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Know What You Own

Brown Advisory

We help many of our clients align their portfolios with their values, and screening is one of the tools we employ to accomplish that alignment. Of course, investors do not all share the same values, and screens are used to exclude a wide variety of businesses, activities and behaviors from their portfolios.

Ethics 52
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Know What You Own

Brown Advisory

We help many of our clients align their portfolios with their values, and screening is one of the tools we employ to accomplish that alignment. Of course, investors do not all share the same values, and screens are used to exclude a wide variety of businesses, activities and behaviors from their portfolios. High Stakes.

Ethics 52
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Investors Seeking Sustainability Gain Confidence Through Screening

Brown Advisory

While generating just a small part of their revenues from these products, these companies pose a dilemma to investors who want to purge their portfolios of connections with guns, alcohol or the military. Screening can also help investors to better know what they own, or gain a richer understanding of the components in their portfolio.

Clients 52
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Investors Seeking Sustainability Gain Confidence Through Screening

Brown Advisory

While generating just a small part of their revenues from these products, these companies pose a dilemma to investors who want to purge their portfolios of connections with guns, alcohol or the military. Screening can also help investors to better know what they own, or gain a richer understanding of the components in their portfolio.

Clients 52
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Global Leaders Investment Letter: August 2022

Brown Advisory

The Elephant in the Portfolio The global semiconductor industry is a poster child for the capital cycle and we have meaningful investments here. In the period 2010 to 2014 there was a boom in energy capex particularly into U.S. Ethical AI is a highly nuanced subject and is at the top of our engagement priorities.

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Transcript: Luis Berruga, Global X ETFs

The Big Picture

when I first moved from Spain, and I learned a lot because I spent a lot of time with financial advisors, which, as you know, is a key segment of our client base today. RITHOLTZ: So you joined Global X in 2014. I joined Global X in 2014, and we have, if I remember correctly, approximately $1.5 We have retail clients.

Clients 157
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Transcript: Eric Balchunas

The Big Picture

at a crisis communication firm named Abernathy MacGregor and got to work with several clients and, you know, took them to Bloomberg, took them to Reuters, took them to there. So it’s unusual though to have that much work ethic, that much drive and say, yeah, I want all the investors to have the money. The investors or your clients.

Assets 167