The Big Picture

DECEMBER 6, 2022

when I first moved from Spain, and I learned a lot because I spent a lot of time with financial advisors, which, as you know, is a key segment of our client base today. RITHOLTZ: So you joined Global X in 2014. I joined Global X in 2014, and we have, if I remember correctly, approximately $1.5 I was employee number 10.

Clients 162

Clients Investing Investments Management 162

Brown Advisory

MARCH 14, 2023

And let’s face it, our clients often ask for a helping or two of short-term information (with a side of market timing thoughts, please). Still, even if the numbers aren’t moving, the sentiment is somewhat less favorable today than it was in November. Yet, short-term information is sometimes useful to longer-term thinkers.

Clients 97

Clients Investing Investments Sales 97

The Big Picture

SEPTEMBER 3, 2024

Heather comes from with a fascinating background, having previously been in a number of other places, most notably Morningstar, and, and she has a very specific approach to investment management and thinking about stock selection. They do a number of things at Diamond Hill that many other investment shops don’t.

Investing 147

Investing Investments Management Valuation 147

Random Roger's Retirement Planning

APRIL 9, 2024

ASFYX is a client and personal holding. Looking back, 2014 is the only year (available to backtest) where equities and managed futures were up similar amounts. There are expectations embedded in these numbers. MERIX, PPFIX, BTAL are client and personal holdings. It's not going to go up a lot when stocks drop a lot.

Management 98

Management Retirement Planning Portfolio Retirement 98

The Big Picture

OCTOBER 31, 2023

We entered the liquid alts market with hedge funds back in 1994, and we entered the private market in 2014 with my product in late stage growth. And now we have a number of different hedge funds, some we have in the macro, we have multi-Strat, we have point hedge funds with in technology in the healthcare field.

Management 162

Management Investing Investments Portfolio 162

Midstream Marketing

JANUARY 19, 2025

Google My Business lets you provide essential information like your physical address, your phone number, the category of your business and even its most important attributes. This left a few questions concerning the new "review culture" that is taking place on the Internet, so the SEC further clarified things in 2014.

Advertising 40

Advertising Marketing Marketing Investment Advisor 40

Brown Advisory

MARCH 14, 2023

And let’s face it, our clients often ask for a helping or two of short-term information (with a side of market timing thoughts, please). Still, even if the numbers aren’t moving, the sentiment is somewhat less favorable today than it was in November. Yet, short-term information is sometimes useful to longer-term thinkers.

Clients 81

Clients Investing Investments Sales 81

Trade Brains

SEPTEMBER 20, 2022

They are risky because of their lack of liquidity, a smaller number of shareholders, large bid-ask spreads, and limited disclosure of information. Its diverse client portfolio includes power utilities and electricity producers in both the private and public sectors. It was a part of the Indiabulls group and was carved out in 2014.

Certification 98

Certification Manufacturing Investing Investments 98

Brown Advisory

AUGUST 24, 2023

market for several years, but there are a large number of significant geopolitical and regional matters that are impacting investments all over the globe. Sid and Erika offered their periodic roundup of key issues impacting the markets and how they are positioning portfolios for their clients.

Economy 52

Economy Portfolio Management Clients Portfolio 52

Brown Advisory

AUGUST 24, 2023

market for several years, but there are a large number of significant geopolitical and regional matters that are impacting investments all over the globe. Sid and Erika offered their periodic roundup of key issues impacting the markets and how they are positioning portfolios for their clients.

Economy 52

Economy Portfolio Management Clients Portfolio 52

Brown Advisory

JANUARY 20, 2023

Don't get an "F" on FBAR ajackson Fri, 01/20/2023 - 13:43 We work with many clients to develop smart, flexible tax strategies; such strategies are essential to align their tax, investment and wealth preservation plans. taxpaying clients is the “FBAR,” or the Report of Foreign Bank and Financial Accounts.

Accounting 52

Accounting Compliance Taxes Banking 52

Brown Advisory

JUNE 3, 2015

There were 925 investment funds that incorporate environmental, social or governance factors in their approach as of the end of 2014, according to US SIF Foundation. Just five years ago, if a client wanted a fully sustainable portfolio, we could find managers we were confident in for no more than 50% of total assets. Starting Points.

Portfolio 52

Portfolio Clients Portfolio Management Assets 52

Brown Advisory

JULY 1, 2016

Investment Perspectives | Real Returns achen Fri, 07/01/2016 - 06:00 One of the most penetrating and recurring questions we receive from clients is, “what is a reasonable long-term expectation for U.S. Private clients typically find themselves in a similar position, although they may not describe it in the same terms.

Investments 52

Investments Investing Portfolio Assets 52

Brown Advisory

JULY 1, 2016

One of the most penetrating and recurring questions we receive from clients is, “what is a reasonable long-term expectation for U.S. Since equities typically comprise the largest single component of a balanced portfolio, they are the greatest single determinant of overall returns for institutional and private clients alike.

Investments 52

Investments Investing Portfolio Assets 52

Brown Advisory

AUGUST 7, 2018

Here, we will discuss some of the reasons why we think that link is so strong, and provide a number of examples of portfolio companies whose sustainable business models have directly contributed to their strength in declining markets. Companies that use sustainability to build supply chain advantages.

Portfolio 52

Portfolio Numbers Management Investing 52

Brown Advisory

AUGUST 7, 2018

Here, we will discuss some of the reasons why we think that link is so strong, and provide a number of examples of portfolio companies whose sustainable business models have directly contributed to their strength in declining markets. STRONG FOUNDATION. Companies that use sustainability to build supply chain advantages.

Portfolio 52

Portfolio Numbers Management Investing 52

Brown Advisory

MARCH 13, 2017

Serving the Underserved: The Emerging Markets Banking Opportunity A 2014 study of global banking trends showed growth in the percentage of citizens in emerging markets with access to banking services. ROE, or Return on Equity, is equal to a company’s net income for a full fiscal year, divided by total shareholder equity.

Banking 52

Banking Marketing Marketing Insurance 52

Brown Advisory

MARCH 13, 2017

A 2014 study of global banking trends showed growth in the percentage of citizens in emerging markets with access to banking services. This piece is intended solely for our clients and prospective clients, is for informational purposes only, and is not individually tailored for or directed to any particular client or prospective client.

Banking 52

Banking Marketing Marketing Insurance 52

Brown Advisory

AUGUST 11, 2017

There are various estimates of how much incremental investment is needed to achieve the UN Sustainable Development Goals; one comes from the UN Conference on Trade and Development (UNCTAD), which in 2014 cited the need for between $2 trillion and $3 trillion in incremental investment per year.

Investments 52

Investments Investing Marketing Marketing 52

Brown Advisory

AUGUST 11, 2017

There are various estimates of how much incremental investment is needed to achieve the UN Sustainable Development Goals; one comes from the UN Conference on Trade and Development (UNCTAD), which in 2014 cited the need for between $2 trillion and $3 trillion in incremental investment per year.

Investments 52

Investments Investing Marketing Marketing 52

Truemind Capital

AUGUST 12, 2023

Debt Market Insights : The debt yields for the shorter duration came down a bit owing to expectations of relaxed monetary conditions with a better-than-expected decline in inflation numbers. Year-on-year declines in energy prices were the major contributor to overall inflation numbers across developed economies.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Brown Advisory

OCTOBER 28, 2019

In the health care sector, material shareholder value is too often subject to any number of surprises including clinical trial failures, political rhetoric around private/public health insurance, and drug pricing scrutiny. Account vs. Russell 1000 Growth Index 9/30/2014–9/30/2019 (Index=100) Source: Bloomberg.

Investments 52

Investments Investing Medical Portfolio 52

Brown Advisory

OCTOBER 28, 2019

In the health care sector, material shareholder value is too often subject to any number of surprises including clinical trial failures, political rhetoric around private/public health insurance, and drug pricing scrutiny. Account vs. Russell 1000 Growth Index 9/30/2014–9/30/2019 (Index=100). Source: Bloomberg. Source: Bloomberg.

Investments 52

Investments Investing Medical Portfolio 52

Brown Advisory

OCTOBER 8, 2019

For a number of our portfolio companies, a key part of our investment thesis is a specific SBA that, in our view, passes these materiality and differentiation tests. Through this important role, the company has been rewarded with approximately a 22% return on equity over the past five calendar years (2014-2018).

Clients 52

Clients Government Banking Investing 52

Brown Advisory

OCTOBER 8, 2019

For a number of our portfolio companies, a key part of our investment thesis is a specific SBA that, in our view, passes these materiality and differentiation tests. Through this important role, the company has been rewarded with approximately a 22% return on equity over the past five calendar years (2014-2018).

Clients 52

Clients Government Banking Investing 52

Brown Advisory

JUNE 14, 2017

2 The SEC’s Enforcement Division introduced the Municipal Continuing Disclosure Cooperative Initiative in early 2014 to encourage self-reporting of possible securities law violations, especially in situations when entities misrepresented their compliance with continuing disclosure obligations.

Compliance 52

Compliance Retail Clients Management 52

Brown Advisory

SEPTEMBER 12, 2016

We encourage clients to view private credit as an opportunistic asset with low liquidity offering steady growth. We invested in Yukon Capital Partners II, a 2014 vintage fund. This piece is intended solely for our clients and prospective clients and is for informational purposes only.

Valuation 52

Valuation Banking Portfolio Communication 52

Brown Advisory

JUNE 14, 2017

The SEC’s Enforcement Division introduced the Municipal Continuing Disclosure Cooperative Initiative in early 2014 to encourage self-reporting of possible securities law violations, especially in situations when entities misrepresented their compliance with continuing disclosure obligations.

Compliance 52

Compliance Retail Clients Management 52

ClearMoney

DECEMBER 5, 2021

Bitcoin and related cryptocurrencies (now numbering in the thousands) are the subject of much debate and fascination. After a limited number of password attempts, a user can permanently lose access. Prohibiting the sale to retail clients of investment products that reference cryptoassets,” Financial Conduct Authority, June 10, 2020.

Commission 52

Commission Retail Sales Distribution 52

Brown Advisory

MARCH 1, 2016

The collapse of oil prices—Brent crude prices have fallen from more than $100 in mid-2014 to a $30-$35 range today—has jolted the industrial sector. In their 2014 book, Think Like A Freak, they talk about our reluctance as a species to say these words. In January, China said that the nation’s economy grew 6.9%

Clients 52

Clients Banking Economy Investing 52

Random Roger's Retirement Planning

SEPTEMBER 28, 2024

The partial year of 2014, only quality, the green bar, was close to market cap weighted. Looking at the ten year compounding numbers, I wouldn't dismiss any of these, they are all valid, and will capture the effect for the most part. I wouldn't buy any of them though hoping for a repeat of 2022 however.

Taxes 52

Taxes Valuation Marketing Marketing 52

Tucker Advisors

APRIL 4, 2023

Since 1980 through 2014, workers with retirement plans that included a pension fell from 39% to 13%, a 200% decline. That is not always the case for a large number of people. But that number is an average—the median would be lower, and the modal would be much, much lower. Have we become a nation living paycheck to paycheck?

Retirement 75

Retirement Financial Advisor Planning Accounting 75

Brown Advisory

MARCH 9, 2018

Our holy grail is the investment that offers our clients clear additional benefits without additional risk. We think that green bonds are a “no-brainer” for clients focused on sustainable investing. There are a number of reasons that clients may be interested in adding green bonds to their portfolios.

Portfolio 52

Portfolio Investments Investing Government 52

Brown Advisory

MARCH 9, 2018

Record issuance, growing demand for capital to fund green projects and returns in line with other bonds of similar profiles: Green bonds can be a great opportunity for clients interested in sustainable investing—if they are incorporated with clear allocation goals in mind. Green Bonds 101.

Portfolio 52

Portfolio Investments Investing Government 52

Brown Advisory

OCTOBER 31, 2022

As of September 30, 2022, the 10 largest stocks in the Index accounted for over 45% of total Index market capitalization, nearly double the level of concentration in the middle of 2014, when the pattern of leadership consolidation began forming. equity universe.

Investments 52

Investments Investing Valuation Accounting 52

Brown Advisory

NOVEMBER 12, 2015

As 2015 comes to a close, we remind our clients and friends of how important it is take time to review new tax rules, consider tax-saving opportunities and review investment and asset-protection plans before year’s end. In this letter, we outline a number of tax-saving and other opportunities to consider before the close of the year.

Planning 52

Planning Taxes Distribution Medical 52

Brown Advisory

SEPTEMBER 3, 2015

in 2014, according to the International Monetary Fund (IMF). The ratio for the 19 countries in the eurozone rose to 93% at the end of the first quarter from 92% at the end of 2014, according to the European Union. This piece is intended solely for our clients and prospective clients and is for informational purposes only.

Economy 40

Economy Economics Asset Allocation Banking 40