Brown Advisory

OCTOBER 11, 2021

These can include aspects like size, time horizon, expertise, financial situation and governance. Muted Expectations Over past decades investors have had to take more risk in order to meet the same return hurdle. This analysis is not intended to be a guarantee of future results. Source: BLOOMBERG.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

OCTOBER 11, 2021

These can include aspects like size, time horizon, expertise, financial situation and governance. Over past decades investors have had to take more risk in order to meet the same return hurdle. With traditional assets like stocks and bonds at high valuations, the implications for future returns of those assets may be underwhelming.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

MARCH 28, 2019

DEFINING RISK When it comes to managing institutional portfolios, most CIOs, committees and advisors adopt one of two philosophical approaches. The first approach is to determine an acceptable level of risk—often termed a “risk budget”—and then seek to maximize potential return within that risk constraint.

Asset Allocation 52

Asset Allocation Portfolio Assets Clients 52

Brown Advisory

MARCH 28, 2019

The first approach is to determine an acceptable level of risk—often termed a “risk budget”—and then seek to maximize potential return within that risk constraint. Alternately, they can determine a target or required rate of return, and then adjust risk up or down to meet that return goal.

Asset Allocation 52

Asset Allocation Portfolio Assets Clients 52