Investment Writing

SEPTEMBER 5, 2023

The longest reports typically target institutional clients—not individuals. You don’t want your clients to fixate on short-term performance. 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.

Portfolio 52

Portfolio Clients Management Investing 52

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

Portfolio Asset Allocation Valuation Economics 52

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.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

OCTOBER 4, 2021

As we will discuss in this article, we conduct climate-related research and analysis (as part of our overall research efforts) along several separate but integrated tracks to guide our asset allocation, manager research and portfolio construction efforts. Sources: ARIS Analytics/Brown Advisory, MSCI.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

OCTOBER 4, 2021

As we will discuss in this article, we conduct climate-related research and analysis (as part of our overall research efforts) along several separate but integrated tracks to guide our asset allocation, manager research and portfolio construction efforts. A 360-Degree Climate Evaluation. Sources: ARIS Analytics/Brown Advisory, MSCI.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

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. Shadow Consumption. Current U.S. Auto sharing in the U.S. Dream or Opportunity?

Food 52

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.

Transportation 52

Transportation Government Economy Asset Allocation 52

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). Nearly all smartphones today have at least one ARM-designed chip (Hern, 2015).

Portfolio 52

Portfolio Investing Investments Management 52

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). Nearly all smartphones today have at least one ARM-designed chip (Hern, 2015).

Portfolio 52

Portfolio Investing Investments Management 52

Investing Caffeine

MAY 2, 2022

DISCLOSURE: Sidoxia Capital Management (SCM) and some of its clients hold positions and certain exchange traded funds (ETFs), but at the time of publishing had no direct position in any other security referenced in this article. Subscribe on the right side of the page for the complete text.

Electronics 59

Electronics Economy CFP Government 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. 3/18/2015 U.S.

Management 52

Management Marketing Marketing Clients 52

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. 8/24/2015. S&P 500 Index.

Management 52

Management Marketing Marketing Clients 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

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. By Taylor Graff, CFA, Asset Allocation Analyst. This piece is intended solely for our clients and prospective clients and is for informational purposes only. Before Tying the Knot.

Estate Planning 52

Estate Planning Assets Distribution Taxes 52

Investing Caffeine

APRIL 1, 2022

At Sidoxia , we are determined to objectively stick to the facts and migrate investments to the areas of the market that provide the best risk-reward opportunities to our clients, based on their unique objectives and constraints. The Fed’s goal is to increase the cost of borrowing, thereby slowing down the economy and reducing inflation.

Economy 59

Economy Economics Valuation Investing 59

Brown Advisory

AUGUST 1, 2018

We tend to be strategic rather than tactical in our approach to investing, but a combination of recent fundamental developments and valuation changes has caused us to add a note of caution in conversations with clients and in the management of their portfolios. Just to be clear, this is not a sudden or abrupt shift in our thinking.

Management 52

Management Investing Investments Valuation 52

Brown Advisory

AUGUST 1, 2018

We tend to be strategic rather than tactical in our approach to investing, but a combination of recent fundamental developments and valuation changes has caused us to add a note of caution in conversations with clients and in the management of their portfolios. Just to be clear, this is not a sudden or abrupt shift in our thinking.

Management 52

Management Investing Investments Valuation 52

Brown Advisory

APRIL 1, 2015

Wed, 04/01/2015 - 16:48. In the private company world, total venture capital financings reached $59 billion last year, up from about $23 billion in 2004, according to PitchBook’s 2015 venture industry annual report. This piece is intended solely for our clients and prospective clients and is for informational purposes only.

Investing 52

Investing Investments Valuation Assets 52

Investing Caffeine

FEBRUARY 1, 2022

If bond yields climb significantly to the point where returns are more competitive with stocks, I will likely be buying significantly more bonds for me and my Sidoxia ( www.sidoxia.com ) clients. Many people have short memories and forget the Fed hiked interest rates 10 times from the end of 2015 through 2018. Fed Jitters.

Math 52

Math Assets Investing Investments 52

WiserAdvisor

NOVEMBER 21, 2022

This implies that the advisor is obligated by law and ethics to serve the interests of a client above their own, binding them to demonstrate loyalty and advise clients to the best of their ability. Being a Certified Financial Planner adds more value to one’s knowledge, experience, and approach toward clients.

Certified Financial Planner 40

Certified Financial Planner Financial Planner CFP Financial Planning 40

The Better Letter

JANUARY 26, 2024

2015 : “Exit now.” Hussman’s current assets under management have declined by about 95 percent from $6.7 Remember what Barton Biggs, Morgan Stanley’s former strategist, said : “Bullish and wrong and clients are angry; bearish and wrong and they fire you.” ” The S&P advanced 13.52

Assets 105

Assets Valuation Management Marketing 105

The Big Picture

APRIL 4, 2023

And back then, you know, again, it was a very interesting place to be because they had lots of capital and they had lots of clients. That’s a 5x increase since the financial crisis and a doubling since 2015. I found this conversation really to be absolutely a master class and totally fascinating, and I think you will as well.

Banking 147

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. I might have interacted in some form with several hundred clients.

Marketing 147

Marketing Marketing Investing Investments 147

The Big Picture

JUNE 20, 2023

Or should this be kept out of private asset allocators’ hands? ” RITHOLTZ: And you had the Gates study in, what, 2015, saying the same thing? He was one of their top clients when they were selling these bonds of slightly lower quality… RITHOLTZ: Slightly lower quality. And this was back in 2005 or 2006.

Insurance 147

Insurance Healthcare Retail Medicine 147

The Big Picture

JANUARY 31, 2023

What we try to do, of course, is to make sure we’re sending it out a little bit later than our clients get it, because then, you know, why pay for research in the first place if you can get it for free on Twitter. But, yeah, I mean, you know, we started that account maybe in 2015. Yeah, we’ve been growing it ever since.

Economics 147

Economics Economy Marketing Marketing 147