The Irrelevant Investor
MARCH 30, 2017
I recently received an email about a piece of software that would allow us to stress test our portfolios. Some of the scenarios included: What if interest rates rise back to historical levels or above, with 10-year treasury rates at 5%, as a result of renewed growth in the US economy? What if the S&P has a strong correction and falls 20% over a short timeframe?
Brown Advisory
MARCH 28, 2017
Starting Points achen Tue, 03/28/2017 - 14:11 The numbers tell a clear story about the growing number of investors interested in sustainable investing. Assets in investments aligned to environmental, social or governance factors increased nearly fivefold between 2012 and 2016, according to US SIF Foundation. Still, nearly three out of four investors wait for their advisors to raise the topic of sustainability in relation to their portfolios, according to a 2013 survey by Calvert Investments.
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The Irrelevant Investor
MARCH 29, 2017
[link] Eighteen years ago today, the Dow Jones Industrial Average closed above 10,000 for the first time ever. But under the surface, some funky things were happening. Here's Gretchen Morgenson from the New York Times: A lurking concern, however, is just how narrow the market's advance has been. A growing portion of Americans' investment money is devoted to the 30 well-known companies in the Dow and the components of the Standard & Poor's 500-stock index, which rose near its record yesterday
The Irrelevant Investor
MARCH 28, 2017
From 2007 through 2015, $835 billion was yanked out of active mutual funds and $1.2 trillion plowed into index funds. Below is the most compelling image I've seen to explain why this secular change is taking place. Index funds aren't perfect, as Ben recently laid out , but assuming you can control your behavior, which is more important than whether you own every stock in an index or only 20% of them, indexing gives investors the best chance of capturing whatever returns the market will deliver.
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Brown Advisory
MARCH 28, 2017
Know What You Own achen Tue, 03/28/2017 - 14:26 Some Wal-Mart stores sell rifles, some Starbucks coffee shops sell alcohol, and GE builds engines for jet fighters and bombers. Some investors feel strongly about these and other issues, to the extent that they choose to screen out companies that do not agree with their values or societal priorities. We help many of our clients align their portfolios with their values, and screening is one of the tools we employ to accomplish that alignment.
Brown Advisory
MARCH 28, 2017
Impact Investing: Five Ways To Make Your Mark achen Tue, 03/28/2017 - 14:58 Henry David Thoreau did not live to see the rise of impact investing, but he captured the spirit of it with a simple insight—“Goodness is the only investment that never fails.” Impact investors align their assets behind their advocacy, whether it be for advances in environmental stewardship, human livelihood or public policy.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Brown Advisory
MARCH 28, 2017
Know What You Own. achen. Tue, 03/28/2017 - 14:26. Some Wal-Mart stores sell rifles, some Starbucks coffee shops sell alcohol, and GE builds engines for jet fighters and bombers. Some investors feel strongly about these and other issues, to the extent that they choose to screen out companies that do not agree with their values or societal priorities.
Brown Advisory
MARCH 28, 2017
Impact Investing: Five Ways To Make Your Mark. achen. Tue, 03/28/2017 - 14:58. Henry David Thoreau did not live to see the rise of impact investing, but he captured the spirit of it with a simple insight—“Goodness is the only investment that never fails.”. Impact investors align their assets behind their advocacy, whether it be for advances in environmental stewardship, human livelihood or public policy.
Brown Advisory
MARCH 31, 2017
Global Leaders Investment Letter - Q1 2017 ajackson Fri, 03/31/2017 - 09:50 Global Leaders Strategy Investment Letter - Q1 2017 The team discuss the reversal of the market ‘rotation’ from the previous quarter and areas where they were able to take advantage of short-term weakness. They also discuss their views on behavioural biases: The Investing Ape (‘Homo Investus’).
Brown Advisory
MARCH 31, 2017
Global Leaders Investment Letter - Q1 2017. ajackson. Fri, 03/31/2017 - 09:50. Global Leaders Strategy Investment Letter - Q1 2017. The team discuss the reversal of the market ‘rotation’ from the previous quarter and areas where they were able to take advantage of short-term weakness. They also discuss their views on behavioural biases: The Investing Ape (‘Homo Investus’). . .
Speaker: Claire Grosjean, Global Finance & Operations Executive
Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.
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