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.

Investments 52

Investments Investing Portfolio Accounting 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

Brown Advisory

MARCH 28, 2019

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. In the past, spend-rate planning was a fairly straightforward task for investment committees.

Asset Allocation 52

Asset Allocation Portfolio Assets Clients 52

Brown Advisory

DECEMBER 18, 2017

Beyond Bottom-Up achen Mon, 12/18/2017 - 16:48 Fundamental investing is a contest of advantage: informational, analytical and behavioral. Understandably, investment firms commit substantial resources to fundamental research. Understandably, investment firms commit substantial resources to fundamental research.

Portfolio Management 52

Portfolio Management Portfolio Management Clients 52