Brown Advisory

AUGUST 14, 2023

In this example, the stock picking hardly matters anymore – the portfolio is predominantly a sector bet and hence has a large factor risk. We need to view the complete portfolio; it is not just a collection of 30-40 great companies. We want to ensure that we are managing these opportunities and risks in balance.

Investing 52

Investing Investments Portfolio Accounting 52

Brown Advisory

OCTOBER 11, 2021

Typically, there is an interest in the additional diversification alternatives may offer and the potential to increase return and manage risk. Importantly, this information should just be the start of a more in-depth conversation with an investment manager or advisor who would take into account the nuance and needs of each institution.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

OCTOBER 11, 2021

Typically, there is an interest in the additional diversification alternatives may offer and the potential to increase return and manage risk. Importantly, this information should just be the start of a more in-depth conversation with an investment manager or advisor who would take into account the nuance and needs of each institution.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52