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. and in Europe.)
Brown Advisory
MAY 31, 2017
EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks. 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. and in Europe.)
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Brown Advisory
SEPTEMBER 22, 2017
ESG and the Stock-Picker’s Dilemma achen Fri, 09/22/2017 - 12:58 One of the greatest challenges that public equities investors face to integrating environmental, social, and governance (ESG) data into their decision making is the lack of proof that real – not hypothetical – investment strategies can use ESG factors to enhance performance.
Brown Advisory
SEPTEMBER 22, 2017
Fri, 09/22/2017 - 12:58. This is an important challenge to overcome for "ESG" and "impact" investors, but also for mainstream investors who need clarity on the practical performance of companies and investment managers who claim to incorporate ESG goals into their strategies. The Journal of Portfolio Management 40(2): 18-29.
Brown Advisory
NOVEMBER 14, 2017
Investment Perspectives | “Undoing” the Fed’s Balance Sheet achen Tue, 11/14/2017 - 16:18 These days, it seems like all eyes are on the Federal Reserve. We also believe that it’s important to stay within the discipline of a particular portfolio strategy, such as intermediate duration, “core,” certain quality standards and so forth.
Brown Advisory
NOVEMBER 14, 2017
Tue, 11/14/2017 - 16:18. While this shift in monetary policy may ultimately have important implications for asset allocation and other investment decisions, we’re not convinced that its near-term impact will be particularly significant. Investment Perspectives | “Undoing” the Fed’s Balance Sheet.
Brown Advisory
MARCH 28, 2019
Each of these philosophies is somewhat rooted in Modern Portfolio Theory (MPT), which introduced the now-intuitive idea that investments should be measured by how well they compensate investors for risk, as measured by standard deviation (i.e., expected dispersion from mean returns).
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