Brown Advisory

JUNE 2, 2021

The opportunity set for global sustainable fixed income investing comprises a large and growing amount of debt issued by companies, governments and other entities committed to sustainable practices. clean drinking water, sewers, sanitation, transport, energy); access to essential services (e.g.,

Certification 52

Certification Investing Investments Compliance 52

The Big Picture

MARCH 5, 2024

So I saw many companies then taxed and financial services. So we really have to understand what we’re gonna invest in, value everything in the universe, rank order ’em, and then only can we put together portfolios. And so to put together credit portfolios, we have to find hedges that offset that short volatility.

Banking 144

Banking Portfolio Assets Investing 144

Truemind Capital

APRIL 19, 2024

Here are some of the popular themes and the risks associated with them: Falling Interest Rates : There has been earnest demand by market participants to cut interest rates in the US and other developed economies on the back of falling inflation rates. Central Governments have given hope of meaningful rate cuts within this year.

Financial Market 98

Financial Market Asset Allocation Marketing Marketing 98

The Big Picture

AUGUST 15, 2023

That’s a really easy portfolio to create. It allows you to understand, generally speaking, what is a reasonable beta for that whole portfolio. The other thing it allows you to do is to benchmark your ability to select managers that outperform both in each areas and across the sleeve. SEIDES: The success of that governance.

Management 130

Management Investing Investments Government 130

The Big Picture

MAY 23, 2023

My dad was a public GP, you know, in the National Health Service in England and my mom was a public school teacher. And quite frankly, I didn’t know what financial services was. GREW: I think the reality for me is that more and more institutional clients need something in a separate managed account. I said great.

Clients 157

Clients Management Engineering Investing 157

The Big Picture

SEPTEMBER 12, 2022

BITTERLY MICHELL: … risk management. I’m sure you remember this as well in terms of the bond market, whether you were looking at structured products, bonds, this idea that, hey, it’s issued by this bank, that bank, well-known diversified financial services institution. I’m talking about diversified financial services.

Clients 293

Clients Wealth Management Investing Investments 293

The Big Picture

APRIL 18, 2023

Both in terms of the aggregate revenue of our company, size of our portfolio, we’re probably now something like 150 total investments, many hundreds of billions of revenue, hundreds of thousands of employees if you add up all of the companies in which we’re invested. You saw it in the financial services sector.

Assets 157

Assets Investing Investments Valuation 157