Brown Advisory

JUNE 3, 2015

In anticipation of the policy switch, we have reallocated across a wide range of asset classes in an effort to limit risks and seize new opportunities. In many clients’ portfolios we have eliminated our overweight position in U.S. As a result, we have incrementally moved assets out of traditional U.S. equities and U.S.

Valuation 52

Valuation Economy Banking Economics 52

The Big Picture

JULY 11, 2023

And I remember being on the phone thinking, as the PMs were asking questions about cash flows and things, I was thinking, you’re asking all the wrong questions about whether this portfolio will perform because it’s things like down payment. So she wants her portfolio managed that way. RITHOLTZ: Right.

Management 211

Management Investing Investments Assets 211

Brown Advisory

SEPTEMBER 3, 2015

By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. By Taylor Graff, CFA, Asset Allocation Analyst. Terms and definitions: Price-Earnings Ratio (P/E Ratio) and Price-to-Book Value Ratio are ratios of the price per share of a company’s stock compared to its per-share earnings and book value, respectively.

Economy 40

Economy Economics Asset Allocation Investing 40

The Big Picture

AUGUST 29, 2023

So I came down, met with our head of the portfolio review department, which oversees our external managers, met with our head of brokerage, and then met with the head of bind indexing, who was Ken Volpert at the time. And she was like, “You should come down and talk to some people at Vanguard.”

Portfolio 130

Portfolio Investing Investments Numbers 130

Brown Advisory

JUNE 14, 2018

I wanted to make sure we considered those ideas and their implications for the portfolios we manage for our clients, with truly open minds. Jane Korhonen, a portfolio manager in our Washington, D.C. I wholeheartedly agree, and I suspect that AI will affect our business in a lot of ways that aren’t yet fully apparent.

Investing 52

Investing Investments Clients Numbers 52

Brown Advisory

JUNE 14, 2018

I wanted to make sure we considered those ideas and their implications for the portfolios we manage for our clients, with truly open minds. Jane Korhonen, a portfolio manager in our Washington, D.C. Race, gender, political and identity schisms are roiling our society to an extent not seen since the civil rights era.

Investing 52

Investing Investments Clients Numbers 52

Brown Advisory

OCTOBER 11, 2021

In this brief paper, we will touch on what we believe are some of the most important issues and questions—including the different types of assets, return potential, fees, liquidity, diversification, volatility and transparency—that investment committees must understand as they weigh adding alternatives to their portfolios.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

OCTOBER 11, 2021

In this brief paper, we will touch on what we believe are some of the most important issues and questions—including the different types of assets, return potential, fees, liquidity, diversification, volatility and transparency—that investment committees must understand as they weigh adding alternatives to their portfolios.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

The Irrelevant Investor

JULY 19, 2016

It's the assets you have to worry about. By definition, everybody can't beat the market. Diversification among different kinds of stock asset classes works well over the years and decades, but often quite poorly over weeks and months. Ferri was an early champion of indexing and asset allocation for financial advisors.

Investing 52

Investing Investments Asset Allocation Assets 52

The Big Picture

MARCH 7, 2023

But in my case, it was very helpful because I had the opportunity to spend over 10 years doing intensive research in the intersection of macro and finance and asset pricing. And all these questions that I was trying to answer had direct applications to hedge fund strategies and portfolio management. VASSALOU: Yes.

Assets 158

Assets Management Portfolio Marketing 158

The Big Picture

NOVEMBER 14, 2023

Managing them. You, you definitely have to adapt your style a bit. So at our firm, putting portfolio managers in front of prospects and clients, we constantly have to train them, give them presentation training. 00:22:24 [Speaker Changed] Being client portfolio managers. Then we have a multi-asset platform.

Math 130

Math Management Insurance Assets 130

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. BERNSTEIN: In a portfolio, without taking ridiculous amounts of risk.

Economy 150

Economy Investing Investments Portfolio 150

The Big Picture

JUNE 3, 2024

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. So, so definitely, you know, again, that’s just being young and naive as well. He was not a kid at the time too, but he definitely had gravitas around the firm. Yeah, yeah.

Math 140

Math Engineering Marketing Marketing 140

The Big Picture

MAY 21, 2024

Or, or people start out with a CFA and they decide, you know, I would rather manage the portfolio than tell I’d rather be a PM than advise the pm. So, so basically this model is just a simple straight average of all the Wall Street strategists recommended allocations to stocks in a balanced portfolio.

Numbers 140

Numbers Management Banking Marketing 140