Brown Advisory

JANUARY 28, 2021

2020 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy. A Letter of Introduction From The Portfolio Managers. 31, 2020. 31, 2020. For a number of our sustainable investment strategies, we issue formal reports each year to keep clients informed about how those strategies are generating positive impact.

Taxes 52

Taxes Portfolio Management Portfolio Clients 52

Brown Advisory

JANUARY 28, 2021

2020 Impact Report: Large-Cap Sustainable Growth Strategy ajackson Thu, 01/28/2021 - 15:09 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. We are pleased to report continued progress and advancement of our sustainable investment initiatives at the firm.

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52

Brown Advisory

JANUARY 28, 2021

2020 Impact Report: Large-Cap Sustainable Growth Strategy. A Letter of Introduction From The Portfolio Managers. For a number of our sustainable investment strategies, we issue formal reports each year to keep clients informed about how those strategies are generating positive impact. Portfolio Manager . . Sincerely, .

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52

The Big Picture

MARCH 13, 2024

To help us unpack all of this and what it means for your portfolio, let’s bring in Jim Bianco, Chief Strategist at Bianco Research, and His firm has been providing objective and unconventional research and commentary to portfolio managers since 1990, and it is top rated amongst institutional traders. It’s a state program.

Numbers 277

Numbers Insurance Economy Marketing 277

Abnormal Returns

JULY 18, 2022

Treasuries The MOVE index is at 2020-like levels. twitter.com) 60/40 Portfolio A reason why the 60/40 portfolio isn't working this time around. twitter.com) 60/40 Portfolio A reason why the 60/40 portfolio isn't working this time around. nytimes.com) Covid did a number on global childhood vaccinations.

Financial Advising 220

Financial Advising Startup Economy Portfolio 220

The Big Picture

JANUARY 24, 2024

After-tax equity returns from your non-tax-exempt portfolios. To help us unpack all of this and what it means for your portfolio, let’s bring in Ari Rosenbaum of O’Shaughnessy Asset Management, now a division of investing giant Franklin Templeton. So we, for practical purposes, remove those from the portfolio.

Taxes 236

Taxes Portfolio Wealth Management Management 236

Calculated Risk

JUNE 20, 2023

From the MBA: Share of Mortgage Loans in Forbearance Decreases to 0.49% in May The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 2 basis points from 0.51% of servicers’ portfolio volume in the prior month to 0.49% as of May 31, 2023.

Portfolio 98

Portfolio Numbers Planning Marketing 98

Calculated Risk

APRIL 22, 2024

From the MBA: Share of Mortgage Loans in Forbearance Remains at 0.22% in March The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance remained unchanged at 0.22% as of March 31, 2024. million borrowers since March 2020.

Numbers 56

Numbers Planning Portfolio Marketing 56

Calculated Risk

MARCH 18, 2024

From the MBA: Share of Mortgage Loans in Forbearance Holds Steady at 0.22% in February The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance remained unchanged at 0.22% as of February 29, 2024. million borrowers since March 2020.

Portfolio 60

Portfolio Planning Taxes Numbers 60

Calculated Risk

APRIL 17, 2023

From the MBA: Share of Mortgage Loans in Forbearance Decreases to 0.55% in March The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 5 basis points from 0.60% of servicers’ portfolio volume in the prior month to 0.55% as of March 31, 2023.

Portfolio 93

Portfolio Numbers Planning 93

Calculated Risk

FEBRUARY 20, 2024

From the MBA: Share of Mortgage Loans in Forbearance Decreases Slightly to 0.22% in January The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 1 basis point from 0.23% of servicers’ portfolio volume in the prior month to 0.22% as of January 31, 2024.

Portfolio 60

Portfolio Planning Economics Numbers 60

Calculated Risk

OCTOBER 16, 2023

From the MBA: Share of Mortgage Loans in Forbearance Decreases to 0.31% in September The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 2 basis points from 0.33% of servicers’ portfolio volume in the prior month to 0.31% as of September 30, 2023.

Portfolio 60

Portfolio Numbers Insurance Planning 60

Calculated Risk

DECEMBER 18, 2023

From the MBA: Share of Mortgage Loans in Forbearance Decreases to 0.26% in November The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 3 basis points from 0.29% of servicers’ portfolio volume in the prior month to 0.26% as of November 30, 2023.

Portfolio 60

Portfolio Planning Economy Economics 60

Calculated Risk

MAY 15, 2023

From the MBA: Share of Mortgage Loans in Forbearance Decreases to 0.51% in April The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 4 basis points from 0.55% of servicers’ portfolio volume in the prior month to 0.51% as of April 30, 2023.

Portfolio 78

Portfolio Numbers Planning Taxes 78

Carson Wealth

APRIL 29, 2024

While the GDP number for the first quarter disappointed, strength was evident beneath the surface. The weakest numbers were in areas that are volatile and tend to reverse, such as inventories and net exports. The core numbers were solid again and didn’t change our basic outlook for the rest of the year. in the first quarter.

Marketing 97

Marketing Marketing Economy Government 97

Calculated Risk

JANUARY 22, 2024

From the MBA: Share of Mortgage Loans in Forbearance Decreases to 0.23% in December The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 3 basis points from 0.26% of servicers’ portfolio volume in the prior month to 0.23% as of December 31, 2023.

Portfolio 64

Portfolio Government Planning Numbers 64

Random Roger's Retirement Planning

JULY 3, 2022

I think it is important to manage portfolio volatility to reduce the odds of panicking and reduce the odds that client income needs are disrupted. If I study and/or test drive 10 things and one makes into the portfolio like the Standpoint Multi Asset (BLENDX/REMIX) then I think that is a productive use of time.

Portfolio 40

Portfolio Management Clients Asset Allocation 40

Calculated Risk

AUGUST 21, 2023

From the MBA: Share of Mortgage Loans in Forbearance Decreases to 0.39% in July The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 5 basis points from 0.44% of servicers’ portfolio volume in the prior month to 0.39% as of July 31, 2023.

Portfolio 52

Portfolio Planning Retirement Numbers 52

Random Roger's Retirement Planning

APRIL 9, 2024

Mutiny Funds put out a paper on the hows and whys of using alts for The Cockroach Portfolio that they manage and that we've looked at a few times. Picture retiring in 2010 versus 2020. The S&P 500 was down 22% for the 10 years ending 1/1/2010 while the ten years ending 1/1/2020 it was up 189%.

Management 91

Management Retirement Planning Portfolio Retirement 91

The Big Picture

AUGUST 29, 2023

My Two-for-Tuesday morning train WFH reads: • Stock Pickers Never Had a Chance Against Hard Math of the Market : In years like this one, when just a few big companies outperform, it’s hard to assemble a winning portfolio. 2020 Pandemic Panic ?!? ( Businessweek ) but see With cash earning 5%, why risk money on the stock market?

Insurance 130

Insurance Math Economics Economy 130

Brown Advisory

APRIL 22, 2020

Oil & Water: Fossil Fuel Divestment in Sustainable Bond Portfolios ajackson Wed, 04/22/2020 - 13:47 To many sustainable investors, owning fossil fuels is a black-and-white issue. The fossil fuel divestment “movement” has gained some momentum in recent years, and it is a topic we discuss with a growing number of clients.

Portfolio 52

Portfolio Clients Investing Investments 52

Brown Advisory

APRIL 22, 2020

Oil & Water: Fossil Fuel Divestment in Sustainable Bond Portfolios. Wed, 04/22/2020 - 13:47. The fossil fuel divestment “movement” has gained some momentum in recent years, and it is a topic we discuss with a growing number of clients. Should an investor looking for a fossil fuel-free portfolio consider this bond?

Portfolio 52

Portfolio Clients Investing Investments 52

Calculated Risk

JULY 17, 2023

From the MBA: Share of Mortgage Loans in Forbearance Decreases to 0.44% in June The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 5 basis points from [0.49%] of servicers’ portfolio volume in the prior month to [0.44%] as of June 30, 2023.

Portfolio 52

Portfolio Planning Numbers 52

The Big Picture

OCTOBER 2, 2023

Sturgeon’s law suggest 300,00 of them are not crap – and that number seems generous. Hence, whatever your views are about the economy, markets, your portfolio, etc., We model the economy, we model markets, we create Monte Carlo simulations of how our portfolios will perform. moment for me, and stood the test of time.

Investing 344

Investing Investments Economy Portfolio 344

Calculated Risk

NOVEMBER 20, 2023

From the MBA: Share of Mortgage Loans in Forbearance Decreases to 0.29% in October The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 2 basis points from 0.31% of servicers’ portfolio volume in the prior month to 0.29% as of October 31, 2023.

Portfolio 52

Portfolio Planning Numbers 52

Cordant Wealth Partners

NOVEMBER 20, 2020

In 2020, for example, the Intel plan offered to match SERPLUS deferrals up to 5% of “excess pay” ( pay above $285k in 2020 ). See our full article on Intel’s SERPLUS match and the changes put in place for 2020, here.]. Shifts a concentrated equity position to a more diversified portfolio. Treasury Securities.

Compensation Planning 52

Compensation Planning Taxes Distribution Retirement 52

The Big Picture

JANUARY 14, 2024

While it wasn’t the most expensive year overall – the costliest years included multiple hurricane strikes – it had the highest number of billion-dollar storms, floods, droughts and fires of any year since counting began in 1980, with six more than any other year, accounting for inflation. (

Insurance 130

Insurance Portfolio Management Financial Market Retirement 130

The Big Picture

FEBRUARY 14, 2024

TRANSCRIPT: War in the Ukraine and the Middle East, inflation spikes in 2020 and 21, what is the financial impact of global conflict and rising prices? I’m Barry Ritholtz, and on today’s edition of At the Money, we’re gonna discuss whether war and inflation 20 somehow adds up to higher portfolio prices. Either way].

Marketing 306

Marketing Marketing Government Numbers 306

Trade Brains

NOVEMBER 17, 2023

2020-21 12.98 -2.37 As we know from the data of previous years the margins are not stable due as their earnings were dependent on the number of contracts. Net Profit grew to 55.33 cr in FY23 from 8.89 cr in FY22 on account of volume expansion of the Solar Contracts. Financial Year Revenue (Cr.) Net Profit (Cr.) 2022-23 350.96

Government 109

Government Engineering Distribution Planning 109

Trade Brains

NOVEMBER 22, 2023

In 2020, the Murugappa Group via its subsidiary Tube Investments of India (TII) acquired a controlling stake in CG Power and Industrial Solutions Ltd. Particulars / Fiscal Year 2019 2020 2021 2022 2023 4 Year CAGR Suzlon Energy - Revenue ₹5,074.64 ₹3,000.42 ₹3,365.59 ₹6,603.97 ₹5,990.16 177 Cr loss in FY22. 913 Cr in FY22 to Rs.

Planning 110

Planning Manufacturing Distribution Investing 110

Trade Brains

FEBRUARY 22, 2024

According to the FY23 report, the total number of employees was 27,517. Yes Bank experienced a crisis in 2020 as a result of corporate governance issues and mounting bad loans, which harmed the brand’s image and raised financial stability concerns. 2020-21 ₹ 7,428.35 ₹ 7,383.03 2020-21 (₹ 3.488) ₹ 483.17

Banking 91

Banking Planning Accounting Retail 91

Trade Brains

OCTOBER 20, 2023

From 2020 to 2030, it is expected to grow at a CAGR of 12.3%. The company has plans to spend over 8% on research and development in FY24 with its major expenses incurred towards innovative portfolio. From 2016 to 2019, the Indian pharmaceutical sector increased at a compound annual growth rate (CAGR) of 6.6%. 2022 nil 26.3 of revenues.

Pharmaceutical 97

Pharmaceutical Healthcare Medicine Manufacturing 97

Random Roger's Retirement Planning

MARCH 11, 2024

The 1987 crash was partly attributed to selling portfolio insurance and there was the so called Volmageddon of 2018. One interesting number about "derivative income" ETFs from the article was that in 2019, before the very popular JEPI ETF listed, they has $7 billion in AUM and a the end of 2023 the space had grown to $75 billion.

Numbers 94

Numbers Insurance Marketing Marketing 94

Random Roger's Retirement Planning

MARCH 22, 2024

Although JEPI's history is too short to draw a solid conclusion, since it's inception in 2020 it has kind of been a 75/50 fund meaning it has captured about 75% of the S&P 500's upside with only 50% of the downside. The numbers aren't exact but is in the neighborhood. I put the following together.

Management 75

Management Portfolio Taxes Marketing 75

Trade Brains

DECEMBER 13, 2023

India’s IPO market has made a strong comeback this year, making it the global leader in the number of IPOs so far in 2023 and attracting investors to take advantage of the renewed interest in public offerings on Dalal Street. What do the numbers tell about IPOs? 2020 15 3.19 Is India experiencing an IPO boom? 2014 5 0.14

Numbers 64

Numbers Retail Startup Investing 64

Random Roger's Retirement Planning

AUGUST 5, 2023

The gross numbers aren't that far off but some of those drawdowns look like deathblows. Maybe the 2020 Pandemic Crash was too fast for it's signal and in 2022 it was down almost twice what the S&P 500 was (per Yahoo Finance). Portfolio 1 outperformed in 6 of the 9 years studied with slightly less volatility. billion AUM.

Portfolio 70

Portfolio Clients Taxes Numbers 70

Trade Brains

SEPTEMBER 7, 2023

Its product portfolio includes ordinary as well as premium AC buses. In the recent fiscal, demand from foreign original equipment manufacturers (OEMs), strong aftermarket sales, and higher realisations have helped auto-ancillary manufacturers to post record margins and volume numbers. Its growth was estimated to be 12.5% times and 2.35

Manufacturing 115

Manufacturing Investing Investments Transportation 115