MarketWatch

FEBRUARY 14, 2023

The fund, which was launched in 2015, had $97.6 million in total assets, and had declined 2.8% The managed allocation fund has $1.22 billion in total net assets while the LifeStrategy fund has $18.87 billion in net assets. over the past three months while the S&P 500 SPX has gained 4.5%.

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Brown Advisory

DECEMBER 2, 2015

Wed, 12/02/2015 - 10:29. Even assets in the most buttoned-up plan for wealth transfer can be frittered away or become a source of strife without proper balance, transparency, objectivity, education and monitoring. For those who have assets to pass on, this all but guarantees a bumpy path for heirs in obtaining their inheritance.

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Random Roger's Retirement Planning

DECEMBER 21, 2023

If there is another flash crash like 2011 or 2015, there was a lot of ground gained back before markets closed on those days. They build out a few different types with various allocation percentages for each type. I was curious of course so I looked at the 60/40 blend under Strategic Asset Allocation.

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Brown Advisory

DECEMBER 2, 2015

Wed, 12/02/2015 - 12:58. By Taylor Graff, CFA, Asset Allocation Analyst. Investors should expect the market swings of 2015 to carry over into the new year, driven largely by concerns over weak global growth. Diamonds In The Rough.

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Brown Advisory

DECEMBER 2, 2015

Wed, 12/02/2015 - 12:50. We work with clients to create—either in writing or verbally—a “mission statement” detailing how they want their assets to serve their well-being in coming decades. The “core” allocation is made up of a mix of assets aimed at stability and growth. By Taylor Graff, CFA, Asset Allocation Analyst.

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Brown Advisory

SEPTEMBER 3, 2015

Thu, 09/03/2015 - 15:11. Protecting inherited assets from a claim by a family member’s ex-spouse can help limit those losses. These approaches can last for generations and also shield family assets from general creditors. If necessary, the trustee can distribute assets to a descendant. Shielding Assets.

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Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks achen Thu, 06/01/2017 - 02:47 Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. is much clearer.

Portfolio 52

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Brown Advisory

MAY 31, 2017

Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. We maintain a model portfolio internally to track the results of our asset allocation stances. Thu, 06/01/2017 - 02:47.

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Brown Advisory

OCTOBER 4, 2021

For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting. In our role as a strategic asset allocator, we want to dig deeper: Are there asset-class subsegments with greater or lesser risk that we can differentiate?

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Brown Advisory

OCTOBER 4, 2021

For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting. In our role as a strategic asset allocator, we want to dig deeper: Are there asset-class subsegments with greater or lesser risk that we can differentiate?

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Investing Caffeine

FEBRUARY 1, 2022

As I have discussed numerous times in the past, money goes where it is treated best, which is why interest rates, cash flows, and valuations play such a key role in ultimately determining long-term values across all asset classes. Normally, mathematics teaches us the lesson that more is better when discussing financial matters.

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Investment Writing

SEPTEMBER 5, 2023

You’ll look at factors such as the contributions of security selection, sector weightings, asset allocation, and maybe even cash positions and the flows of money into and out of the portfolio. It may focus narrowly on the portfolio’s asset class or it may range more broadly to provide context. What did I miss?

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Brown Advisory

SEPTEMBER 1, 2015

Tue, 09/01/2015 - 11:30. Each shared auto used by such services could displace nine traditional vehicles, according to a Barclays Capital report dated July 9, 2015. By Taylor Graff, CFA, Asset Allocation Analyst. Protecting inherited assets from a claim by a family member’s ex-spouse can help limit those losses.

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Food Portfolio Management Sales Strategic Planning 52

Brown Advisory

SEPTEMBER 3, 2015

Thu, 09/03/2015 - 15:10. The island’s economy has shrunk for nearly a decade and will probably contract by more than 1% during fiscal year 2015, according to a June report commissioned by Puerto Rico and co-written by Anne Krueger, a former first deputy managing director of the International Monetary Fund. Rude Awakening.

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Brown Advisory

SEPTEMBER 22, 2017

In a world increasingly enamored of "strategic beta" and, more recently, "smart beta" solutions, investors believe they can manage portfolios vis-à-vis these types of market risk factors (Mainie, 2015). This work builds on the Capital Asset Pricing Model developed in the 1960s.)

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Brown Advisory

SEPTEMBER 22, 2017

In a world increasingly enamored of "strategic beta" and, more recently, "smart beta" solutions, investors believe they can manage portfolios vis-à-vis these types of market risk factors (Mainie, 2015). This work builds on the Capital Asset Pricing Model developed in the 1960s.)

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The Better Letter

OCTOBER 5, 2023

Then we must stick to them, avoiding the temptation to chase hot assets or spend too much in the face of losses. In 2015, residents in Woodland, N.C. Another lesson is that position-sizing is much more important than commonly recognized. But watch ‘til the end for a great (and very funny) illustration of confirmation bias.

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Brown Advisory

APRIL 1, 2015

Wed, 04/01/2015 - 16:48. Although we expressed some worry about the long-term effects of mounting deficits, we concluded that stocks and other assets were not in bubble territory and represented good value despite what we saw as a weak economic recovery. Investment Perspectives | Bubbles II. Not only have U.S. Possible Signs.

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James Hendries

JANUARY 13, 2023

And on the asset allocation side, the team’s preference for value stocks throughout the year turned out to be a win. If you look back at the rate hiking campaign that began in 2015, for example, the Fed raised interest rates by 0.25% in December 2015 and didn’t hike rates again until December 2016. The reason?

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Investing Caffeine

APRIL 1, 2022

On the surface this sounds scary, but do you remember what happened the last time the Fed tapped the interest rate brakes during 2015 – 2018? If interest rates rise dramatically, all else equal, then that will be challenging for all asset pricing. In the meantime, what are companies doing with this flood of growing cash?

Economy 59

Economy Economics Valuation Investing 59

Brown Advisory

MARCH 30, 2020

For the past year, we have been preparing client portfolios for the end of the extended bull market run that began in 2009—building cash and liquidity reserves, and also exploring opportunities in private and alternative asset classes that historically have offered lower correlation with public markets. Despite the U.S.

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Brown Advisory

MARCH 30, 2020

For the past year, we have been preparing client portfolios for the end of the extended bull market run that began in 2009—building cash and liquidity reserves, and also exploring opportunities in private and alternative asset classes that historically have offered lower correlation with public markets. Despite the U.S. Harsh Reaction.

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Brown Advisory

AUGUST 1, 2018

In spite of what some would argue is an atmosphere of increasingly elevated risk, many investors are stretching for incremental returns by adding to positions in the most richly valued stocks or in illiquid investments in asset classes with inflated valuations. Based on this very broad data set, the real return for bonds (i.e.,

Management 52

Management Investing Investments Valuation 52

Brown Advisory

AUGUST 1, 2018

In spite of what some would argue is an atmosphere of increasingly elevated risk, many investors are stretching for incremental returns by adding to positions in the most richly valued stocks or in illiquid investments in asset classes with inflated valuations. Based on this very broad data set, the real return for bonds (i.e.,

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Management Investing Investments Valuation 52

Brown Advisory

SEPTEMBER 3, 2015

Thu, 09/03/2015 - 15:10. During the second quarter of 2015, Spain’s gross domestic product expanded 1% on a quarterly basis. Priceline in the second quarter of 2015 reported a 26% surge in gross bookings over the previous 12 months. By Taylor Graff, CFA, Asset Allocation Analyst. Europe's Slow Climb.

Economy 40

Economy Economics Asset Allocation Banking 40

Investing Caffeine

MAY 2, 2022

As you can see from the chart below, there have been no shortage of issues and events to worry about over the last 15 years (2007 – 2022): 2008-2009: Financial Crisis 2010: Flash Crash (electronic trading collapse) 2011: Debt Ceiling – Eurozone Collapse 2012: Greek Debt Crisis – Arab Spring (anti-government protests) 2012: Presidential Elections (..)

Electronics 59

Electronics Economy CFP Investing 59

James Hendries

JUNE 20, 2023

The most egregious example appears to be in 2015 (green line) when the Committee expected interest rates in 2017 to be above 3.5%, when in actuality they were closer to 0.50% that year. References to markets, asset classes, and sectors are generally regarding the corresponding market index.

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WiserAdvisor

NOVEMBER 21, 2022

Asset allocation and goal-oriented savings. According to a 2015 survey by FPSB, 68% of consumers regard trustworthiness as the most important trait of a financial planner. Opening Individual Retirement Accounts (IRAs) and managing your 401(k). Retirement planning, estate planning, tax planning.

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The Better Letter

JANUARY 26, 2024

who became a professor at the University of Michigan before setting up his own asset management firm. 2015 : “Exit now.” 2021 : “Nothing so animates a speculative herd as a parabolic price advance in an asset detached from any standard of value. ” Which brings me to John Hussman. Hussman is a smart guy.

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The Big Picture

APRIL 4, 2023

 The transcript from this week’s, MiB: Ken Kencel, Churchill Asset Management , is below. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Ken Kencel of Churchill Asset Management, CEO, Founder, President. This is really a fascinating story. Ken Kencel, welcome to Bloomberg.

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Banking Management Investing Investments 147

The Big Picture

MARCH 26, 2024

It was 2015. 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. In 00:27:45 [Speaker Changed] 2015. I listened to the first conversation we had.

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The Irrelevant Investor

OCTOBER 20, 2015

Fisher, 1958 The Money Game - George Goodman, 1967 A Random Walk Down Wall Street - Burton Malkiel, 1973 Manias, Panics, and Crashes: A History of Financial Crises - Charles Kindleberger, 1978 The Alchemy of Finance - George Soros, 1987 Market Wizards - Jack Schwager, 1989 Liar's Poker - Michael Lewis, 1989 101 Years on Wall Street, An Investor's Almanac (..)

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The Big Picture

JUNE 20, 2023

I think that the asset stripping that has also occurred, pensions, for instance, are sold off, overfunded pensions get sold off and that goes into the private equity firm instead of into the company itself. Or should this be kept out of private asset allocators’ hands? How about putting more of your own skin in the game?

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The Big Picture

JANUARY 31, 2023

But, yeah, I mean, you know, we started that account maybe in 2015. And you know, the Fed can play a role in sort of backtracking sentiment in the short run, but the Fed can’t permanently increase the level of asset values. and so many different asset classes, and so many different types of constituents that they serve, right?

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