Brown Advisory

NOVEMBER 28, 2017

Tue, 11/28/2017 - 13:39. A Series Discussing Active Management In Late-Cycle Equity Markets. We will hear equity research analysts talk about risk and opportunity within the sectors they cover, and portfolio managers discuss the dangers of relying too heavily on traditional valuation metrics.

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Portfolio Clients Investments Investing 52

Brown Advisory

OCTOBER 16, 2017

Building A Portfolio To Offset Position Risk achen Mon, 10/16/2017 - 11:53 For years, our firm has built equity strategies that fit squarely into traditional style boxes, like “U.S. Today, we are focused on developing strategies that specifically address our clients’ stated needs. large-cap growth” or “small-cap value.”

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Portfolio Clients Risk Tolerance Taxes 52

Brown Advisory

OCTOBER 16, 2017

Building A Portfolio To Offset Position Risk. Mon, 10/16/2017 - 11:53. Today, we are focused on developing strategies that specifically address our clients’ stated needs. As addressed elsewhere in this publication, we appreciate the many reasons that a client may want to maintain exposure to a large, concentrated stock position.

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Portfolio Clients Risk Tolerance Taxes 52

Brown Advisory

MARCH 28, 2017

Starting Points achen Tue, 03/28/2017 - 14:11 The numbers tell a clear story about the growing number of investors interested in sustainable investing. Still, nearly three out of four investors wait for their advisors to raise the topic of sustainability in relation to their portfolios, according to a 2013 survey by Calvert Investments.

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Portfolio Clients Nonprofit Asset Allocation 52

Brown Advisory

MARCH 28, 2017

Tue, 03/28/2017 - 14:11. Still, nearly three out of four investors wait for their advisors to raise the topic of sustainability in relation to their portfolios, according to a 2013 survey by Calvert Investments. One family we advise wants to support local businesses with a regionally focused portfolio. Starting Points.

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Portfolio Clients Nonprofit Asset Allocation 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. “We We call this the win-win.”

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Portfolio Clients Investments Investing 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. “We We call this the win-win.”.

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Portfolio Clients Investments Investing 52

Brown Advisory

SEPTEMBER 21, 2017

achen Thu, 09/21/2017 - 10:07 Recently, Brown Advisory’s Karina Funk spoke at the Investing for Impact event in Boston, produced jointly by the SRI Conference and BASIC (Boston-Area Sustainable Investing Consortium). Is ESG Smart Enough? This year’s conference will be held in San Diego, November 1-3.)

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Portfolio Clients Investments Investing 52

Brown Advisory

SEPTEMBER 21, 2017

Thu, 09/21/2017 - 10:07. Karina is Brown Advisory’s Head of Sustainable Investing and co-portfolio manager of the firm’s Large-Cap Sustainable Growth equity strategy. Is ESG Smart Enough? This year’s conference will be held in San Diego, November 1-3.).

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Portfolio Clients Investments Investing 52

Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks achen Thu, 06/01/2017 - 02:47 Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. stocks growing more expensive.

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Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks. Thu, 06/01/2017 - 02:47. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. We maintain a model portfolio internally to track the results of our asset allocation stances.

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Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

SEPTEMBER 22, 2017

ESG and the Stock-­Picker’s Dilemma achen Fri, 09/22/2017 - 12:58 One of the greatest challenges that public equities investors face to integrating environmental, social, and governance (ESG) data into their decision making is the lack of proof that real – not hypothetical – investment strategies can use ESG factors to enhance performance.

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Portfolio Investments Investing Management 52

Brown Advisory

SEPTEMBER 22, 2017

Fri, 09/22/2017 - 12:58. This is an important challenge to overcome for "ESG" and "impact" investors, but also for mainstream investors who need clarity on the practical performance of companies and investment managers who claim to incorporate ESG goals into their strategies. The Journal of Portfolio Management 40(2): 18-29.

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Portfolio Investments Investing Management 52

Brown Advisory

JUNE 14, 2017

Municipal SMAs: Behind the Velvet Rope of Regulation achen Wed, 06/14/2017 - 09:19 At an increasing pace, retail municipal bond investors are shifting money to professional managers via mutual funds or separately managed accounts. This is why we believe that competent research and portfolio management are so important today.

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Compliance Retail Clients Management 52

Brown Advisory

JUNE 14, 2017

Wed, 06/14/2017 - 09:19. At an increasing pace, retail municipal bond investors are shifting money to professional managers via mutual funds or separately managed accounts. This is why we believe that competent research and portfolio management are so important today.

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Compliance Retail Clients Management 52

Brown Advisory

MARCH 28, 2017

Impact Investing: Five Ways To Make Your Mark achen Tue, 03/28/2017 - 14:58 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.” Shareholder engagement.

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Investing Investments Government Nonprofit 52

Brown Advisory

MARCH 28, 2017

Tue, 03/28/2017 - 14:58. 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.

Investing 52

Investing Investments Government Nonprofit 52

Brown Advisory

NOVEMBER 28, 2017

Balancing Act | A Stroll Down Hindsight Lane achen Tue, 11/28/2017 - 14:27 Market downturns and recessions may seem easy to predict. When clients ask us about timing the market (for example, about potentially exiting the market to avoid a market correction) there is almost no situation in which we would recommend doing so.

Economy 52

Economy Clients Economics Management 52

Brown Advisory

NOVEMBER 28, 2017

Tue, 11/28/2017 - 14:27. In the equity strategies that our firm manages, we focus on fundamental research of individual companies to assess their long-term prospects, and we avoid making decisions that require guessing about short-term market movements. Balancing Act | A Stroll Down Hindsight Lane.

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Economy Clients Economics Management 52

Brown Advisory

MAY 25, 2017

Thu, 05/25/2017 - 10:02. That may sound like an obvious point, but fixed income portfolios are not always guided by that principle—some are guided more by an effort to conform to a benchmark index, while others focus on driving returns with bets on portfolio duration or other factors.

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Portfolio Clients Investments Investing 52

Brown Advisory

NOVEMBER 14, 2017

Investment Perspectives | “Undoing” the Fed’s Balance Sheet achen Tue, 11/14/2017 - 16:18 These days, it seems like all eyes are on the Federal Reserve. We also believe that it’s important to stay within the discipline of a particular portfolio strategy, such as intermediate duration, “core,” certain quality standards and so forth.

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Investing Investments Assets Numbers 52

Brown Advisory

NOVEMBER 14, 2017

Tue, 11/14/2017 - 16:18. Because Fed policy and the direction of interest rates are so closely scrutinized, the team doesn’t tend to make big bets on such “macro” factors by deviating greatly from industry benchmarks in terms of the maturity and duration of client portfolios in the aggregate.

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Investing Investments Assets Numbers 52

Brown Advisory

APRIL 18, 2018

Balancing Act | For Good Measure: How We Value Global Leaders achen Wed, 04/18/2018 - 11:03 Valuation is a critical component of active investment management, yet many investors restrict themselves to a very narrow view of valuation by focusing on simple metrics like the price/earnings (P/E) ratio.

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Valuation Portfolio Investments Investing 52

Brown Advisory

APRIL 18, 2018

Valuation is a critical component of active investment management, yet many investors restrict themselves to a very narrow view of valuation by focusing on simple metrics like the price/earnings (P/E) ratio. In this article, Global Leaders portfolio managers Mick Dillon and Bertie Thomson discuss the dangers of oversimplifying valuation.

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Valuation Portfolio Investments Investing 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. During this transformation, management increased the company’s long-term growth and margin targets meaningfully.

Manufacturing 52

Manufacturing Investing Investments Communication 52

Brown Advisory

JUNE 21, 2017

Investment Perspectives - The Great Debate achen Wed, 06/21/2017 - 12:35 Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing. In short, every situation is different.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

Wed, 06/21/2017 - 12:35. As professional investors have found it increasingly challenging to meet or exceed market benchmarks, many of their clients have grown disillusioned with active management. Manager Characteristics. pdf 2 On the Performance of Mutual Fund Managers," Baks, Emory University, June 2003.

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Investing Investments Portfolio Management 52

Brown Advisory

MARCH 28, 2019

Portfolio “optimization” techniques only go so far; these techniques provide quantitative answers, but lack the judgment needed to appropriately consider current market conditions, liquidity constraints, and most importantly, the key risks of a severe short-term drawdown or of long-term principal erosion.

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Asset Allocation Portfolio Assets Clients 52

Brown Advisory

MARCH 28, 2019

Portfolio “optimization” techniques only go so far; these techniques provide quantitative answers, but lack the judgment needed to appropriately consider current market conditions, liquidity constraints, and most importantly, the key risks of a severe short-term drawdown or of long-term principal erosion. FROM THEORY TO PRACTICE.

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Asset Allocation Portfolio Assets Clients 52

The Irrelevant Investor

JANUARY 19, 2019

Vanguard is now ubiquitous, managing more than $4 trillion in client assets. Walter Cabot, the new portfolio manager, wrote: Times change. Portfolio managers would no longer rapidly trade these growth stocks, instead they would invest in blue chips like IBM and Disney, and no price was too rich.

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Assets Management Investing Investments 52

Brown Advisory

OCTOBER 11, 2021

The relationship team will customize portfolios to meet the guidelines, requirements and risk tolerance of our clients. We believe a private investment portfolio should be diversified across the risk/return spectrum. Mixing it Up Balanced portfolios typically include a diversified allocation of private asset classes.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

OCTOBER 11, 2021

The relationship team will customize portfolios to meet the guidelines, requirements and risk tolerance of our clients. We believe a private investment portfolio should be diversified across the risk/return spectrum. Balanced portfolios typically include a diversified allocation of private asset classes. Mixing it Up.

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Assets Portfolio Risk Tolerance Asset Allocation 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.

Investing 52

Investing Investments Portfolio Compliance 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. ESG analysis may not be performed for every holding in the strategy.

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Investing Investments Portfolio Accounting 52

The Big Picture

AUGUST 20, 2024

In that trade on a monthly basis, when you run that full strength, it gives the dynamics of something like the XIV, which rose 600% in 2017, right? The second thing that it ultimately does is it creates conditions under which there’s a transition from cash rich portfolios that are ultimately option like in their characteristics.

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Assets Management Portfolio Taxes 173

Bell Investment Advisors

MARCH 15, 2023

Original air date: Monday, March 13th, 2023 at 12pm PDT Presenter: Portfolio Manager Ryan Kelley, CFA® Slide 1: Annual Review and Outlook 0:00 Good afternoon. I’m a portfolio manager here at Bell Investment Advisors. And luckily, most of our client’s money in fixed-income markets was allocated that way.

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Marketing Marketing Investing Investments 52

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. Option rate securities were… 0:14:54.9

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CFP Financial Advisor Financial Planner Ethics 59