The Big Picture

FEBRUARY 28, 2023

Tell us a little bit about the giant portfolio of companies you guys are managing. So we manage a portfolio of several dozen companies. When you add together all of our portfolio companies, it’s effectively $100 billion enterprise — RITHOLTZ: Wow. You sit on the board of directors on a number of portfolio companies.

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Clever Girl Finance

JANUARY 17, 2023

If your goal is to build up a large investment portfolio so you can retire early, etc., It could look something like this: Health: Money enables me to buy fresh, nutritious food/have a gym membership/afford my fitness hobbies/go to the doctor when I need to. Think about your personal values/ethics. What causes matter to you?

Ethics 59

Ethics Retirement Budgeting Accounting 59

Trade Brains

OCTOBER 11, 2023

It is also used as a protective coating on food grains against insects and fungus. Castor oil is a yellow viscous liquid that has multiple industrial applications in lubricants, paints, pharmaceuticals, cable insulators, sealants, inks, rubber and textiles etc. What do think the future holds for the company? Are you applying for the IPO?

Pharmaceutical 59

Pharmaceutical Manufacturing B2B Ethics 59

Brown Advisory

MAY 10, 2022

Today’s governance landscape is heavily influenced by the two biggest financial shocks of the 21st century: The breakdowns in governance and ethics at Enron and Worldcom in the early 2000s triggered meaningful change. Our strategies may also invest in companies that would otherwise be screened out of other ESG oriented portfolios.

Government 52

Government Clients Investments Investing 52

Brown Advisory

SEPTEMBER 6, 2022

The Elephant in the Portfolio The global semiconductor industry is a poster child for the capital cycle and we have meaningful investments here. There is also the gnarly issues on ethics and relative competitive risks – will all actors globally follow this ethical mindset?

Investments 52

Investments Investing Insurance Ethics 52

Good Financial Cents

APRIL 19, 2023

Earn Passive Income in Real Estate Low minimum investment – $10 Diversified real estate portfolio Portfolio Transparency > Skip to the Passive Income Ideas What is Passive Income? They make it super easy to passively invest in ETFs, and are rounding out their portfolio of services to get you access to your money seamlessly.

Accounting 106

Accounting Investments Investing Media 106

Brown Advisory

DECEMBER 5, 2023

Social factors such as access to healthcare, food, and housing can create meaningful risks and opportunities that are directly relevant to a company’s competitive position. Governance agendas are broadening to address consumer and investor pressures and expectations. ESG legislation is winding its way through political processes in many U.S.

Fiduciary Duty 52

Fiduciary Duty Government Clients Investments 52

Brown Advisory

JULY 23, 2019

Insurance produced $123 billion in investable float in 2018, which partially funds Berkshire’s $339 billion investment portfolio as of March 31, 2019. Berkshire’s investment portfolio holds about $210 billion in equities, $19 billion in bonds and $110 billion in cash equivalents. He thinks they will be more right than wrong.

Insurance 52

Insurance Investments Investing Management 52

Brown Advisory

JULY 23, 2019

Insurance produced $123 billion in investable float in 2018, which partially funds Berkshire’s $339 billion investment portfolio as of March 31, 2019. Berkshire’s investment portfolio holds about $210 billion in equities, $19 billion in bonds and $110 billion in cash equivalents. He thinks they will be more right than wrong.

Insurance 52

Insurance Investments Investing Management 52

The Big Picture

NOVEMBER 15, 2022

The academic side of how to build a portfolio, we can argue about the details, right? As an advisor, you could get somebody’s model portfolio, or you could hire some, you know, three CFAs and do it yourself. Some advisor that’s out there can say, “I have generally 1% alpha for the last three years in my model portfolio.”

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The Big Picture

JULY 4, 2023

Think of these guys that we work with as, I don’t know, the biggest franchise owners of, you know, those fast food chains in the space. And they end up being great candidates for us to put into to run the next big portfolio or start a new strategy. There are signs that it is — more women enter the industry.

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Recruitment Management Numbers Banking 147

Good Financial Cents

APRIL 10, 2023

His family owned several fast-food restaurants and they had a huge house that was a lot nicer than mine. Ad Invest as little or as much as you want with a Robinhood portfolio. Best Quotes About Wealth Be Ethical “All you have in business is your reputation. Ads by Money. We may be compensated if you click this ad.

Accounting 110

Accounting Investments Investing Assets 110

Mr. Money Mustache

AUGUST 22, 2020

Should I exclude that from my portfolio too? And to make up the difference, the stake in the companies on the right have been boosted up to take their place in your portfolio. Note that Betterment now also offers a socially responsible portfolio option.) million deaths each year in the US alone. But What About The Performance?

Investments 52

Investments Investing Retirement Accounting 52

The Big Picture

DECEMBER 14, 2022

MCCARTHY: I’d back up actually a little bit further in thinking about how did I get there, because I don’t think it was very obvious actually that I would come out of Yale with an ethics, politics and economics degree — RITHOLTZ: Perfect really, right? But that is a different kind of approach to portfolio construction.

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Assets Investments Investing Portfolio 162

The Big Picture

NOVEMBER 19, 2024

01:00:49 And, you know, ethically, it’s hard for us to generate that dramatic right. You know, you get a weird earnings announcement, the market reacts, but then the market reaction drifts up for it takes a couple weeks almost like food for the market to so absorb it should not take a couple weeks. Of an event in the lab.

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Economics Math Numbers Marketing 162