Brown Advisory

OCTOBER 11, 2022

Inflection Points: 2022 Asset Allocation Perspectives and Outlook Report. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. As always, we welcome your thoughts, feedback and questions. .

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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. He makes big bets about these large events. And that was certainly a great experience.

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Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks achen Thu, 06/01/2017 - 02:47 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.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

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.

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Portfolio Asset Allocation Valuation Economics 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. Our asset allocation process accounts for a wide range of potential outcomes over the next 18–36 months.

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The Irrelevant Investor

JULY 19, 2016

A large swath of the financial services industry would love to have you believe in their magic. TREASURIES FALL; HUSSEIN CAPTURES BOOSTS ALLURE OF RISKY ASSETS. Ferri was an early champion of indexing and asset allocation for financial advisors. He taught me that asset allocation matters.

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Carson Wealth

DECEMBER 18, 2023

Stocks Likely the Best Investment Over the Next 5 Years It was an important week for tactical market positioning, and several events have impacted our strategic outlook. At Carson Investment Research, we have moved our longer-term strategic asset allocations to their maximum equity overweight while continuing to favor U.S.

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Brown Advisory

JUNE 16, 2022

MORE ON THIS TOPIC Inflection Points: 2022 Asset Allocation Perspectives and Outlook Report Our new publication “Outlook 2022: Inflection Points” by Sid Ahl, Erika Pagel, Taylor Graff and J.R. Criteria evaluated include market capitalization, financial viability, liquidity, public float, sector representation and corporate structure.

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Brown Advisory

AUGUST 19, 2022

Inflection Points: 2022 Asset Allocation Perspectives and Outlook Report. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. We look forward to discussing these topics with you in the coming weeks. .

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Brown Advisory

AUGUST 19, 2022

Speakers: Bertie Thomson, Erika Pagel and Sid Ahl MORE ON THIS TOPIC Inflection Points: 2022 Asset Allocation Perspectives and Outlook Report Our new publication “Outlook 2022: Inflection Points” by Sid Ahl, Erika Pagel, Taylor Graff and J.R. As always, we welcome your thoughts, feedback and questions. Rodrigo is now available.

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Marketing Marketing Clients 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. Source: BLOOMBERG. This analysis is not intended to be a guarantee of future results.

Assets 52

Assets Portfolio Asset Allocation Risk Tolerance 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. Source: BLOOMBERG. This analysis is not intended to be a guarantee of future results.

Assets 52

Assets Portfolio Asset Allocation Risk Tolerance 52

Brown Advisory

OCTOBER 11, 2022

Speakers: Keith Stone, Erika Pagel and Sid Ahl MORE ON THIS TOPIC Inflection Points: 2022 Asset Allocation Perspectives and Outlook Report Our new publication “Outlook 2022: Inflection Points” by Sid Ahl, Erika Pagel, Taylor Graff and J.R. As always, we welcome your thoughts, feedback and questions. Rodrigo is now available.

Marketing 52

Marketing Marketing Investing Investments 52

Brown Advisory

FEBRUARY 15, 2019

2018 marked the 10-year anniversary of the depths of the 2008–09 financial crisis, an event that tested the strength of the global financial system, the will of the global body politic, and the mettle of everyday citizens throughout the world. This is also a fitting moment to review the intersection of risk and valuation.

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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

Brown Advisory

OCTOBER 4, 2021

As we will discuss in this article, we conduct climate-related research and analysis (as part of our overall research efforts) along several separate but integrated tracks to guide our asset allocation, manager research and portfolio construction efforts.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

OCTOBER 4, 2021

As we will discuss in this article, we conduct climate-related research and analysis (as part of our overall research efforts) along several separate but integrated tracks to guide our asset allocation, manager research and portfolio construction efforts. A 360-Degree Climate Evaluation. CARBON ATTRIBUTION” of SUSTAINABLE PORTFOLIOS .

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Portfolio Asset Allocation Clients Assets 52

Brown Advisory

AUGUST 1, 2018

Traditional long/short equity funds have seen redemptions in recent months, while credit and event-driven funds (whose returns are largely independent of the equity markets) have seen meaningful inflows. It’s important to note here that we’re not recommending wholesale changes in asset allocation. Opportunity to Rebalance?

Management 52

Management Investing Investments Valuation 52

Brown Advisory

AUGUST 1, 2018

Traditional long/short equity funds have seen redemptions in recent months, while credit and event-driven funds (whose returns are largely independent of the equity markets) have seen meaningful inflows. It’s important to note here that we’re not recommending wholesale changes in asset allocation. Opportunity to Rebalance?

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Management Investing Investments Valuation 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.” Criteria evaluated include: market capitalization, financial viability, liquidity, public float, sector representation, and corporate structure.

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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.” Big Market Swings Are No Longer Once-In-A-Generation Events. Essentially, liquidity refers to how quickly an investment can be turned into cash.

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Management Marketing Marketing Clients 52

Brown Advisory

NOVEMBER 12, 2019

The key question for investors is how to respond to the prospect of lower returns, or as we described it in our 2018 Asset Allocation publication, the “risk of insufficient growth.” Given the many unknowns in today’s environment, we believe that a moderately defensive asset allocation that provides ample liquidity is prudent.

Investing 52

Investing Investments Assets Economics 52

Brown Advisory

NOVEMBER 12, 2019

The key question for investors is how to respond to the prospect of lower returns, or as we described it in our 2018 Asset Allocation publication, the “risk of insufficient growth.” Given the many unknowns in today’s environment, we believe that a moderately defensive asset allocation that provides ample liquidity is prudent.

Investing 52

Investing Investments Assets Economics 52

The Big Picture

SEPTEMBER 12, 2022

So this was a — a part of the market that it really challenged your own understanding of these strategies because these were clients that some of them were very sophisticated when it came to financial products. They had a big liquidity event. I’m talking about diversified financial services. RITHOLTZ: Right.

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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. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results.

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. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results.

Economy 52

Economy Portfolio Clients Sales 52

Brown Advisory

MARCH 13, 2018

Without making a call on the near-term direction of the markets, we continue to stress the importance of maintaining liquidity and safety as a critical component of asset allocation. Criteria evaluated include market capitalization, financial viability, liquidity, public float, sector representation and corporate structure.

Investing 52

Investing Investments Economy Assets 52

Brown Advisory

MARCH 13, 2018

Without making a call on the near-term direction of the markets, we continue to stress the importance of maintaining liquidity and safety as a critical component of asset allocation. Criteria evaluated include market capitalization, financial viability, liquidity, public float, sector representation and corporate structure.

Investing 52

Investing Investments Economy Assets 52

WiserAdvisor

APRIL 12, 2024

In financial services, this translates to diminishing returns in client service quality as the client base expands. In that case, you can develop a deep understanding of the financial concerns and objectives that are prevalent among retired individuals.

Financial Advisor 52

Financial Advisor Clients Numbers 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. In short, every situation is different.

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. In short, every situation is different. 1 [link] AssetFlows/AssetFlowsJan2017.pdf

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Investing Investments Portfolio Management 52

The Big Picture

MAY 9, 2023

And again, I ended up in the financial services audit practice at KPMG. I mean, it was an existential event. But in some ways, those events, and we saw it again in March of 2020, we saw it again around where you see these big moments where it draws people together. You have to finish the three years.

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Assets Clients Investing Investments 293

The Big Picture

MARCH 5, 2024

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. Tell us about the opportunities that came up from those events. 00:33:10 [Speaker Changed] Those were stressful events for the entire community.

Banking 144

Banking Portfolio Assets Investing 144

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. RITHOLTZ: But a few years before the great financial crisis … CHABRAN: That’s right. Because London remains a critical business center for financial services.

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Banking Assets Investing Investments 144

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.

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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.

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