International College of Financial Planning
OCTOBER 26, 2023
Continuous Portfolio Monitoring: As financial markets are dynamic in nature, a CFP® professional remains vigilant, recalibrating investment strategy in response to market shifts or economic blueprint alterations.
Brown Advisory
NOVEMBER 15, 2023
Our rigorous capital allocation includes implementation of behavioural analysis into the investment process to overcome these heuristics and biases. In this note, we want to focus on our capital allocation approach and behavioural analysis specifically. While self-awareness is indispensable, it alone is not enough.
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Zoe Financial
FEBRUARY 21, 2023
CFAs also show accounting, economics, portfolio management, and security analysis knowledge. Additionally, CFAs typically work in portfolio management, research, consulting, risk analysis, and risk management. Individuals with a CFA must complete three exams and have at least three years of work experience.
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.
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
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. SOURCE: Bloomberg. Bureau of Labor Statistics.
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