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 We have retail clients.

Clients 162

Clients Investments Investing Management 162

Brown Advisory

JUNE 5, 2023

2022 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy bgregorio Mon, 06/05/2023 - 05:22 A Letter of Introduction From The Portfolio Managers Our 2022 impact report builds on our commitment to measuring, documenting and communicating the outcomes that our strategy produces for our clients.

Taxes 52

Taxes Portfolio Management Portfolio Communication 52

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). Time/Long-Term We recently met with the management team of Intuitive Surgical (ISRG). Gary became CEO in 2010, and by 2014 he realized that his sales team needed to change its approach.

Clients 97

Clients Investing Investments Sales 97

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). Gary became CEO in 2010, and by 2014 he realized that his sales team needed to change its approach. Yet, short-term information is sometimes useful to longer-term thinkers.

Clients 81

Clients Investing Investments Sales 81

Brown Advisory

SEPTEMBER 3, 2015

31, 2014, suggests that his goal is not just fantasy. We are using third-party managers such as Somerset and Macquarie in an effort to position client portfolios to benefit from the rising middle class across the region. 31, 2014, quickly making the country the world’s No. 1, 1979, until Dec. 1, 2008, until Dec.

Insurance 52

Insurance Portfolio Management Clients Government 52

Brown Advisory

DECEMBER 2, 2015

Within the $450 billion high-yield market, less than 60% of high-yield bonds sell for more than face value compared with more than 90% in June 2014. We are recommending that clients consider high-yield bonds and other asset classes that can offer the prospect of solid gains that diverge from the path of traditional stocks and bonds.

Clients 52

Clients Asset Allocation Economics Estate Planning 52

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 so to your point, I was a public portfolio manager, started as a tech analyst and made my way to associate portfolio manager and then began managing public portfolios in 1996.

Management 162

Management Investments Investing Portfolio 162

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.

Portfolio 52

Portfolio Clients Portfolio Management Assets 52

Brown Advisory

AUGUST 24, 2023

Sid and Erika offered their periodic roundup of key issues impacting the markets and how they are positioning portfolios for their clients. ESG considerations that are material will vary by investment style, sector/industry, market trends and client objectives. Mick joins the podcast at an especially timely moment.

Economy 52

Economy Portfolio Management Clients Portfolio 52

Brown Advisory

AUGUST 24, 2023

Sid and Erika offered their periodic roundup of key issues impacting the markets and how they are positioning portfolios for their clients. ESG considerations that are material will vary by investment style, sector/industry, market trends and client objectives. Mick joins the podcast at an especially timely moment.

Economy 52

Economy Portfolio Management Clients Portfolio 52

Brown Advisory

DECEMBER 2, 2015

We are recommending that clients consider high-yield bonds and other asset classes that can offer the prospect of solid gains that diverge from the path of traditional stocks and bonds. From 2012 until 2014, the MSCI All Country World Index annually rose by an average of 14.1%. in 2014, according to the IMF. this year, 0.3

Economy 52

Economy Taxes Clients Assets 52

Brown Advisory

AUGUST 4, 2020

Brown Advisory’s 2020 PRI Assessment Report ajackson Tue, 08/04/2020 - 08:00 Brown Advisory has been a signatory to the PRI (Principles for Responsible Investment) since 2014. Module Name Brown Advisory 2020 Score Industry Median 2020 Score Strategy & Governance A+ A Indirect - Manager Sel.,

Assets 52

Assets Clients Government Investments 52

Brown Advisory

AUGUST 4, 2020

Brown Advisory has been a signatory to the PRI (Principles for Responsible Investment) since 2014. 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. Module Name.

Assets 52

Assets Clients Government Investments 52

Good Financial Cents

OCTOBER 17, 2022

Traditional online brokerages were once intimidating to the rookie investor, so many flocked to Robinhood when the mobile-only brokerage announced new, revolutionary features in late 2014. Many accused the company of improperly educating its clients. Robo-portfolios: Start with $100 and choose a portfolio managed by a robo-advisor.

Commission 90

Commission Accounting Investments Investing 90

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

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

The Big Picture

JANUARY 21, 2025

And it was really the ETF revolution that took indexing and turned it into a national phenomenon that now it surpasses the amount of money inactively managed funds. And after I got my last urine bonus in early 2014, I walked in and handed, handed my notice. 01:04:39 [Speaker Changed] I think it was the Journal of Portfolio Management.

Investing 147

Investing Investments Management Retirement 147

Brown Advisory

SEPTEMBER 3, 2015

Public-sector debt has expanded every year since 2000, hitting 100% of gross national product at the end of fiscal year 2014. By Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy; Priyanka Agnihotri, Equity Research Analyst. Moreover, emigration has reduced the population to about 3.5 million from about 3.8

Transportation 52

Transportation Government Economy Asset Allocation 52

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.

Investments 130

Investments Investing Clients Numbers 130

Brown Advisory

FEBRUARY 23, 2021

In the fall (autumn for you Brits) of 2014, I thought I knew what the next few years of my life would look like. expat himself, is a Portfolio Manager in our London office and helps U.S.-connected connected clients build U.S./U.K. tax efficient investment portfolios to meet their long-term goals and objectives.

Taxes 52

Taxes Assets Investment Planning Planning 52

Brown Advisory

FEBRUARY 23, 2021

In the fall (autumn for you Brits) of 2014, I thought I knew what the next few years of my life would look like. expat himself, is a Portfolio Manager in our London office and helps U.S.-connected connected clients build U.S./U.K. tax efficient investment portfolios to meet their long-term goals and objectives.

Taxes 52

Taxes Assets Investment Planning Planning 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. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. Eurozone growth will probably speed up to 1.5%

Economy 40

Economy Economics Asset Allocation Banking 40

Brown Advisory

SEPTEMBER 11, 2016

Maintaining liquidity allows a portfolio manager to snap up new opportunities such as General Dynamics, whose shares have risen 14% this year as of September 6. As the price of oil began to drop in 2014, investors in highyield credit grew increasingly concerned about default risk among energy companies. small-cap stocks.

Economics 52

Economics Economy Communication Banking 52

Brown Advisory

OCTOBER 28, 2019

Healthy Returns: Sustainable Investing in the Health Care Sector ajackson Mon, 10/28/2019 - 14:59 Our Large-Cap Sustainable Growth portfolio managers discuss how they have approached the health care sector as sustainable investors. 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

SEPTEMBER 11, 2016

Maintaining liquidity allows a portfolio manager to snap up new opportunities such as General Dynamics, whose shares have risen 14% this year as of September 6. As the price of oil began to drop in 2014, investors in highyield credit grew increasingly concerned about default risk among energy companies. small-cap stocks.

Economics 52

Economics Economy Communication Banking 52

Brown Advisory

OCTOBER 28, 2019

Our Large-Cap Sustainable Growth portfolio managers discuss how they have approached the health care sector as sustainable investors. Account vs. Russell 1000 Growth Index 9/30/2014–9/30/2019 (Index=100). These choices have generally benefited our overall portfolio returns over the past five years. Source: Bloomberg.

Investments 52

Investments Investing Medical Portfolio 52

Brown Advisory

MAY 31, 2017

Thus, we consistently maintained a reduced weighting in European equities in the years since the crisis (relative to the blended benchmarks typically used by our clients to measure portfolio results). We maintain a model portfolio internally to track the results of our asset allocation stances. stocks growing more expensive.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

Thus, we consistently maintained a reduced weighting in European equities in the years since the crisis (relative to the blended benchmarks typically used by our clients to measure portfolio results). We maintain a model portfolio internally to track the results of our asset allocation stances. stocks growing more expensive.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

SEPTEMBER 22, 2017

It is up to investment managers and, ultimately, their clients whether they seek investment exposures that are systematic (beta exposure) or idiosyncratic (alpha exposure). The Journal of Portfolio Management 40(2): 18-29. Journal of Portfolio Management. Journal of Portfolio Management.

Portfolio 52

Portfolio Investments Investing Management 52

Brown Advisory

SEPTEMBER 22, 2017

It is up to investment managers and, ultimately, their clients whether they seek investment exposures that are systematic (beta exposure) or idiosyncratic (alpha exposure). The Journal of Portfolio Management 40(2): 18-29. Journal of Portfolio Management. Journal of Portfolio Management.

Portfolio 52

Portfolio Investments Investing Management 52

Brown Advisory

APRIL 1, 2015

The five years ended December 31, 2014 ranked in the top 35 of 139 observations—first quartile, but just barely. These extremes pose a serious challenge for portfolio managers because they can distort the benchmark indices against which portfolios are compared. stocks has been since the late 1920’s.

Investments 52

Investments Investing Valuation Assets 52

Brown Advisory

JUNE 21, 2017

As professional investors have found it increasingly challenging to meet or exceed market benchmarks, many of their clients have grown disillusioned with active management. As active managers ourselves, we might be expected to take a strong stance against indexing, but that is not the case.

Investments 52

Investments Investing Portfolio Management 52

Brown Advisory

JUNE 21, 2017

As professional investors have found it increasingly challenging to meet or exceed market benchmarks, many of their clients have grown disillusioned with active management. Manager Characteristics. As active managers ourselves, we might be expected to take a strong stance against indexing, but that is not the case.

Investments 52

Investments Investing Portfolio Management 52

The Irrelevant Investor

JANUARY 19, 2019

The only mutually owned mutual fund structure in the world, Vanguard had the largest sales ever by a fund company in 2014, in 2015, and again in 2016.2 Vanguard is now ubiquitous, managing more than $4 trillion in client assets. Walter Cabot, the new portfolio manager, wrote: Times change. Quoted in John C.

Assets 52

Assets Management Investments Investing 52

Brown Advisory

OCTOBER 1, 2015

But at slightly over 1% in 2014, bank non-performing loan exposure is low—about half the level of U.S. Our portfolio managers see the sell-off as an opportunity to take advantage of these uneven price movements. This piece is intended solely for our clients and prospective clients and is for informational purposes only.

Investments 52

Investments Investing Economy Government 52

The Irrelevant Investor

JULY 19, 2016

I first met Wes Gray, CEO/CIO of Alpha Architect in late 2014 and remember thinking, holy s**t, this guy rules. Wes has a great take on superior returns; "Sustainable alpha requires sustainable clients." But the answer to a complex system isn't necessarily a complex investment portfolio that requires constant activity.

Investments 52

Investments Investing Asset Allocation Assets 52

Brown Advisory

NOVEMBER 14, 2017

By 2014, when QE officially ended, assets on the Fed’s balance sheet totaled $4.3 We also believe that it’s important to stay within the discipline of a particular portfolio strategy, such as intermediate duration, “core,” certain quality standards and so forth. trillion, compared to $870 billion just six years earlier.

Investments 52

Investments Investing Assets Numbers 52