Brown Advisory

JUNE 2, 2016

The Advisory | June 2016 Insights on Markets and Investments. Thu, 06/02/2016 - 08:20. Blistering changes in fields such as technology call for bold responses—a theme we recently explored with clients at our NOW 2016 forum. In this issue: Moral Courage Amid Disruption.

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Brown Advisory

SEPTEMBER 11, 2016

September 2016 Insights on Markets and Investments achen Mon, 09/12/2016 - 01:00 In this issue: Investors Facing Rising Risks Need Solid Defense, Savvy Offense Increasing political and economic risk during the past year has widened the range of possible positive and negative scenarios for financial markets.

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Brown Advisory

SEPTEMBER 11, 2016

September 2016 Insights on Markets and Investments. Mon, 09/12/2016 - 01:00. By Taylor Graff, Head of Asset Allocation Research and Ed Chadwyck-Healey, Head of International Private Clients ? By Meera Patel, CFA, Director of Private Equity Fund Research and Jane Korhonen, CFA, Portfolio Manager ?

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Brown Advisory

SEPTEMBER 12, 2016

From our CEO: How We Help Clients Build Sustainable Portfolios achen Mon, 09/12/2016 - 08:16 Last year, we published our first special edition of The Advisory focused on sustainable investing. The goals you express during our discovery process dictate the types of solutions used in your portfolio.

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Brown Advisory

SEPTEMBER 12, 2016

From our CEO: How We Help Clients Build Sustainable Portfolios. Mon, 09/12/2016 - 08:16. At the time I wrote that our firm was fully committed to helping clients sort through an array of choices in sustainable investing, and to developing a tailored approach for each client—one that best fits their long-term goals.

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Brown Advisory

JUNE 23, 2016

Welcome to the NOW 2016 Review and Videos. Thu, 06/23/2016 - 10:27. NOW, which is short for “Navigating Our World,” is a forum in which we join with clients and friends to learn from thought leaders about some of today’s most profound changes in technology, geopolitics and other fields. I love our NOW conferences.

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Random Roger's Retirement Planning

OCTOBER 25, 2022

With all the time we've spent learning about new alternative strategies (new in that they've become accessible in funds for retail sized accounts) and how to incorporate them into a diversified portfolios, I thought it might be worthwhile to revisit a couple of older school alternatives to see how they're doing through the current event.

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Trade Brains

JUNE 6, 2025

It offers stock broking, mutual funds, insurance, portfolio management, and online trading, serving clients across India, the Middle East, and other. Geojit Financial Services Limited was established in 1987 and is a leading Indian investment services company. per equity share, down nearly 1.31 percent) at an average price of Rs.

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Random Roger's Retirement Planning

SEPTEMBER 18, 2024

My interest goes back long before the ReturnStacked ETFs existed and I believe long before the term capital efficiency was common, to Nassim Taleb writing about barbelling returns where most of the risk is allocated to just 10% of a portfolio with the rest in very conservative things like T-bills. Here is some modeling we did on August 19th.

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Random Roger's Retirement Planning

AUGUST 7, 2022

A couple of months ago we looked at The Cockroach Portfolio , a sort of all-weather portfolio that seems like it could be an attempt to update and evolve the Permanent Portfolio which allocates an equal 25% to stocks, long bonds, gold and cash. This goes back to 2016 to GBTC's apparent inception. Here are the results.

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Random Roger's Retirement Planning

MARCH 2, 2023

Over the summer we looked at the Cockroach Portfolio which is an all-weather sort of strategy that is not intended to look like the stock market. Portfolio 2 is the S&P 500 and Portfolio 3 is the Vanguard Balanced Index Fund (VBAIX) which is a proxy for a 60/40 portfolio. It lagged badly in 2016, 2019 and 2021.

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Random Roger's Retirement Planning

AUGUST 5, 2023

There's a news story out there about an advisor who got into a world of trouble loading up on levered long equity ETFs for clients. Portfolio 1 outperformed in 6 of the 9 years studied with slightly less volatility. Portfolio 1 outperformed in 6 of the 9 years studied with slightly less volatility. versus 10.32 versus 10.32

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Random Roger's Retirement Planning

MARCH 7, 2024

Quite a few client holdings have been in the portfolio for more than 15 years. I've owned this stock for clients going back to at least 2011. Dropping from $27 down to $16 like in 2016 is a very difficult thing to sit through. There are of course many definitions. For me, I tend to hold for many many years.

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Brown Advisory

MARCH 9, 2018

Our holy grail is the investment that offers our clients clear additional benefits without additional risk. We think that green bonds are a “no-brainer” for clients focused on sustainable investing. There are a number of reasons that clients may be interested in adding green bonds to their portfolios.

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Brown Advisory

MARCH 9, 2018

Income and Impact: Adding Green Bonds to Investment Portfolios. Record issuance, growing demand for capital to fund green projects and returns in line with other bonds of similar profiles: Green bonds can be a great opportunity for clients interested in sustainable investing—if they are incorporated with clear allocation goals in mind.

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Indigo Marketing Agency

JANUARY 25, 2022

Investors are worried about their portfolios and their purchasing power. But as a financial advisor, how should you communicate with your clients about market volatility? And can you use the events to find opportunities to get new clients? Proactive communication is good client service.

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The Big Picture

SEPTEMBER 3, 2024

They are a publicly traded investment manager, stocks symbol DHIL, that have been public since day one since 2016. All of their portfolio managers not only are substantial investors in each of their funds, but they do a disclosure year that shows each manager by name and how much money they have invested in their own fund.

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Brown Advisory

AUGUST 24, 2017

A Solid Foundation: The Value of Private Real Estate in Balanced Portfolios. We believe that focusing solely on current market conditions ignores the true, long-term value that private real estate investments can add to a portfolio. Low correlation means that real estate helps to diversify balanced portfolios.

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Brown Advisory

NOVEMBER 8, 2021

Global Cooldown: Tackling Climate Change Through Our Bond Portfolios. trillion per year from 2016-2020, according to their estimates), to $4.2 trillion per year from 2016-2020, according to their estimates), to $4.2 Mon, 11/08/2021 - 13:52. trillion by 2030, in order to stave off its worst-case climate scenarios.

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The Big Picture

FEBRUARY 28, 2023

I found David Layton, CEO of the firm, to be very thoughtful and very much different in how he thinks about risk-reward liquidity, various market sectors, processes, just the whole gestalt of we are a steward of capital with our clients, and we are aligned with those clients. We have most of our clients from Europe.

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Brown Advisory

NOVEMBER 29, 2016

Tue, 11/29/2016 - 14:44. The budget gap for nonprofits has widened because of a slump in their three sources of funds—donations, grants and portfolio returns. 1 Also, from fiscal year 2009 until fiscal year 2016, federal agencies cut annual grants to private and public organizations by 3.4% Making More From Less.

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BlueMind

DECEMBER 23, 2022

You will Like: How Advisors Deal With High Net Worth Clients. Deciding to chase after bigger commissions and targeting high net worth clients, he begins his own firm selling penny and IPO stocks. Rather than investing in a single product, your portfolio should be diversified. Billions Drama Series (2016 – 2022).

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Brown Advisory

AUGUST 11, 2017

Yet total global assistance to developing nations—including private capital investment, private philanthropy and government aid, and even including remittances from migrants sending money back to their home countries—was approximately $800 billion in 2014, according to the 2016 Index of Global Philanthropy and Remittances.

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Brown Advisory

AUGUST 11, 2017

Yet total global assistance to developing nations—including private capital investment, private philanthropy and government aid, and even including remittances from migrants sending money back to their home countries—was approximately $800 billion in 2014, according to the 2016 Index of Global Philanthropy and Remittances.

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Random Roger's Retirement Planning

JULY 30, 2022

The first thing I did was plug in the following portfolio and compare it to 100% SPDR S&P 500 (SPY) and 100% Vanguard Balanced Index (VBAIX) which is a proxy for a 60/40 portfolio. BTAL and MERFX are personal and client holdings. Portfolio 1, my concoction, grew from $100,000 to $431,418. SSO is 2X the S&P 500.

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Random Roger's Retirement Planning

FEBRUARY 9, 2024

John Authors at Bloomberg goes into better detail including a reference to the Bernstein paper from 2016 that likened indexing to Marxism. A huge priority for me as an advisor is making sure that clients have no worries about meeting their normal, portfolio cash flow needs.

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Brown Advisory

SEPTEMBER 12, 2016

Mon, 09/12/2016 - 05:00. The supply of capital is high, with private debt fund managers holding a record $199 billion available for private credit as of June 30, 2016, a 173% surge from $72.9 We encourage clients to view private credit as an opportunistic asset with low liquidity offering steady growth. Demand is also robust.

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Brown Advisory

MARCH 28, 2017

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. Negative screening is still quite common—the US SIF Foundation reported at least $927 billion in identifiable assets being managed under such screens in 2016.

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Brown Advisory

MARCH 28, 2017

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. Negative screening is still quite common—the US SIF Foundation reported at least $927 billion in identifiable assets being managed under such screens in 2016. High Stakes.

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Random Roger's Retirement Planning

SEPTEMBER 1, 2024

Following up on yesterday's post , I thought of a way articulate the way in which we deconstruct sophisticated portfolios like the Permanent Portfolio, the Cockroach Portfolio or in the case of yesterday's post, the Trinity Portfolio. That sort of portfolio constituency seems very complex to me.

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Brown Advisory

MARCH 28, 2017

Assets in investments aligned to environmental, social or governance factors increased nearly fivefold between 2012 and 2016, according to US SIF Foundation. Still, nearly three out of four investors wait for their advisors to raise the topic of sustainability in relation to their portfolios, according to a 2013 survey by Calvert Investments.

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Brown Advisory

MARCH 28, 2017

Assets in investments aligned to environmental, social or governance factors increased nearly fivefold between 2012 and 2016, according to US SIF Foundation. . . One family we advise wants to support local businesses with a regionally focused portfolio. That can be a mistake. Take "baby steps" before a "giant leap."

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Brown Advisory

APRIL 20, 2022

To help meet this return objective, we find that our clients’ investment portfolios are becoming increasingly complex as a result of their reliance on private equity, real estate and other less liquid “alternatives” to sustain their growth objectives and, ultimately, their charitable objectives.

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Random Roger's Retirement Planning

JUNE 22, 2024

ACWI is the iShares All Country World Index ETF and XME is client holding SPDR Metal and Mining ETF. XME fell 50% in 2015 and then made it all back with a 106% gain in 2016. That sort of volatility with a low-ish correlation has a place in a diversified portfolio but I think 25% is well past the point of diminished returns.

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Trade Brains

OCTOBER 13, 2023

Net Profit Margin (%) 3.94% EBITDA Margin (%) 10.63% High FII Holding Stocks Under Rs 100 #2 – Edelweiss Financial Services Edelweiss Financials Services is one of India’s leading financial services conglomerates, offering a robust platform to a diversified client base across domestic and global geographies. Market Cap (Cr.)

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Brown Advisory

JULY 22, 2020

centric portfolio. Many venture portfolios take a similar approach, concentrating their bets around geographies and markets that have shown past success. million in 2016, for example, compared to only 568,000 in the U.S.

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Brown Advisory

JULY 22, 2020

centric portfolio. Many venture portfolios take a similar approach, concentrating their bets around geographies and markets that have shown past success. A 2016 study from the World Economic Forum showed that China now produces more STEM graduates each year than any other country—4.7 2018 Share of World Total Applications.

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