Remove Assets Remove Ethics Remove Financial Market Remove Retail
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Global Leaders Investment Letter: August 2022

Brown Advisory

The RoIC has been above 20% for every year of the past two decades except once at the depths of the global financial crisis in 2009. retail energy prices have already doubled into the lows of the mid-summer demand season; Dutch TTF (Title Transfer Facility) natural gas futures prices are up nearly 400% year to date 5.

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ESG, Shorthand, and Shortcuts

Brown Advisory

Directors and corporate leadership are accountable well beyond mere compliance to address issues of transparency, trust, ethics, diversity and inclusion, and stakeholder engagement. Free Cash Flow is a measure of financial performance calculated as operating cash flow minus capital expenditures.

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Transcript: Matt Levine

The Big Picture

You were saying that you had a code of ethics, but then your CEO was sexually harassing people. Matt Levine : 00:16:47 I was struck by like the ability of retail investors collectively to move stock prices, right? I was, I mean I think people confidently declared it on Reddit and I was like, sure, but it’s retail.

Retail 130
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Transcript: Luis Berruga, Global X ETFs

The Big Picture

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. First of all, I think the amount of investors that participate in the financial markets is much smaller than it is in the U.S. What percentage of the assets are in ETFs relative to mutual funds?

Clients 157
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Should you die and go to hell before selling an annuity?

Sara Grillo

And if you want to join the right for higher ethics in financial advice, join the Transparent Advisor Movement. It was at that point Scott thought there had to be a better way for investors to obtain unbiased advice and low-cost access to the financial markets. Do you have a burning opinion you’d like to share?

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Should you cancel your CFP designation?

Sara Grillo

Get ready for a ride as we examine it from all angles: regulatory, ethically, intellectually, etc. Wright says, if we are going to asset that the CFP Board and marks are bad, we should ask the question, “bad compared to what?” Wright retorts back that restrictions don’t necessarily mean higher ethical standards.

CFP 80
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Transcript: Ed Hyman

The Big Picture

It’s not as, as strong as your business in the asset management business. Hustle was managing institutional right assets. Don’t write it down, but they surveyed retailers. Like re like retail for example, or autos, trucking companies, you name it. How, how did they coexist under the same roof? 30 industries.

Economy 144