WiserAdvisor

MAY 13, 2025

This article explores various strategies for diversifying an investment portfolio to ensure you have enough funds to live comfortably in retirement. Below are 10 ways to diversify your investment portfolio for retirement: 1. Asset allocation should evolve based on an investors risk tolerance and retirement stage.

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Brown Advisory

MARCH 28, 2017

Assets in investments aligned to environmental, social or governance factors increased nearly fivefold between 2012 and 2016, according to US SIF Foundation. Still, nearly three out of four investors wait for their advisors to raise the topic of sustainability in relation to their portfolios, according to a 2013 survey by Calvert Investments.

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Brown Advisory

MARCH 28, 2017

Assets in investments aligned to environmental, social or governance factors increased nearly fivefold between 2012 and 2016, according to US SIF Foundation. . . Many institutions and families share broad values, such as environmental stewardship, good governance or social justice. Tue, 03/28/2017 - 14:11.

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Carson Wealth

JANUARY 2, 2024

Artificial Intelligence Grabs the Spotlight Jake Bleicher, Portfolio Manager To me, the narrative of 2023 is captured by a chart showing the performance of NVIDIA, the maker of high-end computer chips that have become the bedrock of artificial intelligence (AI). This is a massively underrated story of what’s happening in the U.S.

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Brown Advisory

SEPTEMBER 3, 2015

Consider this scenario: An economy is shrinking, government debt is ballooning and emigration is eroding the workforce. Yet creditors shrug off signs of decline and cling to public-sector bonds yielding as much as 15%—until the government abruptly drops the pretense of fiscal solidity and labels the debt unpayable. Not Appropriate.

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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. It is not representative of an actual portfolio. Source: BLOOMBERG.

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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. It is not representative of an actual portfolio. Source: BLOOMBERG.

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Brown Advisory

JUNE 3, 2015

By Taylor Graff, CFA, Asset Allocation Analyst. Fixed Income: Bonds help portfolios despite Fed policy shifts Expanding Horizons. By Mick Dillon, Portfolio Manager, Global Leaders Strategy. Portfolio Strategy: Culling 4,000 stocks worldwide to find global leaders. SOURCE: Bloomberg. .

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Brown Advisory

JUNE 21, 2017

The academic thesis that equity managers as a whole will approximately equal overall market returns is followed by a corollary: Some managers will outperform for periods of time, but it is impossible to predict which manager will deliver favorable results, or when they will do so—in other words, outperformance (alpha) is random.

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Brown Advisory

JUNE 21, 2017

The academic thesis that equity managers as a whole will approximately equal overall market returns is followed by a corollary: Some managers will outperform for periods of time, but it is impossible to predict which manager will deliver favorable results, or when they will do so—in other words, outperformance (alpha) is random.

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Brown Advisory

SEPTEMBER 22, 2017

ESG and the Stock-­Picker’s Dilemma achen Fri, 09/22/2017 - 12:58 One of the greatest challenges that public equities investors face to integrating environmental, social, and governance (ESG) data into their decision making is the lack of proof that real – not hypothetical – investment strategies can use ESG factors to enhance performance.

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Brown Advisory

SEPTEMBER 22, 2017

One of the greatest challenges that public equities investors face to integrating environmental, social, and governance (ESG) data into their decision making is the lack of proof that real – not hypothetical – investment strategies can use ESG factors to enhance performance. The Journal of Portfolio Management 40(2): 18-29.

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Brown Advisory

APRIL 1, 2015

Almost exactly five years ago, we wrote a piece entitled Bubbles, which discussed the sharp rally in stocks from the lows of early 2009 and the risks of the growing federal deficit that resulted from government bail-outs and fiscal stimulus during the financial crisis.

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Brown Advisory

JUNE 14, 2018

We heard that people are losing faith in governments and placing more trust in corporations; notably, 64% of respondents want CEOs to take the lead on a lot of society’s issues. Jane Korhonen, a portfolio manager in our Washington, D.C. and emerging markets, whose businesses are relatively local and not dependent on exports.

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Investments Investing Clients Numbers 52

Brown Advisory

JUNE 14, 2018

We heard that people are losing faith in governments and placing more trust in corporations; notably, 64% of respondents want CEOs to take the lead on a lot of society’s issues. Jane Korhonen, a portfolio manager in our Washington, D.C. and emerging markets, whose businesses are relatively local and not dependent on exports.

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Investments Investing Clients Numbers 52

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. Tell us a little bit about what you as CIO do on the bond side.

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The Big Picture

AUGUST 20, 2024

The second thing that it ultimately does is it creates conditions under which there’s a transition from cash rich portfolios that are ultimately option like in their characteristics. So I, as a discretionary portfolio manager, if you hand me cash, I can look at the market and say, you know what? Thank you for the cash.

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The Big Picture

DECEMBER 20, 2022

as we learned during the financial crisis, the government-sponsored enterprises like Fannie Mae and Freddie Mac, and by extension, Sallie Mae, you go down the whole list of these things, the U.S. government’s Full Faith and Credit, even though it wasn’t obligated to these publicly-traded quasi private entities, the U.S.

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Banking Assets Government Marketing 162

ClearMoney

JANUARY 4, 2022

For the year, corporate bonds generally outperformed their government counterparts. The dispersion between the two asset classes was much less pronounced than during the previous year, with global corporate bonds outperforming global Treasury and government-related bonds by 0.82%.3. Data provided by Bloomberg.

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The Big Picture

JULY 11, 2023

It’s actually great and especially because you can do some basic kind of asset allocation models, so the robo-advisor… RITHOLTZ: Right. So she wants her portfolio managed that way. You can put those tags in there but still take a professionally managed strategy… RITHOLTZ: Right. RITHOLTZ: Right.

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The Big Picture

JUNE 2, 2024

The drug industry has used a 2002 letter to the editor published in the newspaper to beat back government attempts to lower prices. He helps to oversee DoubleLine’s investment management committee implementing policies & processes, He is a member of DoubleLine’s executive management and fixed income asset allocation committee.

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The Big Picture

APRIL 8, 2025

She was CIO at Merrill Lynch Asset Management, and now CIO at both Morgan Stanley Wealth Management and runs their asset allocation models and their outsourced chief investment officer models. You know, what do, what do we think every asset class is gonna do over the next 3, 5, 10, 20 years?

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The Big Picture

MAY 21, 2024

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. Maybe less so for equities or fixed income. 00:54:08 [Speaker Changed] Exactly.

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The Big Picture

JANUARY 27, 2025

He worked as a, essentially a high yield portfolio manager before going to the president and then CEO of the company. So he has seen the world of private investing from both sides, both as, as an investor and as part of the management team. The parent company handles all the asset liability management side of things.

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The Big Picture

JUNE 3, 2024

At TCW Barry Ritholtz : You were at the Trust company of the West, you’re a senior vice president, you’re a portfolio manager, you’re a quantitative analyst. And so I worked a lot on the asset allocation side. Again, as I said, we’ve worked in asset allocation. Signs him, right?]

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