Remove Clients Remove Executive Compensation Remove Portfolio
article thumbnail

2021 Year-End Planning Letter

Brown Advisory

We recognize these factors are creating concern for many of our clients and, in some cases, a feeling that it is imperative to act before December 31. The disruption caused by the coronavirus led (in some cases, forced) some clients to make meaningful changes in their living and working arrangements.

article thumbnail

Diving Deep: Achieving Outperformance By Using Environmental Research

Brown Advisory

When sizing up a company’s opportunities and risks, portfolio managers vary widely in how they weigh ESG factors. Some portfolio managers use ESG data to find companies that they believe are less harmful than others. They then construct their portfolios by using traditional measures for valuation and performance.

Food 52
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Diving Deep: Achieving Outperformance By Using Environmental Research

Brown Advisory

When sizing up a company’s opportunities and risks, portfolio managers vary widely in how they weigh ESG factors. Some portfolio managers use ESG data to find companies that they believe are less harmful than others. They then construct their portfolios by using traditional measures for valuation and performance.

Food 52
article thumbnail

What Executives Need to Know About Performance Awards

Zajac Group

The more deliberately a company can structure its executives’ performance share metrics, the better it can align executive incentives with its particular values and vision. PSAs may also be combined with more traditional RSUs and/or stock options that vest over time, to round out a robust executive compensation package.

Taxes 52
article thumbnail

Intel SERPLUS Elections 2020: 4 Steps to Consider Given the Recent Company Uncertainty

Cordant Wealth Partners

The best way to do this (and what we do for clients) is to have a model that lets us do different scenario analysis to make an informed decision based on both individual factors and your company’s outlook. Shifts a concentrated equity position to a more diversified portfolio. This is, without a doubt, a lot to factor in.

article thumbnail

Siemens Deferred Compensation Elections for Former Employees of Mentor Graphics: 4 Steps to Consider

Cordant Wealth Partners

The best way to do this (and what we do for clients) is to have a model that lets us do different scenario analysis to make an informed decision based on both individual factors and your company’s outlook. Shifts a concentrated equity position to a more diversified portfolio. When to distribute? How to invest?

article thumbnail

How Municipal Bonds Influence Justice & Equality

Brown Advisory

Matters of racial and environmental justice are important to us and to our clients, and we have always considered these factors as part of our ESG research and our process for evaluating investments. Its management and executive compensation plans are also tied to factors related to racial equity.