Brown Advisory

JUNE 14, 2017

Investors who never contemplated the concept of “municipal bankruptcy” previously would later be forced to add the term into their vernacular, spurred by bankruptcies of Jefferson County, Alabama in 2011; Stockton and San Bernardino, California in 2012; and Detroit in 2013. Investors cannot aff ord complacency.

Compliance 52

Compliance Retail Clients Management 52

Brown Advisory

SEPTEMBER 1, 2015

We currently own several companies across our portfolios that align with this paradigm, including Costco , TripAdvisor and Priceline. By Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy and Priyanka Agnihotri, Equity Research Analyst. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager.

Food 52

Food Portfolio Management Sales Strategic Planning 52

The Irrelevant Investor

JANUARY 19, 2019

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. From 1976 to 2012, the Vanguard 500 returned 10.4%, compared to the 9.2%

Assets 52

Assets Management Investing Investments 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. The hazards of appropriation bonds underscore the value of a bottom-up approach to building a municipal bond portfolio. Rude Awakening. Thu, 09/03/2015 - 15:10. Europe's Slow Climb.

Transportation 52

Transportation Government Economy Asset Allocation 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? Prior to getting to Wellington.

Management 152

Management Investing Investments Portfolio 152

Trade Brains

JULY 23, 2022

They have charting, analytics, and fundamental statistics reports feature enabled on this platform for any investor or trader to understand the performance of their portfolios. Upstox started as RKSV in 2012 and rebranded to Upstox in 2015. Free Portfolio Analyser . It is also known as RKSV. Pros of Choice: . Lowest DP charges.

Accounting 52

Accounting Financial Services Insurance Planning 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. Rude Awakening.

Economy 40

Economy Economics Asset Allocation Clients 40

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

Portfolio Clients Nonprofit Asset Allocation 52

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. Take "baby steps" before a "giant leap."

Portfolio 52

Portfolio Clients Nonprofit Asset Allocation 52

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 Compliance 52

The Big Picture

JULY 24, 2023

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. MIAN: A stagflationary future would destroy your fixed income and equity portfolios, right? Tell us a little bit about your research. RITHOLTZ: Yes.

Marketing 130

Marketing Marketing Economy Valuation 130

Brown Advisory

DECEMBER 2, 2015

From 2012 until 2014, the MSCI All Country World Index annually rose by an average of 14.1%. Since 2009, we have identified eight opportunities to shift portfolio allocations to capitalize on a determined upside/downside mismatch. Six of these moves have benefited client portfolios. 1, 2014, Treasuries fell by 4.3%

Economy 52

Economy Taxes Clients Assets 52

The Big Picture

SEPTEMBER 26, 2023

So, so let’s talk about some of those legacy portfolio issues. And so the model for Oaktree, you know, has been that we would have investors overseeing the, over the, the, the firm overall, you know, we went public in 2012 and that entrepreneurial history of Oaktree since its founding, required a little bit more institutional framework.

Banking 130

Banking Investing Investments Clients 130

The Better Letter

JANUARY 11, 2024

To find the answer, CXO collected and investigated 6,584 forecasts from 2005-2012 for the U.S. Bernstein, “Forecasting: Fables, Failures, and Futures – Continued,” in Economics and Portfolio Strategy , November 15, 2002, p. They found that their accuracy was worse than a coin-flip: just under 47 percent.

Economy 95

Economy Economics Math Banking 95

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. About Scott Salaske. billion.

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: — idea behind all of modern portfolio theory. DAMODARAN: You get rid of those low profile stocks in your portfolio. RITHOLTZ: Right.

Valuation 286

Valuation Education Government Numbers 286

Validea

SEPTEMBER 23, 2022

According to a regulatory filing on September 15 th , both the Unusual Whales Subversive Democratic Trading ETF and the Unusual Whales Subversive Republican Trading ETF would use the financial disclosures of Congresspeople from their respective parties to build portfolios of 500 to 600 holdings.

Planning 59

Planning Portfolio Management Portfolio Government 59