Brown Advisory

DECEMBER 2, 2015

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. In compliance with those regulations, we must inform you that 1. Anchoring Expectations.

Taxes 52

Taxes Clients Estate Planning Portfolio 52

Brown Advisory

SEPTEMBER 12, 2016

managers focused on environmental, social and governance (ESG) factors and the 13.6% We bought shares in WhiteWave in December 2015, in recognition of the healthy-living category of foods moving mainstream. When sizing up a company’s opportunities and risks, portfolio managers vary widely in how they weigh ESG factors.

Food 52

Food Executive Compensation Portfolio Management Valuation 52

Brown Advisory

SEPTEMBER 12, 2016

managers focused on environmental, social and governance (ESG) factors and the 13.6% We bought shares in WhiteWave in December 2015, in recognition of the healthy-living category of foods moving mainstream. When sizing up a company’s opportunities and risks, portfolio managers vary widely in how they weigh ESG factors.

Food 52

Food Executive Compensation Portfolio Management Valuation 52

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. In compliance with those regulations, we must inform you that 1. Before Tying the Knot. Rude Awakening.

Estate Planning 52

Estate Planning Assets Distribution Taxes 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. Investors should expect the market swings of 2015 to carry over into the new year, driven largely by concerns over weak global growth.

Estate Planning 52

Estate Planning Asset Allocation Assets Planning 52

Brown Advisory

JANUARY 17, 2024

WACC is the average rate a company expects to pay to finance its assets. **Return is for period May 1, 2015 through December 31, 2015 Brown Advisory Institutional claims compliance with the Global Investment Performance Standards (GIPS®) and has prepared and presented this report in compliance with the GIPS standards.

Investing 52

Investing Investments Portfolio Compliance 52

Brown Advisory

AUGUST 14, 2023

Return is for period May 1, 2015 through December 31, 2015 Brown Advisory Institutional claims compliance with the Global Investment Performance Standards (GIPS®) and has prepared and presented this report in compliance with the GIPS standards. The Composite creation date is August 26, 2015.

Investing 52

Investing Investments Portfolio Accounting 52