The Big Picture

JANUARY 24, 2023

They have $37 billion in clients and their own funds, of which they have invested across a variety of disciplines from credit to strategic capital, as well as taking companies private and helping them grow into something more substantial than they’ve been in the past. RITHOLTZ: So you stood up the LBO division at Goldman essentially?

Investing 259

Investing Investments Numbers Banking 259

Brown Advisory

OCTOBER 6, 2020

Municipal bonds, and the projects that they fund, can be connected to justice within a community or region. One of the topics at those workshops has been racial equity, as all participants—including city and state officials—increasingly understand that climate change is likely to have a disproportionate impact on people of color.

Executive Compensation 52

Executive Compensation Education Clients Compensation Planning 52

Brown Advisory

OCTOBER 6, 2020

Municipal bonds, and the projects that they fund, can be connected to justice within a community or region. Here are a few examples of recent investments of ours, with the potential to positively impact justice in their communities: The Harris County Texas Flood Control District funds projects aimed at preventing and mitigating flooding.

Executive Compensation 52

Executive Compensation Education Clients Compensation Planning 52

Brown Advisory

APRIL 22, 2020

The fossil fuel divestment “movement” has gained some momentum in recent years, and it is a topic we discuss with a growing number of clients. and the targets that they have embedded in their long-term planning. Bonds often represent an investment in a specific project or a capital investment.

Portfolio 52

Portfolio Clients Investing Investments 52

Brown Advisory

APRIL 22, 2020

The fossil fuel divestment “movement” has gained some momentum in recent years, and it is a topic we discuss with a growing number of clients. and the targets that they have embedded in their long-term planning. Bonds often represent an investment in a specific project or a capital investment.

Portfolio 52

Portfolio Clients Investing Investments 52

The Big Picture

SEPTEMBER 7, 2022

I’m going to date myself a little bit. If they want to raise capital, what investor base are they really targeting? But the company also has a two-year, three-year, five-year strategy of what they are really seeking to achieve, not just raising capital to fund operations, or to fund research and development.

Communication 297

Communication Engineering Marketing Marketing 297

Brown Advisory

MAY 4, 2020

When we are able to offer sound strategic advice on topics beyond investing—balance sheet management, donor engagement strategy, mission-related investing, leadership development, succession planning and many other issues—it can be as impactful for our clients as the work we do managing their investment assets.

Nonprofit 52

Nonprofit Investing Investments Clients 52

Brown Advisory

AUGUST 14, 2023

This is the antithesis of what we are trying to do but nonetheless an easy trap into which we could fall as bottom-up, concentrated, stock-picking fund managers if we don’t think about our factor risk properly. We funded our investment into Coloplast in September 2022 by trimming Microsoft. We hope it makes for interesting reading.

Investing 52

Investing Investments Portfolio Accounting 52

Brown Advisory

SEPTEMBER 4, 2019

When we are able to offer sound strategic advice on topics beyond investing—balance sheet management, donor engagement strategy, mission-related investing, leadership development, succession planning and many other issues—it can be as impactful for our clients as the work we do managing their investment assets.

Nonprofit 52

Nonprofit Investing Investments Clients 52

Brown Advisory

FEBRUARY 15, 2019

Later in the year, markets became anxious about other topics, such as a potential economic slowdown, a new level of dysfunction in Washington (including unusual executive challenges to the Fed's independence and an extended partial government shutdown), and escalating trade disputes between the U.S. vs. non-U.S. performance has led many U.S.-based

Valuation 52

Valuation Clients Portfolio Government 52

Brown Advisory

NOVEMBER 8, 2021

To fund these investments, many issuers will turn to the bond markets. The labeled bond market has grown rapidly from almost nothing ten years ago, and beyond the labeled bond universe there is also a growing amount of non-labeled debt that is funding climate-friendly projects. This linkage is essential. core and U.S.

Portfolio 52

Portfolio Assets Investing Investments 52

Sara Grillo

APRIL 21, 2022

I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” It’s all too common that advisors don’t have a clear target of who their services are best designed for. 2%/year (all in) by transferring the funds. So please subscribe!

Ethics 52

Ethics Financial Advisor Clients Management 52

Trade Brains

FEBRUARY 20, 2024

Best Stock Market Magazines For Investors Keeping this in mind, we have taken the task of compiling an informative list of best stock market magazines that would do a good job of expanding your knowledge of the market and keeping you up to date with the ongoing trends. 499as on the date of writing. 5070 for a 3 Year or 78 Issues.

Marketing 59

Marketing Marketing Startup Education 59

Brown Advisory

JUNE 21, 2017

Investment Perspectives - The Great Debate achen Wed, 06/21/2017 - 12:35 Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing. equity funds in 2016 alone. equity funds in 2016 alone.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing. According to Morningstar (which tracks mutual funds and their performance), more than 80% of all actively managed U.S. Wed, 06/21/2017 - 12:35.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

FEBRUARY 13, 2017

We work regularly with clients in their 20s and 30s, helping them make good decisions about starting new business ventures, funding their educations, managing inherited wealth and tackling other challenges unique to the time in their lives when they are first charting their long-term path. It was a highly rewarding outcome for all parties.

Clients 52

Clients Portfolio Planning Education 52

Brown Advisory

FEBRUARY 13, 2017

We work regularly with clients in their 20s and 30s, helping them make good decisions about starting new business ventures, funding their educations, managing inherited wealth and tackling other challenges unique to the time in their lives when they are first charting their long-term path. It was a highly rewarding outcome for all parties.

Clients 52

Clients Portfolio Planning Education 52

Sara Grillo

AUGUST 14, 2023

I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” He has presented papers at conferences on topics such as investment fraud, risk management, and retirement planning. For those of you who are new to my blog, my name is Sara. Lee holds a Ph.D.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Brown Advisory

APRIL 16, 2018

The Other 95% achen Mon, 04/16/2018 - 13:23 The traditional goal for a nonprofit’s investment portfolio was to earn a 5% return or so that could be used to fund the nonprofit’s programs. Implement a diversified portfolio that conforms to the nonprofit’s investment policy, using carefully selected funds and managers within each asset class.

Nonprofit 52

Nonprofit Portfolio Distribution Clients 52

Brown Advisory

APRIL 16, 2018

The traditional goal for a nonprofit’s investment portfolio was to earn a 5% return or so that could be used to fund the nonprofit’s programs. Implement a diversified portfolio that conforms to the nonprofit’s investment policy, using carefully selected funds and managers within each asset class. The Other 95%. Mon, 04/16/2018 - 13:23.

Nonprofit 52

Nonprofit Portfolio Distribution Clients 52

The Big Picture

MARCH 7, 2023

Maria Vassalou has a fascinating history and background, London School of Economics to Columbia School of Business, where she actually was a professor for over a decade, and started consulting to the hedge fund and financial services industry. And — RITHOLTZ: Can companies maintain this indefinitely, or is there a sell-by date?

Assets 164

Assets Management Portfolio Marketing 164

Brown Advisory

JANUARY 20, 2023

In this brief, we provide some background on the FBAR, and cover some of the pitfalls and risks that we can help clients avoid as they navigate this sometimes-tricky topic. The requirement comes from the Bank Secrecy Act, which was enacted to target those that deliberately evade federal taxes through secret or undisclosed accounts.

Compliance 100

Compliance Accounting Taxes Banking 100

Good Financial Cents

APRIL 1, 2023

Early Withdrawal Treatment If you withdraw funds from a traditional IRA before you turn 59 ½, you’ll be subject to ordinary income tax on the distribution, plus a 10% early withdrawal penalty. I go much deeper into the topic on my Roth IRA conversion article. 401(k) funding method.

Planning 94

Planning Distribution Taxes Retirement Planning 94

The Big Picture

JULY 24, 2023

So every two or three times a month, I’ll write about some topic or theme that’s interesting. So I’ll interview someone from the community about a particular topic. What motivated that sort of approach to writing about dry technical topics like the economy or the Fed or AI? Some people dated it 1982.

Marketing 130

Marketing Marketing Economy Valuation 130

Brown Advisory

JANUARY 20, 2023

In this brief, we provide some background on the FBAR, and cover some of the pitfalls and risks that we can help clients avoid as they navigate this sometimes-tricky topic. The requirement comes from the Bank Secrecy Act, which was enacted to target those that deliberately evade federal taxes through secret or undisclosed accounts.

Compliance 52

Compliance Accounting Taxes Banking 52

The Big Picture

MAY 30, 2023

The guy who was dating, OC, dating my mother’s cousin saved my life on the front porch when I was swallowing my tongue. It’s hard to hit a moving target, as I said earlier. BRYANT: Man, I really wish we had three hours versus 30 minutes to talk about this one topic, because it’s everything, Barry.

Banking 143

Banking Economics Economy Business Planning 143

Brown Advisory

NOVEMBER 1, 2019

Family foundations or donor-advised funds at community foundations can be used to control the timing of the actual distribution of the charitable funds to the intended charities. The tax overhaul authorized the creation of Opportunity Zone funds, which allow for tax-advantaged investments in geographies targeted for economic renewal.

Planning 52

Planning Taxes Clients Estate Planning 52

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. expected dispersion from mean returns).

Asset Allocation 52

Asset Allocation Portfolio Assets Clients 52

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. expected dispersion from mean returns).

Asset Allocation 52

Asset Allocation Portfolio Assets Clients 52

Brown Advisory

SEPTEMBER 22, 2017

In contrast, we look at this topic predominantly from the perspective of idiosyncratic risk: can one use ESG information to identify exceptional companies that produce investment returns above what can be explained by market risk factors? Yet we agree with scores of fund managers who shared with the U.S. Journal of Financial Economics.

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

SEPTEMBER 22, 2017

In contrast, we look at this topic predominantly from the perspective of idiosyncratic risk: can one use ESG information to identify exceptional companies that produce investment returns above what can be explained by market risk factors? Yet we agree with scores of fund managers who shared with the U.S. Journal of Financial Economics.

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

MARCH 30, 2018

Throughout 2017, our meetings and conversations with clients very frequently focused on the topic of risk. We tackle the topic of risk in several different ways throughout this report. We then use medium-term scenario analysis to weigh pros and cons in each asset class and settle on a desired target allocation for each.

Asset Allocation 52

Asset Allocation Portfolio Assets Valuation 52

The Irrelevant Investor

NOVEMBER 11, 2015

He went on a crusade, targeting the psychics and faith healers and exposed them for the con artists that they were. The brilliant Jason Zweig , The Amazing Randi of finance, recently touched on the topic of people who want to be deceived. funds have outperformed the broad market in just three out of the six previous bear markets.

Management 52

Management Financial Services Valuation Assets 52

International College of Financial Planning

APRIL 16, 2021

There are two ways of learning things – one where you learn a subject in all its generalities and in the other approach you take a more in-depth interest in the subject and learn more about a specialized topic or subject. In a specialized MBA, as the name suggests, the course is much more targeted. Hedge fund management.

Management 52

Management Valuation Certification Financial Market 52

The Big Picture

SEPTEMBER 12, 2022

And so, coming out of school, I studied Economics and Spanish Literature, and I applied to a — a program that actually targeted Liberal Arts majors. It was called the First Scholars Program, and they targeted Liberal Arts majors. six percent by yearend, that’s nowhere close, right, to their ultimate target.

Clients 290

Clients Wealth Management Investing Investments 290

The Big Picture

FEBRUARY 28, 2023

We had a group that was doing small growth capital investments in Germany and Switzerland at that time, a fund doing secondaries. That’s a big topic. RITHOLTZ: So let’s talk a little bit about some of your closed-end funds. Typically, most private equity or buyout funds tend to be a quarter million dollars or more.

Clients 143

Clients Investing Investments Assets 143

The Big Picture

MARCH 12, 2024

So we, we do business with most of the sovereign wealth funds, most of the big US national insurers, global insurers, the largest pension funds. So we we’re partners with the state of Texas, the actual state of Texas, not one of the pension funds, but the state itself. So it’s very long dated capital.

Banking 143

Banking Investing Investments Marketing 143