Trade Brains

MARCH 8, 2024

This benefited multiple companies that earn from activities in the financial markets. Both of them have millions of clients and offer financial services. With a commitment to providing end-to-end digital financial solutions, the company has also ventured into portfolio management services.

Planning 59

Planning Financial Services Retail Distribution 59

The Big Picture

MARCH 7, 2023

Maria Vassalou has a fascinating history and background, London School of Economics to Columbia School of Business, where she actually was a professor for over a decade, and started consulting to the hedge fund and financial services industry. And the place where I was looking for this risk factors was in the real economy.

Assets 173

Assets Management Marketing Marketing 173

Carson Wealth

AUGUST 21, 2023

The economy has surprised to the upside and stocks had one of their best starts to a year. The Bank of America Global Fund Manager Survey surveys portfolio managers that manage hundreds of billions of dollars. Retail sales and food services rose 0.7% What’s interesting is that sentiment is shifting.

Marketing 52

Marketing Marketing Economy Retail 52

Brown Advisory

NOVEMBER 28, 2017

While one can’t predict a recession with any more accuracy than a market correction, we have learned two things from the last 50 years of market history: Market corrections were mild unless they coincided with a recession; and, active managers generated meaningful alpha during recessionary periods. This data makes sense intuitively.

Economy 52

Economy Clients Economics Management 52

Brown Advisory

NOVEMBER 28, 2017

While one can’t predict a recession with any more accuracy than a market correction, we have learned two things from the last 50 years of market history: Market corrections were mild unless they coincided with a recession; and, active managers generated meaningful alpha during recessionary periods. It's the Economy.

Economy 52

Economy Clients Economics Management 52

Brown Advisory

MAY 31, 2017

We have a number of reasons for our renewed comfort level: Improving economy: The weakness of Europe’s macroeconomic outlook in recent years was one of the primary red flags we saw for European stocks. Further, we see room for the European economy to grow. large-cap managers have been able to beat the market consistently.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

We have a number of reasons for our renewed comfort level: Improving economy: The weakness of Europe’s macroeconomic outlook in recent years was one of the primary red flags we saw for European stocks. Further, we see room for the European economy to grow. large-cap managers have been able to beat the market consistently.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

The Big Picture

FEBRUARY 28, 2023

RITHOLTZ: And when you look at the economy for the past decade, or at least as judged by the public markets, Europe seems to have been a little sleepy the past decade. How much is the prospective market size, as well as how robust local economy is? In fact, you had suggested public markets decoupled from the real economy.

Clients 147

Clients Assets Investments Investing 147

Brown Advisory

SEPTEMBER 11, 2016

Looking ahead, for our base-case scenario we see inflation remaining moderate and most major economies continuing to grow at a modest pace. 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. small-cap stocks. versus 1.9

Economics 52

Economics Economy Communication Banking 52

Brown Advisory

SEPTEMBER 11, 2016

Looking ahead, for our base-case scenario we see inflation remaining moderate and most major economies continuing to grow at a modest pace. 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. small-cap stocks. versus 1.9

Economics 52

Economics Economy Communication Banking 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. company.

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. company.

Food 52

Food Executive Compensation Portfolio Management Valuation 52

Brown Advisory

OCTOBER 28, 2019

Healthy Returns: Sustainable Investing in the Health Care Sector ajackson Mon, 10/28/2019 - 14:59 Our Large-Cap Sustainable Growth portfolio managers discuss how they have approached the health care sector as sustainable investors. of the market cap of the S&P 500 Index as of Aug. 31, 2019.

Investments 52

Investments Investing Medical Portfolio 52

Brown Advisory

OCTOBER 28, 2019

Our Large-Cap Sustainable Growth portfolio managers discuss how they have approached the health care sector as sustainable investors. The importance of the health care sector to both society and the global economy is undeniable. Healthy Returns: Sustainable Investing in the Health Care Sector. Mon, 10/28/2019 - 14:59.

Investments 52

Investments Investing Medical Portfolio 52

Brown Advisory

JUNE 1, 2023

Many companies that are traditionally perceived as ‘value stocks’, such as energy and financial services, do not typically fit the traditional mold of an ESG investment and have often been overlooked. Energy is the foundation of our economy and widely known to be responsible for emissions that contribute to climate change.

Portfolio 52

Portfolio Valuation Clients Investments 52

WiserAdvisor

MAY 13, 2025

Financial services for dividend growth and stability. Real estate investments Direct property investments generate rental income but require active management. Incorporate international investments Global diversification is a key strategy when considering investment portfolio diversification.

Retirement 52

Retirement Portfolio Investments Investing 52

Brown Advisory

OCTOBER 4, 2021

This energy transition is opening many opportunities for investors, from direct investment in solar, wind and other renewable technologies and projects, to broader investments in companies that are proactively readjusting strategies, even acquiring other businesses, to help them adapt more quickly to a low-carbon economy.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

OCTOBER 4, 2021

This energy transition is opening many opportunities for investors, from direct investment in solar, wind and other renewable technologies and projects, to broader investments in companies that are proactively readjusting strategies, even acquiring other businesses, to help them adapt more quickly to a low-carbon economy.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

JUNE 21, 2017

The academic thesis that equity managers as a whole will approximately equal overall market returns is followed by a corollary: Some managers will outperform for periods of time, but it is impossible to predict which manager will deliver favorable results, or when they will do so—in other words, outperformance (alpha) is random.

Investments 52

Investments Investing Portfolio Management 52

Brown Advisory

JUNE 21, 2017

The academic thesis that equity managers as a whole will approximately equal overall market returns is followed by a corollary: Some managers will outperform for periods of time, but it is impossible to predict which manager will deliver favorable results, or when they will do so—in other words, outperformance (alpha) is random.

Investments 52

Investments Investing Portfolio Management 52

Brown Advisory

OCTOBER 11, 2021

We believe that a strong network of relationships and history with managers; a robust due diligence process for manager selection, sizing and term negotiation; and dedicated team members devoted to each asset class contributes to long-term results. An index constituent must also be considered a U.S. © 2021 HFR, Inc. -

Assets 52

Assets Portfolio Asset Allocation Risk Tolerance 52

Brown Advisory

OCTOBER 11, 2021

We believe that a strong network of relationships and history with managers; a robust due diligence process for manager selection, sizing and term negotiation; and dedicated team members devoted to each asset class contributes to long-term results. An index constituent must also be considered a U.S. © 2021 HFR, Inc. -

Assets 52

Assets Portfolio Asset Allocation Risk Tolerance 52

The Big Picture

OCTOBER 24, 2022

She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. And it began outside of financial services. NORTON: Yeah. NORTON: Yeah. NORTON: Yeah.

Portfolio 130

Portfolio Management Assets Investments 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. The worst the economy is. Why Bubbles Are Great for the Economy” and his thesis is, yeah, let the VC spend all the money laying this fiber.

Investments 130

Investments Investing Assets Insurance 130

The Big Picture

JULY 11, 2023

JOHNSON: So I spent a year, my father said to me, “Look, if you’re going to be in the financial services business you should probably work in New York.” Otherwise, the West Coast, if you were in the financial services business, it was rough life. So she wants her portfolio managed that way.

Management 222

Management Investments Investing Assets 222

The Big Picture

JUNE 10, 2025

These were, these were incredibly successful asset management, financial service individuals that were trying to digest and understand, which now in hindsight looked so obvious, but at the time, to your point, looked like, I don’t know if this thing’s really gonna happen. The light bulb went off for me.

Assets 147

Assets Management Portfolio Investments 147

The Big Picture

APRIL 11, 2023

In the first quarter of 2020 when COVID shut the global economy down, everybody felt that the right thing for companies to do is hold back cash. DAMODARAN: Because the answer is an average portfolio manager is driven by emotion and mood. I think of buybacks as flexible dividends. RITHOLTZ: Right. RITHOLTZ: Right.

Valuation 298

Valuation Education Numbers Government 298

The Big Picture

MAY 21, 2024

And meanwhile, I was doing, you know, I was working at this financial services company and I was really interested in what they were doing. I think it’s not just new economy chip purveyors, but it’s also the companies that buy the chips and become better. Maybe less so for equities or fixed income.

Numbers 147

Numbers Banking Management Marketing 147

Carson Wealth

JUNE 3, 2024

On top of that, financial services inflation is adding another 0.29 percentage points, and that’s running hot because stock prices are up (which drives up the “prices” of portfolio management services). Together, housing and financial services are contributing 1.33 However, housing is adding 1.04

Marketing 93

Marketing Marketing Financial Services Distribution 93

The Big Picture

JULY 8, 2025

She’s had, you know, just about every job on the buy side and sell side, including portfolio manager, consultant to LBOs and m and as she’s just done so much stuff, it’s so interesting that she really brings just this unique set of experiences to Citi. What was the original career plan?

Investments 26

Investments Investing Numbers Assets 26