Brown Advisory

SEPTEMBER 22, 2017

In a world increasingly enamored of "strategic beta" and, more recently, "smart beta" solutions, investors believe they can manage portfolios vis-à-vis these types of market risk factors (Mainie, 2015). Nearly all smartphones today have at least one ARM-designed chip (Hern, 2015).

Portfolio 52

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Brown Advisory

SEPTEMBER 22, 2017

In a world increasingly enamored of "strategic beta" and, more recently, "smart beta" solutions, investors believe they can manage portfolios vis-à-vis these types of market risk factors (Mainie, 2015). Nearly all smartphones today have at least one ARM-designed chip (Hern, 2015).

Portfolio 52

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Brown Advisory

DECEMBER 2, 2015

Wed, 12/02/2015 - 12:50. By Taylor Graff, CFA, Asset Allocation Analyst. Investors should expect the market swings of 2015 to carry over into the new year, driven largely by concerns over weak global growth. Anchoring Expectations.

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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. is much clearer.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

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. We maintain a model portfolio internally to track the results of our asset allocation stances. Thu, 06/01/2017 - 02:47.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Investing Caffeine

APRIL 1, 2022

On the surface this sounds scary, but do you remember what happened the last time the Fed tapped the interest rate brakes during 2015 – 2018? The Fed’s goal is to increase the cost of borrowing, thereby slowing down the economy and reducing inflation.

Economy 59

Economy Economics Valuation Investing 59

Investing Caffeine

FEBRUARY 1, 2022

Many people have short memories and forget the Fed hiked interest rates 10 times from the end of 2015 through 2018. Although the Federal Funds interest rate target is expected to increase to 2.5% over the next few years (currently at 0%), this forecast is nothing new and there is no guarantee the Fed can successfully pull off this feat.

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Brown Advisory

SEPTEMBER 3, 2015

Thu, 09/03/2015 - 15:10. During the second quarter of 2015, Spain’s gross domestic product expanded 1% on a quarterly basis. Priceline in the second quarter of 2015 reported a 26% surge in gross bookings over the previous 12 months. By Taylor Graff, CFA, Asset Allocation Analyst. Europe's Slow Climb.

Economy 40

Economy Economics Asset Allocation Investing 40

Brown Advisory

SEPTEMBER 3, 2015

Thu, 09/03/2015 - 15:10. The island’s economy has shrunk for nearly a decade and will probably contract by more than 1% during fiscal year 2015, according to a June report commissioned by Puerto Rico and co-written by Anne Krueger, a former first deputy managing director of the International Monetary Fund. Rude Awakening.

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Transportation Government Economy Asset Allocation 52

Brown Advisory

SEPTEMBER 1, 2015

Tue, 09/01/2015 - 11:30. Each shared auto used by such services could displace nine traditional vehicles, according to a Barclays Capital report dated July 9, 2015. By Taylor Graff, CFA, Asset Allocation Analyst. Shadow Consumption. Current U.S. Auto sharing in the U.S. Dream or Opportunity?

Food 52

Food Portfolio Management Sales Strategic Planning 52

WiserAdvisor

NOVEMBER 21, 2022

Asset allocation and goal-oriented savings. According to a 2015 survey by FPSB, 68% of consumers regard trustworthiness as the most important trait of a financial planner. Opening Individual Retirement Accounts (IRAs) and managing your 401(k). Retirement planning, estate planning, tax planning.

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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.” 3/18/2015 U.S. 8/24/2015 S&P 500 Index -5.0 Essentially, liquidity refers to how quickly an investment can be turned into cash. Treasuries -15.0

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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.” 8/24/2015. Liquidity, like many concepts in the investment world, is simple on the surface but becomes far more complex when one examines it more deeply.

Management 52

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Brown Advisory

AUGUST 1, 2018

A December 2017 working paper of the National Bureau of Economic Research examines the rates of return between 1870 and 2015 in several asset classes across 16 developed economies. It’s important to note here that we’re not recommending wholesale changes in asset allocation.

Management 52

Management Investing Investments Valuation 52

Brown Advisory

AUGUST 1, 2018

A December 2017 working paper of the National Bureau of Economic Research examines the rates of return between 1870 and 2015 in several asset classes across 16 developed economies. In attempting to reduce portfolio risk by shifting assets from equities to bonds, it’s important to recognize that bonds carry risks of their own.

Management 52

Management Investing Investments Valuation 52

Brown Advisory

APRIL 1, 2015

Wed, 04/01/2015 - 16:48. In the private company world, total venture capital financings reached $59 billion last year, up from about $23 billion in 2004, according to PitchBook’s 2015 venture industry annual report. Investment Perspectives | Bubbles II. Unsurprisingly, as volume has increased, so have valuations.

Investing 52

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Brown Advisory

NOVEMBER 29, 2016

Charitable giving to foundations in 2015 shrank 3.8% stocks since early 2015 has also constricted funding. Indeed, compared with 1995, investors in 2015 needed to take on nearly three times more potential volatility in order to achieve a 7.5% Reassess asset allocation. from the previous year to $42.3

Nonprofit 52

Nonprofit Asset Allocation Portfolio Budgeting 52

Brown Advisory

OCTOBER 4, 2021

As we will discuss in this article, we conduct climate-related research and analysis (as part of our overall research efforts) along several separate but integrated tracks to guide our asset allocation, manager research and portfolio construction efforts.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

OCTOBER 4, 2021

As we will discuss in this article, we conduct climate-related research and analysis (as part of our overall research efforts) along several separate but integrated tracks to guide our asset allocation, manager research and portfolio construction efforts. A 360-Degree Climate Evaluation. CARBON ATTRIBUTION” of SUSTAINABLE PORTFOLIOS .

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The Better Letter

JANUARY 26, 2024

2015 : “Exit now.” Former Reagan White House Budget Director David Stockman has predicted market crashes in 2012 , 2013 , 2014 , 2015 , 2016 , 2017 , 2018 , 2019 , 2020 , 2021 , 2022 , and 2023. .” HSGFX’s returns were very low that year (-6.62 percent); the S&P’s were very high (32.15 percent higher.

Valuation 102

Valuation Assets Management Investing 102

James Hendries

JANUARY 13, 2023

And on the asset allocation side, the team’s preference for value stocks throughout the year turned out to be a win. If you look back at the rate hiking campaign that began in 2015, for example, the Fed raised interest rates by 0.25% in December 2015 and didn’t hike rates again until December 2016. The reason?

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Marketing Marketing Valuation Asset Allocation 52

James Hendries

JUNE 20, 2023

The most egregious example appears to be in 2015 (green line) when the Committee expected interest rates in 2017 to be above 3.5%, when in actuality they were closer to 0.50% that year. Asset allocation does not ensure a profit or protect against a loss. Diversification does not protect against market risk.

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Marketing Marketing Economy Asset Allocation 52

Investment Writing

SEPTEMBER 5, 2023

You’ll look at factors such as the contributions of security selection, sector weightings, asset allocation, and maybe even cash positions and the flows of money into and out of the portfolio. 13, 2015, and updated in June 2018, November 2022, and August 2023. What did I miss? Please share your opinions and insights.

Portfolio 52

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Random Roger's Retirement Planning

DECEMBER 21, 2023

If there is another flash crash like 2011 or 2015, there was a lot of ground gained back before markets closed on those days. They build out a few different types with various allocation percentages for each type. I was curious of course so I looked at the 60/40 blend under Strategic Asset Allocation.

Portfolio 63

Portfolio Asset Allocation Marketing Marketing 63

The Better Letter

OCTOBER 5, 2023

The more sophisticated may use “Merton shares,” 3 a rule of thumb for determining asset allocation, which holds that allocations should rise in proportion to expected returns, fall in proportion to the investor’s risk aversion, and fall a lot in proportion to volatility (specifically, to its square).

Insurance 110

Insurance Food Asset Allocation Math 110

Brown Advisory

SEPTEMBER 3, 2015

Thu, 09/03/2015 - 15:11. Protecting inherited assets from a claim by a family member’s ex-spouse can help limit those losses. By Taylor Graff, CFA, Asset Allocation Analyst. Before Tying the Knot. Although the divorce rate has fallen for many years, the emotional and financial costs from a split-up are often very high.

Estate Planning 52

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The Big Picture

MARCH 26, 2024

It was 2015. He wasn’t tactical asset allocator. And I remember when you first, when we, when we spoke last time, 2015, I 00:27:41 [Speaker Changed] Think I had 00:27:42 [Speaker Changed] Just started, 00:27:43 [Speaker Changed] Just joined Twitter Yeah. In 00:27:45 [Speaker Changed] 2015. You were great.

Investing 143

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The Big Picture

APRIL 4, 2023

That’s a 5x increase since the financial crisis and a doubling since 2015. I found this conversation really to be absolutely a master class and totally fascinating, and I think you will as well. RITHOLTZ: And I want to put a little meat on the bones when you were talking about the growth of the space. Private debt AUM has grown to $1.3

Banking 143

Banking Management Investing Investments 143

The Big Picture

JUNE 20, 2023

Or should this be kept out of private asset allocators’ hands? ” RITHOLTZ: And you had the Gates study in, what, 2015, saying the same thing? I always think of ER and those sorts of emergency services as a service, as a community good, not a for-profit model, am I naïve in not realizing we could monetize emergencies?

Insurance 143

Insurance Healthcare Retail Medicine 143

The Big Picture

JANUARY 31, 2023

But, yeah, I mean, you know, we started that account maybe in 2015. But again, it’s one of these interesting things, Barry, where if you look at like consumer confidence, it got very good after 2015 and particularly when we had the windfall from the positive supply shock in energy. Yeah, we’ve been growing it ever since.

Economics 143

Economics Economy Marketing Marketing 143