Brown Advisory

SEPTEMBER 3, 2015

By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. By Taylor Graff, CFA, Asset Allocation Analyst. Protecting inherited assets from a claim by a family member’s ex-spouse can help limit those losses. Rude Awakening. Dream or Opportunity? By Chad Larson, Strategic Advisor. One cannot invest directly in an Index.

Economy 40

Economy Economics Asset Allocation Investing 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. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

OCTOBER 4, 2021

For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting. In our role as a strategic asset allocator, we want to dig deeper: Are there asset-class subsegments with greater or lesser risk that we can differentiate?

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

OCTOBER 11, 2021

Typically, there is an interest in the additional diversification alternatives may offer and the potential to increase return and manage risk. We believe that the investment return needed to achieve that objective should be the most important guidepost for a portfolio’s asset allocation. Source: BLOOMBERG.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

OCTOBER 11, 2021

Typically, there is an interest in the additional diversification alternatives may offer and the potential to increase return and manage risk. We believe that the investment return needed to achieve that objective should be the most important guidepost for a portfolio’s asset allocation. Source: BLOOMBERG.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

JUNE 14, 2018

While the direct ties to our work as investors may not be immediately obvious, they are definitely there: We strongly believe that the companies that thrive over the long term will be the ones that can openly address these challenges and in so doing find opportunities for growth. Jane Korhonen, a portfolio manager in our Washington, D.C.

Investing 52

Investing Investments Clients Numbers 52

Brown Advisory

JUNE 14, 2018

While the direct ties to our work as investors may not be immediately obvious, they are definitely there: We strongly believe that the companies that thrive over the long term will be the ones that can openly address these challenges and in so doing find opportunities for growth. Jane Korhonen, a portfolio manager in our Washington, D.C.

Investing 52

Investing Investments Clients Numbers 52

The Big Picture

MARCH 7, 2023

 The transcript from this week’s, MiB: Maria Vassalou, Goldman Sachs Asset Management , is below. And that led her to various jobs at Wasserstein Perella McKinsey’s Asset Management Group. And all these questions that I was trying to answer had direct applications to hedge fund strategies and portfolio management.

Assets 158

Assets Management Portfolio Marketing 158

The Big Picture

AUGUST 29, 2023

But it was a tremendous experience because I had started off in bond trading, worked my way into portfolio management and running the bond indexing team for a number of years, and then I got asked to take this responsibility, which was much broader. Where, you know, what’s the upside when you invest in a bond?

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

NOVEMBER 14, 2023

Eventually leading her to a point where she’s managing quants, running about a hundred billion dollars in assets. Managing them. You, you definitely have to adapt your style a bit. And oh, by the way, your compensation’s gonna be tied to assets raised, which is the first time that had ever happened in my life.

Math 130

Math Management Insurance Assets 130

The Irrelevant Investor

JULY 19, 2016

It's the assets you have to worry about. By definition, everybody can't beat the market. Investors were apparently seeking safer assets that morning, and the Bloomberg News service flashed this headline: U.S. TREASURIES FALL; HUSSEIN CAPTURES BOOSTS ALLURE OF RISKY ASSETS. He taught me that asset allocation matters.

Investing 52

Investing Investments Asset Allocation Assets 52

The Big Picture

MARCH 26, 2024

00:09:37 [Speaker Changed] So again, I was on the avatar side of this y avatar broader organization, which was institutional money management, managing money for a lot of large corporate plans and foundations and endowments. And I was a portfolio manager, so I was doing bottom up research and picking stocks.

Investing 140

Investing Investments Marketing Marketing 140

The Big Picture

MARCH 14, 2023

He launched his own firm right into the teeth of the collapse in ’09, which turned out to be quite a fortuitous time to launch an asset management shop. If you worked hard and you did well, you were definitely rewarded at a place like Merrill. RITHOLTZ: There was some definite expectations — BERNSTEIN: Yeah.

Economy 150

Economy Investing Investments Portfolio 150

The Big Picture

JUNE 3, 2024

He really is one of the most knowledgeable people in this space, and not just knowledgeable in the abstract, but helping to oversee just about a hundred billion dollars in client assets. I don’t have to read, you know, hundreds of pages of a novel, but very quickly I learned that you, you definitely have to read day in, day out.

Math 140

Math Engineering Marketing Marketing 140

The Big Picture

MAY 21, 2024

So, so you’re, you’re definitely channeling a little Farrell. So we’re now in an environment where all the 45-year-old portfolio managers out there have been, have worked their entire careers in these momentum fueled markets, and they’ve been trained to believe that valuation doesn’t matter.

Numbers 140

Numbers Management Banking Marketing 140