The Irrelevant Investor

NOVEMBER 30, 2015

Making changes to your portfolio based on this type of study would probably not be in your best interest when taking into consideration taxes, transaction costs, and most importantly, the cost of being wrong. I tend to be on the skeptical side when it comes to investing based on seasonal trends. Look at this chart via Zero Hedge.

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Trade Brains

NOVEMBER 4, 2023

In addition to this, it offers other services such as portfolio management, consultancy, etc. Tickeron Established in 2013, Tickeron is an interactive marketplace that provides sophisticated AI-driven trading tools to investors and traders. For example, you can choose day trading, swing trading, etc. Happy Reading!

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Brown Advisory

MARCH 28, 2017

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

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Brown Advisory

MARCH 28, 2017

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

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Brown Advisory

SEPTEMBER 22, 2017

Hundreds of academic studies and thousands of media commentaries have taken different angles on this issue, with the conversation centered on one key question: Does the incorporation of ESG factors in portfolios help, hurt, or do nothing to returns? Can we also generate predictable utility from managing portfolios around an "ESG factor?"

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Brown Advisory

SEPTEMBER 22, 2017

Hundreds of academic studies and thousands of media commentaries have taken different angles on this issue, with the conversation centered on one key question: Does the incorporation of ESG factors in portfolios help, hurt, or do nothing to returns? Can we also generate predictable utility from managing portfolios around an "ESG factor?"

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The Big Picture

DECEMBER 6, 2022

I did in 2013 the largest banking transaction that the market had seen since the financial crisis, it was a $2.4 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.” billion deal. BERRUGA: Yeah.

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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. The devastation in India has been harrowing for women, as communities struggle to protect public health.

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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. . June 29, 2021.

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Trade Brains

FEBRUARY 14, 2023

Top Mutual Funds For SIP In 2023 Here are the top mutual funds for SIP that you can add to your watchlist Top Mutual Funds For SIP #1 – PGIM India Midcap Opportunities Fund Fund Company PGIM India Asset Management Pvt. Inception Date December 02, 2013 Exit Load (0 to 90 days) 0.5% 1-yr Return 0.14% Expense Ratio 0.44

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ClearMoney

NOVEMBER 4, 2021

As with many things in life, the truth is somewhere between the extremes: While both simulated and real-world data suggest momentum may not be suitable as a driver of long-term asset allocations, we believe momentum considerations can be integrated in a cost-effective way to help inform daily portfolio management decisions.

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Brown Advisory

SEPTEMBER 12, 2016

Our Core Sustainable Fixed Income strategy makes liberal use of green bonds within its portfolio. In routine communications with Akamai in 2015, Brown Advisory portfolio managers inquired whether the company planned to transition to renewable energy sources. based example, Goldman Sachs, J.B.

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Brown Advisory

MARCH 28, 2017

Brown Advisory’s Core Sustainable Fixed Income strategy makes liberal use of green bonds within its portfolio. In routine communications with Akamai in 2015, Brown Advisory portfolio managers inquired whether the company planned to transition to renewable energy sources. based example, Goldman Sachs, J.B.

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Investing Investments Government Nonprofit 52

Brown Advisory

SEPTEMBER 12, 2016

Our Core Sustainable Fixed Income strategy makes liberal use of green bonds within its portfolio. In routine communications with Akamai in 2015, Brown Advisory portfolio managers inquired whether the company planned to transition to renewable energy sources. based example, Goldman Sachs, J.B.

Investing 52

Investing Investments Communication Government 52

Brown Advisory

MARCH 28, 2017

Brown Advisory’s Core Sustainable Fixed Income strategy makes liberal use of green bonds within its portfolio. In routine communications with Akamai in 2015, Brown Advisory portfolio managers inquired whether the company planned to transition to renewable energy sources. based example, Goldman Sachs, J.B.

Investing 52

Investing Investments Government Nonprofit 52

Brown Advisory

MAY 12, 2020

Reflections for Five Years of Global Leaders ajackson Tue, 05/12/2020 - 09:38 The Global Leaders strategy is focused on delivering long-term performance by building a concentrated portfolio of market-leading companies from across the globe. But if the goal is grow the value of a portfolio, slugging percentage is what matters”.

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Brown Advisory

MAY 12, 2020

The Global Leaders strategy is focused on delivering long-term performance by building a concentrated portfolio of market-leading companies from across the globe. S&P 500® Index, ROIC, 2003-2013 Data based on a McKinsey & Company study, “Valuation: Measuring and Managing the Value of Companies”. Tue, 05/12/2020 - 09:38.

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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.

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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.

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Investment Writing

NOVEMBER 20, 2024

Note: This post was originally published on October 18, 2013, on the MarketingProfs blog , but it remains relevant today. 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.” I have made some updates and additions.

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The Irrelevant Investor

JULY 19, 2016

Further, if you want those high stock returns, you are going to have to pay for them by bearing risk; this is a polite way of saying that in the course of earning those higher returns, your portfolio is going to lose a truckload of money from time to time. That being said, no investment strategy can protect your portfolio all the time.

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Brown Advisory

JUNE 14, 2018

I wanted to make sure we considered those ideas and their implications for the portfolios we manage for our clients, with truly open minds. Jane Korhonen, a portfolio manager in our Washington, D.C. This was in 2013. She commuted in a self-driving car for an extended period, and the car worked perfectly.

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Brown Advisory

JUNE 14, 2018

I wanted to make sure we considered those ideas and their implications for the portfolios we manage for our clients, with truly open minds. Jane Korhonen, a portfolio manager in our Washington, D.C. This was in 2013. She commuted in a self-driving car for an extended period, and the car worked perfectly.

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Bell Investment Advisors

MARCH 15, 2023

Original air date: Monday, March 13th, 2023 at 12pm PDT Presenter: Portfolio Manager Ryan Kelley, CFA® Slide 1: Annual Review and Outlook 0:00 Good afternoon. I’m a portfolio manager here at Bell Investment Advisors. That is a huge loss on a bond portfolio. Thanks for joining me. My name is Ryan Kelley.

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The Big Picture

MAY 9, 2023

But what was interesting about that was the quick need to both separate the portfolio between the old stuff and the new stuff, because there were a lot of new investment opportunities. SALISBURY: So I led the European Special Situations Group from 2008 to 2013. So you’re Chief Investment officer of Asset and Wealth Management.

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The Big Picture

FEBRUARY 17, 2025

And so I joined in early 2013 and specifically joined initially to cover Sub-Saharan African stocks and also to help launch this new fund, which was called the Next 50 Emerging Markets Equity Strategy. We do have a limit on what percent of the portfolio could be in what’s classified as frontier.

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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. So this secular bear market that we’re in today began in 2013 when we finally broke above the 1,500 level that was capping the index since 2000. Tell us a little bit about your research. RITHOLTZ: Right.

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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. 2013, March). Division of Investment Management.

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Brown Advisory

SEPTEMBER 15, 2017

Tom Graff, the portfolio manager of the Brown Advisory Sustainable Core Fixed Income Strategy, has seen a tremendous evolution in the tools available to ESG-oriented investors since he began helping clients with ESG mandates in the 1990s. Q: Why is this the right time for sustainable bonds? Take energy, for example.

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Brown Advisory

SEPTEMBER 15, 2017

Conversation with the Portfolio Manager: Sustainable Core Fixed Income Strategy. As of the end of 2015, $1 out of every $5 under professional management was invested in accordance with some sort of social, environmental and governance (ESG) consideration, according to the Forum for Sustainable and Responsible Investment (US SIF).

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The Big Picture

JANUARY 27, 2025

He worked as a, essentially a high yield portfolio manager before going to the president and then CEO of the company. So he has seen the world of private investing from both sides, both as, as an investor and as part of the management team. He worked as a trader. So I had some familiarity with that. There’s not a process.

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The Big Picture

MARCH 26, 2024

00:09:37 [Speaker Changed] So again, I was on the avatar side of this y avatar broader organization, which was institutional money management, managing money for a lot of large corporate plans and foundations and endowments. And I was a portfolio manager, so I was doing bottom up research and picking stocks.

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The Big Picture

NOVEMBER 25, 2024

Not only did he stand up a research shop from a dorm room in college and started selling model portfolios to fund managers, but eventually created a suite of first mutual funds. Corey Hoffstein : So throughout 2013, I was doing a lot of this research. And then ETFs really pioneering the concept of return stacking.

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The Big Picture

DECEMBER 17, 2024

Barry Ritholtz : This week on the podcast, another extra special guest, Tony Kim, is managing director at BlackRock, where he heads the fundamental equity technology group helping to oversee all of the active technology investments BlackRock makes. I must have worked for 30, 40 portfolio managers across four, four or five investment firms.

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The Big Picture

JULY 31, 2023

And then I don’t know what God smiled on me, but I got hired by the Wall Street Journal in 2013. RITHOLTZ: So you start in 2013, and then you proceed to get some major news stories that you either covered intimately or broke. You know, when I got hired in 2013, M&A was dead. RITHOLTZ: Right.

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The Big Picture

JULY 22, 2024

00:00:16 [Barry Ritholtz] This week on the podcast, another extra special guest, if you are at all interested in fixed income in cross asset management, in intermarket analysis, in understanding the many moving parts that go into putting together a near trillion dollar fixed income portfolio will then strap yourself in.

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