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). The Journal of Portfolio Management 40(2): 18-29. 2013(1): 1-15.

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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). The Journal of Portfolio Management 40(2): 18-29. 2013(1): 1-15.

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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. A good number of attendees recoiled in displeasure and an equivalent number perked up eagerly. Jane Korhonen, a portfolio manager in our Washington, D.C.

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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. A good number of attendees recoiled in displeasure and an equivalent number perked up eagerly. Jane Korhonen, a portfolio manager in our Washington, D.C.

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Investments Investing Clients Numbers 52

Brown Advisory

MAY 12, 2020

Mick Dillon and Bertie Thomson, portfolio managers of the strategy, are keenly aware of the events that have disrupted markets over the last five years, yet equally aware of the risk to the portfolio if they let those events distract them from their research and investment decisions. 6th Edition, 2015. “We

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Brown Advisory

MAY 12, 2020

Mick Dillon and Bertie Thomson, portfolio managers of the strategy, are keenly aware of the events that have disrupted markets over the last five years, yet equally aware of the risk to the portfolio if they let those events distract them from their research and investment decisions. 6th Edition, 2015. “We

Investing 52

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Investment Writing

NOVEMBER 20, 2024

Note: This post was originally published on October 18, 2013, on the MarketingProfs blog , but it remains relevant today. Use the Oracle of Omaha When I push for plain language, sometimes my asset manager clients say they’re worried they’ll be seen as “dumb.” I have made some updates and additions.

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The Big Picture

JULY 24, 2023

MIAN: So Stray Reflections is a macro advisory and community that works with portfolio managers, CIOs around the world. So this secular bear market that we’re in today began in 2013 when we finally broke above the 1,500 level that was capping the index since 2000. But number two is from a demographic standpoint.

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Brown Advisory

OCTOBER 4, 2021

Considering Climate within Portfolios ajackson Mon, 10/04/2021 - 11:00 An increasing number of investors are seeking to incorporate climate change in their investment calculus. Chart covers both the equity and fixed income portions of the sustainable model portfolio and the MSCI ACWI Index. *The

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Brown Advisory

OCTOBER 4, 2021

Considering Climate within Portfolios. An increasing number of investors are seeking to incorporate climate change in their investment calculus. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting.

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The Irrelevant Investor

JULY 19, 2016

But the answer to a complex system isn't necessarily a complex investment portfolio that requires constant activity. On the contrary, the best response to the complexities inherent in the markets is a portfolio management process that relies heavily on simplicity, transparency, and reduced levels of activity. Wow, just Wow.

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Bell Investment Advisors

MARCH 15, 2023

Original air date: Monday, March 13th, 2023 at 12pm PDT Presenter: Portfolio Manager Ryan Kelley, CFA® Slide 1: Annual Review and Outlook 0:00 Good afternoon. I’m a portfolio manager here at Bell Investment Advisors. But they look pretty good right now compared to where they did even in 2013.

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Marketing Marketing Investing Investments 52

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. What do they have, 90000 plus CFPs?

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CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

MARCH 26, 2024

00:09:37 [Speaker Changed] So again, I was on the avatar side of this y avatar broader organization, which was institutional money management, managing money for a lot of large corporate plans and foundations and endowments. And I was a portfolio manager, so I was doing bottom up research and picking stocks.

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Marketing Marketing Investments Investing 148

Brown Advisory

SEPTEMBER 15, 2017

Tom Graff, the portfolio manager of the Brown Advisory Sustainable Core Fixed Income Strategy, has seen a tremendous evolution in the tools available to ESG-oriented investors since he began helping clients with ESG mandates in the 1990s. Q: Why is this the right time for sustainable bonds? How do you find your investment ideas?

Portfolio Management 52

Portfolio Management Portfolio Management Fiduciary Duty 52

Brown Advisory

SEPTEMBER 15, 2017

Conversation with the Portfolio Manager: Sustainable Core Fixed Income Strategy. As of the end of 2015, $1 out of every $5 under professional management was invested in accordance with some sort of social, environmental and governance (ESG) consideration, according to the Forum for Sustainable and Responsible Investment (US SIF).

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Portfolio Management Portfolio Management Fiduciary Duty 52

The Big Picture

DECEMBER 17, 2024

Barry Ritholtz : This week on the podcast, another extra special guest, Tony Kim, is managing director at BlackRock, where he heads the fundamental equity technology group helping to oversee all of the active technology investments BlackRock makes. I must have worked for 30, 40 portfolio managers across four, four or five investment firms.

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Engineering Numbers Investments Investing 130

The Big Picture

JANUARY 27, 2025

And then MassMutual combined Barings investing with a number of other shops, including Babson, a very well regarded investing firm. The shop manages about well over $430 billion. He worked as a, essentially a high yield portfolio manager before going to the president and then CEO of the company. He worked as a trader.

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Assets Insurance Management Investing 148

The Big Picture

JULY 31, 2023

The economic dislocation, the health risks, just the mayhem that took place, but from the perspective of a number of corporate CEOs, Bill Ackman of Pershing Square Capital, the hedge fund that had a couple of amazing trades based on this. And then I don’t know what God smiled on me, but I got hired by the Wall Street Journal in 2013.

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Retail Government Economy Economics 130

The Big Picture

NOVEMBER 25, 2024

Corey Hoffstein : So throughout 2013, I was doing a lot of this research. And so in 2013, I’m staring down my largest client, all of a sudden it becomes obvious. Honest back testing, really looking at the numbers versus exaggerating returns and, and making up the claim that something’s live when it’s not.

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The Big Picture

FEBRUARY 17, 2025

So during my time there, I was probably employee number four or five. In fact, I think the number is net of fees 10 years out, it’s like 93% underperform the benchmark in in us. So we were strategy number four at aerial. What’s that like? 00:11:26 [Speaker Changed] Yeah, absolutely. Not even big cap, just us period.

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The Big Picture

JULY 22, 2024

So I left Morgan Stanley in 2013. So he, he focuses largely on the insurance company, Japan, you know, multi-sector is, you know, part of my remit ’cause I’m on the fund, so I’m a portfolio manager on those funds. 00:09:06 [Speaker Changed] Yeah, so I was fortunate. I wanted to really begin to invest on my own.

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