Portfolio Reference Risk Analysis 
Brown Advisory
MARCH 28, 2019
Investment committees for endowments and foundations have a wide range of responsibilities, but ultimately their job boils down to a single task: Ensure that the portfolio can deliver funds to the organization in the short term, without unintentionally spending down principal over the long term. SOURCE: Bloomberg. Bureau of Labor Statistics.
Brown Advisory
MARCH 28, 2019
Investment committees for endowments and foundations have a wide range of responsibilities, but ultimately their job boils down to a single task: Ensure that the portfolio can deliver funds to the organization in the short term, without unintentionally spending down principal over the long term. DEFINING RISK. SOURCE: Bloomberg.
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Brown Advisory
DECEMBER 18, 2017
These efforts to achieve informational advantage are broadly referred to as “bottom-up investing” due to their focus on primary information gathering and ground-level analysis. Investigative Research Process: Receive assignment from a portfolio manager or sector analyst.
Brown Advisory
DECEMBER 18, 2017
These efforts to achieve informational advantage are broadly referred to as “bottom-up investing” due to their focus on primary information gathering and ground-level analysis. The following are ways we seek to identify additional risks and opportunities outside traditional analysis: Investigative research. ESG analysis.
Brown Advisory
OCTOBER 11, 2021
In this brief paper, we will touch on what we believe are some of the most important issues and questions—including the different types of assets, return potential, fees, liquidity, diversification, volatility and transparency—that investment committees must understand as they weigh adding alternatives to their portfolios.
Brown Advisory
OCTOBER 11, 2021
In this brief paper, we will touch on what we believe are some of the most important issues and questions—including the different types of assets, return potential, fees, liquidity, diversification, volatility and transparency—that investment committees must understand as they weigh adding alternatives to their portfolios.
Brown Advisory
AUGUST 14, 2023
We discuss factor risk, some views on artificial intelligence, and our upcoming offsite in this letter. 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.
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