2015 Portfolio Management Risk Analysis 
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.
Brown Advisory
AUGUST 14, 2023
Before making any new investment, we analyse that potential new idea’s contribution to total portfolio risk with the aim of lifting stock-specific risk. Active Share indicates how different the portfolio is from its benchmark. The Composite creation date is August 26, 2015. The benchmark is the MSCI ACWI Net Index.
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