Brown Advisory

SEPTEMBER 6, 2022

Investing for Purpose: A Governance Perspective on Mission-Aligned Investment Strategy. Increasingly, investment committee members are exploring mission-aligned investing for the organizations they serve. DEFINING MISSION-ALIGNED INVESTING. Tue, 09/06/2022 - 10:17.

Government 98

Government Investing Investments Portfolio 98

Brown Advisory

SEPTEMBER 21, 2022

As crucial as sustainability may be to investors and companies alike, gauging the long term resilience of their business model is just as important. But just how far into the future the management is focused is where we pay close attention. Only Time Will Tell. Portfolio Holdings by Age (Years).

Portfolio 86

Portfolio Manufacturing Financial Services Investing 86

The Big Picture

OCTOBER 19, 2022

The transcript from this week’s, MiB: Tom Rampulla, Vanguard’s Financial Advisor Services Director , is below. That group provides investment services, education and research to more than a thousand financial advisory firms, representing more than $3 trillion in assets. It’s great to be here. RAMPULLA: Yeah.

Financial Advisor 274

Financial Advisor Clients Taxes Investing 274

The Big Picture

JANUARY 16, 2024

Cathy Marcus is co CEO and global COO of p GM Real Estate, a $208 billion investor in real estate, part of the giant real estate investment firm, PIM. Barron’s 100 most influential women in US finance, lots and lots of others. Barron’s 100 most influential women in US finance, lots and lots of others.

Assets 258

Assets Investing Investments Management 258

The Big Picture

OCTOBER 31, 2023

 The transcript from this week’s, MiB: Michael Carmen, Co-Head, Private Investments, Wellington Management , is below. Wellington’s a fascinating company. Just really a fascinating history from, from a private company to a public company back to a, a partnership. They’ve been around literally nearly a century.

Management 152

Management Investing Investments Portfolio 152

Zoe Financial

APRIL 4, 2023

A diversified portfolio means investing in a variety of asset classes. Let’s discuss asset classes in terms of something everyone understands – shoes. One question I often get is, “Should I focus my investments on large cap stocks?” It is especially true with stocks and bonds. Our advice is always to diversify.

Assets 52

Assets Portfolio Taxes Financial Services 52

Brown Advisory

SEPTEMBER 21, 2022

Resilience is Core to Sustainable Portfolio Construction mhannan Wed, 09/21/2022 - 10:50 As crucial as sustainability may be to investors and companies alike, gauging the long term resilience of their business model is just as important. But just how far into the future the management is focused is where we pay close attention.

Portfolio 52

Portfolio Manufacturing Financial Services Investing 52

Brown Advisory

SEPTEMBER 21, 2022

As crucial as sustainability may be to investors and companies alike, gauging the long term resilience of their business model is just as important. But just how far into the future the management is focused is where we pay close attention. Only Time Will Tell. Portfolio Holdings by Age (Years).

Portfolio 52

Portfolio Manufacturing Financial Services Investing 52

The Big Picture

AUGUST 15, 2023

But he spent most of his career allocating capital to various hedge funds, private equity, venture, etc. Let’s talk a little bit about your alternative investments career. I’m just so jealous at that sentence right then and there. So that was my initial foray into the investment business. SEIDES: Yeah.

Management 130

Management Investing Investments Government 130

The Big Picture

DECEMBER 28, 2022

. The transcript from this week’s, MiB: Charlie Ellis on Vanguard’s Rules of Investing is below. He has seen pretty much everything in the world of investing. He’s just one of these people who is so thoughtful and insightful about everything. It’s just always a pleasure to chat with him.

Management 177

Management Investing Investments Clients 177

Brown Advisory

JANUARY 1, 2021

Global Leaders Investment Letter: January 2021 jharrison Fri, 01/01/2021 - 08:53 Just want the PDF? One of the most important investing reminders of 2020 was around one of the few sources of investment edge: time. Honestly, a big part of investing is just committing to a thoughtful process. What is Space?

Investing 52

Investing Investments Valuation Economics 52

Brown Advisory

SEPTEMBER 22, 2017

ESG and the Stock-­Picker’s Dilemma achen Fri, 09/22/2017 - 12:58 One of the greatest challenges that public equities investors face to integrating environmental, social, and governance (ESG) data into their decision making is the lack of proof that real – not hypothetical – investment strategies can use ESG factors to enhance performance.

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

SEPTEMBER 22, 2017

ESG and the Stock-­Picker’s Dilemma. One of the greatest challenges that public equities investors face to integrating environmental, social, and governance (ESG) data into their decision making is the lack of proof that real – not hypothetical – investment strategies can use ESG factors to enhance performance.

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

JULY 23, 2019

A touchpoint for developing good investment thinking is going to Omaha each May for the Berkshire Hathaway shareholders’ meeting to hear the insights of Warren Buffett, chairman, and his longtime business partner, Charles Munger, vice chairman. The Brown Advisory Flexible Equity Strategy holds shares in Berkshire Hathaway. versus 9.7%

Insurance 52

Insurance Investing Investments Management 52

Brown Advisory

JULY 23, 2019

A touchpoint for developing good investment thinking is going to Omaha each May for the Berkshire Hathaway shareholders’ meeting to hear the insights of Warren Buffett, chairman, and his longtime business partner, Charles Munger, vice chairman. The Brown Advisory Flexible Equity Strategy holds shares in Berkshire Hathaway. versus 9.7%

Insurance 52

Insurance Investing Investments Management 52

Brown Advisory

JANUARY 1, 2023

Global Leaders Strategy Annual Investment Review: January 2023 mhannan Sun, 01/01/2023 - 06:10 Just want the PDF? Our investment philosophy has not changed over time but as our investors know we always challenge what we do and believe there is room to continually improve our process and develop as investors.

Investing 52

Investing Investments Valuation Clients 52

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. But that was Linda’s career path.

Math 130

Math Management Insurance Assets 130

Brown Advisory

MAY 12, 2020

We believe that companies that combine exceptional outcomes for their customers with strong leadership can generate high and sustainable returns on invested capital (ROIC) which can lead to outstanding shareholder returns. You can read more about their current thinking in their latest investment letter Blinded by the Flashes of Light.

Portfolio 52

Portfolio Clients Investing Investments 52

Brown Advisory

MAY 12, 2020

We believe that companies that combine exceptional outcomes for their customers with strong leadership can generate high and sustainable returns on invested capital (ROIC) which can lead to outstanding shareholder returns. You can read more about their current thinking in their latest investment letter Blinded by the Flashes of Light.

Portfolio 52

Portfolio Clients Investing Investments 52

The Big Picture

MAY 23, 2023

How to recruit and retain the best people and how to use technology as a tool to give you an edge, not just in investing but in the ability to offer clients various solutions improving your efficiency, effectiveness and productivity as a company. And I think you will also. Then suddenly in the ensuing weeks, you get tagged to be CEO.

Clients 152

Clients Management Engineering Investing 152

The Big Picture

SEPTEMBER 12, 2022

She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. It’s a town of about 4,000 people, so exposure to markets or investment banking or any of the careers in finance was not something that you really envisioned. Her name is Kristen Bitterly Michell.

Clients 286

Clients Wealth Management Investing Investments 286

Brown Advisory

OCTOBER 4, 2021

Considering Climate within Portfolios ajackson Mon, 10/04/2021 - 11:00 An increasing number of investors are seeking to incorporate climate change in their investment calculus. The pace and scale of private investment in infrastructure and solutions have reached critical mass; according to the IEA, U.S.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

OCTOBER 4, 2021

An increasing number of investors are seeking to incorporate climate change in their investment calculus. The pace and scale of private investment in infrastructure and solutions have reached critical mass; according to the IEA, U.S. All of this change is transforming the investment landscape. Mon, 10/04/2021 - 11:00.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Sara Grillo

MARCH 13, 2023

So where’s the spot bitcoin ETF and what’s up with these crypto ETFs in general? I wanted to have this talk because a lot of advisors just look at ETFs as well, kinda just there. Do ESG funds suck? What’s up with these semi-transparent ETFs? What’s up with these semi-transparent ETFs?

Financial Advisor 59

Financial Advisor Assets Management License 59

WiserAdvisor

FEBRUARY 12, 2024

Asset allocation is the primary building block of any investment strategy. It is the process of spreading investments across various asset classes to optimize the balance between risk and potential returns. As discussed above, it varies according to individual investment goals, time horizons, and risk tolerance.

Asset Allocation 59

Asset Allocation Assets Risk Tolerance Portfolio 59

Random Roger's Retirement Planning

OCTOBER 25, 2023

Understanding is more than just knowing. For example, S&P 500 ETFs, as many people know have evolved into being very lopsided exposures into large tech/communications companies. That's not bad or good, it is just important to understand. It also has a 3% weighting in the S&P 500. Robotics is an interesting theme.

Clients 47

Clients Accounting Portfolio Investing 47

Brown Advisory

JULY 7, 2020

The Materiality of The "S" In ESG ajackson Tue, 07/07/2020 - 17:28 Environmental, social, and governance (ESG) research among institutional investors has historically focused mostly on the “E” and the “G,” leaving social issues as somewhat of a forgotten middle child. and other marginalized populations have long understood.

Ethics 52

Ethics Investing Investments Government 52

Brown Advisory

JULY 7, 2020

The Materiality of The "S" In ESG. Environmental, social, and governance (ESG) research among institutional investors has historically focused mostly on the “E” and the “G,” leaving social issues as somewhat of a forgotten middle child. INVESTMENT AND JUSTICE. Tue, 07/07/2020 - 17:28.

Ethics 52

Ethics Investing Investments Government 52

The Big Picture

JUNE 13, 2023

I found this to be really a fascinating conversation about approaching the world of investing from a different angle. Being creative, thinking out of the box, looking to not just imitate what other people do, but create new opportunities by just thinking about the world differently. CHABRAN: Yes, no that’s right Barry.

Banking 141

Banking Assets Investing Investments 141

Envision Wealth Planning

MARCH 14, 2022

Can women retire successfully if they were to invest in gender equity? It’s well known that women and, even worse, black women suffer a pay gap compared to white men. That said, I know that some people, even women, are also very concerned if they’ll actually be able to retire by investing in gender equality.

Retirement 52

Retirement Investing Investments Certified Financial Planner 52

Random Roger's Retirement Planning

JULY 12, 2022

Some of the more volatile stocks in this batch use less leverage but they're all the same idea, getting more exposure with your investment capital. That's tough because you'd be increasing the leverage and just because it's below where it should be doesn't mean it has to revert to some sort of mean. This baffles me.

Portfolio 60

Portfolio Clients Management Assets 60

Brown Advisory

MARCH 24, 2021

Moreover, Bitcoin miners are essentially just scratching the surface. Here at HST Headquarters we subscribe to the idea that by investing in equities we are buying part ownership of a business. Broadly speaking, a cryptocurrency utilises sophisticated cryptography (i.e. If still confused, please read on. You get the idea.

Assets 52

Assets Economics Investing Investments 52

Brown Advisory

MARCH 24, 2021

Moreover, Bitcoin miners are essentially just scratching the surface. Here at HST Headquarters we subscribe to the idea that by investing in equities we are buying part ownership of a business. Broadly speaking, a cryptocurrency utilises sophisticated cryptography (i.e. If still confused, please read on. You get the idea.

Assets 52

Assets Economics Investing Investments 52

Sara Grillo

FEBRUARY 13, 2023

In this podcast we’re going to talk about why ESG is a rip-off and nothing more than a way for Wall Street to earn higher fees off unsuspecting people who mean well. In this podcast we are going to expose the truth about ESG investing. SRI: Socially Responsible Investing. It’s active investing done badly.

Investing 72

Investing Investments Clients Portfolio 72

The Big Picture

DECEMBER 12, 2023

The transcript from this week’s, MiB: Joel Tillinghast, Fidelity’s Legendary Fund Manager , is below. The s and p 500 has underperformed his fund by 3.7% He’s crushed the Russell 2000, whatever benchmark you want to talk about. Being 370 basis points over the s and p 500 with that pile of money is no small feat.

Management 258

Management Investing Investments Retail 258

The Big Picture

JULY 19, 2022

BARRY RITHOLTZ; HOST; MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Antti Ilmanen is AQR’s Co-head of the Portfolio Solutions Group. He is the author of a new book, “Investing Amid Low Expected Returns: Making the Most When the Markets Offer the Least.” Welcome to Bloomberg.

Investing 130

Investing Investments Valuation Portfolio 130

The Big Picture

JULY 31, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, Liz Hoffman comes in to tell us about writing “Crash Landing” which I found to be a fascinating book about telling the story of the pandemic that we all just lived through. With no further ado, my conversation with Semafor’s Liz Hoffman discussing “Crash Landing.”

Retail 130

Retail Government Economy Economics 130