Brown Advisory

NOVEMBER 15, 2023

As active managers in a highly competitive market, we believe we have two sources of alpha in our approach to investing: our long-term investment horizon and our disciplined focus on capital allocation. The goal of capital allocation is to improve the risk-adjusted returns of our portfolio.

Investing 52

Investing Investments Portfolio Management Clients 52

Brown Advisory

AUGUST 14, 2023

Global Leaders Strategy Investment Letter: August 2023 bgregorio Mon, 08/14/2023 - 05:34 Just want the PDF? Factor risk is best described as any exposure that can explain the portfolio returns other than the individual investments, such as a “theme” or a sector. We have seen these factor risks play out many times.

Investing 52

Investing Investments Portfolio Accounting 52

International College of Financial Planning

OCTOBER 26, 2023

and a risk tolerance analysis, all of which are sculpted around an individual’s circumstances. Investment Oversight:  Post the formulation of your financial plan, the next step is to channel your assets into fruitful investments.

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

Zoe Financial

FEBRUARY 21, 2023

However, I have very specific investment goals and need to know what characteristics to look for. Financial advisors focus primarily on investments, while accountants focus more on taxes and other record-keeping aspects of finances. CFAs also show accounting, economics, portfolio management, and security analysis knowledge.

Financial Advisor 40

Financial Advisor Accounting Certified Financial Planner Certification 40

Brown Advisory

OCTOBER 11, 2021

ajackson Mon, 10/11/2021 - 11:55 Endowment and Foundation (E&F) Investment Committees often consider the value of alternatives for their nonprofit. Typically, there is an interest in the additional diversification alternatives may offer and the potential to increase return and manage risk. Are Alternatives Right for Our Organization?

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

OCTOBER 11, 2021

Endowment and Foundation (E&F) Investment Committees often consider the value of alternatives for their nonprofit. Typically, there is an interest in the additional diversification alternatives may offer and the potential to increase return and manage risk. This analysis is not intended to be a guarantee of future results.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

MARCH 28, 2019

On A Shoestring ajackson Thu, 03/28/2019 - 08:20 In this article, we offer a robust analytical framework that can help endowments and foundations think about spend-rate planning, in terms of key risks they face such as short-term drawdown risk and long-term erosion of capital.

Asset Allocation 52

Asset Allocation Portfolio Assets Clients 52