Brown Advisory

OCTOBER 28, 2019

Our Large-Cap Sustainable Growth portfolio managers discuss how they have approached the health care sector as sustainable investors. Account vs. Russell 1000 Growth Index 9/30/2014–9/30/2019 (Index=100). These choices have generally benefited our overall portfolio returns over the past five years. Source: Bloomberg.

Investing 52

Investing Investments Medical Portfolio 52

Brown Advisory

JUNE 3, 2015

There were 925 investment funds that incorporate environmental, social or governance factors in their approach as of the end of 2014, according to US SIF Foundation. By Karina Funk, Co-Portfolio Manager Large-Cap Sustainable Growth Strategy; David Powell, Co-Portfolio Manager Large-Cap Sustainable Growth Strategy.

Portfolio 52

Portfolio Portfolio Management Clients Assets 52

The Big Picture

OCTOBER 31, 2023

We entered the liquid alts market with hedge funds back in 1994, and we entered the private market in 2014 with my product in late stage growth. And now we have a number of different hedge funds, some we have in the macro, we have multi-Strat, we have point hedge funds with in technology in the healthcare field. That are all gone.

Management 152

Management Investing Investments Portfolio 152

Brown Advisory

JUNE 14, 2017

2 The SEC’s Enforcement Division introduced the Municipal Continuing Disclosure Cooperative Initiative in early 2014 to encourage self-reporting of possible securities law violations, especially in situations when entities misrepresented their compliance with continuing disclosure obligations.

Compliance 52

Compliance Retail Clients Management 52

Brown Advisory

JUNE 14, 2017

The SEC’s Enforcement Division introduced the Municipal Continuing Disclosure Cooperative Initiative in early 2014 to encourage self-reporting of possible securities law violations, especially in situations when entities misrepresented their compliance with continuing disclosure obligations.

Compliance 52

Compliance Retail Clients Management 52

Brown Advisory

NOVEMBER 14, 2017

Well, maybe not all eyes, but certainly a large number of investors are paying unusually close attention to the Fed as it begins to unwind its bond investments and thus reduce the size of its balance sheet. 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

Well, maybe not all eyes, but certainly a large number of investors are paying unusually close attention to the Fed as it begins to unwind its bond investments and thus reduce the size of its balance sheet. By 2014, when QE officially ended, assets on the Fed’s balance sheet totaled $4.3 Tue, 11/14/2017 - 16:18.

Investing 52

Investing Investments Assets Numbers 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. Eurozone growth will probably speed up to 1.5%

Economy 40

Economy Economics Asset Allocation Clients 40

The Big Picture

DECEMBER 17, 2023

It’s in the numbers : The issue is complex and often clouded by imprecise data. The numbers are soaring. 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 schools each day.

Retail 130

Retail Portfolio Management Numbers Assets 130

Brown Advisory

SEPTEMBER 22, 2017

Of the 20 academic studies referenced, half reported a positive effect of ESG factors on portfolio performance, three reported negative effects, and the rest were neutral. The Journal of Portfolio Management 40(2): 18-29. Journal of Portfolio Management. Journal of Portfolio Management. Springsteel.

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

SEPTEMBER 22, 2017

Of the 20 academic studies referenced, half reported a positive effect of ESG factors on portfolio performance, three reported negative effects, and the rest were neutral. The Journal of Portfolio Management 40(2): 18-29. Journal of Portfolio Management. Journal of Portfolio Management. References.

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

MAY 31, 2017

We have a number of reasons for our renewed comfort level: Improving economy: The weakness of Europe’s macroeconomic outlook in recent years was one of the primary red flags we saw for European stocks. Currencies: Our analysis shows that between 1978 and 2014, currency movement explained 50% of the U.S. stocks growing more expensive.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

We have a number of reasons for our renewed comfort level: Improving economy: The weakness of Europe’s macroeconomic outlook in recent years was one of the primary red flags we saw for European stocks. Currencies: Our analysis shows that between 1978 and 2014, currency movement explained 50% of the U.S. stocks growing more expensive.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

The Big Picture

OCTOBER 17, 2023

Graham Foster] : 00:02:54 That was a number, that was number theory, pure number theory. And whether it’s all numbers or even numbers. Some people look at a casino as entertainment and hey, we’re gonna spend X dollars, pick a number, 500, 2000, whatever it is. Number one, longevity.

Investing 130

Investing Investments Clients Management 130

Brown Advisory

JUNE 21, 2017

This assertion is open to debate and in fact has been refuted by various studies, but it gives some investors pause when considering active managers for their portfolios. Portfolios with greater active share could be said to reflect more independent thinking on the part of the managers.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

This assertion is open to debate and in fact has been refuted by various studies, but it gives some investors pause when considering active managers for their portfolios. Manager Characteristics. Portfolios with greater active share could be said to reflect more independent thinking on the part of the managers.

Investing 52

Investing Investments Portfolio Management 52

The Big Picture

DECEMBER 6, 2022

RITHOLTZ: So you joined Global X in 2014. And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. I was employee number 10. BERRUGA: Great question.

Clients 152

Clients Investing Investments Management 152

Brown Advisory

APRIL 1, 2015

Interestingly, in an unusually large number of instances, the stock prices of the target company and the acquirer have both risen following a deal announcement, while typically only the target’s stock price benefits. The five years ended December 31, 2014 ranked in the top 35 of 139 observations—first quartile, but just barely.

Investing 52

Investing Investments Valuation Assets 52

The Irrelevant Investor

JULY 19, 2016

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 Wes has a great take on superior returns; "Sustainable alpha requires sustainable clients."

Investing 52

Investing Investments Asset Allocation Assets 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. As Chinese GDP growth has slowed and debt has mounted, an increasing number of observers have wondered if the government can successfully navigate the transition to a more consumer-led economy. banks, according to the World Bank.

Investing 52

Investing Investments Economy Government 52

The Big Picture

JULY 31, 2023

The economic dislocation, the health risks, just the mayhem that took place, but from the perspective of a number of corporate CEOs, Bill Ackman of Pershing Square Capital, the hedge fund that had a couple of amazing trades based on this. And then, as it turns out, a switch flipped in the market in 2014 was a record, 2015 was a record.

Retail 130

Retail Government Economy Economics 130

The Big Picture

FEBRUARY 12, 2024

And since that happened, I don’t know, about four or five years ago, the fund has been putting up great numbers, outperforming doing really, really well. And we held it for, I don’t know, for a number of years. I’m the portfolio manager and I’m actually the only portfolio manager.

Management 282

Management Investing Investments Economy 282