Financial Advisor Source

Asset Allocation: Developing a Long-Term Investment Strategy for Mission-Driven Organizations

Brown Advisory

SEPTEMBER 6, 2022

Helping an IC build consensus around these topics is necessary to frame the discussion around what long-term asset allocation is most appropriate for the organization. Beyond market stress analysis, we also model each client’s portfolio for its return potential, volatility and drawdown risks on the basis of capital market assumptions.

Asset Allocation

Asset Allocation Assets Investing Investments

Transcript: David Snyderman, Magnetar Capital

The Big Picture

MARCH 5, 2024

And the second, and this is very credit specific, was when you own a credit portfolio, your short volatility. And so to put together credit portfolios, we have to find hedges that offset that short volatility. That volatility you can look at as an insurance product. 00:07:51 [Speaker Changed] That, that’s exactly right.

Banking

Banking Portfolio Assets Investing

Blunt, unfiltered truth about Indexed Universal Life

Sara Grillo

MAY 8, 2023

I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I’m excited to talk about index tools should be good, and this topic needs transparency, so I’m sure I have a great conversation about it. IUL is NOT what it’s (usually) cracked up to be!

Insurance

Insurance Clients Financial Advisor Accounting

Webinars

Elevating Accounting Practices: The Power of Outsourcing and Automation in the Digital Age

MORE WEBINARS

Transcript: Kristen Bitterly Michell

The Big Picture

SEPTEMBER 12, 2022

And I found this to be an absolutely fascinating conversation, covering everything from risk to inflation to how to manage markets and how to manage investments when markets show a lot of volatility, and everybody starts to get a little nervous. And when we see these spikes in volatility, a lot of those strategies tend to be short volatility.

Clients

Clients Wealth Management Investing Investments

Transcript: Linda Gibson, CEO PGIM Quantitative Solutions

The Big Picture

NOVEMBER 14, 2023

But then this company, I’m getting off topic of the advanced management degree, but this company launched a new investment fund structure called Global Hub and Spoke or Master Feeder, you might have heard of it. Some are extroverts, they don’t care about the topic. Some are want downside protection.

Math

Math Management Insurance Assets

ESG and the Stock-Picker’s Dilemma

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? In contrast, the absolute nature of the debate over ESG factors is hard to ignore.

Portfolio

Portfolio Investing Investments Management

ESG and the Stock-Picker’s Dilemma

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? In contrast, the absolute nature of the debate over ESG factors is hard to ignore.

Portfolio

Portfolio Investing Investments Management

The Tech Employees Guide to Portfolio Diversification and Concentrated Stock + Tax Saving Strategies

Cordant Wealth Partners

AUGUST 25, 2021

If you do any googling on this topic, you will quickly find that most professionals recommend a maximum of 10-15% as a rule of thumb for how much your company stock should make up of your total investments. The main benefits of portfolio diversification are to reduce risk, reduce the volatility of your portfolio, and improve returns.

Portfolio

Portfolio Taxes Assets Investing

Masters in Business: The Emerging Manager Playbook

The Big Picture

JUNE 7, 2023

Macro very volatile return stream. Kind of driven by the underlying short term volatility in the market. That creates more volatility in our in our in our overall incentive fee income relative to other models. You’re paying them to go out and find great investments where there’s downside protection.

Management

Management Investing Investments Economics

On A Shoestring

Brown Advisory

MARCH 28, 2019

As a result, they face a host of new fiduciary challenges as they seek to balance increased risk in their portfolio, the immediate spending needs of their organizations, and their obligation to protect underlying portfolio capital over the long term. All simulations are based on data as of Dec. SOURCE: Bloomberg. SOURCE: Bloomberg.

Asset Allocation

Asset Allocation Portfolio Assets Clients

On A Shoestring

Brown Advisory

MARCH 28, 2019

As a result, they face a host of new fiduciary challenges as they seek to balance increased risk in their portfolio, the immediate spending needs of their organizations, and their obligation to protect underlying portfolio capital over the long term. All simulations are based on data as of Dec. 31, 2018.). SOURCE: Brown Advisory. *We

Asset Allocation

Asset Allocation Portfolio Assets Clients

Beyond Bottom-Up

Brown Advisory

DECEMBER 18, 2017

We use data from third-party research providers but supplement this data with primary topical research, company-specific research and, in some cases, interviews with executives, customers and suppliers about issues that may be material to the firm in question. We believe that interpretation of data is crucial in ESG research.

Portfolio Management

Portfolio Management Portfolio Management Clients

Beyond Bottom-Up

Brown Advisory

DECEMBER 18, 2017

We use data from third-party research providers but supplement this data with primary topical research, company-specific research and, in some cases, interviews with executives, customers and suppliers about issues that may be material to the firm in question. We believe that interpretation of data is crucial in ESG research.

Portfolio Management

Portfolio Management Portfolio Management Clients

Transcript: Armen Panossian

The Big Picture

SEPTEMBER 26, 2023

The reason they prefer it is generally speaking, floating rate debt does not have call protection. I mean, if you had a, if you had call protection, then your, your cost of refinancing that debt would be onerous. They then had to move out, hung loans at meaningful discounts, resulted in big losses from the syndication of those loans.

Banking

Banking Investing Investments Clients

Transcript: Cliff Asness

The Big Picture

MARCH 21, 2023

He had kind of agreed to be my dissertation chair, even without a particular topic, and going in and saying, I want to write it. So the rest of our process doesn’t protect us very much. anyway, I’m going to steal your line, you don’t get the full glory of the upside without suffering through the out of favor downside.

Valuation

Valuation Investing Investments Numbers

Helping your clients navigate the midterm election

Nationwide Financial

OCTOBER 27, 2022

According to the Pew Research Center, there has been an increasingly stark disagreement between Democrats and Republicans many topics, including on the economy. [1]. But there are steps clients can take to control what they can—and protect against the things they can’t. Now, the average reported retirement age is up to 61. [2]

Clients

Clients Retirement Planning Retirement Taxes

Financial Advisor Source

Asset Allocation: Developing a Long-Term Investment Strategy for Mission-Driven Organizations