Brown Advisory

SEPTEMBER 25, 2023

3) Spanning the economic landscape – we have already acknowledged the much larger number of companies available to invest in versus the large-cap space. Across its range of small-cap strategies, it manages approximately $9bn on behalf of institutional and intermediary clients as well as high net worth individuals.

Portfolio 52

Portfolio Clients Management Investing 52

The Big Picture

OCTOBER 24, 2022

She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. MARTA NORTON, CHIEF INVESTMENT OFFICER, MORNINGSTAR INVESTMENT MANAGEMENT: Right. NORTON: Yeah.

Portfolio 130

Portfolio Management Assets Investing 130

The Big Picture

JULY 11, 2023

JOHNSON: So I spent a year, my father said to me, “Look, if you’re going to be in the financial services business you should probably work in New York.” Otherwise, the West Coast, if you were in the financial services business, it was rough life. ” Who are the number one users of TurboTax?

Management 215

Management Investing Investments Assets 215

Brown Advisory

JANUARY 17, 2024

We are in the rejection business and the statistics are stark as to how we should be very careful whenever investing our clients’ hard-earned dollars. in a portfolio with an average holding period approaching ten years; and 3) remembering to buy back in at an opportune moment. You have to survive in order to thrive.

Investing 52

Investing Investments Portfolio Compliance 52

The Big Picture

OCTOBER 19, 2022

And Wall Street didn’t work out for a variety of reasons, but I ended up working sort of an adjacent industry in the portfolio management software business, and really wasn’t where my passion was. We’re owned by our clients. I was employee number one in London. It’s got such a sense of purpose.

Financial Advisor 277

Financial Advisor Clients Taxes Investing 277

The Big Picture

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He’s a member of the management committee. He co-chairs a number of the asset management investment committees. And again, I ended up in the financial services audit practice at KPMG. Three main client segments.

Assets 290

Assets Clients Investing Investments 290

Brown Advisory

OCTOBER 28, 2019

Healthy Returns: Sustainable Investing in the Health Care Sector ajackson Mon, 10/28/2019 - 14:59 Our Large-Cap Sustainable Growth portfolio managers discuss how they have approached the health care sector as sustainable investors. We try to avoid companies that, in our view, are excessively exposed to pressures out of their control.

Investing 52

Investing Investments Medical Portfolio 52

Brown Advisory

OCTOBER 28, 2019

Our Large-Cap Sustainable Growth portfolio managers discuss how they have approached the health care sector as sustainable investors. As a final note, we should mention that a number of our successful investments are not in the health care sector, but their growth has been partly propelled by health care drivers.

Investing 52

Investing Investments Medical Portfolio 52

Brown Advisory

AUGUST 14, 2023

Download it here > The Hidden Trouble Within Dear Fellow Investors, We have fielded a number of questions over the past six months from clients and prospects about how we think about and control factor risks within the Global Leaders strategy. Numbers may not total due to rounding. Numbers may not total due to rounding.

Investing 52

Investing Investments Portfolio Accounting 52

Brown Advisory

MAY 31, 2017

Thus, we consistently maintained a reduced weighting in European equities in the years since the crisis (relative to the blended benchmarks typically used by our clients to measure portfolio results). We maintain a model portfolio internally to track the results of our asset allocation stances.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

Thus, we consistently maintained a reduced weighting in European equities in the years since the crisis (relative to the blended benchmarks typically used by our clients to measure portfolio results). We maintain a model portfolio internally to track the results of our asset allocation stances.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

The Big Picture

OCTOBER 31, 2023

And so our initial thrust was what our first hedge fund called Bay Pond, which is a financial services hedge fund, started by Nick Adams back in 1994, which will, I guess be celebrating its 30th anniversary next year. Where, 00:06:25 [Speaker Changed] Where were you managing those for in 96? The more private side of the street?

Management 154

Management Investing Investments Portfolio 154

Brown Advisory

JUNE 21, 2017

Investment Perspectives - The Great Debate achen Wed, 06/21/2017 - 12:35 Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing. Manager Characteristics. Portfolios with greater active share could be said to reflect more independent thinking on the part of the managers.

Investing 52

Investing Investments Portfolio Management 52

Good Financial Cents

JUNE 11, 2023

One thing that I have craved for investors is a tool that allows you to sync all your financial accounts – your investment portfolio, checking and savings accounts, credit cards and other loan accounts – in one place, and then provides an investment-related analysis of your entire portfolio.

Management 80

Management Investing Investments Wealth Management 80

The Big Picture

NOVEMBER 14, 2023

She has run a number of firms and a number of divisions at large firms and traced a career arc that’s just very unusual compared to the typical person in finance. Eventually leading her to a point where she’s managing quants, running about a hundred billion dollars in assets. It was Mass Financial Services.

Math 130

Math Management Insurance Assets 130

Brown Advisory

JUNE 1, 2023

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. The number of ESG-focused funds has mushroomed to meet investor demand. Numbers may not total due to rounding.

Portfolio 52

Portfolio Valuation Investing Investments 52

The Big Picture

MAY 23, 2023

This is a fascinating conversation about business growth and leadership and management and how to run a team. I — I found this to just be a fascinating masterclass in running a giant financial organization. My dad was a public GP, you know, in the National Health Service in England and my mom was a public school teacher.

Clients 154

Clients Management Engineering Investing 154

Brown Advisory

OCTOBER 4, 2021

Considering Climate within Portfolios ajackson Mon, 10/04/2021 - 11:00 An increasing number of investors are seeking to incorporate climate change in their investment calculus. Please refer to the callout box to the right of the chart for more information about the criteria used to evaluate the impact of portfolio securities. *The

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

OCTOBER 4, 2021

Considering Climate within Portfolios. An increasing number of investors are seeking to incorporate climate change in their investment calculus. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

MARCH 30, 2022

For institutional investors and professional clients only. The strategy has not entered intoa formal agreement to invest in any company and there remains a possibility thatcertain investments will not be approved by Brown Advisory or that the strategychooses not to invest for any number of reasons.

Investing 52

Investing Investments Marketing Marketing 52

The Big Picture

MARCH 7, 2023

Maria Vassalou has a fascinating history and background, London School of Economics to Columbia School of Business, where she actually was a professor for over a decade, and started consulting to the hedge fund and financial services industry. How do you crunch the numbers on that, and where do you come out on small cap and value?

Assets 164

Assets Management Portfolio Marketing 164

Brown Advisory

OCTOBER 11, 2021

The relationship team will customize portfolios to meet the guidelines, requirements and risk tolerance of our clients. Hedge funds can include a number of strategies: long-short, trading-oriented, global macro, event-driven and activist. We segment alternatives into two broad categories: hedge funds and private investments.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

OCTOBER 11, 2021

The relationship team will customize portfolios to meet the guidelines, requirements and risk tolerance of our clients. Hedge funds can include a number of strategies: long-short, trading-oriented, global macro, event-driven and activist. Balanced portfolios typically include a diversified allocation of private asset classes.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

APRIL 18, 2018

Balancing Act | For Good Measure: How We Value Global Leaders achen Wed, 04/18/2018 - 11:03 Valuation is a critical component of active investment management, yet many investors restrict themselves to a very narrow view of valuation by focusing on simple metrics like the price/earnings (P/E) ratio.

Valuation 52

Valuation Portfolio Investing Investments 52

Brown Advisory

APRIL 18, 2018

Valuation is a critical component of active investment management, yet many investors restrict themselves to a very narrow view of valuation by focusing on simple metrics like the price/earnings (P/E) ratio. In this article, Global Leaders portfolio managers Mick Dillon and Bertie Thomson discuss the dangers of oversimplifying valuation.

Valuation 52

Valuation Portfolio Investing Investments 52

The Irrelevant Investor

JULY 19, 2016

Wes has a great take on superior returns; "Sustainable alpha requires sustainable clients." A large swath of the financial services industry would love to have you believe in their magic. But the answer to a complex system isn't necessarily a complex investment portfolio that requires constant activity.

Investing 52

Investing Investments Asset Allocation Assets 52

The Big Picture

FEBRUARY 28, 2023

I found David Layton, CEO of the firm, to be very thoughtful and very much different in how he thinks about risk-reward liquidity, various market sectors, processes, just the whole gestalt of we are a steward of capital with our clients, and we are aligned with those clients. We have most of our clients from Europe. LAYTON: Yup.

Clients 143

Clients Investing Investments Assets 143

The Big Picture

APRIL 11, 2023

DAMODARAN: I am interested in numbers. I’m naturally a numbers person. To me, storytelling is much more — I mean, if you think about the history of humanity, for thousands of years, the way we pass down information was with stories, not numbers. It has allowed for this acceleration of number crunching.

Valuation 289

Valuation Education Government Numbers 289