Brown Advisory

SEPTEMBER 12, 2019

And recent IRS guidance has cleared the way for ERISA fiduciaries to incorporate mission-related investments more broadly in their portfolio strategies. Do the standards of care and loyalty permit a trustee to consider factors other than financial returns when making investment decisions?

Investing 52

Investing Investments Fiduciary Duty Portfolio 52

Brown Advisory

SEPTEMBER 12, 2019

And recent IRS guidance has cleared the way for ERISA fiduciaries to incorporate mission-related investments more broadly in their portfolio strategies. Do the standards of care and loyalty permit a trustee to consider factors other than financial returns when making investment decisions? ESG AND FIDUCIARY RESPONSIBILITY.

Investing 52

Investing Investments Fiduciary Duty Portfolio 52

Brown Advisory

JULY 23, 2019

The Brown Advisory Flexible Equity Strategy holds shares in Berkshire Hathaway. Background on Berkshire Hathaway Since Buffett took control of Berkshire Hathaway in 1965, Berkshire has grown from a small, competitively challenged New England textile company to one of the largest U.S. The course is more how to think than what to think.

Insurance 52

Insurance Investing Investments Management 52

Brown Advisory

JULY 23, 2019

The Brown Advisory Flexible Equity Strategy holds shares in Berkshire Hathaway. Since Buffett took control of Berkshire Hathaway in 1965, Berkshire has grown from a small, competitively challenged New England textile company to one of the largest U.S. The course is more how to think than what to think. Background on Berkshire Hathaway.

Insurance 52

Insurance Investing Investments Management 52

Brown Advisory

JUNE 1, 2023

Introducing the Brown Advisory U.S. At Brown Advisory, we have long championed a performance-first mindset, which has enabled us to focus and deliver attractive long- term returns to our clients as well as achieving positive environmental and social outcomes. WHY SUSTAINABLE VALUE?

Portfolio 52

Portfolio Valuation Investing Investments 52

Brown Advisory

SEPTEMBER 22, 2017

This is an important challenge to overcome for "ESG" and "impact" investors, but also for mainstream investors who need clarity on the practical performance of companies and investment managers who claim to incorporate ESG goals into their strategies. There is nonetheless little to no standardization in how companies report ESG data.

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

SEPTEMBER 22, 2017

This is an important challenge to overcome for "ESG" and "impact" investors, but also for mainstream investors who need clarity on the practical performance of companies and investment managers who claim to incorporate ESG goals into their strategies. There is nonetheless little to no standardization in how companies report ESG data.

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

OCTOBER 4, 2021

For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting. This trend may lead to a generation of new companies and innovative ideas related to climate, each carrying their own set of investment risks and opportunities.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

OCTOBER 4, 2021

For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting. This trend may lead to a generation of new companies and innovative ideas related to climate, each carrying their own set of investment risks and opportunities.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

JUNE 12, 2017

Rather than a transcript, these notes are highlights organized to group common themes from responses to related questions. Berkshire Hathaway is one of the larger holdings in the Brown Advisory Flexible Equity Strategy. annual rate of the Standard & Poor’s 500® Index since Buffett took control in 1965.

Investing 52

Investing Investments Ethics Taxes 52

Brown Advisory

JUNE 12, 2017

Rather than a transcript, these notes are highlights organized to group common themes from responses to related questions. Berkshire Hathaway is one of the larger holdings in the Brown Advisory Flexible Equity Strategy. annual rate of the Standard & Poor’s 500® Index since Buffett took control in 1965. Berkshire Hathaway.

Investing 52

Investing Investments Ethics Taxes 52

WiserAdvisor

JANUARY 23, 2024

The decision to hire a financial advisor is a prudent move. Seeking professional advice can provide valuable insights and a roadmap to achieve your financial goals with strategic planning. But the world of financial advice is crowded. Moreover, your financial advisor’s way of working might not match your style.

Financial Advisor 52

Financial Advisor Risk Tolerance Communication Taxes 52

Brown Advisory

JUNE 16, 2022

He has achieved some remarkable results due to unwavering persistency and immense personal reserves of resilience – the same skill that a successful long-term investor needs – which, as it happens, he is also! It’s the practical application where market timing fails. In theory this is obvious.

Investing 52

Investing Investments Valuation Accounting 52

Brown Advisory

MAY 25, 2017

Practical Pessimism: Brown Advisory’s Approach to Credit Research. A credit investor’s success rests on the strength of his or her credit research and ability to translate that research into smart capital allocation decisions about individually attractive bonds. It is a standardized framework. Thu, 05/25/2017 - 10:02.

Portfolio 52

Portfolio Investing Investments Clients 52

Sara Grillo

SEPTEMBER 12, 2022

The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc. For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

Sara Grillo

SEPTEMBER 26, 2022

We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. For those of you who are new to my blog, my name is Sara.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

APRIL 25, 2023

Brian Hamburger has been one of the leading authorities in the world of registered investment advisories, broker-dealers, SEC regulatory compliance. You turned out to be the first dual economics financial management major at Quinnipiac. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest.

Compliance 150

Compliance Wealth Management Clients Management 150

Brown Advisory

MAY 16, 2016

Related topics are grouped together and I have put my thoughts and comments in brackets to distinguish them from the comments of Buffett and Munger. Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. for the S&P® 500. for the S&P® 500.

Insurance 52

Insurance Investing Investments Banking 52

Brown Advisory

AUGUST 1, 2018

Rather than a transcript, these notes are filtered observations organized to group common themes from responses to related questions. Berkshire Hathaway is one of the larger holdings in the Brown Advisory Flexible Equity Strategy. annual return of the Standard & Poor’s 500® Index since Buffett took control in 1965.

Assets 52

Assets Investing Investments Insurance 52

Brown Advisory

AUGUST 1, 2018

Rather than a transcript, these notes are filtered observations organized to group common themes from responses to related questions. Berkshire Hathaway is one of the larger holdings in the Brown Advisory Flexible Equity Strategy. annual return of the Standard & Poor’s 500® Index since Buffett took control in 1965.

Assets 52

Assets Investing Investments Insurance 52

Brown Advisory

JUNE 28, 2017

The new administration doesn’t really have a full-fledged policy proposal yet, but the skeleton it has put forward is a huge tax cut, not tax reform. In 1981, we passed the Economic Recovery Tax Act (ERTA), and that was the objective—to pump new life into the economy after a decade stuck in the mud. like larger global firms do.

Taxes 52

Taxes Economy Clients Government 52

Brown Advisory

JUNE 28, 2017

The new administration doesn’t really have a full-fledged policy proposal yet, but the skeleton it has put forward is a huge tax cut, not tax reform. In 1981, we passed the Economic Recovery Tax Act (ERTA), and that was the objective—to pump new life into the economy after a decade stuck in the mud. like larger global firms do.

Taxes 52

Taxes Economy Clients Government 52

Brown Advisory

FEBRUARY 7, 2017

A “normal distribution,” is said to occur when about 95% of the values lie within two standard deviations (a measure of dispersion) of the mean. Presidential votes suggests that investors quickly embraced the new, unexpected reality—also to the surprise of prognosticators. Higher Kurtosis? Who woulda thunk it?

Investing 52

Investing Investments Management Portfolio 52

Brown Advisory

FEBRUARY 7, 2017

A “normal distribution,” is said to occur when about 95% of the values lie within two standard deviations (a measure of dispersion) of the mean. Presidential votes suggests that investors quickly embraced the new, unexpected reality—also to the surprise of prognosticators. Higher Kurtosis? Who woulda thunk it?

Investing 52

Investing Investments Management Portfolio 52