2013 survey by Calvert Investments.

Portfolio 52

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Brown Advisory

MARCH 28, 2017

Assets in investments aligned to environmental, social or governance factors increased nearly fivefold between 2012 and 2016, according to US SIF Foundation. . . The numbers tell a clear story about the growing number of investors interested in sustainable investing.

Portfolio 52

Portfolio Clients Nonprofit Asset Allocation 52

Brown Advisory

SEPTEMBER 1, 2015

As recently as 2012 Puerto Rico was able to sell to investors public-sector bonds despite its bleak fiscal outlook and shrinking economy. By Taylor Graff, CFA, Asset Allocation Analyst. Rude Awakening. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. Dream or Opportunity?

Food 52

Food Portfolio Management Sales Retail 52

Brown Advisory

SEPTEMBER 3, 2015

As recently as 2012 Puerto Rico was able to sell to investors public-sector bonds despite its bleak fiscal outlook and shrinking economy. By Taylor Graff, CFA, Asset Allocation Analyst. Rude Awakening. Thu, 09/03/2015 - 15:10. Dream or Opportunity?

Transportation 52

Transportation Economy Government Asset Allocation 52

Brown Advisory

SEPTEMBER 3, 2015

As recently as 2012 Puerto Rico was able to sell to investors public-sector bonds despite its bleak fiscal outlook and shrinking economy. By Taylor Graff, CFA, Asset Allocation Analyst. Rude Awakening. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. Dream or Opportunity?

Economy 40

Economy Economics Banking Asset Allocation 40

The Big Picture

SEPTEMBER 19, 2023

It depends on your asset allocation. I also don’t think you should ever really beat yourself up for sticking to your asset allocation and your beliefs. And they took it out of their asset allocation in favor of other strategies. 00:26:07 [Speaker Changed] No.

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Assets Management Portfolio Investing 147

Brown Advisory

AUGUST 6, 2019

As head of asset allocation research in our Investment Solutions Group, he is responsible for analyzing the relative attractiveness of various asset classes and investment strategies. In fact, I’ve borrowed numerous insights from him and his team in preparing to write these letters, so it’s time to give him the byline.

Investing 52

Investing Investments Clients Portfolio Management 52

Brown Advisory

AUGUST 6, 2019

As head of asset allocation research in our Investment Solutions Group, he is responsible for analyzing the relative attractiveness of various asset classes and investment strategies. Nate Silver, 2012. THEN AND NOW: The Value Of Historical Perspective. by Taylor Graff, CFA.

Investing 52

Investing Investments Clients Portfolio Management 52

Brown Advisory

APRIL 1, 2015

A good example today is biotechnology, in which prices have more than tripled since early 2012, as measured by the S&P Biotechnology Select Industry Index. Many of these companies have no current earnings, much like the dotcom stocks of 15 years ago. Moreover, if correlations are indeed declining, the volatility of returns will be reduced.

Investments 52

Investments Investing Valuation Assets 52

The Big Picture

AUGUST 20, 2024

So the growth of balanced funds was a real, really key characteristic of that 2006 to 2012 market. And then in 2012, they changed the QDIA to what’s called a target date fund. Which is what about 85% of Americans now default into in their retirement assets, 00:30:00 [Speaker Changed] Right? That changes the dynamics.

Assets 173

Assets Management Portfolio Marketing 173

The Big Picture

NOVEMBER 8, 2022

Jeremy called and said, “Would you like to join the asset allocation team?” So he wanted a sort of non-quanty view input into the asset allocation process. And GMO was still sitting on a massive emerging market position in the asset allocation team. back in sort of 2012. CHANCELLOR: Yes and no.

Banking 147

Banking Valuation Economy Investing 147

Brown Advisory

JUNE 16, 2016

A good example took place in 2012; at the time we helped many clients prepare for anticipated changes to policy regarding taxes on asset transfers. The transfer-tax exemption has been indexed to inflation since 2012, which has added an additional $450,000 per individual in allowable lifetime gifts. Investments.

Planning 52

Planning Taxes Assets Clients 52

Brown Advisory

SEPTEMBER 3, 2015

As recently as 2012 Puerto Rico was able to sell to investors public-sector bonds despite its bleak fiscal outlook and shrinking economy. By Taylor Graff, CFA, Asset Allocation Analyst. Rude Awakening. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. Dream or Opportunity.

Estate Planning 52

Estate Planning Assets Distribution Taxes 52

The Better Letter

JANUARY 26, 2024

2012 : “The present menu of investment opportunities continues to be among the worst in history.” Former Reagan White House Budget Director David Stockman has predicted market crashes in 2012 , 2013 , 2014 , 2015 , 2016 , 2017 , 2018 , 2019 , 2020 , 2021 , 2022 , and 2023. percent while the S&P 500 made 14.82

Assets 105

Assets Valuation Marketing Marketing 105

The Big Picture

APRIL 8, 2025

She was CIO at Merrill Lynch Asset Management, and now CIO at both Morgan Stanley Wealth Management and runs their asset allocation models and their outsourced chief investment officer models. You’re there almost a decade, Lisa Shalett : So, and, and from 2012 to 2025, that’s a huge run. That is the linchpin.

Asset Allocation 147

Asset Allocation Wealth Management Clients Assets 147

The Irrelevant Investor

OCTOBER 20, 2015

Munger - Peter Kaufman, 2005 All About Asset Allocation - Rick Ferri, 2006 Your Money And Your Brain - Jason Zweig, 2007 Bailout Nation - Barry Ritholtz, 2009 The Big Short - Michael Lewis, 2010 The Quants - Scott Patterson, 2010 More Money Than God - Sebastian Mallaby, 2010 The Most Important Thing - Howard Marks, 2011 Backstage Wall Street - Josh (..)

Investing 52

Investing Investments Asset Allocation Investment Planning 52

The Big Picture

MAY 21, 2024

But then, you know, just in, I think it was 2012 coming out of the financial crisis, you know, after, after one round of QE Europe was in a, you know, a recession, everybody was depressed, 00:15:33 [Speaker Changed] Brexit, grexit, it was all happening. I mean, if you think about just how much this number changes over time.

Numbers 147

Numbers Banking Management Marketing 147

The Big Picture

JANUARY 31, 2023

And so I worked with him until 2012. And then I got approached by RenMac in 2012, and now I’ve been doing it for them for this last decade. I mean, we were talking about a China hard landing like literally every year, following 2012. And you know, Lehman was a huge sort of fixed income shop — RITHOLTZ: Yeah.

Economics 147

Economics Economy Marketing Marketing 147