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. is not particularly notable.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks. 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. Thu, 06/01/2017 - 02:47. is not particularly notable.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

AUGUST 6, 2019

As head of asset allocation research in our Investment Solutions Group, he is responsible for analyzing the relative attractiveness of various asset classes and investment strategies. Technology has also enabled analysts, portfolio managers and traders to improve their productivity. GDP than it was 100 years ago.

Investing 52

Investing Investments Clients Portfolio Management 52

Brown Advisory

AUGUST 6, 2019

As head of asset allocation research in our Investment Solutions Group, he is responsible for analyzing the relative attractiveness of various asset classes and investment strategies. Technology has also enabled analysts, portfolio managers and traders to improve their productivity. GDP than it was 100 years ago.

Investing 52

Investing Investments Clients Portfolio Management 52

Brown Advisory

DECEMBER 2, 2015

In advising clients over the years, we have seen the value of helping families buy into the longterm orientation essential to successful investing and portfolio management through all market conditions. Determine both your annual level of spending and a five- and 10-year goal for portfolio returns.

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WiserAdvisor

AUGUST 18, 2022

This entire process is known as investment analysis where you use multiple valuations to understand and analyze the market along with those of different firms, industries, and sectors. All of the aforesaid factors need to be considered to find the investment instrument for your needs.

Investing 52

Investing Investments Financial Advisor Economy 52

Brown Advisory

JUNE 3, 2015

equity market: A comparatively quick interest rate increase counteracts the benefit from stronger economic growth, impairing profitability and valuations. Concern about future economic growth undermines valuations. equities in many client portfolios for the past four years. This argues for shifting assets away from U.S.

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Valuation Economy Banking Economics 52

Brown Advisory

APRIL 1, 2015

In Engines That Move Markets, a 2002 book about the cycles of technology investing, Alasdair Nairn defines “bubbles” as periods when investors appear to suspend rational valuation, much as they had during the dotcom craze shortly before the book was published. Unsurprisingly, as volume has increased, so have valuations.

Investing 52

Investing Investments Valuation Assets 52

Brown Advisory

JUNE 21, 2017

As professional investors have found it increasingly challenging to meet or exceed market benchmarks, many of their clients have grown disillusioned with active management. In recent years, however, active managers, as a group, have underperformed by a wider margin, giving rise to the growing popularity of passive management.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

As professional investors have found it increasingly challenging to meet or exceed market benchmarks, many of their clients have grown disillusioned with active management. In recent years, however, active managers, as a group, have underperformed by a wider margin, giving rise to the growing popularity of passive management.

Investing 52

Investing Investments Portfolio Management 52

The Big Picture

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He’s a member of the management committee. He co-chairs a number of the asset management investment committees. I thought this was an absolutely fascinating way to see the world of investment management.

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Brown Advisory

SEPTEMBER 3, 2015

Fed Vice Chairman Stanley Fischer said in June that the central bank is carefully monitoring whether investors “take on risks they cannot measure or manage.”. By Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy; Priyanka Agnihotri, Equity Research Analyst. By Taylor Graff, CFA, Asset Allocation Analyst.

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Transportation Government Economy Asset Allocation 52

Brown Advisory

SEPTEMBER 22, 2017

This is an important challenge to overcome for "ESG" and "impact" investors, but also for mainstream investors who need clarity on the practical performance of companies and investment managers who claim to incorporate ESG goals into their strategies. Can we also generate predictable utility from managing portfolios around an "ESG factor?"

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

SEPTEMBER 22, 2017

This is an important challenge to overcome for "ESG" and "impact" investors, but also for mainstream investors who need clarity on the practical performance of companies and investment managers who claim to incorporate ESG goals into their strategies. Can we also generate predictable utility from managing portfolios around an "ESG factor?"

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

MARCH 28, 2019

DEFINING RISK When it comes to managing institutional portfolios, most CIOs, committees and advisors adopt one of two philosophical approaches. As we stated in “Confronting the Unknown,” our 2018 asset allocation publication, standard deviation is “a helpful shortcut for thinking about risk, but it is not a fully effective proxy.”

Asset Allocation 52

Asset Allocation Portfolio Assets Clients 52

Brown Advisory

MARCH 28, 2019

When it comes to managing institutional portfolios, most CIOs, committees and advisors adopt one of two philosophical approaches. As we stated in “Confronting the Unknown,” our 2018 asset allocation publication, standard deviation is “a helpful shortcut for thinking about risk, but it is not a fully effective proxy.”

Asset Allocation 52

Asset Allocation Portfolio Assets Clients 52

Brown Advisory

NOVEMBER 14, 2017

While this shift in monetary policy may ultimately have important implications for asset allocation and other investment decisions, we’re not convinced that its near-term impact will be particularly significant. Meanwhile, we continue to focus on security selection. the broad markets are largely efficient.

Investing 52

Investing Investments Assets Numbers 52

Brown Advisory

NOVEMBER 14, 2017

While this shift in monetary policy may ultimately have important implications for asset allocation and other investment decisions, we’re not convinced that its near-term impact will be particularly significant. Meanwhile, we continue to focus on security selection. the broad markets are largely efficient.

Investing 52

Investing Investments Assets Numbers 52

The Big Picture

AUGUST 29, 2023

Greg Davis, Chief Investment Officer at a little shop called the Vanguard Group, which manages $8 trillion. But you had the Asian financial crisis, the Russian ruble devaluation, and then you had long-term capital management blowing up. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest.

Portfolio 130

Portfolio Investing Investments Numbers 130

Brown Advisory

OCTOBER 11, 2021

Typically, there is an interest in the additional diversification alternatives may offer and the potential to increase return and manage risk. Importantly, this information should just be the start of a more in-depth conversation with an investment manager or advisor who would take into account the nuance and needs of each institution.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

OCTOBER 11, 2021

Typically, there is an interest in the additional diversification alternatives may offer and the potential to increase return and manage risk. Importantly, this information should just be the start of a more in-depth conversation with an investment manager or advisor who would take into account the nuance and needs of each institution.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

The Big Picture

MARCH 26, 2024

And that combination of her unique perch and perspective and her deep experience, a as either a fund manager or a strategist for the past 38 years unparalleled in the world of investing. And then the avatar side that I ultimately joined, which was the institutional money management firm at Barry. It wasn’t the case.

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Investing Investments Marketing Marketing 143

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. So obvious question, it’s 1990, technology is about to explode, how do you help a value manager short of saying, psst, go buy growth? RITHOLTZ: All right. BERNSTEIN: Yeah.

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Economy Investing Investments Portfolio 154

The Big Picture

DECEMBER 20, 2022

The transcript from this week’s, MiB: Robert Koenigsberger, Gramercy Funds Management , is below. He started at a small boutique before going to Merrill Lynch and Lehman Brothers, and ultimately launching his own shop called Gramercy Funds Management. ROBERT KOENIGSBERGER, FOUNDER, CHIEF INVESTMENT OFFICER, MANAGING PARTNER.

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