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. . . One family we advise wants to support local businesses with a regionally focused portfolio. That can be a mistake.

Portfolio 52

Portfolio Clients Nonprofit Asset Allocation 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. Taylor is also an excellent communicator and regularly shares his thoughts with our balanced portfolio managers serving private clients, endowments and foundations. 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. Taylor is also an excellent communicator and regularly shares his thoughts with our balanced portfolio managers serving private clients, endowments and foundations. A cool change indeed.

Investing 52

Investing Investments Clients Portfolio Management 52

Brown Advisory

SEPTEMBER 1, 2015

By Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy and Priyanka Agnihotri, Equity Research Analyst. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. As recently as 2012 Puerto Rico was able to sell to investors public-sector bonds despite its bleak fiscal outlook and shrinking economy.

Food 52

Food Portfolio Management Sales Retail 52

The Big Picture

OCTOBER 31, 2023

And so to your point, I was a public portfolio manager, started as a tech analyst and made my way to associate portfolio manager and then began managing public portfolios in 1996. Where, 00:06:25 [Speaker Changed] Where were you managing those for in 96? The more private side of the street?

Management 162

Management Investments Investing Portfolio 162

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 Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy; Priyanka Agnihotri, Equity Research Analyst. Rude Awakening. Thu, 09/03/2015 - 15:10. Europe's Slow Climb.

Transportation 52

Transportation Government Economy Asset Allocation 52

Brown Advisory

DECEMBER 2, 2015

We are recommending that clients consider high-yield bonds and other asset classes that can offer the prospect of solid gains that diverge from the path of traditional stocks and bonds. From 2012 until 2014, the MSCI All Country World Index annually rose by an average of 14.1%. Six of these moves have benefited client portfolios.

Economy 52

Economy Taxes Clients Assets 52

Investment Writing

NOVEMBER 20, 2024

Use the Oracle of Omaha When I push for plain language, sometimes my asset manager clients say they’re worried they’ll be seen as “dumb.” He admits that the firm’s 2012 gains were “subpar.” I have made some updates and additions. ” That’s not justified.

Compliance 52

Compliance Communication Assets Investments 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. These extremes pose a serious challenge for portfolio managers because they can distort the benchmark indices against which portfolios are compared.

Investing 52

Investing Investments Valuation Assets 52

Brown Advisory

SEPTEMBER 3, 2015

By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. As recently as 2012 Puerto Rico was able to sell to investors public-sector bonds despite its bleak fiscal outlook and shrinking economy. This piece is intended solely for our clients and prospective clients and is for informational purposes only.

Economy 40

Economy Economics Asset Allocation Banking 40

The Irrelevant Investor

JANUARY 19, 2019

Vanguard is now ubiquitous, managing more than $4 trillion in client assets. Walter Cabot, the new portfolio manager, wrote: Times change. Portfolio managers would no longer rapidly trade these growth stocks, instead they would invest in blue chips like IBM and Disney, and no price was too rich.

Assets 52

Assets Management Investments Investing 52

The Big Picture

FEBRUARY 17, 2025

00:12:42 [Speaker Changed] Yeah, so I joined in August, 2009, and I left to join Hawaiian Bernstein in late 2012. What does this mean to you as an employee and what does it mean to your clients? We have been speaking with Christine Philpots of Ariel Investments, where she is a portfolio manager for emerging market value strategies.

Investing 147

Investing Investments Economics Management 147

The Big Picture

AUGUST 20, 2024

The second thing that it ultimately does is it creates conditions under which there’s a transition from cash rich portfolios that are ultimately option like in their characteristics. So I, as a discretionary portfolio manager, if you hand me cash, I can look at the market and say, you know what? Thank you for the cash.

Assets 173

Assets Management Portfolio Marketing 173

Brown Advisory

SEPTEMBER 3, 2015

By Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy; Priyanka Agnihotri, Equity Research Analyst. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. As recently as 2012 Puerto Rico was able to sell to investors public-sector bonds despite its bleak fiscal outlook and shrinking economy.

Estate Planning 52

Estate Planning Assets Distribution Taxes 52

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. In 2012 Facebook went public, the IPO flopped. Tell us a little bit about your research.

Marketing 130

Marketing Marketing Economy Valuation 130

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

SEPTEMBER 26, 2023

Armand Posiion is head of performing credit at Oaktree Capital Management, where he works with the likes of, of Bruce Kosh and Howard Marks. I wanna say it’s about $179 billion in client assets. I think most importantly, our clients appreciated the return of capital. And it did. We returned a lot of capital.

Banking 130

Banking Investments Investing Clients 130

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

APRIL 11, 2023

And then in 2012, I think Berkshire Hathaway initiated its buybacks with a cap, which is, you know, that they will do buybacks as long as the price was less than intrinsic value. DAMODARAN: Because the answer is an average portfolio manager is driven by emotion and mood. RITHOLTZ: He was not a fan.

Valuation 298

Valuation Education Numbers Government 298

The Big Picture

JANUARY 13, 2025

Thats more than have been reported at this time of year at any time since 2012. ( New York Times ) Be sure to check out our Masters in Business interview this weekend with Brian Hurst , founder and CIO of ClearAlpha , a multi strategy hedge fund managing $1 billion in client assets. This one is.

Retirement 130

Retirement Portfolio Management Accounting Assets 130

The Big Picture

APRIL 8, 2025

I knew that I wanted to work with clients. And, you know, she had kind of gone to bat very controversially asking the bank to protect clients on, on some of the products that had gone bad. All the clients were getting proprietary Sanford Bernstein asset Management product. So I took the plunge, I quit.

Asset Allocation 147

Asset Allocation Wealth Management Clients Assets 147

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 Management Banking Marketing 147

The Better Letter

JANUARY 11, 2024

To find the answer, CXO collected and investigated 6,584 forecasts from 2005-2012 for the U.S. 2 At Bank of America, rate strategist Meghan Swiber was telling clients to prepare for a plunge in U.S. The CXO Advisory Group set out to determine whether alleged stock market “experts” provide useful insight. The funniest.

Economy 96

Economy Economics Math Banking 96