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.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

MarketWatch

MARCH 24, 2023

SCHW CEO Walt Bettinger said the brokerage and financial services firm has enough resources to continue to operate even if it lost its deposits over the coming year, The Wall Street Journal reported Friday. In the case of Charles Schwab, the bank is holding some bonds that are currently under water on paper.

Certification 74

Certification Portfolio Management Financial Services Portfolio 74

Good Financial Cents

JUNE 11, 2023

You see, financial advisors that focus primarily on wealth management can be costly to keep around. They charge either a percentage of assets managed or a flat hourly rate that can run as high as several hundred dollars per hour, plus trading commissions and administrative fees. And, that’s it.

Management 80

Management Investing Investments Wealth Management 80

Brown Advisory

JANUARY 17, 2024

Bank Rakyat’s micro lending business has approximately 98% annual payback on its loans. ROIC calculations presented use LFY (last fiscal year) and exclude financial services. Certain accounts in the Composite may pay asset-based custody fees that include commissions. 13 It’s a win-win.

Investing 52

Investing Investments Portfolio Compliance 52

The Big Picture

NOVEMBER 14, 2023

Eventually leading her to a point where she’s managing quants, running about a hundred billion dollars in assets. 00:02:59 [Speaker Changed] I was not, I was waitressing one summer, my final summer after my senior year and a friend called and said, I just interviewed with the financial services company.

Math 130

Math Management Insurance Assets 130

Brown Advisory

JUNE 21, 2017

Generally, index fund fees are low because management costs are minimal (investment judgment is not required to track an index) and administrative expenses are typically spread over a large asset base. are there better or worse moments in time to enact an indexing strategy) and choice of asset class (i.e.,

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

Generally, index fund fees are low because management costs are minimal (investment judgment is not required to track an index) and administrative expenses are typically spread over a large asset base. Manager Characteristics. Less Efficient Asset Classes.

Investing 52

Investing Investments Portfolio Management 52

The Big Picture

OCTOBER 19, 2022

He is the managing director of Vanguard’s Financial Advisor Services Division, where he began back in 2002. That group provides investment services, education and research to more than a thousand financial advisory firms, representing more than $3 trillion in assets. Tom joined Vanguard back in 1988.

Financial Advisor 274

Financial Advisor Clients Taxes Investing 274

Brown Advisory

AUGUST 14, 2023

banking crisis in 1Q23 and this is undoubtedly not an exhaustive list. Sometimes factors are short and sharp as seen with the US banking crisis earlier this year. ROIC calculations presented use LFY (last fiscal year) and exclude financial services. WACC is the average rate a company expects to pay to finance its assets.

Investing 52

Investing Investments Portfolio Accounting 52

The Big Picture

OCTOBER 31, 2023

And so we’ve grown from a very small company with 29 partners back in 1979 to, as you noted, over a trillion dollars of assets and it become very diversified. So fixed income is now a substantial percentage of our assets. Where, 00:06:25 [Speaker Changed] Where were you managing those for in 96? That are all gone.

Management 152

Management Investing Investments Portfolio 152

The Big Picture

MARCH 7, 2023

 The transcript from this week’s, MiB: Maria Vassalou, Goldman Sachs Asset Management , is below. And that led her to various jobs at Wasserstein Perella McKinsey’s Asset Management Group. And all these questions that I was trying to answer had direct applications to hedge fund strategies and portfolio management.

Assets 161

Assets Management Portfolio Marketing 161

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. We believe that the investment return needed to achieve that objective should be the most important guidepost for a portfolio’s asset allocation. Source: BLOOMBERG.

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. We believe that the investment return needed to achieve that objective should be the most important guidepost for a portfolio’s asset allocation. Source: BLOOMBERG.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

The Big Picture

JULY 18, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Tom Wagner, co-founder and portfolio manager at Knighthead Capital. And he had a sizable amount of money under management and hard-closed his vehicle and in his first 14 months, if I remember correctly, his gross return was 120%.

Investing 130

Investing Investments Assets Insurance 130

The Big Picture

MAY 23, 2023

And now we, you know, we’re just shy of $145 billion of assets on the management across the entire credit curve. My dad was a public GP, you know, in the National Health Service in England and my mom was a public school teacher. And quite frankly, I didn’t know what financial services was. But the roots are deep.

Clients 152

Clients Management Engineering Investing 152

The Irrelevant Investor

JULY 19, 2016

Here he is, from his 1967 classic: A stock is for all practical purposes, a piece of paper that sits in a bank vault. It's the assets you have to worry about. 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.

Investing 52

Investing Investments Asset Allocation Assets 52

Brown Advisory

SEPTEMBER 11, 2016

Maintaining liquidity allows a portfolio manager to snap up new opportunities such as General Dynamics, whose shares have risen 14% this year as of September 6. Criteria evaluated include: market capitalization, financial viability, liquidity, public float, sector representation, and corporate structure. small-cap stocks.

Economics 52

Economics Economy Communication Clients 52

Brown Advisory

SEPTEMBER 11, 2016

Maintaining liquidity allows a portfolio manager to snap up new opportunities such as General Dynamics, whose shares have risen 14% this year as of September 6. Criteria evaluated include: market capitalization, financial viability, liquidity, public float, sector representation, and corporate structure. small-cap stocks.

Economics 52

Economics Economy Communication Clients 52

The Big Picture

FEBRUARY 28, 2023

They run over $135 billion in assets. I was actually running the Investment Banking Club at BYU, and you know, thought I was interested in that, interested in going to Wall Street. And I went to pitch this asset management guy on why he should come be a part of that process. I think we are very much an owner of assets.

Clients 141

Clients Investing Investments Assets 141

Good Financial Cents

FEBRUARY 15, 2023

Investment management companies – firms that provide individual portfolio management and may work with other investment companies. Robo-advisors, in particular, have democratized investment management. But they also offer their Wealth Management service for investors with at least $100,000 to invest.

Investing 93

Investing Investments Commission Risk Tolerance 93

The Big Picture

APRIL 11, 2023

And if you’re a lazy value investor buying high yields, you’re going to be buying a lot of banks right now. DAMODARAN: A lot of regional banks right now have dividend yields of 6, 7, 8 percent. DAMODARAN: The write-offs are going to be the banks writing it off. RITHOLTZ: Right. RITHOLTZ: Not the debt.

Valuation 286

Valuation Education Government Numbers 286