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.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

The Big Picture

SEPTEMBER 12, 2022

BITTERLY MICHELL: … across asset classes is the way that I think about it. And so, there’s definitely a pre and post. BITTERLY MICHELL: … obviously, the United States, the global economy. BITTERLY MICHELL: Yeah, we definitely need to get into — to pizza. I’m talking about diversified financial services.

Clients 290

Clients Wealth Management Investing Investments 290

The Big Picture

MARCH 5, 2024

00:01:59 [David Snyderman] I don’t know why I thought I could, but I definitely thought I could at the time and so I wanted to play at the highest level possible. So I saw many companies then taxed and financial services. So they’d give individual asset allocation to people and they’d go invest their money.

Banking 143

Banking Portfolio Assets Investing 143

Brown Advisory

MAY 10, 2018

In this article, our head of asset allocation discusses how we are managing trade risk, while still embracing global growth opportunities in our portfolios. The tariffs announced so far affect a very small slice of the global economy, but we could see an escalation into a broader set of trade barriers between China and the U.S.,

Economy 52

Economy Portfolio Clients Sales 52

Brown Advisory

MAY 10, 2018

In this article, our head of asset allocation discusses how we are managing trade risk, while still embracing global growth opportunities in our portfolios. The tariffs announced so far affect a very small slice of the global economy, but we could see an escalation into a broader set of trade barriers between China and the U.S.,

Economy 52

Economy Portfolio Clients Sales 52

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 215

Management Investing Investments Assets 215

Brown Advisory

FEBRUARY 15, 2019

Criteria evaluated include: market capitalization, financial viability, liquidity, public float, sector representation, and corporate structure. Standard & Poor’s, S&P, and S&P 500 are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”), a subsidiary of S&P Global Inc.

Valuation 52

Valuation Clients Portfolio Government 52

The Big Picture

JUNE 13, 2023

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. But New York is definitely its own creature. CHABRAN: Well, I mean, size is definitely a reason. CHABRAN: Yes, no that’s right Barry.

Banking 143

Banking Assets Investing Investments 143

Brown Advisory

NOVEMBER 12, 2019

Among the concerns breeding skepticism about the economy and the markets are on-again/off-again trade negotiations, disruption of supply chains, declines in manufacturing activity, and sluggish capital spending. economy that may restrain the country's ability to grow at rates considered normal over the last several decades.

Investing 52

Investing Investments Assets Economics 52

Brown Advisory

NOVEMBER 12, 2019

Among the concerns breeding skepticism about the economy and the markets are on-again/off-again trade negotiations, disruption of supply chains, declines in manufacturing activity, and sluggish capital spending. economy that may restrain the country's ability to grow at rates considered normal over the last several decades.

Investing 52

Investing Investments Assets Economics 52

Brown Advisory

MARCH 13, 2018

Investment Perspectives | Corrections jsayo Tue, 03/13/2018 - 12:38 The abrupt stock market downturn in February was “officially” a market correction, according to the conventional definition (a market decline of more than 10%). On that question, the economy is sending somewhat mixed signals. Let’s summarize some of the crosscurrents.

Investing 52

Investing Investments Economy Assets 52

Brown Advisory

MARCH 13, 2018

The abrupt stock market downturn in February was “officially” a market correction, according to the conventional definition (a market decline of more than 10%). On that question, the economy is sending somewhat mixed signals. which has declined from over 6% at the end of the financial crisis in 2010 to less than 2.5%

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. And the place where I was looking for this risk factors was in the real economy.

Assets 164

Assets Management Portfolio Marketing 164

The Big Picture

JANUARY 31, 2023

And few do it better than Neil does in terms of putting together a global view of what’s happening in the economy, what’s happening around the world, what’s happening with the Fed, and what’s happening with the stock market. DUTTA: Well, I think you just have to go back to the initial reopening of the economy, right?

Economics 143

Economics Economy Marketing Marketing 143

Brown Advisory

JULY 1, 2016

Changes in their assumed rate of return can impact decisions ranging from asset allocation to the spending level that a portfolio can rationally support. Our Investment Solutions Group spends considerable time trying to gauge the long-term outlook for stocks since it is central to asset allocation decisions and recommendations.

Investing 52

Investing Investments Portfolio Assets 52

Brown Advisory

JULY 1, 2016

Changes in their assumed rate of return can impact decisions ranging from asset allocation to the spending level that a portfolio can rationally support. Our Investment Solutions Group spends considerable time trying to gauge the long-term outlook for stocks since it is central to asset allocation decisions and recommendations.

Investing 52

Investing Investments Portfolio Assets 52

The Big Picture

MAY 21, 2024

And meanwhile, I was doing, you know, I was working at this financial services company and I was really interested in what they were doing. So, so you’re, you’re definitely channeling a little Farrell. So I still think we’re in this environment where goods versus services, we’re working out that demand.

Numbers 143

Numbers Management Banking Marketing 143