Brown Advisory

JUNE 17, 2022

2021 Global Leaders Impact Report. Download the Report. . Our 2021 report combines our thinking across many ESG topics alongside articles on low carbon investing and how looking after one’s customer is tied to ESG. As with prior year reports we discuss our SBA driver framework in detail later.

Portfolio Management 52

Portfolio Management Portfolio Management Government 52

Brown Advisory

NOVEMBER 13, 2023

Integrating measures of affordability and demographic data into our investment process not only enhances our understanding of the factors affecting the performance of our underlying mortgage investments, but it also allows us to specifically target which communities we support through our capital allocation. will require 4.3

Investing 52

Investing Investments Portfolio Clients 52

Brown Advisory

JANUARY 1, 2023

Global Leaders Strategy Annual Investment Review: January 2023 mhannan Sun, 01/01/2023 - 06:10 Just want the PDF? War, inflation, recession, deglobalisation, decoupling, strikes, crypto-crash and energy (crisis) all featured but for us the overriding focus for 2022 was valuation. For us, all business starts with the customer.

Investing 52

Investing Investments Valuation Clients 52

Brown Advisory

NOVEMBER 8, 2021

Global Cooldown: Tackling Climate Change Through Our Bond Portfolios. Mon, 11/08/2021 - 13:52. With COP26 underway, leaders from around the world have gathered again to engage in healthy debate, revisit the Paris agreement and, to their chagrin, stare at a very expensive invoice that is rapidly coming due.

Portfolio 52

Portfolio Assets Investing Investments 52

Brown Advisory

APRIL 22, 2021

Corporate Engagement Spotlight: Ethical AI Practices ajackson Thu, 04/22/2021 - 11:37 Right now, as you read this, there are computers and network servers all over the world pondering one topic: you. This reality is the basis for one of the most powerful technological revolutions in history: artificial intelligence.

Ethics 52

Ethics Compliance Government Clients 52

Brown Advisory

APRIL 22, 2021

Corporate Engagement Spotlight: Ethical AI Practices. Thu, 04/22/2021 - 11:37. The potential of AI is seemingly limitless; AI solutions could contribute $15 trillion to the global economy in 2030 —more than the current economic output of China and India combined. Leveraging Our Investor Toolbox: Engagement.

Ethics 52

Ethics Compliance Government Clients 52

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. Alternative investments can play a role in achieving sustained diversification, as well as contributing to earning a rate of return consistent with spending needs.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

OCTOBER 11, 2021

Mon, 10/11/2021 - 11:55. Alternative investments can play a role in achieving sustained diversification, as well as contributing to earning a rate of return consistent with spending needs. Estimated returns as of June 30, 2021. Are Alternatives Right for Our Organization? Muted Expectations. Re-balancing is set at semiannual.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

SEI

SEPTEMBER 17, 2022

We're pleased to have with us again SEI Investments' CEO, Ryan Hicke. Also joining us is CFO Dennis McGonigle. Sanjay has dove right in, Rajiv, and he's been out on the road seeing our clients both domestically and globally. We know that US Bank is in process of implementing on SWP, and that implementation is underway.

Clients 49

Clients Assets Banking Planning 49

The Big Picture

MARCH 12, 2024

And then by 1994, a group of us had started, started our own business. Tell us about your experience in the 2000s. So, so there, there were very few people that thought because at, at that time, the trailing credit performers for us single family mortgages great. What did you see coming? But they didn’t invest, right?

Banking 141

Banking Investing Investments Marketing 141

The Big Picture

FEBRUARY 20, 2024

Tell, tell us a little bit about that role. So they wanna know how many days does it take a, a treasury check to get back to us. Tell us a little bit about the 20 years you spent at Goldman Sachs, where you not only became a managing director and a partner, but you know, really very much rose through the ranks.

Economy 141

Economy Banking Marketing Marketing 141