The Big Picture

SEPTEMBER 23, 2023

This week, we speak with Armen Panossian , managing director and head of performing credit at Oaktree Capital Management , which has $179 billion in assets under management. He previously worked for Pequot Capital Management, where he worked on distressed debt strategy.

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The Big Picture

APRIL 8, 2023

The average portfolio manager is driven by emotion and mood and while they talk the value investing talk, in the end they are people who are still judged on a quarterly basis. You can stream and download our full conversation, including any podcast extras, on Apple , Stitcher , Spotify , Google and Bloomberg.

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The Big Picture

MARCH 25, 2023

This week, we speak with former hedge fund manager Dominique Mielle, author of 2021’s “ Damsel in Distressed: My Life in the Golden Age of Hedge Funds.” Mielle spent two decades as a partner and senior portfolio manager at Canyon Capital Advisors and was named one of the “50 Leading Women in Hedge Funds” by the Hedge Fund Journal and E&Y.

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The Big Picture

DECEMBER 30, 2023

billion; Last year, FT purchased O’Shaugnessy Asset management, including its breakout direct indexing product Canvas, for an undisclosed amount; this year, FT purchased Putnam for $925 million. Be sure to check out our Masters in Business next week with Tom Wagner, Co-Portfolio Manager at Knighthead Capital.

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The Big Picture

JULY 8, 2023

billion; Last year, FT purchased O’Shaugnessy Asset management, including its breakout direct indexing product Canvas, for an undisclosed amount; this year, FT purchased Putnam for $925 million. Be sure to check out our Masters in Business next week with Tom Wagner, Co-Portfolio Manager at Knighthead Capital.

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Trade Brains

NOVEMBER 4, 2023

More specifically, tradetron tech allows the user to trade in multiple asset classes like equities, forex, F&O, etc across multiple exchanges like NSE, NASDAQ, Bitcoin Exchanges, etc. Order management facility to keep track of different orders across multiple asset classes Access to live technical charts to facilitate algo trading.

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Carson Wealth

JANUARY 16, 2024

DOWNLOAD OUR 2024 MARKET OUTLOOK The Macroeconomic Backdrop As we look to the year ahead, our proprietary Leading Economic Index (LEI) indicates even lower odds of a recession than 2023. The chart below is our version of the industry staple Quilt Chart of asset class returns. in the last two months to finish with more than a 5% gain.

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Brown Advisory

JULY 14, 2020

31, 2019, our firm managed more than $6 billion* in client assets under various sustainable investment mandates for individuals, families and institutions. Our primary starting point investigating how each business serves their customer naturally leads to a philosophical focus on positive ESG factors.

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Brown Advisory

JULY 14, 2020

Download the Report. . A Letter of Introduction From The Portfolio Managers. . 31, 2019, our firm managed more than $6 billion* in client assets under various sustainable investment mandates for individuals, families and institutions. Portfolio Manager . . Portfolio Manager. . . . . .

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Brown Advisory

JUNE 17, 2022

2021 Global Leaders Impact Report mhannan Fri, 06/17/2022 - 11:06 Download the Report A Letter of Introduction From The Portfolio Managers Our 2021 report combines our thinking across many ESG topics alongside articles on low carbon investing and how looking after one’s customer is tied to ESG.

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Brown Advisory

JUNE 17, 2022

Download the Report. . A Letter of Introduction From The Portfolio Managers. We, the Global Leaders portfolio managers, are long-term investors with our capital at stake alongside yours hence we aim to limit all risks, both ESG and fundamental, whilst investing behind attractive opportunities. Portfolio Manager.

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Trade Brains

MARCH 8, 2024

With a commitment to providing end-to-end digital financial solutions, the company has also ventured into portfolio management services. The company’s impressive reach is evident with over 39 million app downloads, reflecting a strong user base of 13.8 million clients.

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The Big Picture

FEBRUARY 6, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Now I do fundamental side research portfolio management, which I just, 00:08:20 [Speaker Changed] So, so you joined GMO, there’s 60 people, 30 years. They’ve grown tremendously.

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Brown Advisory

MAY 7, 2021

The group also shares their thoughts on the role unconventional assets like gold and Bitcoin can play in client portfolios. Download transcript MORE ON THIS TOPIC Brown Advisory Global Leaders Strategy: Ted Seides interviews Mick Dillon In this podcast, Ted Seides of Capital Allocators interviews Portfolio Manager Mick Dillon.

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Brown Advisory

MAY 7, 2021

The group also shares their thoughts on the role unconventional assets like gold and Bitcoin can play in client portfolios. Download transcript. . In this podcast, Ted Seides of Capital Allocators interviews Portfolio Manager Mick Dillon. MORE ON THIS TOPIC.

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The Big Picture

OCTOBER 24, 2022

The transcript from this week’s, MiB: Marta Norton, Morningstar Investment Management , is below. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. They advise or directly manage about $250 billion in flying assets.

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Brown Advisory

JUNE 3, 2015

The boom in sustainable strategies has made it far easier than even five years ago to construct a sustainable portfolio across asset classes—from stocks to fixed income to compelling private equity alternatives. Today, however, we can boost that to 80% in a balanced portfolio. Across the Asset Spectrum.

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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. The “core” allocation is made up of a mix of assets aimed at stability and growth. We cannot control the first two forces.

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The Big Picture

JULY 11, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Google , YouTube , and Bloomberg. One is we were securitizing the assets in the auto loan and selling them off to other asset managers because we weren’t able to buy them ourselves.

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Brown Advisory

DECEMBER 2, 2015

Even assets in the most buttoned-up plan for wealth transfer can be frittered away or become a source of strife without proper balance, transparency, objectivity, education and monitoring. For those who have assets to pass on, this all but guarantees a bumpy path for heirs in obtaining their inheritance.

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Brown Advisory

DECEMBER 2, 2015

Please download The Advisory to read other articles in this issue including: Off the Beaten Trail. By Taylor Graff, CFA, Asset Allocation Analyst. We are recommending that clients consider high-yield bonds and other asset classes that can offer the prospect of solid gains that diverge from the path of traditional stocks and bonds.

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Clients Asset Allocation Economics Estate Planning 52

Brown Advisory

SEPTEMBER 3, 2015

Please download The Advisory to read other articles in this issue including: Shadow Consumption. By Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy; Priyanka Agnihotri, Equity Research Analyst. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. By Paul Chew, CFA, Head of Investments. Rude Awakening.

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Brown Advisory

SEPTEMBER 1, 2015

Please download The Advisory to read other articles in this issue including: Europe's Slow Climb. By Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy and Priyanka Agnihotri, Equity Research Analyst. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. By Taylor Graff, CFA, Asset Allocation Analyst.

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Good Financial Cents

AUGUST 11, 2022

Robo-advisors offer easy account setup, robust goal planning, account services, and portfolio management all at a reasonable price - start investing today by clicking on your state. After all, the people in that case study actually had other assets in their favor. Download Now Offer valid for U.S. Investing with a Plan.

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Trade Brains

JUNE 2, 2023

Services by Angel One: The services provided by the Angel One include Demat Account, Trading Account, Intraday Trading, Advisory Services, Efficient Customer Support, Depository Service, Portfolio Health Score, ARQ – AI-Powered Robo Advisory, NRI Services and Loan against Shares.

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Brown Advisory

JUNE 3, 2015

Please download The Advisory Special Edition to read other articles in this issue including: Starting Points. By Erika Pagel, Portfolio Manager, and James Stierhoff, Associate Analyst. But, we believe adamantly that successful investing will require a proactive and significant commitment to understanding a sustainable world.

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Brown Advisory

JANUARY 17, 2024

Download it here Darwinian Investing: The Science of Rejection The outperformance of the “Magnificent Seven”1 during 2023 led to many questions from our investors (for instance “why are you underweight the Mag 7?”) Certain accounts in the Composite may pay asset-based custody fees that include commissions.

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The Big Picture

MAY 9, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He’s a member of the management committee. trillion in assets under supervision.

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Brown Advisory

JUNE 3, 2015

Please download The Advisory to read other articles in this issue including: Demystifying Sustainable Investing. By Erika Pagel, Portfolio Manager, and James Stierhoff, Associate Analyst. Sustainability strategies are not listed in financial statements or captured by standard metrics. By Mike Hankin, President and CEO.

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Brown Advisory

JUNE 3, 2015

Ahead of the first tightening by the Federal Reserve in nine years, we are shifting into less-traditional assets, anticipating that, at best, U.S. In anticipation of the policy switch, we have reallocated across a wide range of asset classes in an effort to limit risks and seize new opportunities. The Advisory | June 2015.

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Sara Grillo

APRIL 11, 2022

He does not take custody of assets or have discretion. He conducts a two hour session with clients which is intentioned to be a portfolio check up, if you will. After the session, he provides them with a 3-5 page letter containing recommendations which they then implement on their own or hire an investment manager to execute.

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Brown Advisory

SEPTEMBER 3, 2015

Please download The Advisory to read other articles in this issue including: Shadow Consumption. By Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy; Priyanka Agnihotri, Equity Research Analyst. By Taylor Graff, CFA, Asset Allocation Analyst. By Paul Chew, CFA, Head of Investments. Dream or Opportunity?

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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.

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Brown Advisory

NOVEMBER 29, 2022

Download the Report. . In this report, we discuss this work and our broader sustainable investing initiative, which informs our climate and impact analyses—including our ESG research, portfolio management, engagement, proxy voting, internal colleague education and other programs. Tue, 11/29/2022 - 14:04.

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Brown Advisory

AUGUST 14, 2023

Download it here > The Hidden Trouble Within Dear Fellow Investors, We have fielded a number of questions over the past six months from clients and prospects about how we think about and control factor risks within the Global Leaders strategy. WACC is the average rate a company expects to pay to finance its assets.

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Brown Advisory

FEBRUARY 23, 2022

Moderator: Brad Dunn, Portfolio Manager; Meredith Shuey Etherington, Portfolio Manager Maximizing Your Assets Wednesday, November 17, 2020 During this first event of the series, our panel focused on how you can plan now to maximize your assets and prepare for an exit—whether it is quickly approaching or may be years away.

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Brown Advisory

FEBRUARY 23, 2022

Speakers: Michael Aldrich, Global Head of Operational Security; Rebecca Sugarman, Chief Human Resources Officer; Craig Standish, Head of Boston Office Moderator: Victor Abiamiri, Portfolio Manager. . Moderator: Brad Dunn, Portfolio Manager; Meredith Shuey Etherington, Portfolio Manager. .

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