Brown Advisory

MAY 12, 2022

2021 Impact Report: Large-Cap Sustainable Growth Strategy mhannan Thu, 05/12/2022 - 05:00 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. We believe we have served our clients well over the past 12 years, but there is always more to learn.

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Brown Advisory

MAY 12, 2022

2021 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 . .

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The Big Picture

AUGUST 16, 2022

The firm that he’s built is one of those very quiet, very successful entities that without a whole lot of media coverage, without a whole lot of fanfare, just amassed an enormous amount of capital because they’ve done so well for their clients over time. John was one of our managers that we had, you know, our clients invest in.

Management 305

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Brown Advisory

FEBRUARY 23, 2022

We are by no means experts, but we have invested substantial time and effort reflecting on how to bring our colleagues back to the office in the most effective, safest way possible, for the benefit of our clients, our colleagues and our culture.

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Brown Advisory

FEBRUARY 23, 2022

Monday, September 20, 2021. We are by no means experts, but we have invested substantial time and effort reflecting on how to bring our colleagues back to the office in the most effective, safest way possible, for the benefit of our clients, our colleagues and our culture. Thursday, May 6, 2021. Tuesday, February 2, 2021.

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FMG

AUGUST 4, 2022

At the end of 2021, I “retired” after 33 years in the investment management industry, the last nearly 22 of them at Eaton Vance in Boston, where I served as a global equity portfolio manager and Director of Equity Strategy Implementation. That has remained true for NLA since we started in the Spring of 2022.

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The Big Picture

DECEMBER 6, 2022

when I first moved from Spain, and I learned a lot because I spent a lot of time with financial advisors, which, as you know, is a key segment of our client base today. phenomenon, it’s a global phenomenon and we want to be able to service our clients in all regions of the world. Is that the clients you’re aiming for?

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Brown Advisory

JANUARY 28, 2021

2020 Impact Report: Sustainable Core Fixed Income Strategy ajackson Thu, 01/28/2021 - 12:56 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. 31, 2020. Enclosed is our 2020 Impact Report for the Sustainable Core Fixed Income strategy.

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52

Brown Advisory

JANUARY 28, 2021

2020 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy ajackson Thu, 01/28/2021 - 15:15 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. 31, 2020. Enclosed is our 2020 Impact Report for the Tax-Exempt Sustainable Fixed Income strategy.

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Brown Advisory

JANUARY 28, 2021

Thu, 01/28/2021 - 12:56. . A Letter of Introduction From The Portfolio Managers. Our firm managed more than $16 billion* in client assets under various sustainable investment mandates for individuals, families and institutions, as of Dec. Portfolio Manager. . Portfolio Manager. . . . . . .

Portfolio Management 52

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Brown Advisory

JANUARY 28, 2021

Thu, 01/28/2021 - 15:15. . A Letter of Introduction From The Portfolio Managers. Our firm managed more than $16 billion* in client assets under various sustainable investment mandates for individuals, families and institutions, as of Dec. Portfolio Manager. Portfolio Manager. . . . .

Taxes 52

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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. 31, 2020. Enclosed is our Impact Report for the Brown Advisory Large-Cap Sustainable Growth strategy.

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52

Brown Advisory

JANUARY 28, 2021

Thu, 01/28/2021 - 15:09. . A Letter of Introduction From The Portfolio Managers. Our firm managed more than $16 billion* in client assets under various sustainable investment mandates for individuals, families and institutions, as of Dec. Portfolio Manager . . Portfolio Manager. . . . . .

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Brown Advisory

AUGUST 9, 2021

2020 Global Leaders Impact Report ajackson Mon, 08/09/2021 - 09:43 Download the Report A Letter of Introduction From The Portfolio Managers We are pleased to introduce our new Impact Report which reflects our activity and progress throughout 2020. and Brown Advisory Trust Company of Delaware, LLC.

Portfolio Management 52

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Brown Advisory

AUGUST 9, 2021

Mon, 08/09/2021 - 09:43. A Letter of Introduction From The Portfolio Managers. . The report reviews how we seek to use ESG research in our investment process, and how we seek companies with what we call Sustainable Business Advantage drivers (“SBA drivers”) and strong ESG risk management. Portfolio Manager . .

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Random Roger's Retirement Planning

AUGUST 2, 2022

I owned the closed end fund version, which trades under symbol MCN, personally and for clients back before the Financial Crisis. I reached out the the fund company figuring someone in marketing or customer service could help solve the puzzle, pretty helpful though, the portfolio manager reached out and we had a very informative conversation.

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Clients Portfolio Management Accounting Distribution 74

Brown Advisory

JUNE 11, 2021

The Human Side of Investing: A Conversation with Morgan Housel jharrison Fri, 06/11/2021 - 06:20 At Brown Advisory, understanding human behaviour is integral to our investment process.

Investments 52

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Brown Advisory

JUNE 11, 2021

Fri, 06/11/2021 - 06:20. That’s why two of our portfolio managers, Ali Bayler, CAIA , and Mick Dillon, CFA , were delighted to have a conversation about the human side of investing with Morgan Housel, a writer noted for his ability to step back and see what really matters in the investment world.

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Brown Advisory

NOVEMBER 24, 2021

How Public-Market ESG Investors Generate Impact without Compromising Performance jharrison Wed, 11/24/2021 - 13:26 Karina Funk , Chair of Sustainable Investing at Brown Advisory and co-portfolio manager of the Large-Cap Sustainable Growth strategy , spoke as part of a global CIO Symposium, co-hosted by VS Partners and Financial Times/FTChinese.com.

Marketing 52

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Brown Advisory

NOVEMBER 24, 2021

Wed, 11/24/2021 - 13:26. Karina Funk , Chair of Sustainable Investing at Brown Advisory and co-portfolio manager of the Large-Cap Sustainable Growth strategy , spoke as part of a global CIO Symposium, co-hosted by VS Partners and Financial Times/FTChinese.com. Read more >.

Marketing 52

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Brown Advisory

OCTOBER 28, 2021

Moderator: Jane Korhonen, Portfolio Manager at Brown Advisory India’s COVID-19 Crisis and Its Impact on Women June 29, 2021 Disasters exacerbate existing inequities, and COVID-19 is proving no different. The devastation in India has been harrowing for women, as communities struggle to protect public health.

Portfolio Management 52

Portfolio Management Economics Clients Education 52

Brown Advisory

OCTOBER 28, 2021

Thu, 10/28/2021 - 05:00. November 18, 2021. October 28, 2021. Speakers: Andrea Hoban, Co-Founder and Head of Oji Life Lab; Lindsay Jurist-Rosner, Founder and CEO of Wellthy; Ashley Williams, Founder and CEO of Infinite Focus Moderator: Meredith Shuey Etherington, Portfolio Manager at Brown Advisory. .

Portfolio Management 52

Portfolio Management Economics Clients Education 52

Brown Advisory

MAY 7, 2021

CIO Roundtable: Lessons from the Late 1990s Bubble and the Road Ahead jharrison Fri, 05/07/2021 - 14:37 As signs of market froth abound, our CIOs discuss the most important dynamics for investing in the current environment. The vantage point allows for insights in investing in frothy markets and avoiding pockets of overvaluation.

Clients 52

Clients Taxes Investing Investments 52

Brown Advisory

MAY 7, 2021

Fri, 05/07/2021 - 14:37. The group also shares their thoughts on the role unconventional assets like gold and Bitcoin can play in client portfolios. In this podcast, Ted Seides of Capital Allocators interviews Portfolio Manager Mick Dillon. CIO Roundtable: Lessons from the Late 1990s Bubble and the Road Ahead.

Clients 52

Clients Taxes Investing Investments 52

Trade Brains

MARCH 8, 2024

Both of them have millions of clients and offer financial services. With a commitment to providing end-to-end digital financial solutions, the company has also ventured into portfolio management services. million clients. Revenue and profits increased significantly as their total client base expanded by 49.5%

Planning 59

Planning Financial Services Retail Distribution 59

The Big Picture

MARCH 7, 2023

And all these questions that I was trying to answer had direct applications to hedge fund strategies and portfolio management. Another the great lesson, and I was still a global macro portfolio manager with my own silo at SAC Capital. And at the SAC Capital, it was all about risk management. VASSALOU: Yes.

Assets 173

Assets Management Marketing Marketing 173

Good Financial Cents

OCTOBER 17, 2022

billion in 2021, leading many investors to seek alternatives. Many accused the company of improperly educating its clients. However, the Wall Street Journal recently reported that Fidelity is considering offering cryptocurrency, and the company announced earlier this year that corporate clients could add bitcoin to their 401(k) plans.

Commission 90

Commission Accounting Investing Investments 90

Brown Advisory

MARCH 30, 2022

For institutional investors and professional clients only. ESG considerations that are material will vary by investment style, sector/industry, market trends and client objectives. As of December 31, 2021, Brown Advisory had approximately $146.5 As of December 31, 2021, Brown Advisory had approximately $146.5

Investments 52

Investments Investing Marketing Marketing 52

Brown Advisory

JANUARY 28, 2021

Brown Advisory Global Leaders Strategy: Ted Seides interviews Mick Dillon jharrison Fri, 01/29/2021 - 00:00 In this podcast, Ted Seides of Capital Allocators interviews Portfolio Manager Mick Dillon. ESG considerations that are material will vary by investment style, sector/industry, market trends and client objectives.

Portfolio Management 52

Portfolio Management Investing Investments Portfolio 52

Brown Advisory

MARCH 14, 2021

Choosing Performance and Purpose: Ted Seides interviews Karina Funk jharrison Mon, 03/15/2021 - 00:00 In this podcast for the iConnections IWD Conference , Ted Seides of Capital Allocators interviews Portfolio Manager and Chair of Sustainable Investing, Karina Funk. The value of the investment and the income from it will vary.

Portfolio Management 52

Portfolio Management Investing Investments Clients 52

Brown Advisory

JANUARY 28, 2021

Fri, 01/29/2021 - 00:00. In this podcast, Ted Seides of Capital Allocators interviews Portfolio Manager Mick Dillon. ESG considerations that are material will vary by investment style, sector/industry, market trends and client objectives. Brown Advisory Global Leaders Strategy: Ted Seides interviews Mick Dillon.

Portfolio Management 52

Portfolio Management Investing Investments Portfolio 52

Brown Advisory

MARCH 14, 2021

Mon, 03/15/2021 - 00:00. In this podcast for the iConnections IWD Conference , Ted Seides of Capital Allocators interviews Portfolio Manager and Chair of Sustainable Investing, Karina Funk. ESG considerations that are material will vary by investment style, sector/industry, market trends and client objectives.

Portfolio Management 52

Portfolio Management Investing Investments Clients 52

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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The Big Picture

OCTOBER 31, 2023

And so to your point, I was a public portfolio manager, started as a tech analyst and made my way to associate portfolio manager and then began managing public portfolios in 1996. Where, 00:06:25 [Speaker Changed] Where were you managing those for in 96? The more private side of the street?

Management 162

Management Investing Investments Portfolio 162

Trade Brains

JULY 4, 2024

Nuvama are more than just asset managers. From navigating global markets to crafting wealth preservation strategies Nuvama ensures their client’s fortunes not only endure but also flourish. Nuvama’s client-centric approach offers a comprehensive suite of wealth management solutions. Industry P.E (TTM) TTM) 30.78

Wealth Management 40

Wealth Management Management Planning Financial Services 40

Brown Advisory

OCTOBER 4, 2021

Considering Climate within Portfolios ajackson Mon, 10/04/2021 - 11:00 An increasing number of investors are seeking to incorporate climate change in their investment calculus. Please refer to the callout box to the right of the chart for more information about the criteria used to evaluate the impact of portfolio securities. *The

Portfolio 52

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Brown Advisory

OCTOBER 4, 2021

Considering Climate within Portfolios. Mon, 10/04/2021 - 11:00. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting. CLIMATE DASHBOARD: SUSTAINABLE MODEL PORTFOLIO AS OF 6/30/21.

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