Brown Advisory

JULY 14, 2020

31, 2019, our firm managed more than $6 billion* in client assets under various sustainable investment mandates for individuals, families and institutions. The report reviews how we seek to invest using sustainability research and look for companies with what we view as SBA Drivers and strong ESG risk management.

Portfolio Management 52

Portfolio Management Portfolio Risk Management Management 52

Brown Advisory

JULY 14, 2020

2019 Global Leaders ESG Transparency Report. A Letter of Introduction From The Portfolio Managers. . 31, 2019, our firm managed more than $6 billion* in client assets under various sustainable investment mandates for individuals, families and institutions. Portfolio Manager . . Sincerely, .

Portfolio Management 52

Portfolio Management Portfolio Risk Management Management 52

The Big Picture

DECEMBER 19, 2023

2019, he came out of the gate having previously worked at Citadel, raising about $2 billion in the new fund. There are about 13 different portfolio managers each focused on a different sub-sector. And to the credit of the portfolio manager that I was working with Josh Fisher, we were actually up that year.

Healthcare 150

Healthcare Portfolio Management Investing 150

The Big Picture

AUGUST 29, 2023

So I came down, met with our head of the portfolio review department, which oversees our external managers, met with our head of brokerage, and then met with the head of bind indexing, who was Ken Volpert at the time. And she was like, “You should come down and talk to some people at Vanguard.”

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

SEPTEMBER 26, 2023

So, so let’s talk about some of those legacy portfolio issues. And that lasted until 2019, until the covid to 19 pandemic. Because if you’re a risk manager at a bank and all of a sudden the reserve flow is not coming your direction anymore, you’re the expectation that is, it will go the opposite direction.

Banking 130

Banking Investing Investments Clients 130

The Big Picture

DECEMBER 20, 2022

And it not only has the advantages of there being inefficiencies, so there’s the potential to generate alpha, but if you do it right, it’s pretty non-correlated with probably the rest of your portfolio. So with no further ado, my interview with Gramercy Funds Management’s Robert Koenigsberger. That’s it.

Banking 150

Banking Assets Government Investing 150