The Big Picture

SEPTEMBER 3, 2024

All of their portfolio managers not only are substantial investors in each of their funds, but they do a disclosure year that shows each manager by name and how much money they have invested in their own fund. So, so you’ve held analyst roles and a number of asset managers.

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The Big Picture

OCTOBER 31, 2023

And so we’ve grown from a very small company with 29 partners back in 1979 to, as you noted, over a trillion dollars of assets and it become very diversified. So fixed income is now a substantial percentage of our assets. Where, 00:06:25 [Speaker Changed] Where were you managing those for in 96? That are all gone.

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Management Investing Investments Portfolio 162

The Big Picture

DECEMBER 6, 2022

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. RITHOLTZ: So you joined Global X in 2014. What percentage of the assets are in ETFs relative to mutual funds? I joined Global X in 2014, and we have, if I remember correctly, approximately $1.5

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Brown Advisory

AUGUST 4, 2020

Brown Advisory’s 2020 PRI Assessment Report ajackson Tue, 08/04/2020 - 08:00 Brown Advisory has been a signatory to the PRI (Principles for Responsible Investment) since 2014. Module Name Brown Advisory 2020 Score Industry Median 2020 Score Strategy & Governance A+ A Indirect - Manager Sel.,

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Assets Clients Government Investing 52

Brown Advisory

AUGUST 4, 2020

Brown Advisory has been a signatory to the PRI (Principles for Responsible Investment) since 2014. PRI is the nexus for a massive, global network of asset owners and investment managers—its 3,000+ signatories as of June 30, 2020 represent more than $103 trillion of invested assets. Tue, 08/04/2020 - 08:00. Module Name.

Assets 52

Assets Clients Government Investing 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%. in 2014, according to the IMF. this year, 0.3

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Economy Taxes Clients Assets 52

Brown Advisory

JUNE 3, 2015

The boom in sustainable strategies has made it far easier than even five years ago to construct a sustainable portfolio across asset classes—from stocks to fixed income to compelling private equity alternatives. Today, however, we can boost that to 80% in a balanced portfolio. Across the Asset Spectrum.

Portfolio 52

Portfolio Clients Portfolio Management Assets 52

Brown Advisory

DECEMBER 2, 2015

Within the $450 billion high-yield market, less than 60% of high-yield bonds sell for more than face value compared with more than 90% in June 2014. By Taylor Graff, CFA, Asset Allocation Analyst. By Mark Kodenski, Private Client Portfolio Manager. Anchoring Expectations.

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Clients Asset Allocation Economics Estate Planning 52

Brown Advisory

SEPTEMBER 3, 2015

31, 2014, suggests that his goal is not just fantasy. 31, 2014, quickly making the country the world’s No. By Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy; Priyanka Agnihotri, Equity Research Analyst. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. 1, 1979, until Dec. 1, 2008, until Dec.

Insurance 52

Insurance Portfolio Management Clients Government 52

Brown Advisory

FEBRUARY 23, 2021

In the fall (autumn for you Brits) of 2014, I thought I knew what the next few years of my life would look like. source income and gains and certain assets you bring into the U.K. It involves having an understanding of what assets you may want to bring to the U.K. I thought I had it all mapped out. As a non-U.K.

Taxes 52

Taxes Assets Investment Planning Planning 52

Brown Advisory

FEBRUARY 23, 2021

In the fall (autumn for you Brits) of 2014, I thought I knew what the next few years of my life would look like. source income and gains and certain assets you bring into the U.K. Work with your bank and existing investment manager to establish new account structures that preserve your ability to bring assets into the U.K.

Taxes 52

Taxes Assets Investment Planning Planning 52

The Irrelevant Investor

JANUARY 19, 2019

Jack Bogle The Vanguard 500 Index fund is the world’s largest mutual fund, with $292 billion in assets. The only mutually owned mutual fund structure in the world, Vanguard had the largest sales ever by a fund company in 2014, in 2015, and again in 2016.2 Vanguard is now ubiquitous, managing more than $4 trillion in client assets.

Assets 52

Assets Management Investing Investments 52

Brown Advisory

APRIL 1, 2015

Although we expressed some worry about the long-term effects of mounting deficits, we concluded that stocks and other assets were not in bubble territory and represented good value despite what we saw as a weak economic recovery. Some might argue that the Fed’s policy could trigger another crisis as asset prices become overly inflated.

Investing 52

Investing Investments Valuation Assets 52

Brown Advisory

SEPTEMBER 3, 2015

Public-sector debt has expanded every year since 2000, hitting 100% of gross national product at the end of fiscal year 2014. By Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy; Priyanka Agnihotri, Equity Research Analyst. By Taylor Graff, CFA, Asset Allocation Analyst. million from about 3.8

Transportation 52

Transportation Government Economy Asset Allocation 52

Brown Advisory

SEPTEMBER 3, 2015

in 2014, according to the International Monetary Fund (IMF). The ratio for the 19 countries in the eurozone rose to 93% at the end of the first quarter from 92% at the end of 2014, according to the European Union. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. By Taylor Graff, CFA, Asset Allocation Analyst.

Economy 40

Economy Economics Asset Allocation Banking 40

Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks achen Thu, 06/01/2017 - 02:47 Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. stocks growing more expensive.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks. Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. Thu, 06/01/2017 - 02:47. stocks growing more expensive.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

The Irrelevant Investor

JULY 19, 2016

It's the assets you have to worry about. Amateur tennis is a loser's game: The outcome is determined by the actions of the loser, who defeats himself.Likewise, the "money game" we call investment management has evolved in recent decades from a winner's game to a loser's game.No He taught me that asset allocation matters.

Investing 52

Investing Investments Asset Allocation Assets 52

The Big Picture

FEBRUARY 12, 2024

I’m the portfolio manager and I’m actually the only portfolio manager. But, but I view my, I i, I enjoy my analyst job as certainly as much as I enjoy the portfolio 00:18:07 [Speaker Changed] Manager job. How, how do you manage around that? Because I view myself as an analyst first.

Management 294

Management Investing Investments Economy 294

Brown Advisory

JUNE 21, 2017

Generally, index fund fees are low because management costs are minimal (investment judgment is not required to track an index) and administrative expenses are typically spread over a large asset base. are there better or worse moments in time to enact an indexing strategy) and choice of asset class (i.e.,

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

Generally, index fund fees are low because management costs are minimal (investment judgment is not required to track an index) and administrative expenses are typically spread over a large asset base. Manager Characteristics. Less Efficient Asset Classes.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

SEPTEMBER 22, 2017

This work builds on the Capital Asset Pricing Model developed in the 1960s.) To expect attractive returns with factor-based portfolios, a good deal of skill is required. The Journal of Portfolio Management 40(2): 18-29. Deutsche Asset & Wealth Management White Paper. Journal of Portfolio Management.

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

SEPTEMBER 22, 2017

This work builds on the Capital Asset Pricing Model developed in the 1960s.) To expect attractive returns with factor-based portfolios, a good deal of skill is required. The Journal of Portfolio Management 40(2): 18-29. Deutsche Asset & Wealth Management White Paper. Journal of Portfolio Management.

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

SEPTEMBER 11, 2016

Maintaining liquidity allows a portfolio manager to snap up new opportunities such as General Dynamics, whose shares have risen 14% this year as of September 6. As the price of oil began to drop in 2014, investors in highyield credit grew increasingly concerned about default risk among energy companies. small-cap stocks.

Economics 52

Economics Economy Communication Banking 52

Brown Advisory

SEPTEMBER 11, 2016

Maintaining liquidity allows a portfolio manager to snap up new opportunities such as General Dynamics, whose shares have risen 14% this year as of September 6. As the price of oil began to drop in 2014, investors in highyield credit grew increasingly concerned about default risk among energy companies. small-cap stocks.

Economics 52

Economics Economy Communication Banking 52

Brown Advisory

OCTOBER 1, 2015

But at slightly over 1% in 2014, bank non-performing loan exposure is low—about half the level of U.S. Attracted by Thailand’s accommodative economic policies, stable exchange rate (the baht was tied to a basket of currencies), political stability and relatively modest inflation, capital flowed into the country and inflated asset values.

Investing 52

Investing Investments Economy Government 52

The Big Picture

JULY 18, 2023

That exodus marks a notable shift for a fund that had consistently drawn investor cash since its 2014 inception. Once the largest actively managed ETF with nearly $30 billion in assets under management, the fund has shrunk to roughly $9 billion, mostly due to investment losses.” I became one.

Portfolio Management 237

Portfolio Management Economy Assets Management 237

The Big Picture

JANUARY 21, 2025

And suddenly you could buy index funds that cover all of the major asset classes. And after I got my last urine bonus in early 2014, I walked in and handed, handed my notice. 01:04:39 [Speaker Changed] I think it was the Journal of Portfolio Management. That, in fact, that would began life as a research paper.

Investing 147

Investing Investments Management Retirement 147

Brown Advisory

NOVEMBER 14, 2017

While this shift in monetary policy may ultimately have important implications for asset allocation and other investment decisions, we’re not convinced that its near-term impact will be particularly significant. By 2014, when QE officially ended, assets on the Fed’s balance sheet totaled $4.3

Investing 52

Investing Investments Assets Numbers 52

Brown Advisory

NOVEMBER 14, 2017

While this shift in monetary policy may ultimately have important implications for asset allocation and other investment decisions, we’re not convinced that its near-term impact will be particularly significant. By 2014, when QE officially ended, assets on the Fed’s balance sheet totaled $4.3 Uncertainty in Unwinding.

Investing 52

Investing Investments Assets Numbers 52

The Big Picture

OCTOBER 17, 2023

I want to get into that before we start talking about asset management. And I mean, but it is endemic in the industry because the industry is incentivized to grow assets and hence admitting errors is not something that you want to do on tv. We do have multi-asset strategy called balanced, which we launched in 2014 15.

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Investing Investments Clients Numbers 130

The Big Picture

DECEMBER 17, 2023

BBC ) • America’s epidemic of chronic illness is killing us too soon : After decades of progress, life expectancy — long regarded as a singular benchmark of a nation’s success — peaked in 2014 at 78.9 Launched in 2019 with around $2 billion in initial assets, it was one of the fastest-growing emerging funds over the past few years.

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Retail Portfolio Management Numbers Assets 130

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. There was the optical communications boom, some of the original software internet assets.

Engineering 130

Engineering Numbers Investing Investments 130

The Big Picture

JUNE 3, 2024

And that was his boss, Jeffrey Gundlock, founder of Double Line Capital, back in July, 2014. He really is one of the most knowledgeable people in this space, and not just knowledgeable in the abstract, but helping to oversee just about a hundred billion dollars in client assets. And so I worked a lot on the asset allocation side.

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