Brown Advisory

APRIL 21, 2023

Equity Beat: In Consideration of the Macro mhannan Fri, 04/21/2023 - 10:56 At Brown Advisory, we often describe ourselves as “bottom-up” investors. Our portfolio managers differ in how they incorporate “the macro” into their thinking on portfolio construction, although there are points in common.

Portfolio Management 98

Portfolio Management Portfolio Banking Clients 98

Trade Brains

NOVEMBER 4, 2023

In addition to this, it offers other services such as portfolio management, consultancy, etc. With the existing happy clients, the company aims to give customer-centric service to its clients. The latest version uses the Esper engine which operates at a high speed by processing 5 lakh events per second.

Assets 111

Assets Planning Financial Market Retail 111

SEI

JULY 25, 2023

Jim Solloway, Chief market strategist and senior portfolio manager, and Vivian Estadt, Client service director, present our economic outlook.

Economics 52

Economics Portfolio Management Portfolio Clients 52

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

Management Assets Risk Management Valuation 305

Random Roger's Retirement Planning

MARCH 4, 2025

The next time equities take off, I don't think they would keep up but Opportunistic Alts was way ahead of 60/40 in 2023 and slightly ahead in 2024. The Merger Fund is a client and personal holding. BTAL is a client and personal holding. Using Opportunistic Alts' asset class weightings I backested the following against VBAIX.

Portfolio 52

Portfolio Portfolio Management Clients Management 52

Bell Investment Advisors

JANUARY 11, 2024

We were also delighted that three babies joined the broader Bell family: Relationship Manager Taylor Bogert welcomed baby Bret, Advisor Tiffany Blaho welcomed baby Neil, and Portfolio Manager Ryan Kelley welcomed baby Emma. We also had an important ending. It is our rallying cry for next year, too.

Investment Advisor 52

Investment Advisor Portfolio Management Management Consulting 52

Advisor Perspectives

DECEMBER 21, 2023

As 2023 is nearing its end, tax-loss harvesting season is in full swing. This is often top of mind for advisors and their clients. Courtney is a muni portfolio manager at Capital Group and the principal investment officer for the firm’s active muni ETF, CGMU.

Taxes 52

Taxes Portfolio Management Portfolio Clients 52

Brown Advisory

AUGUST 11, 2023

The Equity Beat: Old Economy Stocks Aging Like Fine Wine mhannan Fri, 08/11/2023 - 17:10 Unlike my good friends who frequent Baltimore’s finest dining establishments about as often as the division-leading Orioles win (you know who you are), I would never be confused for a wine connoisseur. Data as of July 30, 2023 Source: FactSet.

Economy 98

Economy Manufacturing Clients Economics 98

Brown Advisory

MARCH 14, 2023

Equity Beat: The Long and Short mhannan Tue, 03/14/2023 - 10:39 This week I’ve been ruminating about the value of and differences between the words ‘time’ and ‘timing’. And let’s face it, our clients often ask for a helping or two of short-term information (with a side of market timing thoughts, please). As of 02/28/2023.

Clients 97

Clients Investing Investments Sales 97

Brown Advisory

AUGUST 3, 2023

Global Sustainable Total Return Bond Strategy: Reporting on the impact of our investment decisions 2022 bgregorio Thu, 08/03/2023 - 09:16 A Letter of Introduction From The Portfolio Managers Our 2022 impact report builds on our commitment to measuring, documenting and communicating the outcomes that our strategy produces for our clients.

Investing 52

Investing Investments Portfolio Management Portfolio 52

Brown Advisory

MAY 1, 2023

Sustainable Core Fixed Income Strategy: Reporting on the impact of our investment decisions 2022 ajackson Mon, 05/01/2023 - 12:34 A Letter of Introduction From The Portfolio Managers Our 2022 impact report builds on our commitment to measuring, documenting and communicating the outcomes that our strategy produces for our clients.

Investing 52

Investing Investments Portfolio Management Portfolio 52

Brown Advisory

MAY 1, 2023

Sustainable Core Fixed Income Strategy: Reporting on the impact of our investment decisions ajackson Mon, 05/01/2023 - 12:34 A Letter of Introduction From The Portfolio Managers Our 2022 impact report builds on our commitment to measuring, documenting and communicating the outcomes that our strategy produces for our clients.

Investing 52

Investing Investments Portfolio Management Portfolio 52

Brown Advisory

MAY 1, 2023

2022 Impact Report: Sustainable Core Fixed Income Strategy ajackson Mon, 05/01/2023 - 12:34 A Letter of Introduction From The Portfolio Managers Our 2022 impact report builds on our commitment to measuring, documenting and communicating the outcomes that our strategy produces for our clients.

Portfolio Management 52

Portfolio Management Portfolio Communication Investing 52

Brown Advisory

MARCH 31, 2023

Audio Updates: Flexible Equity Strategy mhannan Fri, 03/31/2023 - 11:12 The Brown Advisory U.S. The investment team searches across a broad investment universe to find attractive or improving businesses trading at prices that the manager believes do not reflect their favorable fundamentals.

Portfolio Management 52

Portfolio Management Clients Portfolio Investing 52

Brown Advisory

NOVEMBER 10, 2023

Sustainable Small-Cap Core Strategy: Reporting on the impact of our investment decisions 2022 bgregorio Fri, 11/10/2023 - 13:26 Download the Report A Letter of Introduction From The Portfolio Managers Brown Advisory has made a deep commitment to sustainable investing across a wide range of its equity and fixed income strategies.

Investing 52

Investing Investments Portfolio Management Portfolio 52

Brown Advisory

MARCH 31, 2023

Audio Updates: Large-Cap Growth Strategy mhannan Fri, 03/31/2023 - 11:00 We believe that a concentrated portfolio of companies with sound, sustainable business models has the potential to deliver attractive risk-adjusted returns over time. Your browser does not support the audio element.

Portfolio Management 52

Portfolio Management Clients Portfolio Investing 52

Brown Advisory

JUNE 5, 2023

2022 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy bgregorio Mon, 06/05/2023 - 05:22 A Letter of Introduction From The Portfolio Managers Our 2022 impact report builds on our commitment to measuring, documenting and communicating the outcomes that our strategy produces for our clients.

Taxes 52

Taxes Portfolio Management Portfolio Communication 52

Brown Advisory

MARCH 14, 2023

Equity Beat: The Long and Short mhannan Tue, 03/14/2023 - 10:39 This week I’ve been ruminating about the value of and differences between the words ‘time’ and ‘timing’. And let’s face it, our clients often ask for a helping or two of short-term information (with a side of market timing thoughts, please). As of 02/28/2023.

Clients 81

Clients Investing Investments Sales 81

Good Financial Cents

FEBRUARY 17, 2023

You’ll create investment portfolios, referred to as “pies,” and fill them with up to 100 individual stocks and exchange-traded funds (ETFs). M1 Finance offers complete portfolio management, including periodic rebalancing. When you find a job that looks to be a good fit, you can submit a proposal to the client.

Accounting 69

Accounting eCommerce Economy Investing 69

Brown Advisory

AUGUST 14, 2023

Global Leaders Strategy Investment Letter: August 2023 bgregorio Mon, 08/14/2023 - 05:34 Just want the PDF? By increasing stock specific risk without trading off long-term portfolio performance we actively managed factor risk down. ESG analysis may not be performed for every holding in the strategy.

Investing 52

Investing Investments Portfolio Accounting 52

Brown Advisory

DECEMBER 31, 2022

Learn more about the Strategy Listen to our latest audio updates The Portfolio Managers discuss the portfolio’s performance and positioning for the first quarter 2023, as well as their outlook for the strategy. Your browser does not support the audio element.

Portfolio Management 52

Portfolio Management Clients Investing Investments 52

Bell Investment Advisors

MARCH 15, 2023

Original air date: Monday, March 13th, 2023 at 12pm PDT Presenter: Portfolio Manager Ryan Kelley, CFA® Slide 1: Annual Review and Outlook 0:00 Good afternoon. I’m a portfolio manager here at Bell Investment Advisors. And luckily, most of our client’s money in fixed-income markets was allocated that way.

Marketing 52

Marketing Marketing Investing Investments 52

Brown Advisory

MARCH 31, 2023

Audio Updates: Large-Cap Sustainable Growth Strategy mhannan Fri, 03/31/2023 - 09:58 The strategy seeks to deliver competitive risk-adjusted returns over a full market cycle through a concentrated portfolio of companies that we believe offer durable fundamental strengths, sustainable competitive advantages and compelling valuations.

Clients 52

Clients Portfolio Management Investing Investments 52

Brown Advisory

JUNE 21, 2023

Read more > 2023 Asset Allocation Perspectives and Outlook We are pleased to share Brown Advisory’s 2023 Outlook. Each year, the Annual Outlook report assesses the current investment landscape and discusses some of the main themes being expressed in client portfolios. CIO Perspectives: A New Bull Market?

Marketing 52

Marketing Marketing Clients Asset Allocation 52

David Nelson

JULY 18, 2022

Wall Street is no different and with the passage of time stock analysts adjust their estimates to changing conditions and their clients make trading decisions based on the new information. As an analyst and on the line portfolio manager I can tell you that estimate revision is one of the more successful factors in stock selection.

Electronics 91

Electronics Healthcare Management Portfolio Management 91

Brown Advisory

APRIL 12, 2023

Large-Cap Sustainable Growth Strategy: Reporting on the impact of our investment decisions 2022 ajackson Wed, 04/12/2023 - 09:56 A Letter of Introduction From The Portfolio Managers Since launching this strategy more than 13 years ago, the demand for information on ESG, impact, and sustainability has risen dramatically.

Investing 52

Investing Investments Portfolio Management Portfolio 52

Brown Advisory

APRIL 12, 2023

2022 Impact Report: Large-Cap Sustainable Growth Strategy ajackson Wed, 04/12/2023 - 09:56 A Letter of Introduction From The Portfolio Managers Since launching this strategy more than 13 years ago, the demand for information on ESG, impact, and sustainability has risen dramatically.

Portfolio Management 52

Portfolio Management Portfolio Investing Investments 52

Brown Advisory

AUGUST 24, 2023

Sid and Erika offered their periodic roundup of key issues impacting the markets and how they are positioning portfolios for their clients. ESG considerations that are material will vary by investment style, sector/industry, market trends and client objectives. Read the report > CIO Perspectives: A New Bull Market?

Economy 52

Economy Portfolio Management Clients Portfolio 52

Brown Advisory

AUGUST 24, 2023

Sid and Erika offered their periodic roundup of key issues impacting the markets and how they are positioning portfolios for their clients. ESG considerations that are material will vary by investment style, sector/industry, market trends and client objectives. Read the report > CIO Perspectives: A New Bull Market?

Economy 52

Economy Portfolio Management Clients Portfolio 52

Brown Advisory

JULY 17, 2023

Global Leaders Strategy: Reporting on the impact of our investment decisions 2022 bgregorio Mon, 07/17/2023 - 06:59 A Letter of Introduction From The Portfolio Managers Welcome to our 2022 Impact report. This is not virtue signalling – money talks! Thanks for taking the time to read this report.

Investing 52

Investing Investments Portfolio Management Portfolio 52

Brown Advisory

JULY 17, 2023

Global Leaders Strategy: Reporting on the impact of our investment decisions bgregorio Mon, 07/17/2023 - 06:59 A Letter of Introduction From The Portfolio Managers Welcome to our 2022 Impact report. We aim to improve the report every year and have added sections on our significant votes and most impactful ESG engagements.

Investing 52

Investing Investments Portfolio Management Portfolio 52

Brown Advisory

JULY 17, 2023

2022 Impact Report: Global Leaders Strategy bgregorio Mon, 07/17/2023 - 06:59 A Letter of Introduction From The Portfolio Managers Welcome to our 2022 Impact report. Given the priority we place on quality in the portfolio, there are very few items in either category but we believe that it is nonetheless useful to see.

Portfolio Management 52

Portfolio Management Portfolio Investing Investments 52

Zoe Financial

FEBRUARY 21, 2023

Published February 21st, 2023 Reading Time: 3 minutes Written by: The Zoe Team When it comes to managing your money, knowing who to turn to can be challenging. CFAs also show accounting, economics, portfolio management, and security analysis knowledge. What Are Your Goals & Who Will Help You Get There?

Financial Advisor 40

Financial Advisor Accounting Certified Financial Planner Certification 40

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

Brown Advisory

NOVEMBER 15, 2023

Clients rightly look at the inputs of an investment strategy (the process) rather than simply the outcome (performance) to disentangle a fund manager’s skill from luck and get a better understanding of predictability around success. In this note, we analyse the loss aversion bias and our approach to overcoming it in more detail.

Investing 52

Investing Investments Clients Portfolio 52

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

The Big Picture

FEBRUARY 6, 2024

Now I do fundamental side research portfolio management, which I just, 00:08:20 [Speaker Changed] So, so you joined GMO, there’s 60 people, 30 years. And ev all the sort of compliance, client service, legal, kind of, everything was done sort of on the side by investment people. They’ve grown tremendously.

Valuation 130

Valuation Investing Investments Assets 130