Brown Advisory

MARCH 30, 2020

Consider how we defined investment risk in our 2018 asset allocation publication, Confronting the Unknown: “The probability that a portfolio will not meet an investor’s needs.” ILLIQUIDITY IMPACTS These dynamics have dramatically shifted the liquidity landscape across financial markets. Reference Market/Index % Change No.

Management 52

Management Marketing Marketing Clients 52

Brown Advisory

MARCH 30, 2020

Consider how we defined investment risk in our 2018 asset allocation publication, Confronting the Unknown: “The probability that a portfolio will not meet an investor’s needs.” These dynamics have dramatically shifted the liquidity landscape across financial markets. Reference Market/Index. 10/15/2014.

Management 52

Management Marketing Marketing Clients 52

The Irrelevant Investor

JULY 19, 2016

longer was the active investment manager competing with cautious custodians or amateurs who were out of touch with the market: Now he or she was competing with other experts in a loser's game where the secret to winning is to lose less than the others lose. Ferri was an early champion of indexing and asset allocation for financial advisors.

Investing 52

Investing Investments Asset Allocation Assets 52

The Big Picture

JANUARY 31, 2023

DUTTA: And the thing is that it never got as low as it did in 2014 despite 7 percent mortgage rates, right? I mean, back in the ‘80s, I mean, research analysts would figure out what the Fed did three weeks ago, right, based on what was going on in the money markets. DUTTA: Right, exactly. RITHOLTZ: Right. RITHOLTZ: Really?

Economics 144

Economics Economy Marketing Marketing 144