Brown Advisory

JUNE 16, 2021

High governance hurdles for listing in the stock market and a better overall governance relative to its counterparts in the rest of the world make U.S. small-caps particularly attractive, especially from a risk management perspective. The LSE Group does not promote, sponsor or endorse the content of this communication.

Valuation 52

Valuation Investing Investments Government 52

ClearMoney

DECEMBER 14, 2021

More Robust Risk Management. We believe broad diversification is the primary tool for controlling risk in both equities and fixed income, adding to the appeal of systematic investing. However, both goals and risks can be more clearly defined for fixed income relative to equities. Monthly data in US dollars.

Investing 52

Investing Investments Commission Distribution 52

Brown Advisory

NOVEMBER 28, 2022

Interest Rates on Intra-Family Loans The Applicable Federal Rates (AFRs), which govern the interest rates on intra-family loans and the discount rates applicable to various wealth transfer planning techniques, are certainly meaningfully higher now than in recent times, but they still remain low from a historical perspective.

Planning 52

Planning Taxes Clients Strategic Planning 52

Brown Advisory

NOVEMBER 28, 2022

These exercises invite a long-term perspective, open communication and the active engagement of all family members. . Consider the deferral of large capital expenditures if these purchases compromise your comfort around liquidity. Rethink lines of credit and other lending arrangements in light of rising interest rates.

Planning 52

Planning Taxes Clients Strategic Planning 52

The Big Picture

OCTOBER 17, 2023

And the third, the one that nobody talks about is risk management. Risk management. And so that’s not just, we talk about risk management in terms of buying at a big discount to intrinsic value and then that gives you that capital sort of buffer. That’s a long time. It’s a long time.

Investing 130

Investing Investments Clients Management 130

The Big Picture

AUGUST 15, 2023

RITHOLTZ: But did the oversight, the governance get it? SEIDES: The success of that governance. SEIDES: And I’ll tell you a story that’s fun about the communication of it too. ” It wasn’t that they didn’t communicate that. We’ll call that the governance structure. RITHOLTZ: Okay.

Management 130

Management Investing Investments Government 130

Risk Management Guru

AUGUST 12, 2020

Do this by asking plenty of “what if” questions, deciding on a set of automatic kill responses, implementing status metrics, and continually communicating with everyone on all sides of you. Critiquing Only Your Own Risk. Being “near compliant” automatically puts your organization at risk.

Compliance 52

Compliance Insurance Coverage Risk Management Communication 52

The Big Picture

SEPTEMBER 12, 2022

BITTERLY MICHELL: … risk management. BITTERLY MICHELL: You don’t want to be overweight and when, you know, 40 percent of the world’s government debt is negative yielding, you know …. BITTERLY MICHELL: And so, one of the things that we did was we started communicating more frequently with our clients. RITHOLTZ: Right.

Clients 290

Clients Wealth Management Investing Investments 290

Brown Advisory

DECEMBER 2, 2019

Given the harrowing projections about global warming in the coming decades, many investors have pushed for years for credit-rating agencies to take climate risk more seriously. It appears that the agencies are indeed sharpening their focus.

Marketing 52

Marketing Marketing Transportation Investing 52

Brown Advisory

DECEMBER 2, 2019

Given the harrowing projections about global warming in the coming decades, many investors have pushed for years for credit-rating agencies to take climate risk more seriously. It appears that the agencies are indeed sharpening their focus.

Marketing 52

Marketing Marketing Transportation Investing 52

Brown Advisory

NOVEMBER 1, 2019

Additionally, such gifts may be an effective risk management strategy for those who may otherwise choose to be uninsured. Bundling of Charitable Gifts. Taking advantage of current interest rates: Market uncertainty is reflected in the flattened and inverted yield curve we have seen this year.

Planning 52

Planning Taxes Clients Estate Planning 52

The Big Picture

AUGUST 29, 2023

DAVIS: A big part of it is really around when there’s more complicated corporate actions that are happening that entail a level of risk. There’s conversations that happen with our risk management department to make sure we’re comfortable in terms of what kind of exposure that creates in the fund.

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

APRIL 18, 2023

And I think, largely, you want to avoid highly regulated industries, where you’re relying on the government to do something. We find great management teams. So we operate from a board level and really focus on key strategic and risk management variables. It changed the way we communicated with each other.

Assets 154

Assets Investing Investments Valuation 154

The Big Picture

MARCH 12, 2024

And so the other thing is, is that, and I think it’s our core risk management culture, is that we think that till risk is way more probable than everyone else does. The relative value for, for non-government investors was so bad that we wound down a lot of our capabilities in that space.

Banking 143

Banking Investing Investments Marketing 143

The Big Picture

OCTOBER 3, 2023

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. How fundamental was that to your learning about investing, trading risk management, starting with futures? I knew nothing about government bonds. It was a crisis manager trying to look for opportunity.

Taxes 271

Taxes Banking Clients Management 271

The Big Picture

AUGUST 23, 2022

You begin in Salomon Brothers in the 1990s early in your career and you kind of successfully stumble into some privatization of government entities in Poland while you’re at Salomon. And so, I said, at what price does the government selling you 51 percent and he said, $2.5 BROWDER: I just gone the risk management committee.

Government 315

Government Banking Numbers Investing 315