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CIO Perspectives Webinar, 2022 Asset Allocation Outlook

Brown Advisory

Any business or tax discussion contained in this communication is not intended as a thorough, in-depth analysis of specific issues. The Russell 2000® Index measures the performance of the small-cap segment of the U.S. These trademarks have been licensed to S&P Dow Jones Indices LLC. equity universe.

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CIO Perspectives Webinar, 2022 Asset Allocation Outlook

Brown Advisory

Any business or tax discussion contained in this communication is not intended as a thorough, in-depth analysis of specific issues. The Russell 2000® Index measures the performance of the small-cap segment of the U.S. These trademarks have been licensed to S&P Dow Jones Indices LLC. equity universe.

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Small Caps: The Big Picture

Brown Advisory

returns over the past 12 months—the second best in the history of the Russell 2000 ® Index—and on the heels of one of the worst quarters since inception in 1984 (-30.6% Exhibit 6: Dispersion in sector returns, Russell 2000 ® Index Source: Furey Research Partners. return in the first quarter of 2020), U.S. equity universe.

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Small Caps: The Big Picture

Brown Advisory

returns over the past 12 months—the second best in the history of the Russell 2000 ® Index—and on the heels of one of the worst quarters since inception in 1984 (-30.6% Exhibit 6: Dispersion in sector returns, Russell 2000 ® Index. The Russell 2000® Index measures the performance of the small-cap segment of the U.S.

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Becoming a SEBI Registered Investment Advisor: A Complete Guide

International College of Financial Planning

Necessary Infrastructure In addition to meeting the criteria above, applicants must ensure adequate infrastructure, including office space, furniture, equipment, communication gadgets, research capabilities, and market research software systems. These resources are necessary to provide hassle-free and robust investment advisory services.

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Medium Size, Large Opportunity: Where to Look?

Brown Advisory

Outperformance of unprofitable companies, coupled with healthy capital markets activity in the biotech/pharma sub-sector over several years, has driven the weight of nonearners in the Russell 2000® Growth Index (R2G) to all-time highs (Exhibit 2). The Russell 2000® Index measures the performance of the small-cap segment of the U.S.

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How to Become a Financial Advisor in India?

International College of Financial Planning

Communication skills are very important in this industry and in a diverse country like India proficiency in different languages is an added advantage. This profession requires additional licensing if you wish to get in helping clients buy bonds, securities, or insurance. Numerous software and tools can do these jobs right now.