The Big Picture

NOVEMBER 14, 2023

00:02:59 [Speaker Changed] I was not, I was waitressing one summer, my final summer after my senior year and a friend called and said, I just interviewed with the financial services company. It was Mass Financial Services. Didn’t really think about going into financial services. Tell us about that.

Math 130

Math Management Insurance Assets 130

Brown Advisory

APRIL 18, 2018

Balancing Act | For Good Measure: How We Value Global Leaders achen Wed, 04/18/2018 - 11:03 Valuation is a critical component of active investment management, yet many investors restrict themselves to a very narrow view of valuation by focusing on simple metrics like the price/earnings (P/E) ratio.

Valuation 52

Valuation Portfolio Sales Investments 52

Brown Advisory

APRIL 18, 2018

Valuation is a critical component of active investment management, yet many investors restrict themselves to a very narrow view of valuation by focusing on simple metrics like the price/earnings (P/E) ratio. In this article, Global Leaders portfolio managers Mick Dillon and Bertie Thomson discuss the dangers of oversimplifying valuation.

Valuation 52

Valuation Portfolio Sales Investments 52

Brown Advisory

OCTOBER 4, 2021

This is by now a well-known term referring to the CO2-equivalent emissions that an entity generates, both directly and indirectly. We refer to several different metrics; one example is the “Weighted Average Carbon Intensity” metric, which looks at emissions per dollar of sales generated by the underlying entity. Carbon footprint.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

OCTOBER 4, 2021

This is by now a well-known term referring to the CO2-equivalent emissions that an entity generates, both directly and indirectly. We refer to several different metrics; one example is the “Weighted Average Carbon Intensity” metric, which looks at emissions per dollar of sales generated by the underlying entity. Carbon footprint.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

JUNE 1, 2023

Many companies that are traditionally perceived as ‘value stocks’, such as energy and financial services, do not typically fit the traditional mold of an ESG investment and have often been overlooked. Michael Poggi, CFA Mike is the portfolio manager for the Large-Cap Sustainable Value Strategy.

Portfolio 52

Portfolio Valuation Clients Investments 52

Brown Advisory

OCTOBER 11, 2021

It can also refer to direct investments in privately held companies. Long/Short Hedge Strategies: These strategies can help manage volatility over the course of a market cycle in an underlying asset class (equities, credit). These examples are different approaches hedge funds can take in an effort to deliver diversified outcomes.

Assets 52

Assets Portfolio Asset Allocation Risk Tolerance 52

Brown Advisory

OCTOBER 11, 2021

It can also refer to direct investments in privately held companies. Long/Short Hedge Strategies: These strategies can help manage volatility over the course of a market cycle in an underlying asset class (equities, credit). These examples are different approaches hedge funds can take in an effort to deliver diversified outcomes.

Assets 52

Assets Portfolio Asset Allocation Risk Tolerance 52

The Big Picture

FEBRUARY 28, 2023

That’s, again, a reference to kind of Wall Street culture. And this isn’t dissimilar from what’s happened in prior eras within the financial services sector. We don’t have senior vice presidents, you know, 25-year-old senior vice presidents running around anymore. RITHOLTZ: Right.

Clients 147

Clients Assets Portfolio Investments 147

Brown Advisory

AUGUST 14, 2023

ROIC calculations presented use LFY (last fiscal year) and exclude financial services. Active Return is a reference to how much an investment gains or loses, on a percentage base, when compared to its benchmark. The internal rate of return (IRR) is a measure of an investment’s rate of return.

Investments 52

Investments Investing Portfolio Accounting 52

The Big Picture

OCTOBER 19, 2022

And Wall Street didn’t work out for a variety of reasons, but I ended up working sort of an adjacent industry in the portfolio management software business, and really wasn’t where my passion was. And I wasn’t referring to what’s going on in the market. I think it’s a fabulous time. RITHOLTZ: Yeah.

Clients 286

Clients Financial Advisor Taxes Investments 286

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. But we deploy technology throughout the organization to give us scale and capability, that we use to service our clients. GREW: Uh-oh.

Clients 162

Clients Management Recruitment Engineering 162

The Big Picture

JUNE 10, 2025

These were, these were incredibly successful asset management, financial service individuals that were trying to digest and understand, which now in hindsight looked so obvious, but at the time, to your point, looked like, I don’t know if this thing’s really gonna happen. The light bulb went off for me.

Assets 147

Assets Management Portfolio Investments 147

The Big Picture

APRIL 11, 2023

I want to just reference what we see in terms of pushback to buybacks. So when he bought Goldman Sachs in November of 2008 and Bank of America in November 2008, I thought about a traditional portfolio manager doing the same thing and trying to explain to their clients what they just did. RITHOLTZ: Right. RITHOLTZ: Right.

Valuation 298

Valuation Education Numbers Government 298

Carson Wealth

APRIL 14, 2025

The PBOC (China’s central bank) has actually been lowering the yuan reference rate. The yuan is now close to the lowest level in a decade and a half, with the PBOC carefully managing a gradual decline in their currency. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Economics 83

Economics Marketing Marketing Economy 83