Brown Advisory

OCTOBER 4, 2021

Considering Climate within Portfolios ajackson Mon, 10/04/2021 - 11:00 An increasing number of investors are seeking to incorporate climate change in their investment calculus. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting.

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Brown Advisory

OCTOBER 4, 2021

For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting. In our role as a strategic asset allocator, we want to dig deeper: Are there asset-class subsegments with greater or lesser risk that we can differentiate?

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The Big Picture

MARCH 26, 2024

It was 2015. 00:09:37 [Speaker Changed] So again, I was on the avatar side of this y avatar broader organization, which was institutional money management, managing money for a lot of large corporate plans and foundations and endowments. And I was a portfolio manager, so I was doing bottom up research and picking stocks.

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Brown Advisory

JUNE 3, 2015

Wed, 06/03/2015 - 09:02. 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. Starting Points.

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Portfolio Portfolio Management Clients Assets 52

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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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

DECEMBER 2, 2015

Wed, 12/02/2015 - 10:29. An essential step in estate planning is making sure beneficiaries know all the responsibilities and challenges that accompany the management of increasing wealth. For those who have assets to pass on, this all but guarantees a bumpy path for heirs in obtaining their inheritance. Ensuring Legacies Last.

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Brown Advisory

SEPTEMBER 3, 2015

Thu, 09/03/2015 - 15:11. The economies of India and the ASEAN-5 (Indonesia, Malaysia, the Philippines, Thailand and Vietnam) entered the second half of 2015 with robust growth. We mitigate risk by ensuring that the managers buy shares of Chinese companies outside mainland exchanges, where speculation is rife. 1, 2008, until Dec.

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Brown Advisory

DECEMBER 2, 2015

Wed, 12/02/2015 - 13:46. Investors should expect the market swings of 2015 to carry over into the new year, driven largely by concerns over weak global growth. We believe this group of alternative assets to be less vulnerable than stocks to the risk of flagging economic growth, and less vulnerable than bonds to rising interest rates.

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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. These approaches can last for generations and also shield family assets from general creditors. If necessary, the trustee can distribute assets to a descendant. Shielding Assets.

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Brown Advisory

AUGUST 14, 2023

Download it here > The Hidden Trouble Within Dear Fellow Investors, We have fielded a number of questions over the past six months from clients and prospects about how we think about and control factor risks within the Global Leaders strategy. WACC is the average rate a company expects to pay to finance its assets.

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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). Can we also generate predictable utility from managing portfolios around an "ESG factor?"

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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). Can we also generate predictable utility from managing portfolios around an "ESG factor?"

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Trade Brains

DECEMBER 11, 2023

In 2015, Manappuram launched its product offering Online Gold Loans. Asset Under Management (AUM) (Cr.) It has a client base covering all state utilities of India, also covering some utility companies from neighboring countries. It helps the NBFC weed out substandard gold and speed up the lending process. Market Cap (Cr.)

Banking 64

Banking Government Investing Investments 64

The Big Picture

MAY 23, 2023

This is a fascinating conversation about business growth and leadership and management and how to run a team. And now we, you know, we’re just shy of $145 billion of assets on the management across the entire credit curve. I manned client call phones. Not its asset management, its brokerage piece.

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The Big Picture

SEPTEMBER 26, 2023

Armand Posiion is head of performing credit at Oaktree Capital Management, where he works with the likes of, of Bruce Kosh and Howard Marks. I wanna say it’s about $179 billion in client assets. I had him on the show in 2015 and the thing that was so astonishing, 17.8% That had mismatched assets.

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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. By Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy and Priyanka Agnihotri, Equity Research Analyst. Shadow Consumption. Current U.S.

Food 52

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The Big Picture

OCTOBER 17, 2023

I want to get into that before we start talking about asset management. And if you’re in a quant fund and your clients say, you know, you’ve underperformed for the last three quarters and I don’t quite understand the black box, how do you retain, how you drive that alignment between the client and the business?

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Brown Advisory

JUNE 3, 2015

Wed, 06/03/2015 - 09:00. When you cut through the confusion, though, you find that sustainable investing strategies have matured and improved, and now form the core of an increasing number of investors’ portfolios. Our clients are not alone: Investments aligned to environmental, social or governance factors surged to $4.3

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Brown Advisory

APRIL 1, 2015

Wed, 04/01/2015 - 16:48. 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. Investment Perspectives | Bubbles II. Not only have U.S. Possible Signs.

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Sara Grillo

NOVEMBER 14, 2022

Fee only advisors can now purchase annuities for their clients without having to be licensed agents. Grillo jumps in, hypothesizing that there is not enough of a match between the skills required to sell an annuity and what it takes in reality in terms of understanding if the product truly matches up with what the client needs.

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Insurance Financial Advisor Retirement License 59

Brown Advisory

JUNE 3, 2015

Wed, 06/03/2015 - 09:05. CEOs of public companies face pressure from a wide variety of stakeholders to improve their environmental profiles: megaphone-wielding shareholders, procurement managers seeking to “green” their supply chain, as well as concerned customers and employees. Sustainability—Beyond the Usual Suspects.

Medical 52

Medical Portfolio Clients Electronics 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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Transportation Government Economy Asset Allocation 52

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.

Economy 40

Economy Economics Asset Allocation Clients 40

Brown Advisory

APRIL 1, 2016

Following the turmoil of the Great Recession, many market participants were lulled into complacency by seemingly steady gains in asset prices and the extended period of low interest rates. To be sure, we are not suggesting that clients try to “time” the market. The Need for Cash.

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Brown Advisory

MARCH 28, 2017

Impact investors align their assets behind their advocacy, whether it be for advances in environmental stewardship, human livelihood or public policy. We assess the potential return and risk for a green bond no differently than we do for any other bond that we buy for clients. Shareholder engagement.

Investing 52

Investing Investments Government Nonprofit 52

Brown Advisory

MARCH 28, 2017

Impact investors align their assets behind their advocacy, whether it be for advances in environmental stewardship, human livelihood or public policy. We assess the potential return and risk for a green bond no differently than we do for any other bond that we buy for clients. Shareholder engagement.

Investing 52

Investing Investments Government Nonprofit 52

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

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

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

SEPTEMBER 12, 2016

Impact investors align their assets behind their advocacy, whether it be for advances in environmental stewardship, human livelihood or public policy. We assess the potential return and risk for a green bond no differently than we do for any other bond that we buy for clients. Shareholder engagement.

Investing 52

Investing Investments Communication Government 52

Brown Advisory

SEPTEMBER 12, 2016

Impact investors align their assets behind their advocacy, whether it be for advances in environmental stewardship, human livelihood or public policy. We assess the potential return and risk for a green bond no differently than we do for any other bond that we buy for clients. Shareholder engagement.

Investing 52

Investing Investments Communication Government 52

Trade Brains

JULY 23, 2022

Zerodha is the biggest and the best stockbroker in Indian with over 4 million clients that make up the +15% of daily retail trading volumes on Indian stock exchanges. . Zerodha offers a universe of trading platforms and products to help their clients from education to trading tools. 20 per order TB Rating. ????? APPLY NOW.

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Accounting Financial Services Insurance Planning 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. Market jitters increased in mid-2015 amid signs that growth was slowing in large economies—most significantly, China. small-cap stocks. versus 1.9

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. Market jitters increased in mid-2015 amid signs that growth was slowing in large economies—most significantly, China. small-cap stocks. versus 1.9

Economics 52

Economics Economy Communication Banking 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.

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The Big Picture

JULY 24, 2023

RITHOLTZ: So let’s talk a little bit about what Stray Reflections is today and who your clients are. MIAN: So Stray Reflections is a macro advisory and community that works with portfolio managers, CIOs around the world. MIAN: In 2015, Carl Icahn sold all his Netflix stake because it was too expensive.

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Brown Advisory

OCTOBER 1, 2015

Thu, 10/01/2015 - 09:32. 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. Investment Perspectives | China's Shock. Our Posture.

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