Brown Advisory

JUNE 13, 2022

Our Perspective on Optimal Governance Structure. For many endowments and foundations (E&Fs), working with a new advisor can offer a great opportunity to consider aspects of board governance that should ensure a smooth transition and a successful, long-term, collaborative partnership. Mon, 06/13/2022 - 14:12.

Government 52

Government Investment Advisor Nonprofit Portfolio 52

Brown Advisory

OCTOBER 28, 2021

As chief scientist of The Nature Conservancy and the director of the Climate Center at Texas Tech, Dr. Hayhoe has been called “a national treasure” and “one of the nation’s most effective communicators on the threat of climate change.” The devastation in India has been harrowing for women, as communities struggle to protect public health.

Portfolio Management 52

Portfolio Management Economics Clients Education 52

Brown Advisory

OCTOBER 28, 2021

As chief scientist of The Nature Conservancy and the director of the Climate Center at Texas Tech, Dr. Hayhoe has been called “a national treasure” and “one of the nation’s most effective communicators on the threat of climate change.” Moderator: Jane Korhonen, Portfolio Manager at Brown Advisory. . The State of Women.

Portfolio Management 52

Portfolio Management Economics Clients Education 52

Brown Advisory

MARCH 28, 2017

In routine communications with Akamai in 2015, Brown Advisory portfolio managers inquired whether the company planned to transition to renewable energy sources. SIBs are backed by government entities but tap private impact investors for initial funding.

Investing 52

Investing Investments Government Nonprofit 52

Brown Advisory

MARCH 28, 2017

In routine communications with Akamai in 2015, Brown Advisory portfolio managers inquired whether the company planned to transition to renewable energy sources. SIBs are backed by government entities but tap private impact investors for initial funding.

Investing 52

Investing Investments Government Nonprofit 52

Brown Advisory

SEPTEMBER 12, 2016

managers focused on environmental, social and governance (ESG) factors and the 13.6% Through original sustainability research into stocks and fixed income securities—including diligence into government databases, company transcripts and interviews with executives— we find strengths that are not apparent in standard company reports.

Food 52

Food Executive Compensation Portfolio Management Valuation 52

Brown Advisory

SEPTEMBER 12, 2016

managers focused on environmental, social and governance (ESG) factors and the 13.6% Through original sustainability research into stocks and fixed income securities—including diligence into government databases, company transcripts and interviews with executives— we find strengths that are not apparent in standard company reports.

Food 52

Food Executive Compensation Portfolio Management Valuation 52

The Irrelevant Investor

JULY 24, 2017

I get to see how other people in the industry think, how much they know, and how they communicate with their clients. People's view of gold is driven by who is in the White House, how much taxes you pay, whether you're employed or on government assistance, etc. I've done this several times and they're always a great experience.

Financial Advisor 52

Financial Advisor Wealth Management Valuation Clients 52

ClearMoney

NOVEMBER 4, 2021

As with many things in life, the truth is somewhere between the extremes: While both simulated and real-world data suggest momentum may not be suitable as a driver of long-term asset allocations, we believe momentum considerations can be integrated in a cost-effective way to help inform daily portfolio management decisions.

Asset Allocation 52

Asset Allocation Commission Portfolio Distribution 52

Bell Investment Advisors

JUNE 29, 2023

I’m joined here today by Ryan Kelley, Lead Portfolio Manager and Research Analyst for Bell. government stepped in, and they wanted to avert a panic. So, there was less risk of a run because of the Federal government saying, “Hey, don’t worry about this. government securities. 0:17 Ryan Kelley: Thanks.

Marketing 52

Marketing Marketing Banking Numbers 52

Carson Wealth

AUGUST 21, 2023

The Bank of America Global Fund Manager Survey surveys portfolio managers that manage hundreds of billions of dollars. Some of this is because of a potentially increased supply of Treasuries, as the government attempts to cover a rising deficit. As a result, several bearish analysts are changing their tunes.

Marketing 52

Marketing Marketing Economy Retail 52

The Big Picture

DECEMBER 28, 2022

ELLIS: We’re all governed by our beliefs, and beliefs are much more powerful than data. ELLIS: And you could argue that one of the great managers at Capital Group had an even better record, but Capital broke up the funds into multiple different portfolio managers, so it was not public. RITHOLTZ: Wow. RITHOLTZ: Wow.

Management 180

Management Investing Investments Clients 180

The Big Picture

OCTOBER 17, 2023

They understand that, they recognize it and you know, we’re always communicating with them to sort of help them through those periods. ’cause they, it’s a learning mechanism as a recommendation mechanism for portfolio managers and thinking about how to allocate capital. And the second is the fees.

Investing 130

Investing Investments Clients Management 130

Brown Advisory

OCTOBER 11, 2021

These can include aspects like size, time horizon, expertise, financial situation and governance. Many committees may have experienced robust returns in their organization’s portfolios in recent years, but now recognize in looking ahead that the market opportunities may have shifted. High-Yield Credit - Bloomberg Barclays U.S.

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. Many committees may have experienced robust returns in their organization’s portfolios in recent years, but now recognize in looking ahead that the market opportunities may have shifted. High-Yield Credit - Bloomberg Barclays U.S.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

SEPTEMBER 11, 2016

There have been tremendous advances in worldwide communications, medicine and computing power, and some promising recent indicators such as gains in U.S. Maintaining liquidity allows a portfolio manager to snap up new opportunities such as General Dynamics, whose shares have risen 14% this year as of September 6. versus 1.9

Economics 52

Economics Economy Communication Clients 52

Brown Advisory

SEPTEMBER 11, 2016

There have been tremendous advances in worldwide communications, medicine and computing power, and some promising recent indicators such as gains in U.S. Maintaining liquidity allows a portfolio manager to snap up new opportunities such as General Dynamics, whose shares have risen 14% this year as of September 6. versus 1.9

Economics 52

Economics Economy Communication Clients 52

The Big Picture

AUGUST 29, 2023

But it was a tremendous experience because I had started off in bond trading, worked my way into portfolio management and running the bond indexing team for a number of years, and then I got asked to take this responsibility, which was much broader. Tell us a little bit about what you as CIO do on the bond side.

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

JULY 18, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Tom Wagner, co-founder and portfolio manager at Knighthead Capital. RITHOLTZ: This is data, voice, communications no matter where you are on the globe. WAGNER: Right. It’s a very, very contentious negotiation.

Investing 130

Investing Investments Assets Insurance 130

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. Now, granted, I don’t think that that’s true.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

FEBRUARY 13, 2023

ESG vocab Before we get into it, let’s start with some basic definitions: ESG: ESG stands for “Environmental, Social, and Governance” and it’s a style of investing that purports (but does not, in reality) save the world from its evils. From a Wall Street Journal Article: The environmental, social, and governance funds’ average fee was 0.2%

Investing 72

Investing Investments Clients Portfolio 72

The Big Picture

JULY 31, 2023

They run global businesses, they’ve got regulators and government officials on speed dial. They sometimes are regulators and government officials. HOFFMAN: On the economic side, I think the government did quite well. RITHOLTZ: The communication was bad also. And they were totally blindsided. RITHOLTZ: Right.

Retail 130

Retail Government Economy Economics 130

The Big Picture

FEBRUARY 12, 2024

00:02:18 [ David Einhorn ] I, I studied government. I was a government major and the thing with me is that I don’t really think too far out into the future. That explaining that process and communication to people built confidence. I’m the portfolio manager and I’m actually the only portfolio manager.

Management 286

Management Investing Investments Economy 286