2012 Asset Allocation Strategic Planning 
Brown Advisory
SEPTEMBER 1, 2015
Richard Gamper, Strategic Planning Analyst, Brown Advisory. . 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. Dream or Opportunity?
The Big Picture
AUGUST 20, 2024
We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments. 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.
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