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The Advisory | June 2015

Brown Advisory

The Advisory | June 2015. Wed, 06/03/2015 - 10:14. Ahead of the first tightening by the Federal Reserve in nine years, we are shifting into less-traditional assets, anticipating that, at best, U.S. By Taylor Graff, CFA, Asset Allocation Analyst. By Mick Dillon, Portfolio Manager, Global Leaders Strategy.

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Anchoring Expectations

Brown Advisory

Wed, 12/02/2015 - 12:50. In advising clients over the years, we have seen the value of helping families buy into the longterm orientation essential to successful investing and portfolio management through all market conditions. By Taylor Graff, CFA, Asset Allocation Analyst. Anchoring Expectations.

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Diamonds In The Rough

Brown Advisory

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. By Mark Kodenski, Private Client Portfolio Manager. Diamonds In The Rough. Anchoring Expectations.

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Shadow Consumption

Brown Advisory

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 Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy and Priyanka Agnihotri, Equity Research Analyst. Shadow Consumption. Current U.S.

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Ensuring Legacies Last

Brown Advisory

Wed, 12/02/2015 - 10:29. An essential step in estate planning is making sure beneficiaries know all the responsibilities and challenges that accompany the management of increasing wealth. By Taylor Graff, CFA, Asset Allocation Analyst. By Mark Kodenski, Private Client Portfolio Manager.

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ESG and the Stock-­Picker’s Dilemma

Brown Advisory

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). Can we also generate predictable utility from managing portfolios around an "ESG factor?"

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ESG and the Stock-­Picker’s Dilemma

Brown Advisory

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). Can we also generate predictable utility from managing portfolios around an "ESG factor?"