Brown Advisory

SEPTEMBER 12, 2016

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. As a result, strategies focused on sustainability range broadly in performance.

Food 52

Food Executive Compensation Portfolio Management Valuation 52

Brown Advisory

SEPTEMBER 12, 2016

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. As a result, strategies focused on sustainability range broadly in performance.

Food 52

Food Executive Compensation Portfolio Management Valuation 52

Brown Advisory

AUGUST 14, 2023

ROIC calculations presented use LFY (last fiscal year) and exclude financial services. Return is for period May 1, 2015 through December 31, 2015 Brown Advisory Institutional claims compliance with the Global Investment Performance Standards (GIPS®) and has prepared and presented this report in compliance with the GIPS standards.

Investing 52

Investing Investments Portfolio Accounting 52

Carson Wealth

AUGUST 21, 2023

The Bank of America Global Fund Manager Survey surveys portfolio managers that manage hundreds of billions of dollars. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 52

Marketing Marketing Economy Retail 52

The Big Picture

NOVEMBER 14, 2023

There are a few people in the world who are more knowledgeable about the management of asset managers and what it’s like to actually run a global organization and interact with lots of aspects of the business of finance, whether that’s acquisitions or compliance, or dealing with all the legalities of multi-jurisdictional regulations.

Math 130

Math Management Insurance Assets 130

The Big Picture

MAY 9, 2023

And again, I ended up in the financial services audit practice at KPMG. That’s on the private side and then on the public side, really getting market updates from our various portfolio managers and CIOs across the public side business in terms of what’s been happening in those businesses.

Assets 290

Assets Clients Investing Investments 290

The Big Picture

MAY 23, 2023

My dad was a public GP, you know, in the National Health Service in England and my mom was a public school teacher. And quite frankly, I didn’t know what financial services was. So, GOG, discretionary portfolio management. Let’s round it up to 145 as much as my compliance people hate when I do that.

Clients 154

Clients Management Engineering Investing 154

The Big Picture

FEBRUARY 28, 2023

And this isn’t dissimilar from what’s happened in prior eras within the financial services sector. And as a result of that, this environment that we’re in is going to initiate a period of natural selection, whereby the strong firms will get stronger, and the weak firms will struggle and struggle to raise new capital.

Clients 143

Clients Investing Investments Assets 143