Assets Events Risk Analysis Valuation 
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.
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.
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Brown Advisory
MARCH 28, 2019
The “5% rule” was instituted in 1981 by the IRS; this rule requires private foundations to distribute at least 5% of portfolio assets each year, and over time this rule has been voluntarily adopted by nonprofits of all types. In the past, spend-rate planning was a fairly straightforward task for investment committees.
Brown Advisory
MARCH 28, 2019
The “5% rule” was instituted in 1981 by the IRS; this rule requires private foundations to distribute at least 5% of portfolio assets each year, and over time this rule has been voluntarily adopted by nonprofits of all types. In the past, spend-rate planning was a fairly straightforward task for investment committees.
Brown Advisory
AUGUST 14, 2023
We have twice seen British Sterling spike up as a factor risk on one-off non-repeatable issues: Brexit in 2016 and the mini-budget fiasco in 2022. Both “risks” faded in the models quickly; the events had already happened. Consequently, the cross correlations are high as is factor risk; sectors are a blunt instrument.
Brown Advisory
DECEMBER 18, 2017
Today, we use this process to manage several other equity and multi-asset strategies, and we use a similar approach to manage our sustainable fixed income strategies. Risk monitoring is coordinated within the equity division with Research Analyst Erin Cawley working in tandem with senior team members.
Brown Advisory
DECEMBER 18, 2017
The following are ways we seek to identify additional risks and opportunities outside traditional analysis: Investigative research. ESG analysis. Quantitative risk analysis and reporting. Behavioral analytics. Investigative Research.
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