Brown Advisory

SEPTEMBER 12, 2016

Mon, 09/12/2016 - 05:00. The supply of capital is high, with private debt fund managers holding a record $199 billion available for private credit as of June 30, 2016, a 173% surge from $72.9 We recently invested in Crescent Mezzanine Partners VII, a 2016 vintage fund. Private Credit Outshines Many High-Valuation Stocks, Bonds.

Valuation 52

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Brown Advisory

SEPTEMBER 12, 2016

Case Studies Show Sustainable Investing Yields Varied Benefits achen Mon, 09/12/2016 - 12:31 Nurturing Well-Being Through Sustainable Investing Nancy Klavans is hardly a newcomer to the idea of backing projects that improve the lives of others. In 2001, Nancy* decided to bring the same focus to the foundation’s investment portfolio.

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Brown Advisory

SEPTEMBER 12, 2016

Mon, 09/12/2016 - 12:31. In 2001, Nancy* decided to bring the same focus to the foundation’s investment portfolio. To date, the Klavans have aligned more than 85% of their portfolio to sustainable investing and nearly 100% is fossil-fuel free. Since January 2014, their foundation’s portfolio has outperformed the 4.7%

Investments 52

Investments Investing Portfolio Communication 52

Brown Advisory

SEPTEMBER 12, 2016

Five Ways to Invest That Make the World a Better Place achen Mon, 09/12/2016 - 11:11 Henry David Thoreau did not live to see the rise of impact investing, but he captured the spirit of it with a simple insight—“Goodness is the only investment that never fails.” 6, 2016, Acuity stock has surged 35% and 564%, respectively. Green bonds.

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Brown Advisory

SEPTEMBER 12, 2016

Mon, 09/12/2016 - 11:11. 6, 2016, Acuity stock has surged 35% and 564%, respectively. Our Core Sustainable Fixed Income strategy makes liberal use of green bonds within its portfolio. For many years investors faced a stark choice between devoting their capital either to philanthropy or to their investment portfolios.

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Trade Brains

SEPTEMBER 26, 2024

This expansion has transformed how Indians communicate and access information in their daily lives. Performance Highlights of Telecom Companies Reliance Jio Established in 2016 and headquartered in Navi Mumbai, has rapidly become India’s largest telecom operator. Airtel’s ARPU stands at about ₹211 as of June 2025.

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Government Communication Marketing Marketing 98

Brown Advisory

APRIL 20, 2022

To help meet this return objective, we find that our clients’ investment portfolios are becoming increasingly complex as a result of their reliance on private equity, real estate and other less liquid “alternatives” to sustain their growth objectives and, ultimately, their charitable objectives. Good preparation is key to a successful audit.

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Darrow Wealth Management

JULY 1, 2024

In 2016, it’s widely expected that the 2017 tax laws will revert. Asset location means utilizing the tax treatment of different investment accounts to your advantage when investing across your portfolio. The Tax Policy Center estimates that over five million taxpayers were subject to the AMT in 2017.

Taxes 101

Taxes Tax Planning Planning Estate Planning 101

Brown Advisory

NOVEMBER 12, 2015

As always we look to balance your assets between a liquid operating fund for current needs, a core investment portfolio for long-term preservation or appreciation, and an opportunistic pool for timely investments, taking into account your long-term investment objectives as well as any nearterm requirements for funds. tax bracket.

Planning 52

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Brown Advisory

SEPTEMBER 12, 2016

Diving Deep: Achieving Outperformance By Using Environmental Research achen Mon, 09/12/2016 - 10:22 ARM Holdings rose to dominance among makers of smartphone microprocessors by focusing on energy efficiency rather than pure computational power and speed. This communication and any accompanying documents are confidential and privileged.

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Brown Advisory

SEPTEMBER 12, 2016

Mon, 09/12/2016 - 10:22. On July 18, 2016, Softbank announced plans to buy the company at a 43% premium to the prior day’s closing price. When sizing up a company’s opportunities and risks, portfolio managers vary widely in how they weigh ESG factors. Diving Deep: Achieving Outperformance By Using Environmental Research.

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Brown Advisory

MARCH 1, 2016

Tue, 03/01/2016 - 16:02. 23, 2016, there are 153 unicorns worldwide with an aggregate value of $537 billion compared with just eight such firms with a total value of $21 billion in 2010, according to CB Insights, a New York-based research firm. These are concentrated portfolios of high-conviction ideas, incuding venture capital.

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Brown Advisory

MARCH 28, 2017

31, 2016, Acuity stock surged by 336%. Brown Advisory’s Core Sustainable Fixed Income strategy makes liberal use of green bonds within its portfolio. We purchased a Georgia Power green bond in 2016 that is backing the production of 250 megawatts of wind energy for a utility with a strong sustainability profile. 1 Green bonds.

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Investments Investing Government Nonprofit 52

Brown Advisory

MARCH 28, 2017

31, 2016, Acuity stock surged by 336%. Brown Advisory’s Core Sustainable Fixed Income strategy makes liberal use of green bonds within its portfolio. We purchased a Georgia Power green bond in 2016 that is backing the production of 250 megawatts of wind energy for a utility with a strong sustainability profile. Green bonds.

Investments 52

Investments Investing Government Nonprofit 52

Brown Advisory

SEPTEMBER 11, 2016

Investors Facing Rising Risks Need Solid Defense, Savvy Offense achen Mon, 09/12/2016 - 02:00 As rising economic and political risk fuels market volatility worldwide, investors need to maintain adequate liquidity, stability and diversification to shield against any protracted economic downturn. Shield or sword? small-cap stocks. versus 1.9

Economics 52

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Brown Advisory

SEPTEMBER 11, 2016

Mon, 09/12/2016 - 02:00. More so than any other time since the financial crisis we believe that a winning investment portfolio today needs a thoughtful focus on both. There have been tremendous advances in worldwide communications, medicine and computing power, and some promising recent indicators such as gains in U.S.

Economics 52

Economics Economy Communication Banking 52

Trade Brains

MAY 19, 2024

Roads, bridges, railways, and communication networks act as the arteries of a nation, carrying people, goods and information throughout the country. The company converted into a public limited company by getting listed on stock exchanges on July 15, 2016. GPT Infraprojects act as the arteries of a nation’s economy.

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Manufacturing Transportation Government Planning 64

Trade Brains

SEPTEMBER 22, 2022

Incorporated in 197, Himachal Futuristic Communications Ltd. It has set up various greenfield projects including CDMA/GSM networks, satellite communications, cell sites, and over 100,000 kilometers of cable network. Barring FY21, PSU’s revenues and profits have consistently grown since 2016. 10,200 EPS (Rs.) Book Value (Rs.)

Communication 52

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Brown Advisory

MARCH 1, 2016

Tue, 03/01/2016 - 16:14. million for 2016. Without a “tax drag” on the trust portfolio, the assets stay invested and grow for the benefit of family beneficiaries. This communication and any accompanying documents are confidential and privileged. Back in Fashion: The Jackie Onassis Trust.

Taxes 52

Taxes Estate Planning Assets Communication 52

Brown Advisory

SEPTEMBER 12, 2016

Proposed Tax Law Changes Prompt Estate Planning Review achen Mon, 09/12/2016 - 06:00 A plan to maximize a family’s financial legacy usually saves the most tax by leveraging the longterm compounding of investments outside of the taxable estate. This communication and any accompanying documents are confidential and privileged.

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Brown Advisory

MARCH 1, 2016

Tue, 03/01/2016 - 15:28. By poring over thousands of MBS in search of the attributes listed above, we built a portfolio that outperformed the 1.51% return of the Barclays Mortgage-backed Securities Index last year. This communication and any accompanying documents are confidential and privileged. Know your borrower!”—a

Communication 52

Communication Clients Government Taxes 52

Brown Advisory

SEPTEMBER 12, 2016

Mon, 09/12/2016 - 06:00. Interests in these entities can be transferred in many ways without disrupting the management of portfolios or control of the FLP. This communication and any accompanying documents are confidential and privileged. Proposed Tax Law Changes Prompt Estate Planning Review.

Estate Planning 52

Estate Planning Taxes Planning Clients 52

Brown Advisory

JULY 9, 2018

We translated each firm’s ratings system into a consistent, 1-to-10 scale (1 representing the “worst” ESG score and 10 the “best”), then looked at how each firm rated the holdings in our firm’s Large Cap Sustainable Growth portfolio. 31, 2016) covered by our research team. Ratings translated to a consistent 1-10 scale.

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Brown Advisory

JULY 9, 2018

We translated each firm’s ratings system into a consistent, 1-to-10 scale (1 representing the “worst” ESG score and 10 the “best”), then looked at how each firm rated the holdings in our firm’s Large Cap Sustainable Growth portfolio. 31, 2016) covered by our research team. Eye of the Beholder: ESG Firms Rate Companies Very Differently.

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Brown Advisory

OCTOBER 26, 2021

Investors may instinctively flock to small-caps for growth, innovation and portfolio beta. The R1G, as discussed above, has experienced remarkable growth in the information technology and communication services sectors (both technology related), which, in conjunction, represent 58% of the benchmark. Exhibit 3: Sector Composition.

Manufacturing 52

Manufacturing Investing Investments Communication 52

Brown Advisory

MARCH 1, 2016

Tue, 03/01/2016 - 15:11. During the past 12 months, we have shifted to a slightly more defensive position in client portfolios. We always maintain a posture that balances upside potential, downside protection and appropriate liquidity in client portfolios, as dictated by each client’s circumstances. Through The Storm.

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Trade Brains

NOVEMBER 2, 2023

The company has partnered with seven ministries and autonomous bodies, including the Ministry of Finance, education, electronics and information technology, communications, commerce and industry, skill development and entrepreneurship, and information and broadcasting. What do think the future holds for the company?

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Government Economy Taxes Electronics 59

ClearMoney

DECEMBER 14, 2021

In Dimensional’s case, systematic fixed income is hardly new; we have been managing fixed income portfolios since 1983. For example, a bond trading like one rated BBB may become ineligible for a portfolio restricted to securities rated AA and above, even if its stated rating meets the portfolio’s guidelines. Fama and Kenneth R.

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Trade Brains

JULY 29, 2022

It is a way they communicate, consume and create content, commerce, and connect with the community. This category includes incumbent local exchange carriers, competitive local exchange carriers, and mobile wireless communication companies. In 2016, RIL launched JIO which turned out to be the disruptor of the telecom industry.

Manufacturing 52

Manufacturing Government Communication Investing 52

Brown Advisory

NOVEMBER 1, 2019

Market volatility may also have moved portfolio holdings of certain asset classes outside of desired ranges, which may require the trimming of appreciated positions. The December 2016 7520 rate of 1.8% GRATs can be powerful tools in a wealth transfer plan, and active management of a GRAT can add additional value.

Planning 52

Planning Taxes Clients Assets 52

Brown Advisory

JUNE 12, 2017

Buffett and Munger are significant influences on the investment approach used in managing Flexible Equity Strategy portfolios. Insurance operations in total contributed about 20% of Berkshire’s revenue in 2016, and about 6% of pretax income came from insurance underwriting profits. More importantly, insurance contributed $91.5

Investing 52

Investing Investments Ethics Taxes 52

Brown Advisory

JUNE 12, 2017

Buffett and Munger are significant influences on the investment approach used in managing Flexible Equity Strategy portfolios. Insurance operations in total contributed about 20% of Berkshire’s revenue in 2016, and about 6% of pretax income came from insurance underwriting profits. Berkshire Hathaway. annualized compared with 6.9%

Investing 52

Investing Investments Ethics Taxes 52

The Big Picture

AUGUST 29, 2022

BALCHUNAS: While I was in college at Rutgers, and I was — wrote for the school paper, and I decided to major in journalism and communications because I liked it. at a crisis communication firm named Abernathy MacGregor and got to work with several clients and, you know, took them to Bloomberg, took them to Reuters, took them to there.

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The Big Picture

AUGUST 15, 2023

That’s a really easy portfolio to create. It allows you to understand, generally speaking, what is a reasonable beta for that whole portfolio. By the time I got there in ’92, they had a great venture portfolio and almost nobody else even understood what venture capital was. That allows you to do two things.

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Brown Advisory

JULY 23, 2019

Insurance produced $123 billion in investable float in 2018, which partially funds Berkshire’s $339 billion investment portfolio as of March 31, 2019. Berkshire’s investment portfolio holds about $210 billion in equities, $19 billion in bonds and $110 billion in cash equivalents. He thinks about his two sisters as he writes.

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Insurance Investments Investing Management 52

Brown Advisory

JULY 23, 2019

Insurance produced $123 billion in investable float in 2018, which partially funds Berkshire’s $339 billion investment portfolio as of March 31, 2019. Berkshire’s investment portfolio holds about $210 billion in equities, $19 billion in bonds and $110 billion in cash equivalents. He thinks about his two sisters as he writes.

Insurance 52

Insurance Investments Investing Management 52

Brown Advisory

MARCH 24, 2021

safe & secure communication of data) to allow for the creation and distribution of a unique code (i.e. What we seek to achieve are portfolios positioned to perform reasonably well in either scenario, a proverbial mid-channel passage that helps protect us from the dangers on either side. Survey period 2016.

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