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Global Leaders Strategy Investment Letter: August 2023

Brown Advisory

AUGUST 14, 2023

Before making any new investment, we analyse that potential new idea’s contribution to total portfolio risk with the aim of lifting stock-specific risk. WACC is the average rate a company expects to pay to finance its assets. Factor Return is the return attributable to a particular common factor.

Investing 52
Investing Investments Portfolio Accounting 52
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Webinars: The Secret to Increasing Your Conversion Rate

Indigo Marketing Agency

AUGUST 11, 2020

During your presentation, you can talk about your minimum investable assets and your minimum account size. Remember, your prospects don’t necessarily care about the tax strategies you use or the risk analysis software you swear by. You don’t have to worry about technology risks. First, you want to create value.

Financial Advisor 52
Financial Advisor Clients Sales Risk Analysis 52
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