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

MARCH 14, 2023

Still, even if the numbers aren’t moving, the sentiment is somewhat less favorable today than it was in November. Gary became CEO in 2010, and by 2014 he realized that his sales team needed to change its approach. Source: FactSet. From the start, the company’s sales team was very aggressive as a start-up needs to be.

Clients 81

Clients Investing Investments Sales 81

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. By Karina Funk, Co-Portfolio Manager Large-Cap Sustainable Growth Strategy; David Powell, Co-Portfolio Manager Large-Cap Sustainable Growth Strategy.

Portfolio 52

Portfolio Clients Portfolio Management Assets 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

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

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

OCTOBER 17, 2023

Graham Foster] : 00:02:54 That was a number, that was number theory, pure number theory. And whether it’s all numbers or even numbers. Some people look at a casino as entertainment and hey, we’re gonna spend X dollars, pick a number, 500, 2000, whatever it is. Number one, longevity.

Investments 130

Investments Investing Clients Numbers 130

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 22, 2017

Of the 20 academic studies referenced, half reported a positive effect of ESG factors on portfolio performance, three reported negative effects, and the rest were neutral. The Journal of Portfolio Management 40(2): 18-29. Journal of Portfolio Management. Journal of Portfolio Management. Springsteel.

Portfolio 52

Portfolio Investments Investing Management 52

Brown Advisory

SEPTEMBER 22, 2017

Of the 20 academic studies referenced, half reported a positive effect of ESG factors on portfolio performance, three reported negative effects, and the rest were neutral. The Journal of Portfolio Management 40(2): 18-29. Journal of Portfolio Management. Journal of Portfolio Management. References.

Portfolio 52

Portfolio Investments Investing Management 52

Brown Advisory

MAY 31, 2017

We have a number of reasons for our renewed comfort level: Improving economy: The weakness of Europe’s macroeconomic outlook in recent years was one of the primary red flags we saw for European stocks. Currencies: Our analysis shows that between 1978 and 2014, currency movement explained 50% of the U.S. stocks growing more expensive.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

We have a number of reasons for our renewed comfort level: Improving economy: The weakness of Europe’s macroeconomic outlook in recent years was one of the primary red flags we saw for European stocks. Currencies: Our analysis shows that between 1978 and 2014, currency movement explained 50% of the U.S. stocks growing more expensive.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

APRIL 1, 2015

Interestingly, in an unusually large number of instances, the stock prices of the target company and the acquirer have both risen following a deal announcement, while typically only the target’s stock price benefits. The five years ended December 31, 2014 ranked in the top 35 of 139 observations—first quartile, but just barely.

Investments 52

Investments Investing Valuation Assets 52

Brown Advisory

JUNE 21, 2017

This assertion is open to debate and in fact has been refuted by various studies, but it gives some investors pause when considering active managers for their portfolios. Portfolios with greater active share could be said to reflect more independent thinking on the part of the managers.

Investments 52

Investments Investing Portfolio Management 52

Brown Advisory

JUNE 21, 2017

This assertion is open to debate and in fact has been refuted by various studies, but it gives some investors pause when considering active managers for their portfolios. Manager Characteristics. Portfolios with greater active share could be said to reflect more independent thinking on the part of the managers.

Investments 52

Investments Investing Portfolio Management 52

The Irrelevant Investor

JULY 19, 2016

Amateur tennis is a loser's game: The outcome is determined by the actions of the loser, who defeats himself.Likewise, the "money game" we call investment management has evolved in recent decades from a winner's game to a loser's game.No Wes has a great take on superior returns; "Sustainable alpha requires sustainable clients."

Investments 52

Investments Investing Asset Allocation Assets 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. As Chinese GDP growth has slowed and debt has mounted, an increasing number of observers have wondered if the government can successfully navigate the transition to a more consumer-led economy. banks, according to the World Bank.

Investments 52

Investments Investing Economy Government 52

The Big Picture

DECEMBER 17, 2023

It’s in the numbers : The issue is complex and often clouded by imprecise data. The numbers are soaring. BBC ) • America’s epidemic of chronic illness is killing us too soon : After decades of progress, life expectancy — long regarded as a singular benchmark of a nation’s success — peaked in 2014 at 78.9 schools each day.

Retail 130

Retail Portfolio Management Numbers Assets 130

Brown Advisory

NOVEMBER 14, 2017

Well, maybe not all eyes, but certainly a large number of investors are paying unusually close attention to the Fed as it begins to unwind its bond investments and thus reduce the size of its balance sheet. By 2014, when QE officially ended, assets on the Fed’s balance sheet totaled $4.3

Investments 52

Investments Investing Assets Numbers 52

Brown Advisory

NOVEMBER 14, 2017

Well, maybe not all eyes, but certainly a large number of investors are paying unusually close attention to the Fed as it begins to unwind its bond investments and thus reduce the size of its balance sheet. By 2014, when QE officially ended, assets on the Fed’s balance sheet totaled $4.3 Tue, 11/14/2017 - 16:18.

Investments 52

Investments Investing Assets Numbers 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.

Engineering 130

Engineering Numbers Investing Investments 130

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, as it turns out, a switch flipped in the market in 2014 was a record, 2015 was a record.

Retail 130

Retail Government Economy Economics 130

The Big Picture

FEBRUARY 12, 2024

And since that happened, I don’t know, about four or five years ago, the fund has been putting up great numbers, outperforming doing really, really well. And we held it for, I don’t know, for a number of years. I’m the portfolio manager and I’m actually the only portfolio manager.

Management 294

Management Investments Investing Economy 294

The Big Picture

JUNE 3, 2024

And that was his boss, Jeffrey Gundlock, founder of Double Line Capital, back in July, 2014. The very first Masters in Business that was broadcast just about 10 years ago, July, 2014, episode number one, Jeffrey Gundlock, DoubleLine Capital. Is that a fair absolutely number of expansion of the monetary base? Yeah, yeah.

Math 147

Math Marketing Marketing Engineering 147