Brown Advisory

MARCH 28, 2017

Still, nearly three out of four investors wait for their advisors to raise the topic of sustainability in relation to their portfolios, according to a 2013 survey by Calvert Investments. Once clients find initial success with these "baby steps," they can proceed more confidently with further steps across the portfolio should they so choose.

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Random Roger's Retirement Planning

NOVEMBER 21, 2024

There's no fact sheet yet and while the holdings are available, the asset allocation is vague without calculating the spreadsheet yourself which I did (hopefully correctly). PPFIX, MERIX and BTAL are client and personal holdings. Offering diversified exposure to U.S. Treasuries, real estate, gold, and agricultural commodities."

Asset Allocation 52

Asset Allocation Management Portfolio Taxes 52

Brown Advisory

AUGUST 1, 2018

We tend to be strategic rather than tactical in our approach to investing, but a combination of recent fundamental developments and valuation changes has caused us to add a note of caution in conversations with clients and in the management of their portfolios. Just to be clear, this is not a sudden or abrupt shift in our thinking.

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Brown Advisory

AUGUST 1, 2018

We tend to be strategic rather than tactical in our approach to investing, but a combination of recent fundamental developments and valuation changes has caused us to add a note of caution in conversations with clients and in the management of their portfolios. Bond Returns Since 2013. Annualized Returns, 04/30/2013-06/30/2018.

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Management Investing Investments Valuation 52

Brown Advisory

OCTOBER 4, 2021

As we will discuss in this article, we conduct climate-related research and analysis (as part of our overall research efforts) along several separate but integrated tracks to guide our asset allocation, manager research and portfolio construction efforts. Sources: ARIS Analytics/Brown Advisory, MSCI.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

OCTOBER 4, 2021

As we will discuss in this article, we conduct climate-related research and analysis (as part of our overall research efforts) along several separate but integrated tracks to guide our asset allocation, manager research and portfolio construction efforts. A 360-Degree Climate Evaluation. Sources: ARIS Analytics/Brown Advisory, MSCI.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Investing Caffeine

MAY 2, 2022

DISCLOSURE: Sidoxia Capital Management (SCM) and some of its clients hold positions and certain exchange traded funds (ETFs), but at the time of publishing had no direct position in any other security referenced in this article. Subscribe on the right side of the page for the complete text.

Electronics 59

Electronics Economy CFP Government 59

The Irrelevant Investor

JULY 19, 2016

Wes has a great take on superior returns; "Sustainable alpha requires sustainable clients." These are two of my favorite quotes From The Intelligent Asset Allocator : Asset allocation is the only factor affecting your investments that you can actually influence. He taught me that asset allocation matters.

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The Big Picture

NOVEMBER 8, 2022

Our job was basically to give sort of strategic advice to Lazard clients, which would generate capital-raising mergers and debt financing. I remember once, one of my colleagues says that a friend, one of the French Lazard Frerers partners was asked by a sort of junior, “How much should we tell our client to bid?” CHANCELLOR: Yes.

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Brown Advisory

SEPTEMBER 22, 2017

Moreover, they must understand that the correlation of traditional factors with performance outcomes (such as portfolio returns and volatility) is highly sensitive to market conditions and the exact time-periods reviewed (Podkaminer, 2013). Deutsche Asset & Wealth Management White Paper. 2013(1): 1-15. Oxford University Press.

Portfolio 52

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Brown Advisory

SEPTEMBER 22, 2017

Moreover, they must understand that the correlation of traditional factors with performance outcomes (such as portfolio returns and volatility) is highly sensitive to market conditions and the exact time-periods reviewed (Podkaminer, 2013). Deutsche Asset & Wealth Management White Paper. 2013(1): 1-15. Oxford University Press.

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Brown Advisory

JUNE 14, 2018

I wanted to make sure we considered those ideas and their implications for the portfolios we manage for our clients, with truly open minds. We consider all of these things when we invest, but we need to make sure we’re transparent about what we own and why so our clients can make these judgment calls for themselves. This was in 2013.

Investing 52

Investing Investments Clients Numbers 52

Brown Advisory

JUNE 14, 2018

I wanted to make sure we considered those ideas and their implications for the portfolios we manage for our clients, with truly open minds. We consider all of these things when we invest, but we need to make sure we’re transparent about what we own and why so our clients can make these judgment calls for themselves. This was in 2013.

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Investing Investments Clients Numbers 52

WiserAdvisor

JANUARY 23, 2024

For instance, events like a market downturn in June 2013 allowed some services to capture losses promptly, providing tax savings for clients. It is crucial to note that tax-loss harvesting is not about avoiding certain asset classes that are not doing well. Listening is more than just a courtesy.

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The Better Letter

JANUARY 26, 2024

2013 : “[S]tock returns prospectively are very low.” Hussman’s current assets under management have declined by about 95 percent from $6.7 Remember what Barton Biggs, Morgan Stanley’s former strategist, said : “Bullish and wrong and clients are angry; bearish and wrong and they fire you.”

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Assets Valuation Management Marketing 104

ClearMoney

NOVEMBER 4, 2021

As with many things in life, the truth is somewhere between the extremes: While both simulated and real-world data suggest momentum may not be suitable as a driver of long-term asset allocations, we believe momentum considerations can be integrated in a cost-effective way to help inform daily portfolio management decisions.

Asset Allocation 52

Asset Allocation Commission Portfolio Assets 52

Dear Mr. Market

OCTOBER 11, 2022

For some quick background, our first original review was written in June of 2013 ( click here to see that). My Portfolio Guide, LLC is actually closer to a Permanent Portfolio type allocation for many of our base models with clients that may have shorter time horizons.

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The Big Picture

MARCH 26, 2024

He wasn’t tactical asset allocator. And the sort of narrative embedded in that, I suppose might matter to institutions, but our eight plus trillion dollars of client assets are for the most part individual investors. I might have interacted in some form with several hundred clients. It wasn’t the case.

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The Big Picture

NOVEMBER 25, 2024

And so as those assets grew, I’m now a young 20-year-old going out trying to go to other asset managers saying, Hey, I have this quantitative research. And they’d say, well, who are your clients? Corey Hoffstein : So throughout 2013, I was doing a lot of this research. Can’t. It’s just a model.

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The Big Picture

JANUARY 31, 2023

What we try to do, of course, is to make sure we’re sending it out a little bit later than our clients get it, because then, you know, why pay for research in the first place if you can get it for free on Twitter. I mean, by 2013, the household deleveraging was basically over, and the economy was gaining a lot of momentum.

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