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Transcript: Jeffrey Becker, Jennison Associates Chair/CEO

The Big Picture

I, I said that to myself that if I left, it would not be for another insurance or bank owned asset manager. We take, we take large positions in, in, in concentrated portfolios, and we’re really striving to be that high alpha equity manager for, for pension plans and for wealth allocators.

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The Ultimate Guide to Tax-Loss Harvesting

Harness Wealth

Portfolio rebalancing: Selling underperforming assets helps investors maintain an optimal asset allocation. In short, the present value of current tax savings is seen as more valuable than uncertain future tax liabilities. Unused losses that exceed annual limits can also be carried forward to future tax years.

Taxes 52
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On A Shoestring

Brown Advisory

Each of these philosophies is somewhat rooted in Modern Portfolio Theory (MPT), which introduced the now-intuitive idea that investments should be measured by how well they compensate investors for risk, as measured by standard deviation (i.e., expected dispersion from mean returns).

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On A Shoestring

Brown Advisory

Each of these philosophies is somewhat rooted in Modern Portfolio Theory (MPT), which introduced the now-intuitive idea that investments should be measured by how well they compensate investors for risk, as measured by standard deviation (i.e., expected dispersion from mean returns).

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Workable Wealth Investing Series: What Investment Strategies Should I Use?

Workable Wealth

Adding another layer, the stocks in your portfolio can be across economic sectors like pharmaceuticals, finance, and petroleum. . Asset Allocation. Building on diversification, asset allocation is an investment strategy that builds your portfolio by weighing an adequate amount of risk for your goals.

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Investment Perspectives | Cool Change

Brown Advisory

And often, as in the present instance, it just “feels right.” 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. Other times, a series of occurrences allows a decision to evolve gradually.

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Investment Perspectives | Cool Change

Brown Advisory

And often, as in the present instance, it just “feels right.”. 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. Other times, a series of occurrences allows a decision to evolve gradually.