Brown Advisory

OCTOBER 4, 2021

Considering Climate within Portfolios. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting. CLIMATE DASHBOARD: SUSTAINABLE MODEL PORTFOLIO AS OF 6/30/21. Mon, 10/04/2021 - 11:00. A 360-Degree Climate Evaluation.

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Random Roger's Retirement Planning

JUNE 6, 2024

The fund builds a diverse portfolio of stocks and fixed income and layers long and short volatility in there to seek its objective. Blogger Nomadic Samuel posted an interview with Jay Kaeppel who has an interesting spin on asset allocation with what he describes as 30/30/30/10. I am surprised how closely it tracks to VBAIX.

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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.

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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. is much clearer.

Portfolio 52

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Brown Advisory

NOVEMBER 29, 2016

The budget gap for nonprofits has widened because of a slump in their three sources of funds—donations, grants and portfolio returns. Charitable giving to foundations in 2015 shrank 3.8% Yet the hardest funding challenge for many nonprofits is achieving sufficient portfolio returns. Consider changes to portfolio construction.

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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. When I first tried to navigate to the page for ISPY, I went to SPDR's website instead of ProShares which sent me down an interesting rabbit hole looking at SPDR's model portfolios.

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MarketWatch

FEBRUARY 14, 2023

The fund, which was launched in 2015, had $97.6 million in total assets, and had declined 2.8% The managed allocation fund has $1.22 billion in total net assets while the LifeStrategy fund has $18.87 billion in net assets. over the past three months while the S&P 500 SPX has gained 4.5%.

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Brown Advisory

DECEMBER 2, 2015

Wed, 12/02/2015 - 12:50. In advising clients over the years, we have seen the value of helping families buy into the longterm orientation essential to successful investing and portfolio management through all market conditions. Determine both your annual level of spending and a five- and 10-year goal for portfolio returns.

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Brown Advisory

SEPTEMBER 22, 2017

Hundreds of academic studies and thousands of media commentaries have taken different angles on this issue, with the conversation centered on one key question: Does the incorporation of ESG factors in portfolios help, hurt, or do nothing to returns? Can we also generate predictable utility from managing portfolios around an "ESG factor?"

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Brown Advisory

SEPTEMBER 22, 2017

Hundreds of academic studies and thousands of media commentaries have taken different angles on this issue, with the conversation centered on one key question: Does the incorporation of ESG factors in portfolios help, hurt, or do nothing to returns? Can we also generate predictable utility from managing portfolios around an "ESG factor?"

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Brown Advisory

DECEMBER 2, 2015

Wed, 12/02/2015 - 12:58. 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. By Mark Kodenski, Private Client Portfolio Manager. Diamonds In The Rough. Anchoring Expectations.

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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. We currently own several companies across our portfolios that align with this paradigm, including Costco , TripAdvisor and Priceline. Shadow Consumption.

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Food Portfolio Management Sales Retail 52

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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Brown Advisory

AUGUST 1, 2018

Market conditions may indeed be changing, and in ways that warrant a reassessment of portfolio positioning. Adding risk to portfolios at this stage in the economic cycle does not seem like a prudent strategy to us. A primary mechanism for managing risk is rebalancing, with particular focus on the role of bonds in the portfolio.

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Brown Advisory

AUGUST 1, 2018

Market conditions may indeed be changing, and in ways that warrant a reassessment of portfolio positioning. Adding risk to portfolios at this stage in the economic cycle does not seem like a prudent strategy to us. A primary mechanism for managing risk is rebalancing, with particular focus on the role of bonds in the portfolio.

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Brown Advisory

MARCH 30, 2020

For the past year, we have been preparing client portfolios for the end of the extended bull market run that began in 2009—building cash and liquidity reserves, and also exploring opportunities in private and alternative asset classes that historically have offered lower correlation with public markets. 3/18/2015 U.S.

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Brown Advisory

MARCH 30, 2020

For the past year, we have been preparing client portfolios for the end of the extended bull market run that began in 2009—building cash and liquidity reserves, and also exploring opportunities in private and alternative asset classes that historically have offered lower correlation with public markets. 8/24/2015. S&P 500 Index.

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Investing Caffeine

FEBRUARY 1, 2022

With that said, I am always quick to point out that diversification in a portfolio is important (i.e., most people should at least own some bonds), even if bonds are currently very expensive relative to other asset classes (see Sleeping on Expensive Financial Pillows ). Source: Edward Yardeni.

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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. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio.

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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 Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. Europe's Slow Climb. Rude Awakening.

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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.

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The Big Picture

APRIL 4, 2023

So when you think about the individual exposure to a specific name, in our funds, it represents less than one half of 1 percent of the portfolio. That’s a 5x increase since the financial crisis and a doubling since 2015. And I think that what our investors saw is that, number one, our portfolio held up incredibly well.

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Brown Advisory

DECEMBER 2, 2015

Wed, 12/02/2015 - 10:29. When effective, the advisor ensures that heirs know the extent of their decision-making authority and ability to vet investment opportunities and measure portfolio performance. By Taylor Graff, CFA, Asset Allocation Analyst. By Mark Kodenski, Private Client Portfolio Manager.

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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 Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy; Priyanka Agnihotri, Equity Research Analyst. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. Before Tying the Knot.

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WiserAdvisor

NOVEMBER 21, 2022

Developing a diversified investment portfolio. Asset allocation and goal-oriented savings. This involves understanding your finances, executing ideas designed to achieve your financial objectives, and building a portfolio that nets a positive return on investment. Retirement planning, estate planning, tax planning.

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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. Some years ago, The Wall Street Journal asked him how, given his work, he structured his own portfolio. percent in losses.

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The Big Picture

MAY 7, 2025

He is also the author of multiple books, the Intelligent Asset Allocator, four Pillars of Investing, investors Manifesto, and on and on. And if you understand the mathematics of rebalancing, where that bonus comes from, then you understand asset allocation. And if you understand asset allocation, you understand finance.

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The Big Picture

MARCH 26, 2024

It was 2015. And I was a portfolio manager, so I was doing bottom up research and picking stocks. He wasn’t tactical asset allocator. Hey, if you knew with perfect clarity, if that bird landed on your shoulder and told you here’s where equity prices are gonna be in 10 years, position your portfolio for that.

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The Irrelevant Investor

OCTOBER 20, 2015

Fisher, 1958 The Money Game - George Goodman, 1967 A Random Walk Down Wall Street - Burton Malkiel, 1973 Manias, Panics, and Crashes: A History of Financial Crises - Charles Kindleberger, 1978 The Alchemy of Finance - George Soros, 1987 Market Wizards - Jack Schwager, 1989 Liar's Poker - Michael Lewis, 1989 101 Years on Wall Street, An Investor's Almanac (..)

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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? MORGENSON: And so, he buys this portfolio of junk bonds. MORGENSON: This is a really, really crucial question for the whole private equity industry. MORGENSON: Right.

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