Brown Advisory

SEPTEMBER 12, 2016

When sizing up a company’s opportunities and risks, portfolio managers vary widely in how they weigh ESG factors. Some portfolio managers use ESG data to find companies that they believe are less harmful than others. They then construct their portfolios by using traditional measures for valuation and performance.

Food 52

Food Executive Compensation Portfolio Management Valuation 52

Brown Advisory

SEPTEMBER 12, 2016

When sizing up a company’s opportunities and risks, portfolio managers vary widely in how they weigh ESG factors. Some portfolio managers use ESG data to find companies that they believe are less harmful than others. They then construct their portfolios by using traditional measures for valuation and performance.

Food 52

Food Executive Compensation Portfolio Management Valuation 52

Cordant Wealth Partners

NOVEMBER 20, 2020

During a recession, this number obviously goes up (136 and 210 filed for bankruptcy protection in 2008 and 2009, respectively) but drops in times of economic expansion (58 and 64 filed in 2018 and 2019, respectively). Shifts a concentrated equity position to a more diversified portfolio.

Compensation Planning 52

Compensation Planning Taxes Distribution Planning 52

Cordant Wealth Partners

JANUARY 28, 2021

During a recession, this number obviously goes up (136 and 210 filed for bankruptcy protection in 2008 and 2009, respectively) but drops in times of economic expansion (58 and 64 filed in 2018 and 2019, respectively). Shifts a concentrated equity position to a more diversified portfolio.

Compensation Planning 52

Compensation Planning Taxes Planning Distribution 52

Sara Grillo

SEPTEMBER 12, 2022

A few years later Scott merged Quest with another local investment advisory firm, Portfolio Solutions, that shared the same investment principles at that time. 2009, January 20.) Investment Adviser Public Disclosure. Trone, Don. 2017, July 11). ThinkAdvisor. Just Say No’ to CFP Board’s New Standards. Weisman, Robert. Boston.com.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Big Picture

APRIL 11, 2023

And again, some history, until 2009 or ‘10, Warren Buffett actually spoke out against buybacks. 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. I mean, strong words for Buffett.

Valuation 298

Valuation Education Government Numbers 298