Brown Advisory

APRIL 22, 2020

Oil & Water: Fossil Fuel Divestment in Sustainable Bond Portfolios ajackson Wed, 04/22/2020 - 13:47 To many sustainable investors, owning fossil fuels is a black-and-white issue. The fossil fuel divestment “movement” has gained some momentum in recent years, and it is a topic we discuss with a growing number of clients.

Portfolio 52

Portfolio Clients Investments Investing 52

Brown Advisory

APRIL 22, 2020

Oil & Water: Fossil Fuel Divestment in Sustainable Bond Portfolios. The fossil fuel divestment “movement” has gained some momentum in recent years, and it is a topic we discuss with a growing number of clients. Should an investor looking for a fossil fuel-free portfolio consider this bond? Wed, 04/22/2020 - 13:47. Conclusion.

Portfolio 52

Portfolio Clients Investments Investing 52

Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks achen Thu, 06/01/2017 - 02:47 Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. stocks since the middle of 2004.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. We maintain a model portfolio internally to track the results of our asset allocation stances. stocks since the middle of 2004.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Trade Brains

NOVEMBER 18, 2023

Their last offer being from Tata Consultancy Services in 2004. Marquee Client Record: Tata Tech’s clients include some of the most notable names such as Airbus, McLaren, Honda, Ford, and Cooper Standard. The top 5 clients of the Company contributed to 60.49%, giving rise to concentration risks.

Engineering 115

Engineering Assets Clients Manufacturing 115

Random Roger's Retirement Planning

JULY 18, 2022

Making changes to client portfolios' overall volatility through the duration of a stock market cycle predates when I started blogging in 2004. Certain funds and stocks when added to a portfolio can either increase or decrease volatility, here's a good example with ARKK. HDGE is the AdvisorShares Ranger Equity Bear ETF.

Assets 74

Assets Portfolio Clients Marketing 74

The Big Picture

OCTOBER 24, 2022

She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. Let me give you some background on Morningstar Managed Portfolios. And we were doing the same with clients.

Portfolio 130

Portfolio Management Assets Investing 130

The Big Picture

DECEMBER 19, 2023

There are about 13 different portfolio managers each focused on a different sub-sector. 00:06:36 [Speaker Changed] So in, in 2004, I joined Morgan Stanley equity research. And to the credit of the portfolio manager that I was working with Josh Fisher, we were actually up that year. And they are not the typical hedge fund.

Healthcare 162

Healthcare Portfolio Management Investing 162

Trade Brains

JUNE 7, 2024

The Indian broking industry has consolidated towards digital brokers, who leverage technology to provide services at competitive fees and superior client experience. Retail investors now have access to a wide range of investment options, including equities, mutual funds, and derivative products, enabling them to build diversified portfolios.

Retail 59

Retail Wealth Management Education Investing 59

Trade Brains

JANUARY 24, 2024

Fintuple: It is a new-age startup that offers technology services such as digital client onboarding, eKYC, fund reports, and other digital solutions to AIF & PMS. It was listed on Indian exchanges in 2004 and changed its name to Cigniti in 2012. It currently has 237 active clients, of which 55 of them are part of the Fortune 2000.

Insurance 59

Insurance Clients Engineering Management 59

Random Roger's Retirement Planning

APRIL 8, 2023

One of the partners of the firm where I have been since 2004 was found to have done illegal trading and he was immediately terminated. My blogging evolved a lot over the last 12 months into a lot more of what I would call portfolio theory with the capital efficiency and return stacking stuff. Thankfully a few weeks later they did.

Insurance 98

Insurance Compliance Engineering Planning 98

The Big Picture

OCTOBER 17, 2023

And if you’re in a quant fund and your clients say, you know, you’ve underperformed for the last three quarters and I don’t quite understand the black box, how do you retain, how you drive that alignment between the client and the business? It goes back to the client. And that is the case.

Investing 130

Investing Investments Clients Numbers 130

The Big Picture

SEPTEMBER 23, 2024

00:19:56 [Speaker Changed] I can, I can imagine, and for listeners who may not be familiar with the distinction between buy side and sell side, when you’re at Citi or you’re at Merrill, you’re trading on behalf of either the firm’s fund or on behalf of clients. ’cause you have to sell that product to clients.

Banking 147

Banking Investing Investments Assets 147

Brown Advisory

DECEMBER 5, 2023

Our use-case at Brown Advisory for environmental, social and governance information, however, can be vastly different from how some clients, regulators, and other stakeholders use the term. 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

Trade Brains

NOVEMBER 27, 2023

Company Overview Incorporated in 2004, Servotech Power Systems Ltd is a comprehensive manufacturer, procurer, and distributor of advanced solar products, medical devices, and energy-efficient lighting solutions. Following that, we’ll go into the stock’s financials.

Planning 72

Planning Medical Manufacturing Healthcare 72

Trade Brains

JUNE 2, 2023

The small and mid-cap stocks are less risky which makes them a more conservative portfolio investment. It provides a wide range of financial services to corporate and retail clients in areas like investment banking, life and non-life insurance, mortgages, and online banking. Net interest margin(%): 3.84 % EPS (₹): 95.93 year on year.

Banking 52

Banking Financial Services Retail Assets 52

Brown Advisory

APRIL 1, 2015

In the private company world, total venture capital financings reached $59 billion last year, up from about $23 billion in 2004, according to PitchBook’s 2015 venture industry annual report. These extremes pose a serious challenge for portfolio managers because they can distort the benchmark indices against which portfolios are compared.

Investing 52

Investing Investments Valuation Assets 52

Trade Brains

DECEMBER 22, 2023

Yes Bank Yes Bank was started in 2004 by Rana Kapoor and Ashok Kapoor. The bank serves retail, SME, and corporate clients throughout India. However, their holdings may change as a result of the investments and decisions they make, and they may buy and sell their holdings as a result of those decisions. It is headquartered in Mumbai.

Banking 59

Banking Engineering Insurance Retail 59

The Big Picture

JULY 4, 2023

I know you don’t disclose your clients, but the Wall Street Journal certainly mentioned those. ” I just had this with a client who runs a very large, not multi-manager, but multi-strategy fund. And the phone rings an hour in and it’s my client. RITHOLTZ: Really? It was year one or so of IDW.

Management 147

Management Recruitment Numbers Banking 147

The Big Picture

AUGUST 29, 2022

at a crisis communication firm named Abernathy MacGregor and got to work with several clients and, you know, took them to Bloomberg, took them to Reuters, took them to there. And so, I was doing that in 2000, 2002, 2003, 2004. And in ’08, McNabb logs in and he hears not just nervous clients, but nervous customer service reps.

Assets 173

Assets Management Marketing Marketing 173

Walkner Condon Financial Advisors

FEBRUARY 6, 2024

The emerging markets asset class outperformed all others in 2003, 2005, 2007 and 2009, while finishing second in 2004, 2006, and 2012. large cap horse, lest your portfolio run the risk of colliding into a trolley cart of horse manure returns. jigawatts of investing power (and volatility)! Sounds unstoppable, right?

Assets 59

Assets Investing Investments Marketing 59

Mr. Money Mustache

JANUARY 29, 2021

Here is what I did: I created a new account for myself at Interactive Brokers, selecting the “ IBKR Pro ” account type to get the lower margin rates, and set it up as a “margin” account versus the unnecessarily complex “portfolio margin” option. The Real Magic: Ludicrously Low Interest Rates.

Accounting 53

Accounting Taxes Investing Investments 53

The Big Picture

MAY 30, 2023

BRYANT: We’ve had over 4 million clients, and we have 245 locations in 46 states. BRYANT: No, these are just my clients who happen to be working at TSA. And I want to own all of these affordable housing homes that are in the institutional portfolios. I have 245 locations today, Barry. 245 locations in 46 states.

Banking 147

Banking Economics Business Planning Economy 147

The Big Picture

JUNE 18, 2024

I, I somehow found myself invited to a MSN client retreat that Joanne was running. 00:26:12 [Speaker Changed] And Barstool was the same, which is Barstool started by Dave in 2004. Did they capture enough clients and or revenue to make this worthwhile? Nobody cares about your portfolio. And I thought Joanne was fabulous.

Media 147

Media Food Advertising Investing 147

The Big Picture

JUNE 13, 2023

And as I’m sure you would appreciate, being here in New York is a very different reality than the rest of the Americas, partly when it comes down to visiting new clients in the Midwest, the part of the US. We had made a few investments, relationship from a client standpoint, from an LP standpoint. That was very exciting.

Banking 147

Banking Assets Investing Investments 147

The Big Picture

APRIL 18, 2023

Both in terms of the aggregate revenue of our company, size of our portfolio, we’re probably now something like 150 total investments, many hundreds of billions of revenue, hundreds of thousands of employees if you add up all of the companies in which we’re invested. So it’s been really significant growth. We can’t do that.

Assets 162

Assets Investing Investments Valuation 162

Random Roger's Retirement Planning

JANUARY 14, 2025

In the earliest days of my blogging at the original URL, I would occasionally describe the blog as a look over my shoulder at how I navigate market cycles and learn more about portfolio construction and management. Client/personal holding BLNDX is a great example. Client/personal holding BTAL is a long short fund.

Investing 52

Investing Investments Engineering Clients 52

The Big Picture

JANUARY 14, 2025

You know, we were providing research advice, investment advice, talk to clients, help them raise money in other products. You were a portfolio manager, researcher head of trading, and apparently tech geek putting machines together. There’s always trade offs that you’re making when you start off as a new firm.

Management 147

Management Investing Investments Assets 147

The Big Picture

APRIL 11, 2023

Since 2004, the tax rate on dividends and capital gains is 15 percent, 18 percent, 21 percent. But if you load up your portfolio with those, God only knows what a year or two from now you’re going to be looking at because these companies are going to be forced to cut their dividends. They match up. RITHOLTZ: Right.

Valuation 298

Valuation Education Numbers Government 298

The Big Picture

MAY 16, 2023

RITHOLTZ: 2004, 2005. But, but for other people, we have, we have clients who’ve sold businesses. I think they were trying to do the right thing by their — by their portfolio companies, but, you know, we could have just easily wrote that out and … LINDZON: Well, I don’t give them that credit. LINDZON: Yes.

Media 290

Media Investing Investments Valuation 290

The Big Picture

FEBRUARY 20, 2024

Next day I had to go to Boston for a client meeting. And I think, you know, if you look at the 2004, 2007, eight period, boy, it would’ve been really good if we’d done something about subprime mortgage lending, about mortgage underwriting standards. 00:07:41 [Speaker Changed] Yeah, yeah.

Banking 147

Banking Economy Marketing Marketing 147

The Big Picture

AUGUST 23, 2022

But they’d come by very deferentially saying, excuse me, Mr. Browder, I know you’re very busy but is there any chance I could convince you to come and spend a few minutes to brief my client, Mr. Soros. The currency devalued by 75 percent and my portfolio, which was above $1 billion, went down 90 percent. RITHOLTZ: Wow.

Government 321

Government Banking Numbers Investing 321