Carson Wealth

MARCH 28, 2024

Retirement planning is a journey that generally takes decades to complete and most of us start out along the do-it-yourself path. But at some point, most of us need to graduate from the DIY approach and seek advice from a retirement planning professional. Or maybe your favorite podcaster is pushing some “sure-fire” investment.

Retirement Planning 142

Retirement Planning Retirement Planning Taxes 142

Brown Advisory

JULY 17, 2023

Global Leaders Strategy: Reporting on the impact of our investment decisions 2022 bgregorio Mon, 07/17/2023 - 06:59 A Letter of Introduction From The Portfolio Managers Welcome to our 2022 Impact report. We are long-term investors with our capital invested alongside yours. We are deeply committed to sustainable investing.

Investing 52

Investing Investments Portfolio Management Portfolio 52

Brown Advisory

JULY 17, 2023

Global Leaders Strategy: Reporting on the impact of our investment decisions bgregorio Mon, 07/17/2023 - 06:59 A Letter of Introduction From The Portfolio Managers Welcome to our 2022 Impact report. We are long-term investors with our capital invested alongside yours. Our average investment is held for approximately eight years.

Investing 52

Investing Investments Portfolio Management Portfolio 52

Brown Advisory

JULY 17, 2023

We are long-term investors with our capital invested alongside yours. Our average investment is held for approximately eight years. We have a long-term investment horizon that requires us to incorporate all risks and opportunities—both ESG and fundamental–into our holistic research in order to maximize long-term investment returns.

Portfolio Management 52

Portfolio Management Portfolio Investing Investments 52

Brown Advisory

JUNE 5, 2023

2022 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy bgregorio Mon, 06/05/2023 - 05:22 A Letter of Introduction From The Portfolio Managers Our 2022 impact report builds on our commitment to measuring, documenting and communicating the outcomes that our strategy produces for our clients.

Taxes 52

Taxes Portfolio Management Portfolio Communication 52

Brown Advisory

APRIL 12, 2023

Large-Cap Sustainable Growth Strategy: Reporting on the impact of our investment decisions 2022 ajackson Wed, 04/12/2023 - 09:56 A Letter of Introduction From The Portfolio Managers Since launching this strategy more than 13 years ago, the demand for information on ESG, impact, and sustainability has risen dramatically.

Investing 52

Investing Investments Portfolio Management Portfolio 52

Brown Advisory

MAY 1, 2023

Sustainable Core Fixed Income Strategy: Reporting on the impact of our investment decisions 2022 ajackson Mon, 05/01/2023 - 12:34 A Letter of Introduction From The Portfolio Managers Our 2022 impact report builds on our commitment to measuring, documenting and communicating the outcomes that our strategy produces for our clients.

Investing 52

Investing Investments Portfolio Management Portfolio 52

Brown Advisory

MAY 1, 2023

Sustainable Core Fixed Income Strategy: Reporting on the impact of our investment decisions ajackson Mon, 05/01/2023 - 12:34 A Letter of Introduction From The Portfolio Managers Our 2022 impact report builds on our commitment to measuring, documenting and communicating the outcomes that our strategy produces for our clients.

Investing 52

Investing Investments Portfolio Management Portfolio 52

Brown Advisory

APRIL 12, 2023

2022 Impact Report: Large-Cap Sustainable Growth Strategy ajackson Wed, 04/12/2023 - 09:56 A Letter of Introduction From The Portfolio Managers Since launching this strategy more than 13 years ago, the demand for information on ESG, impact, and sustainability has risen dramatically.

Portfolio Management 52

Portfolio Management Portfolio Investing Investments 52

Brown Advisory

MAY 1, 2023

2022 Impact Report: Sustainable Core Fixed Income Strategy ajackson Mon, 05/01/2023 - 12:34 A Letter of Introduction From The Portfolio Managers Our 2022 impact report builds on our commitment to measuring, documenting and communicating the outcomes that our strategy produces for our clients.

Portfolio Management 52

Portfolio Management Portfolio Communication Investing 52

Brown Advisory

MAY 31, 2022

2021 Impact Report: Sustainable Core Fixed Income Strategy ajackson Tue, 05/31/2022 - 13:10 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. Enclosed is our 2021 Impact Report for the Sustainable Core Fixed Income strategy.

Portfolio Management 52

Portfolio Management Portfolio Clients Management 52

Brown Advisory

MAY 31, 2022

2021 Impact Report: Sustainable Core Fixed Income Strategy. At Brown Advisory, we are deeply committed to sustainable investing. We firmly believe that there does not have to be a trade-off between strong performance and smart investments that help address society’s trickiest sustainability challenges. .

Portfolio Management 52

Portfolio Management Portfolio Clients Management 52

Brown Advisory

MAY 31, 2022

2021 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy ajackson Tue, 05/31/2022 - 15:22 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. Enclosed is our 2021 Impact Report for the Tax-Exempt Sustainable Fixed Income strategy.

Taxes 52

Taxes Portfolio Management Portfolio Clients 52

Brown Advisory

MAY 31, 2022

2021 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy. At Brown Advisory, we are deeply committed to sustainable investing. We firmly believe that there does not have to be a trade-off between strong performance and smart investments that help address society’s trickiest sustainability challenges. .

Taxes 52

Taxes Portfolio Management Portfolio Clients 52

Brown Advisory

FEBRUARY 15, 2023

Reflections on Stewardship mhannan Wed, 02/15/2023 - 11:54 We think about stewardship broadly—indeed, you will see us use the term “raise the future” to refer to how we view our purpose for our clients, colleagues and communities. As a business, we partner with for-profit and nonprofit purpose-driven organisations.

Nonprofit 52

Nonprofit Recruitment Clients Portfolio 52

Brown Advisory

NOVEMBER 15, 2023

As active managers in a highly competitive market, we believe we have two sources of alpha in our approach to investing: our long-term investment horizon and our disciplined focus on capital allocation.

Investing 52

Investing Investments Portfolio Management Portfolio 52

Trade Brains

FEBRUARY 9, 2024

Through a consultation paper, the Securities and Exchange Board of India (SEBI) has explored the idea of regulating fractional ownership of real estate assets, a step that could potentially introduce a framework similar to Real Estate Investment Trusts (REITs), allowing individual investors to seek ownership of prime assets.

Retail 105

Retail Portfolio Sales Management 105

Truemind Capital

FEBRUARY 8, 2024

Never invest in an asset for which you don’t understand the maximum risk. Knowing what you are doing is the most important aspect of any investment. History has taught us that equity markets can correct by more than 50-60% and can take many years to recover. Now, how do you evaluate the maximum risk?

Investing 52

Investing Investments Assets Portfolio 52

Brown Advisory

SEPTEMBER 6, 2022

Investing for Purpose: A Governance Perspective on Mission-Aligned Investment Strategy. Increasingly, investment committee members are exploring mission-aligned investing for the organizations they serve. DEFINING MISSION-ALIGNED INVESTING. Tue, 09/06/2022 - 10:17.

Government 98

Government Investing Investments Portfolio 98

Brown Advisory

OCTOBER 11, 2022

2021 Impact Report: Sustainable Small-Cap Core Strategy mhannan Tue, 10/11/2022 - 17:44 Download the Report A Letter of Introduction From The Portfolio Managers Brown Advisory has made a deep commitment to sustainable investing, across a wide range of its equity and fixed income strategies. More recently (i.e.,

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52

Brown Advisory

OCTOBER 11, 2022

2021 Impact Report: Sustainable Small-Cap Core Strategy. Brown Advisory has made a deep commitment to sustainable investing, across a wide range of its equity and fixed income strategies. Enclosed is our Impact Report for the Brown Advisory Sustainable Small Cap Core strategy. Tue, 10/11/2022 - 17:44.

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52

The Big Picture

AUGUST 30, 2023

UnHerd ) • The Pandemic Transformed America’s Biggest Downtowns in Very Different Ways : While transit ridership and downtown dining took a big hit across the board, new commuting patterns and retail spending vary widely across the US. He also serves as a member of the Treasury Borrowing Advisory Committee of the US Treasury Department.

Retail 130

Retail Retirement Management Economy 130

MainStreet Financial Planning

MARCH 20, 2023

You may have seen or heard about Socially Responsible Investing (SRI) or Environmental, Social, and Corporate Governance Investing (ESG) and wondered if it is something you should consider adding to your portfolio. It is important to do your research or reach out to us at MainStreet Financial Planning if you have questions.

Financial Planning 52

Financial Planning Investing Investments Education 52

Brown Advisory

APRIL 21, 2023

While this buoyed energy markets, it renewed palpable fears of prolonged inflation across the broader economy and investment community. The strategy is currently invested ~65% in what the PMs view as durable and less cyclical businesses, and 35% in more rapidly growing and less mature business models.

Portfolio Management 98

Portfolio Management Portfolio Banking Management 98

Brown Advisory

FEBRUARY 14, 2023

Sustainable Sovereigns: Integrating Sustainable Investment Analysis into Government Debt Research ajackson Tue, 02/14/2023 - 10:39 Brown Advisory has championed sustainable investing for more than a decade. We believe that one size does not fit all when assessing sovereigns’ sustainability profiles.

Government 52

Government Investing Investments Economics 52

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.

Fiduciary Duty 52

Fiduciary Duty Government Clients Investing 52

Advisor Perspectives

OCTOBER 4, 2023

Rooted in the firm’s deep capital market analysis, the CMA report informs the investment decisions and asset allocation recommendations made by Northern Trust, which as of June 30, 2023, had US$1.4 trillion in assets under management. trillion in assets under management.

Assets 52

Assets Asset Allocation Marketing Marketing 52

Brown Advisory

MAY 12, 2022

2021 Impact Report: Large-Cap Sustainable Growth Strategy mhannan Thu, 05/12/2022 - 05:00 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. Enclosed is our Impact Report for the Brown Advisory Large-Cap Sustainable Growth strategy.

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52

Brown Advisory

MAY 12, 2022

2021 Impact Report: Large-Cap Sustainable Growth Strategy. At Brown Advisory, we are deeply committed to sustainable investing. We firmly believe that there does not have to be a trade-off between strong performance and smart investments that help address society’s trickiest sustainability challenges.

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52

MainStreet Financial Planning

FEBRUARY 16, 2024

Diet and Nutrition: I’ve adopted the Mediterranean diet, renowned for its health benefits, and have incorporated light lunches to sustain energy throughout the day. In essence, prioritizing health isn’t just an act of self-care—it’s an investment in our future selves.

Accounting 74

Accounting Financial Planning Planning Banking 74

Brown Advisory

SEPTEMBER 21, 2022

Resilience is Core to Sustainable Portfolio Construction. As crucial as sustainability may be to investors and companies alike, gauging the long term resilience of their business model is just as important. Sustainable International Leaders views resilience as a crucial lens through which to analyze businesses.

Portfolio 86

Portfolio Manufacturing Investing Investments 86

Brown Advisory

AUGUST 9, 2021

The report reviews how we seek to use ESG research in our investment process, and how we seek companies with what we call Sustainable Business Advantage drivers (“SBA drivers”) and strong ESG risk management. Our investment philosophy starts with the most important person in any business: the customer.

Portfolio Management 52

Portfolio Management Portfolio Risk Management Investing 52

Brown Advisory

AUGUST 9, 2021

The report reviews how we seek to use ESG research in our investment process, and how we seek companies with what we call Sustainable Business Advantage drivers (“SBA drivers”) and strong ESG risk management. Our investment philosophy starts with the most important person in any business: the customer.

Portfolio Management 52

Portfolio Management Portfolio Risk Management Investing 52

Brown Advisory

MARCH 31, 2023

Audio Updates: Large-Cap Sustainable Growth Strategy mhannan Fri, 03/31/2023 - 09:58 The strategy seeks to deliver competitive risk-adjusted returns over a full market cycle through a concentrated portfolio of companies that we believe offer durable fundamental strengths, sustainable competitive advantages and compelling valuations.

Clients 52

Clients Portfolio Management Investing Investments 52

Brown Advisory

JANUARY 17, 2024

Global Leaders Strategy Investment Letter: January 2024 bgregorio Wed, 01/17/2024 - 05:23 Just want the PDF? Download it here Darwinian Investing: The Science of Rejection The outperformance of the “Magnificent Seven”1 during 2023 led to many questions from our investors (for instance “why are you underweight the Mag 7?”)

Investing 52

Investing Investments Portfolio Compliance 52

Brown Advisory

MAY 11, 2021

Moving Forward: 2021 Sustainable Investing Perspectives ajackson Tue, 05/11/2021 - 13:33 Our new publication, “Moving Forward: 2021 Sustainable Investing Perspectives”, by Erika Pagel and Elizabeth Hiss, is now available.

Investing 52

Investing Investments Portfolio Valuation 52

Brown Advisory

MAY 11, 2021

Moving Forward: 2021 Sustainable Investing Perspectives. Our new publication, “Moving Forward: 2021 Sustainable Investing Perspectives”, by Erika Pagel and Elizabeth Hiss, is now available. We hope it is helpful and instructive for our clients and friends with an interest in sustainable investing.

Investing 52

Investing Investments Portfolio Valuation 52