Brown Advisory

JUNE 21, 2017

A white paper entitled " Active Alpha ," published by Brown Advisory in 2014, highlights several factors, including: Independent thinking: Studies have shown that managers whose portfolios differ significantly from their benchmarks are more likely to outperform. Reasons for this tendency are varied.

Investments 52

Investments Investing Portfolio Management 52

Brown Advisory

JUNE 21, 2017

A white paper entitled " Active Alpha ," published by Brown Advisory in 2014, highlights several factors, including: Independent thinking: Studies have shown that managers whose portfolios differ significantly from their benchmarks are more likely to outperform. Manager Characteristics. Reasons for this tendency are varied.

Investments 52

Investments Investing Portfolio Management 52

Brown Advisory

SEPTEMBER 22, 2017

ESG information helps with broader due diligence, providing insight into a company’s sustainability strategies alongside their fundamental strengths, the competitive environment, and, of course, stock valuation at the time of buy or sell decisions. Deutsche Asset & Wealth Management White Paper. The Guardian. Hoepner, A.

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

SEPTEMBER 22, 2017

ESG information helps with broader due diligence, providing insight into a company’s sustainability strategies alongside their fundamental strengths, the competitive environment, and, of course, stock valuation at the time of buy or sell decisions. Deutsche Asset & Wealth Management White Paper. The Guardian. Hoepner, A.

Portfolio 52

Portfolio Investing Investments Management 52

The Irrelevant Investor

NOVEMBER 11, 2015

I'm putting on my Amazing Randi hat and calling out a "white paper" I recently came across. When the current bull market inevitably turns, passive managers could be left holding stocks and sectors with poor fundamentals and inflated valuations. 2) Tell the truth to those who want the truth, and you'll make a living.

Management 52

Management Financial Services Assets Valuation 52

Sara Grillo

NOVEMBER 14, 2022

As a litigation economist, he specialized in retirement plan valuation and rendered thousands of opinions regarding defined benefit and defined contribution retirement plans property matters for divorcing couples. He is an experienced trial expert witness.

Insurance 59

Insurance Retirement License Financial Advisor 59

The Big Picture

MARCH 12, 2024

And we’ve automated the, the appraisal process for valuation, both intrinsic value, meaning like, where would we pay it, where would we buy it, and where is the fair market price that asset from that level, from price and from consumer behavior now. We’ve gathered up all the information you would need to do an appraisal.

Banking 147

Banking Marketing Marketing Investing 147

The Big Picture

NOVEMBER 25, 2024

00:21:21 [Speaker Changed] So this story came out that, oh, value is defensive because it has this valuation buffer to it 00:21:28 [Speaker Changed] In that one example. Let’s start out, you wrote a really well received white paper on the entire concept of return stacking. They took a point and they drew a line.

Portfolio 147

Portfolio Management Assets Marketing 147

The Big Picture

FEBRUARY 4, 2025

White paper was about private credit, white paper was about private equity. White paper was about asset backed finance. White paper was about all kinds of aspects of what our private markets today. So that’s what we try to do in Apollo Academy, namely have various educational materials.

Economy 257

Economy Banking Economics Taxes 257

The Big Picture

OCTOBER 31, 2022

We wrote a white paper that was associated with it. SCHWARTZ: But even broad developed markets, they’re half the valuation of the U.S. And that’s where Jeremy came in because he was my right hand man, to say the least, in doing all this. We did it not only for the U.S., we did it internationally. SIEGEL: Right.

Numbers 147

Numbers Investing Investments Marketing 147