Brown Advisory

APRIL 20, 2022

Good Preparation Leads to a Good Audit Experience: What to Expect from Your Investment Advisor mhannan Wed, 04/20/2022 - 06:03 After an extended period of strong returns that began in 2009, many not-for-profit (NFP) organizations find themselves increasingly challenged to earn the traditional target of an inflation-adjusted 5% annual spending rate.

Investment Advisor 52

Investment Advisor Investing Investments Nonprofit 52

The Big Picture

FEBRUARY 6, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. The, you know, one of the things I think when, when I started at GMO, it was really just investment people almost.  The transcript from this week’s, MiB: Tom Hancock, GMO Focused Equity , is below.

Valuation 130

Valuation Investing Investments Assets 130

The Big Picture

DECEMBER 6, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. But when you factor in, you know, legal costs, compliance, portfolio management, trading, there is a lot that goes into launching an ETF.  . Transcript: MiB: Luis Berruga, Global X ETFs.

Clients 150

Clients Investing Investments Management 150