Brown Advisory

MAY 31, 2017

Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. We maintain a model portfolio internally to track the results of our asset allocation stances. Thu, 06/01/2017 - 02:47.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

The Big Picture

MAY 9, 2023

Investment banks were not really a known concept in the area where I grew up. I lined up a bunch of job interviews with a variety of banks. And again, I ended up in the financial services audit practice at KPMG. So I got to know banks a little bit. We need a bad bank and a good bank. SALISBURY: Yes.

Assets 286

Assets Clients Investing Investments 286

The Big Picture

JULY 11, 2023

JOHNSON: So I spent a year, my father said to me, “Look, if you’re going to be in the financial services business you should probably work in New York.” Otherwise, the West Coast, if you were in the financial services business, it was rough life. RITHOLTZ: It was just Franklin. RITHOLTZ: Right.

Management 213

Management Investing Investments Assets 213

Brown Advisory

NOVEMBER 12, 2019

Much of Japan’s growth was driven by a rapid rise in bank debt, encouraged by loose-money policies at the Bank of Japan (BOJ, the country’s central bank). Once the bubble in asset prices started to burst, the leverage that had for years fueled growth then worked in reverse, quickly deflating prices.

Investing 52

Investing Investments Assets Economics 52

Brown Advisory

NOVEMBER 12, 2019

Much of Japan’s growth was driven by a rapid rise in bank debt, encouraged by loose-money policies at the Bank of Japan (BOJ, the country’s central bank). Once the bubble in asset prices started to burst, the leverage that had for years fueled growth then worked in reverse, quickly deflating prices.

Investing 52

Investing Investments Assets Economics 52

WiserAdvisor

DECEMBER 29, 2022

Further, it helps to avoid concentrating all your money on investments that provide a return that is not at par with inflation, such as bank accounts, money market accounts, etc. Additionally, each client receives comprehensive financial planning to ensure they are moving toward their financial goals. Rule of 72.

Investing 52

Investing Investments Financial Advisor Planning 52

Brown Advisory

AUGUST 1, 2018

Central banks across the globe are in various stages of withdrawing monetary support after many years of reflating. Risks in Bonds In attempting to reduce portfolio risk by shifting assets from equities to bonds, it’s important to recognize that bonds carry risks of their own. Beyond the U.S., Largely because the U.S.

Management 52

Management Investing Investments Valuation 52

Brown Advisory

AUGUST 1, 2018

Central banks across the globe are in various stages of withdrawing monetary support after many years of reflating. In attempting to reduce portfolio risk by shifting assets from equities to bonds, it’s important to recognize that bonds carry risks of their own. Risks in Bonds. Beyond the U.S., Largely because the U.S.

Management 52

Management Investing Investments Valuation 52

Good Financial Cents

JUNE 11, 2023

You can also get information on your performance and asset allocation. This will help you to create an asset allocation that will get you where you need to go with your investments. It can be used to help you with your asset allocation, at least based on the investment options that your plan includes.

Management 80

Management Investing Investments Wealth Management 80

Brown Advisory

MARCH 30, 2020

Consider how we defined investment risk in our 2018 asset allocation publication, Confronting the Unknown: “The probability that a portfolio will not meet an investor’s needs.” Source: BLOOMBERG Source: Federal Reserve Bank of New York. Essentially, liquidity refers to how quickly an investment can be turned into cash.

Management 52

Management Marketing Marketing Clients 52

Brown Advisory

MARCH 30, 2020

Consider how we defined investment risk in our 2018 asset allocation publication, Confronting the Unknown: “The probability that a portfolio will not meet an investor’s needs.” Source: Federal Reserve Bank of New York. These dynamics have dramatically shifted the liquidity landscape across financial markets.

Management 52

Management Marketing Marketing Clients 52

Brown Advisory

OCTOBER 11, 2021

We believe that the investment return needed to achieve that objective should be the most important guidepost for a portfolio’s asset allocation. These can include aspects like size, time horizon, expertise, financial situation and governance. We believe this is fundamental to building a diversified asset allocation.

Portfolio 52

Portfolio Assets Risk Tolerance Asset Allocation 52

Brown Advisory

OCTOBER 11, 2021

We believe that the investment return needed to achieve that objective should be the most important guidepost for a portfolio’s asset allocation. These can include aspects like size, time horizon, expertise, financial situation and governance. We believe this is fundamental to building a diversified asset allocation.

Portfolio 52

Portfolio Assets Risk Tolerance Asset Allocation 52

The Big Picture

SEPTEMBER 12, 2022

It’s a town of about 4,000 people, so exposure to markets or investment banking or any of the careers in finance was not something that you really envisioned. It was at Bank One, at the time. I mean, when you look at that pre, it was, you know, the thought counterparty risk of a bank was solid, right, like that was something.

Clients 286

Clients Wealth Management Investing Investments 286

Brown Advisory

JUNE 21, 2017

Stock-specific fundamental research from our equity research teams, along with input on asset allocation from our Investment Solutions Group, can be supplemented by customized portfolio analytics to achieve client-defined outcomes. All MSCI indexes and products are trademarks and service marks of MSCI or its subsidiaries.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

Stock-specific fundamental research from our equity research teams, along with input on asset allocation from our Investment Solutions Group, can be supplemented by customized portfolio analytics to achieve client-defined outcomes. All MSCI indexes and products are trademarks and service marks of MSCI or its subsidiaries.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

MARCH 30, 2018

While February’s volatility did not materially change our asset allocation views, it reinforced to us the importance of a comprehensive discussion about how we think about risk and how we manage it. We then use medium-term scenario analysis to weigh pros and cons in each asset class and settle on a desired target allocation for each.

Asset Allocation 52

Asset Allocation Portfolio Assets Valuation 52

James Hendries

MARCH 6, 2023

Watch for renewed demand for health care, communication services, retail, and financial services. Not Insured by FDIC/NCUA or Any Other Government Agency | Not Bank/Credit Union Guaranteed | Not Bank/Credit Union Deposits or Obligations | May Lose Value RES-1452953-0323 | For Public Use | Tracking #1-05362710 (Exp.

Marketing 52

Marketing Marketing Economy Economics 52

The Big Picture

NOVEMBER 14, 2023

00:02:59 [Speaker Changed] I was not, I was waitressing one summer, my final summer after my senior year and a friend called and said, I just interviewed with the financial services company. It was Mass Financial Services. Didn’t really think about going into financial services.

Math 130

Math Management Insurance Assets 130

The Big Picture

JUNE 13, 2023

You went to school in Paris, but you began your career in London at Merrill and Deutsche Bank. You know, that’s one thing in Europe where London was, I actually think, still remains the one place where you want to get exposure when you join financial services. I joined, effectively, Deutsche Bank.

Banking 141

Banking Assets Investing Investments 141

Brown Advisory

MARCH 13, 2018

and central banks around the world are shifting from quantitative easing to shrinking their balance sheets—albeit slowly—as the global economy emerges from a state of fragility to a more sustainable recovery. Deficits are rising in the U.S., Diversification strategies, including exposure to non-U.S.

Investing 52

Investing Investments Economy Assets 52

Brown Advisory

MARCH 13, 2018

and central banks around the world are shifting from quantitative easing to shrinking their balance sheets—albeit slowly—as the global economy emerges from a state of fragility to a more sustainable recovery. Deficits are rising in the U.S., Diversification strategies, including exposure to non-U.S.

Investing 52

Investing Investments Economy Assets 52

The Big Picture

MARCH 7, 2023

Maria Vassalou has a fascinating history and background, London School of Economics to Columbia School of Business, where she actually was a professor for over a decade, and started consulting to the hedge fund and financial services industry. VASSALOU: Central banks. VASSALOU: And sovereigns as well. RITHOLTZ: Sovereigns.

Assets 161

Assets Management Portfolio Marketing 161

Brown Advisory

FEBRUARY 3, 2017

Outlook for 2017 | Balance in an Uncertain Time achen Fri, 02/03/2017 - 14:19 With that said, we present this discussion of our asset allocation approach and our current portfolio stance as we begin the year. Provide our asset allocation perspective as it stands at the beginning of 2017—also based on a longer-term view.

Asset Allocation 52

Asset Allocation Assets Clients Portfolio 52

Brown Advisory

FEBRUARY 3, 2017

With that said, we present this discussion of our asset allocation approach and our current portfolio stance as we begin the year. In writing this report, we set out to accomplish two goals: Provide a window into our asset allocation philosophy and process, which emphasize a long-term view. Fri, 02/03/2017 - 14:19.

Asset Allocation 52

Asset Allocation Assets Clients Portfolio 52

The Big Picture

JANUARY 31, 2023

And so at that point, I was kind of scrambling and I was, like, I need to get into the financial industry because I’m in New York, I have a passion for finance. So a lot of the investment banking analysts had already lined up their gig. DUTTA: We sort of cleared out our banking system. But it was kind of late. DUTTA: Yes.

Economics 141

Economics Economy Marketing Marketing 141