Brown Advisory

JUNE 3, 2015

Wed, 06/03/2015 - 09:02. The boom in sustainable strategies has made it far easier than even five years ago to construct a sustainable portfolio across asset classes—from stocks to fixed income to compelling private equity alternatives. Today, however, we can boost that to 80% in a balanced portfolio. Starting Points.

Portfolio 52

Portfolio Clients Portfolio Management Assets 52

Brown Advisory

JUNE 3, 2015

Wed, 06/03/2015 - 09:00. When you cut through the confusion, though, you find that sustainable investing strategies have matured and improved, and now form the core of an increasing number of investors’ portfolios. Our clients are not alone: Investments aligned to environmental, social or governance factors surged to $4.3

Investments 52

Investments Investing Clients Portfolio Management 52

The Big Picture

OCTOBER 24, 2022

She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. And so our customer base is financial advisors and their underlying clients. NORTON: They can be.

Portfolio 130

Portfolio Management Assets Investments 130

The Big Picture

MAY 23, 2023

This is a fascinating conversation about business growth and leadership and management and how to run a team. And it was yet another sort of sketchy criminal defense piece, where I had to go and interview a client who had been arrested because he had been out on bail and escaped bail. I manned client call phones.

Clients 162

Clients Management Engineering Investing 162

Brown Advisory

DECEMBER 2, 2015

Wed, 12/02/2015 - 13:46. Investors should expect the market swings of 2015 to carry over into the new year, driven largely by concerns over weak global growth. global growth for 2015. Since 2009, we have identified eight opportunities to shift portfolio allocations to capitalize on a determined upside/downside mismatch.

Economy 52

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

Portfolio 52

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

Portfolio 52

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

Food 52

Food Portfolio Management Sales Strategic Planning 52

Brown Advisory

JUNE 3, 2015

Wed, 06/03/2015 - 09:05. CEOs of public companies face pressure from a wide variety of stakeholders to improve their environmental profiles: megaphone-wielding shareholders, procurement managers seeking to “green” their supply chain, as well as concerned customers and employees. Sustainability—Beyond the Usual Suspects.

Medical 52

Medical Portfolio Clients Banking 52

Brown Advisory

DECEMBER 2, 2015

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. Some heirs have little familiarity with finance, markets and asset management. By Mark Kodenski, Private Client Portfolio Manager.

Estate Planning 52

Estate Planning Asset Allocation Assets 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

The Big Picture

OCTOBER 31, 2023

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. Where, 00:06:25 [Speaker Changed] Where were you managing those for in 96? The more private side of the street?

Management 162

Management Investments Investing Portfolio 162

Brown Advisory

SEPTEMBER 3, 2015

Thu, 09/03/2015 - 15:11. By Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy; Priyanka Agnihotri, Equity Research Analyst. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. This piece is intended solely for our clients and prospective clients and is for informational purposes only.

Estate Planning 52

Estate Planning Assets Distribution Taxes 52

Brown Advisory

NOVEMBER 15, 2023

Our capital allocation process includes three parts: (1) a payoff versus probability assessment, (2) the integration of our behavioural rules and (3) a portfolio risk analysis. The goal of capital allocation is to improve the risk-adjusted returns of our portfolio.

Investments 52

Investments Investing Clients Portfolio 52

Brown Advisory

MAY 12, 2020

Mick Dillon and Bertie Thomson, portfolio managers of the strategy, are keenly aware of the events that have disrupted markets over the last five years, yet equally aware of the risk to the portfolio if they let those events distract them from their research and investment decisions. 6th Edition, 2015.

Investments 52

Investments Investing Portfolio Clients 52

Brown Advisory

MAY 12, 2020

Mick Dillon and Bertie Thomson, portfolio managers of the strategy, are keenly aware of the events that have disrupted markets over the last five years, yet equally aware of the risk to the portfolio if they let those events distract them from their research and investment decisions. 6th Edition, 2015.

Investments 52

Investments Investing Portfolio Clients 52

Brown Advisory

SEPTEMBER 12, 2016

We assess the potential return and risk for a green bond no differently than we do for any other bond that we buy for clients. In routine communications with Akamai in 2015, Brown Advisory portfolio managers inquired whether the company planned to transition to renewable energy sources. Shareholder engagement.

Investments 52

Investments Investing Communication Government 52

Brown Advisory

MARCH 28, 2017

We assess the potential return and risk for a green bond no differently than we do for any other bond that we buy for clients. In routine communications with Akamai in 2015, Brown Advisory portfolio managers inquired whether the company planned to transition to renewable energy sources. Shareholder engagement.

Investments 52

Investments Investing Government Nonprofit 52

Brown Advisory

SEPTEMBER 12, 2016

We assess the potential return and risk for a green bond no differently than we do for any other bond that we buy for clients. In routine communications with Akamai in 2015, Brown Advisory portfolio managers inquired whether the company planned to transition to renewable energy sources. Shareholder engagement.

Investments 52

Investments Investing Communication Government 52

Brown Advisory

MARCH 28, 2017

We assess the potential return and risk for a green bond no differently than we do for any other bond that we buy for clients. In routine communications with Akamai in 2015, Brown Advisory portfolio managers inquired whether the company planned to transition to renewable energy sources. Shareholder engagement.

Investments 52

Investments Investing Government Nonprofit 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.

Investments 52

Investments Investing Valuation Assets 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 Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. Europe's Slow Climb.

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. Market jitters increased in mid-2015 amid signs that growth was slowing in large economies—most significantly, China. small-cap stocks. versus 1.9

Economics 52

Economics Economy Communication Banking 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. Market jitters increased in mid-2015 amid signs that growth was slowing in large economies—most significantly, China. small-cap stocks. versus 1.9

Economics 52

Economics Economy Communication Banking 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

OCTOBER 4, 2021

Note that this model portfolio represents our “pure” thinking with regard to asset allocation, manager selection and ESG criteria, without factoring in client considerations; as a result, few if any of our clients’ portfolios will actually mirror this model exactly.) It is not representative of an actual portfolio.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

OCTOBER 4, 2021

CLIMATE DASHBOARD: SUSTAINABLE MODEL PORTFOLIO AS OF 6/30/21. Using our in-house ARIS Analytics reporting system, we can generate a variety of climate-related data on client portfolios for reporting and analysis. The portfolio information above represents a model portfolio.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

JANUARY 17, 2024

We are in the rejection business and the statistics are stark as to how we should be very careful whenever investing our clients’ hard-earned dollars. Whilst that means missing out on a few more winners, the numbers suggest it will increase our portfolio’s chances of survival in the long run! You have to survive in order to thrive.

Investments 52

Investments Investing Portfolio Compliance 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. is much clearer.

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. is much clearer.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

The Big Picture

JULY 24, 2023

RITHOLTZ: So let’s talk a little bit about what Stray Reflections is today and who your clients are. MIAN: So Stray Reflections is a macro advisory and community that works with portfolio managers, CIOs around the world. MIAN: In 2015, Carl Icahn sold all his Netflix stake because it was too expensive.

Marketing 130

Marketing Marketing Economy Valuation 130

Brown Advisory

APRIL 1, 2016

To be sure, we are not suggesting that clients try to “time” the market. Instead, we caution against suddenly reacting to volatility and reiterate the imperative to focus on fundamentals and stay true to a portfolio structure that ensures adequate liquidity. Opportunities. A recent example is high-yield bonds. bonds and equities.

Investments 52

Investments Investing Portfolio Assets 52

Brown Advisory

AUGUST 14, 2023

Download it here > The Hidden Trouble Within Dear Fellow Investors, We have fielded a number of questions over the past six months from clients and prospects about how we think about and control factor risks within the Global Leaders strategy. Active Share indicates how different the portfolio is from its benchmark.

Investments 52

Investments Investing Portfolio Accounting 52

Sara Grillo

NOVEMBER 14, 2022

Fee only advisors can now purchase annuities for their clients without having to be licensed agents. Grillo jumps in, hypothesizing that there is not enough of a match between the skills required to sell an annuity and what it takes in reality in terms of understanding if the product truly matches up with what the client needs.

Insurance 59

Insurance Retirement Financial Advisor License 59

Trade Brains

DECEMBER 11, 2023

In 2015, Manappuram launched its product offering Online Gold Loans. It has a client base covering all state utilities of India, also covering some utility companies from neighboring countries. It also provides advisory services such as Portfolio Management and Transmission Infrastructure Services.

Banking 64

Banking Government Investments Investing 64

Brown Advisory

OCTOBER 1, 2015

Thu, 10/01/2015 - 09:32. Our portfolio managers see the sell-off as an opportunity to take advantage of these uneven price movements. As a result, portfolio turnover typically increases during times like these, but the end result tends to be favorable. Investment Perspectives | China's Shock.

Investments 52

Investments Investing Economy Government 52

Brown Advisory

OCTOBER 26, 2021

Our due diligence process is built on Brown Advisory’s small-cap heritage, a solid foundation developed over the 15 years of experience in the space, and implemented by a large team of analysts and portfolio managers. introduction of SAPIEN, exiting 2011 with an $8 billion market value (Exhibit 4). All investments involve risk.

Manufacturing 52

Manufacturing Investing Investments Communication 52