Brown Advisory

DECEMBER 5, 2023

It also compels a good deal of humility, an acknowledgement of luck, and a desire to always learn more and to turn over more rocks, and to look at more information in order to arrive at investment insights. Here is an attempt to invoke fundamental investing basics to clarify exactly what we aspire to deliver for our clients.

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Trade Brains

JANUARY 24, 2024

Anand Rathi Wealth Limited: In the dynamic change happening in India’s wealth management, one company shines for its personal touch and dedication to client success: Anand Rathi Wealth Limited (ARWL). As of 2023, the industry boasts a staggering AUM (assets under management) of over Rs 39.4 in FY18 to 15.2%

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Brown Advisory

MAY 3, 2023

In our last episode , Sid and Erika did a moderately deep dive on Artificial Intelligence, and with Mike they look more specifically at the business risks and opportunities stemming from AI, and in particular some of the emerging competitive dynamics between tech giants Google and Microsoft that are driving progress at a seemingly breakneck pace.

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Brown Advisory

MAY 3, 2023

In our last episode , Sid and Erika did a moderately deep dive on Artificial Intelligence, and with Mike they look more specifically at the business risks and opportunities stemming from AI, and in particular some of the emerging competitive dynamics between tech giants Google and Microsoft that are driving progress at a seemingly breakneck pace.

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WiserAdvisor

MARCH 19, 2024

You may wonder how the rich keep their money and where they invest for high returns. While the lifestyles of the rich may appear out of reach for many, the strategies they employ to invest their money for high returns are often accessible to anyone willing to follow in their footsteps. How are the wealthy investing their money?

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The Big Picture

OCTOBER 24, 2022

The transcript from this week’s, MiB: Marta Norton, Morningstar Investment Management , is below. BARRY RITHOLTZ, BLOOMBERG RADIO HOST: This week on the podcast, I have an extra special guest, Marta Norton is the Chief Investment Officer for Morningstar Investment Management. Tell us about that opening gig.

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Truemind Capital

SEPTEMBER 10, 2019

Investment management is never a part-time activity but a full-time job. Quality investment management is much more than selecting schemes from star-rating websites or buying a stock based on little insights. Unchecked conflict of interest can ruin your investment returns. 🔊 Play Audio.

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Clever Girl Finance

OCTOBER 16, 2023

Earning involves simple money management, such as budgeting and debt management. Once you’ve built good savings, you can focus on growing your money through investments. In addition to providing helpful information, many books offer real-life insights and guidance from finance professionals.

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Clever Girl Finance

SEPTEMBER 11, 2023

When you’re new to investing, it can seem like there’s a lot of information to learn. But you have to start somewhere—so you might as well start with the best investing websites right off the bat! Table of contents What makes the best investment websites the best ? 6 Best investing websites for research (and taking action!)

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Brown Advisory

MARCH 2, 2020

Looking Back And Thinking Ahead: 10 Lessons Learned After 10 Years Of Managing Large-Cap Sustainable Growth ajackson Mon, 03/02/2020 - 10:33 We are excited to reflect on our ten year anniversary for the Large-Cap Sustainable Growth strategy. Embrace different perspectives. The team matters.

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Brown Advisory

MARCH 2, 2020

Looking Back And Thinking Ahead: 10 Lessons Learned After 10 Years Of Managing Large-Cap Sustainable Growth. We are pleased that our long-term results have demonstrated that there does not have to be a trade-off between strong performance and smart investments that help address some of our society’s trickiest sustainability challenges.

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Indigo Marketing Agency

JANUARY 24, 2024

Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction. Peter also joins us to co-host our upcoming webinar on The Art of Client Communication.

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Indigo Marketing Agency

DECEMBER 19, 2022

As a financial advisor, your job requires you to stay on top of leading industry information, the evolving ways to connect with clients, and new strategies for managing money. We recommend listening to his Top Advisor Podcast to hear some of his insights and recommendations. Together with Rianka R. Joshua Brown. Peter Lazaroff.

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Validea

JANUARY 25, 2023

By Justin Carbonneau ( @jjcarbonneau ) — Artificial intelligence and techniques such as machine learning have become more prevalent in investing over the past decade. We’ve had multiple guests on our podcast, Excess Returns, that are using A.I. techniques in their investing process.

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Indigo Marketing Agency

JANUARY 24, 2024

Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction. Peter also joins us to co-host our upcoming webinar on The Art of Client Communication.

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Brown Advisory

AUGUST 6, 2019

Investment Perspectives | Cool Change ajackson Tue, 08/06/2019 - 08:46 "Time for a cool change; I know that it's time for a cool change." Ever since Taylor joined our firm in 2010, I’ve been deeply impressed with his understanding of the markets and his intellectual curiosity with respect to all types of investments.

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Brown Advisory

AUGUST 6, 2019

Investment Perspectives | Cool Change. After more than 50 years of writing research reports and investment letters (including the last 20 with Brown Advisory), it’s time to pass the baton to a better qualified, more knowledgeable and—yes—younger colleague who can take Investment Perspectives forward.

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Brown Advisory

OCTOBER 28, 2021

To do so, we are honored to have Katharine Hayhoe join us for the final Raising Women’s Voices webinar in our fall season. She is the author of the new book Saving Us: A Climate Scientist’s Case for Hope and Healing in a Divided World. Speakers: Harbeen Arora, Ph.D.

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Brown Advisory

OCTOBER 28, 2021

We are always trying to deepen our understanding of the science behind climate risk. To do so, we are honored to have Katharine Hayhoe join us for the final Raising Women’s Voices webinar in our fall season. She is the author of the new book Saving Us: A Climate Scientist’s Case for Hope and Healing in a Divided World.

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The Big Picture

NOVEMBER 22, 2022

And so they stood up a firm called AltFinance, whose main purpose was to help alternative asset managers tap into that rich pool of potential hires. RITHOLTZ: So tell us about AltFinance, what is its mission? SHAW: So AltFinance is focused on building diversity in the alternative investment industry. Your parent may work there.

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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. It was between corporate law and investment banking.

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Sara Grillo

AUGUST 14, 2023

Researching costs of investments, services, and products rendered to the client Assessing if risk is reasonable for the client Assessing if performance expectations are reasonable for the client But these are all loose definitions. The word “fiduciary” is not a marketing term, not just something you throw out there to virtue signal.

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Park Place Financial

MARCH 16, 2022

An individual with $1 million or more in liquid financial investments may also be considered high net worth. Since HNWIs have complex and extensive portfolios, few can manage their wealth without assistance from a financial planner. If a person has over $10 million in net resources, they are an ultra-high-net-worth individual.

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Brown Advisory

AUGUST 1, 2018

Investment Perspectives | Managing Risk ajackson Wed, 08/01/2018 - 10:37 In 1963, Bob Dylan warned us that the times, they are a-changin’—and while he wasn’t talking about capital markets, his words ring as true today for investors as they did for those growing up in the turbulent '60s.

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Brown Advisory

AUGUST 1, 2018

Investment Perspectives | Managing Risk. In 1963, Bob Dylan warned us that the times, they are a-changin’—and while he wasn’t talking about capital markets, his words ring as true today for investors as they did for those growing up in the turbulent '60s. From an economic perspective, growth in the U.S.

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Brown Advisory

NOVEMBER 8, 2021

The IEA projects that annual clean energy investment will need to more than triple from its current level ($1.2 To fund these investments, many issuers will turn to the bond markets. The Bill Comes Due: Risks Investors Face from Climate Change. Climate-related risks are of uncertain magnitude, irreversible and uneven.

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Brown Advisory

SEPTEMBER 22, 2017

ESG and the Stock-­Picker’s Dilemma achen Fri, 09/22/2017 - 12:58 One of the greatest challenges that public equities investors face to integrating environmental, social, and governance (ESG) data into their decision making is the lack of proof that real – not hypothetical – investment strategies can use ESG factors to enhance performance.

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Brown Advisory

SEPTEMBER 22, 2017

One of the greatest challenges that public equities investors face to integrating environmental, social, and governance (ESG) data into their decision making is the lack of proof that real – not hypothetical – investment strategies can use ESG factors to enhance performance. The Search for an ESG Investment Edge.

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The Big Picture

JUNE 7, 2023

Weinstein, Woodline Partners Co-Chief Investment Officer Mike Rockefeller, Fernbridge Capita Management Founder Brennan Diaz and Knighthead Capital Management Co-Founder Thomas Wagner. Taking a hedge fund approach to long-only investing. You see it from the perspective of talent. Good, good timing.

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Indigo Marketing Agency

MAY 5, 2020

He is also the Executive Director of the PLANSPONSOR Institute, the education and training arm of PLANSPONSOR, as well as founding lecturer for The Retirement Advisor University (TRAU) at UCLA Anderson School of Management Executive Education. John serves on the Government Affairs Committee for the National Association of Plan Advisors.

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The Big Picture

NOVEMBER 14, 2023

Eventually leading her to a point where she’s managing quants, running about a hundred billion dollars in assets. Really a fascinating background, and it just goes to show you how broad and flexible the world of finance is, that there are so many different ways you can find yourself in a senior management position in, in this industry.

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Bell Investment Advisors

JUNE 29, 2023

My name is Laurent Harrison, Senior Investment Advisor and Financial Planner. I’m joined here today by Ryan Kelley, Lead Portfolio Manager and Research Analyst for Bell. Bloomberg Aggregate, which is a bond index representing the overall investment-grade U.S. 0:17 Ryan Kelley: Thanks. Happy to be here. Slide 5: U.S.

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Tucker Advisors

OCTOBER 18, 2021

Facebook Ads Manager. Using Facebook for Qualified Leads. The next biggest social media site is YouTube, but if you take a look at the top nine social media platforms, it is clear that Facebook has a large investment in the social media landscape with multiple properties in the top 10 (AP Style is numerals for 10 and above).

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The Big Picture

JANUARY 30, 2024

The pivot into digital asset management and Betterment was a little bit of a surprise, but a lot of the skills are very transferrable and she’s really done a, a, a substantial job at Betterment. Full disclosure, my firm, OLTs Wealth Management, works with Betterment, which powers our digital investment platform.

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The Big Picture

SEPTEMBER 12, 2022

She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. She really has an incredible background in everything from capital markets to derivatives, to wealth management. Her name is Kristen Bitterly Michell. RITHOLTZ: So let’s talk exactly about that.

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Brown Advisory

JANUARY 4, 2016

Investment Perspectives | Unicorns: Beyond the Myth. Research firm CB Insights calculates that there are 145 unicorn companies with an aggregate value over $500 billion as of this writing. There are several ways, depending on one’s appetite for risk and need for diversification and liquidity. Mon, 01/04/2016 - 13:57.

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The Big Picture

MAY 23, 2023

This is a fascinating conversation about business growth and leadership and management and how to run a team. And now we, you know, we’re just shy of $145 billion of assets on the management across the entire credit curve. Not its asset management, its brokerage piece. From a regulatory perspective, you are the regulator.

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