Brown Advisory

JUNE 2, 2021

With the exception of blatantly dishonest practices where green, social and/or sustainable is nothing more than an unsubstantiated claim (or maybe minimal compliance with required criteria to obtain a label), greenwashing is a far more nuanced issue. Are instruments financing the purchase of offsets or renewable energy credits greenwashing?

Certification 52

Certification Investing Investments Compliance 52

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. Risk appetite was changing. So we really had to work through that over a number of years. We love it.

Assets 290

Assets Clients Investing Investments 290

Risk Management Guru

AUGUST 12, 2020

To encourage functional conflict while remaining productive : Keep the discussions manageable in number and type. In other words, don’t draw false security and refuse to assess significant threats that throw off the numbers. The post 7 Risk Assessment Blind Spots (and How to Beat Them) appeared first on Risk Management Guru.

Compliance 52

Compliance Insurance Coverage Risk Management Communication 52

The Big Picture

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. I was employee number 10. RITHOLTZ: Which is really a pretty big number. billion dollars in AUM.

Clients 154

Clients Investing Investments Management 154

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. What do they say?

Math 130

Math Management Insurance Assets 130

The Big Picture

AUGUST 15, 2023

Or at least the top, pick a number, 30, 40%. SEIDES: I know back then, the premier job in asset management was to run Fidelity Magellan. And at the time, I was managing Protege Partners as a hedge fund of funds. Let me say what your compliance wouldn’t allow you to say. I don’t remember the number.

Management 130

Management Investing Investments Government 130

The Big Picture

MAY 23, 2023

So, we’ll take elements or particular strategies from each part of our discretionary strategy and match it with con strategy and return it to clients because we understand and we work with them on their portfolio, the exposure, what they need to achieve, their risk management to create something that is a spoke for them.

Clients 154

Clients Management Engineering Investing 154

The Big Picture

MARCH 27, 2023

You have a lot — RITHOLTZ: The emerging manager category? The survival rate of an emerging manager is low. There are a ton of expenses, and they’re getting higher with compliance and marketing and reporting and investor relationship, et cetera. RITHOLTZ: There’s safety in numbers. MIELLE: Exactly.

Assets 277

Assets Investing Investments Management 277

The Big Picture

JUNE 27, 2023

Peter Borish, founding partner number two at Tudor Investments where he worked directly with Paul Tudor Jones, most famously helping him put on a very aggressive short position heading into the ’87 crash. .” RITHOLTZ: So literally number two at the firm? ” and that’s how I started out at Tudor.

Math 143

Math Risk Management Management Marketing 143