Brown Advisory

OCTOBER 16, 2017

How We Advise Clients With Concentrated Positions achen Mon, 10/16/2017 - 10:00 “Strategic advice” is a very open-ended term, but when we use it, we have a specific meaning in mind. At some point, many of these clients face a similar dilemma: Holding that asset may create meaningful risk, but selling it would create a meaningful tax event.

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Clients Taxes Assets Communication 52

Brown Advisory

OCTOBER 16, 2017

Mon, 10/16/2017 - 10:00. Many of our clients have a large proportion of their wealth concentrated in a single asset—perhaps in a large block of a publicly traded company, a sizable interest in a private business or some other asset. How We Advise Clients With Concentrated Positions.

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Clients Taxes Assets Communication 52

Brown Advisory

JULY 5, 2018

billion in venture funding in 2017—a healthy number but still just a small fraction of the $85 billion raised overall. People: A common theme among the panelists was an intense focus on people—collaboration, mentorship, communication, empowerment. According to PitchBook, female-founded startups raised $10.5

Startup 52

Startup Communication Ethics Clients 52

Brown Advisory

JULY 5, 2018

billion in venture funding in 2017—a healthy number but still just a small fraction of the $85 billion raised overall. People: A common theme among the panelists was an intense focus on people—collaboration, mentorship, communication, empowerment. According to PitchBook, female-founded startups raised $10.5

Startup 52

Startup Communication Ethics Clients 52

Brown Advisory

APRIL 20, 2022

The ambiguity surrounding securities levels is sometimes a point of frustration for NFP staff, especially in the valuing of less liquid, harder-to-ascertain level 2 and 3 assets. Clear, proactive communication among your professional staff, auditor and advisor will go a long way to help make the process manageable, efficient and effective.

Investment Advisor 52

Investment Advisor Investing Investments Nonprofit 52

Brown Advisory

MAY 10, 2018

In this article, our head of asset allocation discusses how we are managing trade risk, while still embracing global growth opportunities in our portfolios. After an unnaturally serene 2017, volatility roared back into equity markets this year, fueled by worries over interest rates, inflation, tariffs and data privacy. From a U.S.

Economy 52

Economy Portfolio Clients Sales 52

Brown Advisory

MAY 10, 2018

In this article, our head of asset allocation discusses how we are managing trade risk, while still embracing global growth opportunities in our portfolios. After an unnaturally serene 2017, volatility roared back into equity markets this year, fueled by worries over interest rates, inflation, tariffs and data privacy. From a U.S.

Economy 52

Economy Portfolio Clients Sales 52

Diamond Consultants

AUGUST 23, 2023

The firm functions like a bureaucracy with layers of administration: managing to the lowest common denominator and operating without openly communicating with the field. A training program facilitates the development of a next gen critical to advisor succession planning and communicates a commitment to the future.

Recruitment 52

Recruitment Wealth Management Clients Communication 52

Brown Advisory

MAY 30, 2018

But as Johnson discussed in his presentation at NOW, the advent of blockchain technology—the internet buzzword of 2017 and the core engine of cryptocurrencies like Bitcoin—is poised to disrupt the traditional architecture of the internet. And like the internet revolution that came before it, blockchain may just change everything.

Advertising 52

Advertising Clients Engineering Distribution 52

Brown Advisory

MAY 30, 2018

But as Johnson discussed in his presentation at NOW, the advent of blockchain technology—the internet buzzword of 2017 and the core engine of cryptocurrencies like Bitcoin—is poised to disrupt the traditional architecture of the internet. And like the internet revolution that came before it, blockchain may just change everything.

Advertising 52

Advertising Clients Engineering Distribution 52

Brown Advisory

OCTOBER 22, 2019

They must support the needs of the current generation; oversee homes, aircraft, curated art and other substantial fixed assets; preserve and transfer wealth for the benefit of future generations; and, in many cases, fund broader community and philanthropic aims. RELEVANT LEGAL ISSUES—A BRIEF REVIEW The 2017 Tax Act.

Taxes 52

Taxes Management Investing Investments 52

Brown Advisory

OCTOBER 22, 2019

They must support the needs of the current generation; oversee homes, aircraft, curated art and other substantial fixed assets; preserve and transfer wealth for the benefit of future generations; and, in many cases, fund broader community and philanthropic aims. The 2017 Tax Act. Commissioner, TC Memo 2017-246), the U.S.

Taxes 52

Taxes Management Investing Investments 52

Brown Advisory

OCTOBER 22, 2019

They must support the needs of the current generation; oversee homes, aircraft, curated art and other substantial fixed assets; preserve and transfer wealth for the benefit of future generations; and, in many cases, fund broader community and philanthropic aims. The 2017 Tax Act. Commissioner, TC Memo 2017-246), the U.S.

Taxes 52

Taxes Management Investing Investments 52

Brown Advisory

MAY 3, 2018

These steps contributed greatly to our relative performance in 2017, particularly in the fourth quarter. Our relative emphasis on A and BBB exposure has benefited our returns on balance over time and helped us in 2017. It should not be assumed that investments in such securities or asset classes have been or will be profitable.

Taxes 52

Taxes Portfolio Valuation Clients 52

Brown Advisory

MAY 3, 2018

These steps contributed greatly to our relative performance in 2017, particularly in the fourth quarter. Our relative emphasis on A and BBB exposure has benefited our returns on balance over time and helped us in 2017. It should not be assumed that investments in such securities or asset classes have been or will be profitable.

Taxes 52

Taxes Portfolio Valuation Clients 52

Brown Advisory

MAY 31, 2018

Harrington oversees global operations for Edelman, a leading global communications marketing firm that partners with many of the world’s largest and emerging businesses and organizations. It should not be assumed that investments in such securities or asset classes have been or will be profitable.

Government 52

Government Media Clients Communication 52

Brown Advisory

MAY 31, 2018

Harrington oversees global operations for Edelman, a leading global communications marketing firm that partners with many of the world’s largest and emerging businesses and organizations. It should not be assumed that investments in such securities or asset classes have been or will be profitable.

Government 52

Government Media Clients Communication 52

James Hendries

JUNE 20, 2023

Despite emerging signs of slowing, the Fed recently communicated a hawkish stance on the path of interest rates going forward and the markets seemed to take it all in stride. References to markets, asset classes, and sectors are generally regarding the corresponding market index.

Marketing 52

Marketing Marketing Economy Communication 52

Trade Brains

SEPTEMBER 22, 2022

This is in line with the National Steel Policy of 2017 which estimates India’s steel production capacity to hit the 300 million tonnes mark by 2030. NCC keeps an asset-light business model by focusing on its core competency of EPC and item rate contracts. Incorporated in 197, Himachal Futuristic Communications Ltd. Stock P/E 5.1

Communication 52

Communication Manufacturing Media Investing 52

Brown Advisory

DECEMBER 2, 2019

Houston suffered tremendous losses from Hurricane Harvey in 2017, and each hurricane season brings renewed potential for flooding and other storm-related disasters. Transportation: The American Society of Civil Engineers (ASCE) reports that more than 40% of buses and 25% of rail assets are in marginal or poor condition in the U.S.,

Marketing 52

Marketing Marketing Transportation Investing 52

Brown Advisory

DECEMBER 2, 2019

Houston suffered tremendous losses from Hurricane Harvey in 2017, and each hurricane season brings renewed potential for flooding and other storm-related disasters. All municipal bonds are issued, at least in theory, to produce a public benefit, so the asset class offers some inherent appeal to impact-minded investors.

Marketing 52

Marketing Marketing Transportation Investing 52

Brown Advisory

MARCH 24, 2021

safe & secure communication of data) to allow for the creation and distribution of a unique code (i.e. The same process is used with bonds, real estate and other cash-generating assets. Assets that produce no cash (e.g. In this scenario, one of the core assets investors want to own are longer-dated government bonds.

Assets 52

Assets Economics Clients Investing 52

Brown Advisory

MARCH 24, 2021

safe & secure communication of data) to allow for the creation and distribution of a unique code (i.e. The same process is used with bonds, real estate and other cash-generating assets. Assets that produce no cash (e.g. In this scenario, one of the core assets investors want to own are longer-dated government bonds.

Assets 52

Assets Economics Clients Investing 52

Brown Advisory

OCTOBER 11, 2021

In this brief paper, we will touch on what we believe are some of the most important issues and questions—including the different types of assets, return potential, fees, liquidity, diversification, volatility and transparency—that investment committees must understand as they weigh adding alternatives to their portfolios. Source: BLOOMBERG.

Assets 52

Assets Portfolio Asset Allocation Risk Tolerance 52

Brown Advisory

OCTOBER 11, 2021

In this brief paper, we will touch on what we believe are some of the most important issues and questions—including the different types of assets, return potential, fees, liquidity, diversification, volatility and transparency—that investment committees must understand as they weigh adding alternatives to their portfolios. Source: BLOOMBERG.

Assets 52

Assets Portfolio Asset Allocation Risk Tolerance 52

Brown Advisory

OCTOBER 16, 2017

Investment Planning Options achen Mon, 10/16/2017 - 10:24 The decision to sell or hold a concentrated position may sound simple, but these situations are often more complex than they appear. Role in Portfolio: Is this a growth or income asset? Can the asset’s attributes be replicated by other investments?

Investment Planning 52

Investment Planning Planning Investing Investments 52

Brown Advisory

OCTOBER 16, 2017

Mon, 10/16/2017 - 10:24. Fundamental Risk: What is the strategic and operating backdrop for the company or asset, and what can we expect in terms of return and volatility going forward? Role in Portfolio: Is this a growth or income asset? Can the asset’s attributes be replicated by other investments?

Investment Planning 52

Investment Planning Planning Investing Investments 52

The Big Picture

AUGUST 15, 2023

So if you start with the S&P 500 or in this case stocks and bonds, you only have two asset classes, right. So the proper benchmark for those pools has to look a little bit like the underlying assets they’re investing in. If you look at the types of assets that Yale invests in, you can create a benchmark for each pool.

Management 130

Management Investing Investments Government 130

Brown Advisory

SEPTEMBER 12, 2019

Put simply, trustees serve as fiduciaries with investment authority over assets that are intended to benefit another person or persons; trustees should use every device at their disposal in an effort to maximize the investment returns of the trust they oversee. Amoy, 26 Mass. (9 9 Pick) 446 (1830). Restatement (Third) of Trusts §90 (1992).

Investing 52

Investing Investments Fiduciary Duty Portfolio 52

Brown Advisory

SEPTEMBER 12, 2019

Put simply, trustees serve as fiduciaries with investment authority over assets that are intended to benefit another person or persons; trustees should use every device at their disposal in an effort to maximize the investment returns of the trust they oversee. Harvard College v. Amoy, 26 Mass. (9 9 Pick) 446 (1830).

Investing 52

Investing Investments Fiduciary Duty Portfolio 52

Brown Advisory

OCTOBER 16, 2017

Building A Portfolio To Offset Position Risk achen Mon, 10/16/2017 - 11:53 For years, our firm has built equity strategies that fit squarely into traditional style boxes, like “U.S. large-cap growth” or “small-cap value.” The investment team will customize portfolios to meet the guidelines, requirements, and risk tolerance of the client.

Portfolio 52

Portfolio Clients Risk Tolerance Taxes 52

BlueMind

MAY 26, 2022

Preemptive Measures to Deal with Difficult Clients Valerie Adelman is a 25-year veteran in the field and a certified financial planner with the Financial Asset Management Corp. If you feel your client is unaware of that, make sure to communicate this with them. in New York City.

Clients 52

Clients Certified Financial Planner Financial Planner Financial Advisor 52

Brown Advisory

OCTOBER 16, 2017

Mon, 10/16/2017 - 11:53. But to the extent that the client can deploy other funds—either from liquidating a portion of the concentrated position or from freeing up assets elsewhere—we can use those funds to construct a portfolio that can act as an anchor to windward that offsets the risk embedded in a client’s concentrated stock.

Portfolio 52

Portfolio Clients Risk Tolerance Taxes 52

Brown Advisory

MARCH 28, 2017

Impact Investing: Five Ways To Make Your Mark achen Tue, 03/28/2017 - 14:58 Henry David Thoreau did not live to see the rise of impact investing, but he captured the spirit of it with a simple insight—“Goodness is the only investment that never fails.” But investors can sometimes influence a company just by posing thoughtful questions.

Investing 52

Investing Investments Government Nonprofit 52

Brown Advisory

MARCH 28, 2017

Tue, 03/28/2017 - 14:58. Impact investors align their assets behind their advocacy, whether it be for advances in environmental stewardship, human livelihood or public policy. In routine communications with Akamai in 2015, Brown Advisory portfolio managers inquired whether the company planned to transition to renewable energy sources.

Investing 52

Investing Investments Government Nonprofit 52

Brown Advisory

NOVEMBER 12, 2015

As 2015 comes to a close, we remind our clients and friends of how important it is take time to review new tax rules, consider tax-saving opportunities and review investment and asset-protection plans before year’s end. Re-examine asset location.

Planning 52

Planning Taxes Distribution Medical 52

Brown Advisory

SEPTEMBER 20, 2017

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy achen Wed, 09/20/2017 - 16:43 Over time, the Brown Advisory small-cap growth team, led by Christopher Berrier and George Sakellaris, watched numerous successful investments compound and grow out of their investible universe. A: One is Cogent Communications (CCOI).

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Portfolio Management Portfolio Management Investing 52