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.

Portfolio 52

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.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Trade Brains

JUNE 11, 2023

There is an increase in the net profits in the past 5 years from Rs 2,386 crores in FY 2017-18 to Rs 4,734 in FY 2022-23. With more than 3 decades of experience in capital markets, the company offers all kinds of financial products and services such as equity, derivatives, mutual funds, insurance, and asset portfolio management services.

Banking 97

Banking Government Financial Services Insurance 97

Validea

JULY 19, 2023

diversified equity funds for two 5-year periods, from 2013 through 2017 and 2018 through 2022, using Fama-French’s 3-factor model. In an article in Morningstar , John Rekenthaler tests those claims using factor models, which try to determine how much trends—i.e. factors—impact investments. Rekenthaler examined all U.S.

Portfolio Management 52

Portfolio Management Management Accounting Investing 52

Validea

JULY 19, 2023

diversified equity funds for two 5-year periods, from 2013 through 2017 and 2018 through 2022, using Fama-French’s 3-factor model. In an article in Morningstar , John Rekenthaler tests those claims using factor models, which try to determine how much trends—i.e. factors—impact investments. Rekenthaler examined all U.S.

Portfolio Management 52

Portfolio Management Management Accounting Investing 52

The Irrelevant Investor

JUNE 17, 2017

Investors have little appetite for human portfolio managers these days. In the first quarter of 2017, $4.6 This is much harder to with subjectively run portfolios. Paulson, Ackman and other big name hedge fund managers have had struggles recently, and very publicly to boot.

Portfolio Management 52

Portfolio Management Management Portfolio Investing 52

Validea

MAY 15, 2023

Matthew Fine started in an entry-level position at Third Avenue Management in 2000 and worked is way up to portfolio manager of their flagship Third Avenue Value fund, overseeing its $900 million since 2017. over 3 and 5 years, respectively.

Distribution 52

Distribution Banking Portfolio Portfolio Management 52

Brown Advisory

DECEMBER 18, 2017

Beyond Bottom-Up achen Mon, 12/18/2017 - 16:48 Fundamental investing is a contest of advantage: informational, analytical and behavioral. Investigative Research Process: Receive assignment from a portfolio manager or sector analyst. If they can do it consistently, it may become a formula for long-term success.

Portfolio Management 52

Portfolio Management Portfolio Management Clients 52

Brown Advisory

DECEMBER 18, 2017

Mon, 12/18/2017 - 16:48. To address this need, we created the role of investigative analyst on our research team to serve as both a conduit and lightning rod for the flow of potential qualitative information that can help us make better decisions about the companies we consider for our portfolios. Beyond Bottom-Up. Emily Dwyer.

Portfolio Management 52

Portfolio Management Portfolio Management Clients 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.

Portfolio 52

Portfolio Investing Investments 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. ESG and the Stock-­Picker’s Dilemma.

Portfolio 52

Portfolio Investing Investments Management 52

The Big Picture

AUGUST 20, 2024

Initially I joined to help them manage their equity portfolio. My background in the asset management space was originally going to small cap value, and Canyon Partners really gave me the platform that allowed me to branch that out into multiple different areas. I’m gonna hold it in my portfolio. I buy everything.

Assets 173

Assets Management Portfolio Marketing 173

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.

Portfolio 52

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.

Portfolio 52

Portfolio Clients Nonprofit Asset Allocation 52

Brown Advisory

NOVEMBER 28, 2017

Balancing Act | A New Publication Series achen Tue, 11/28/2017 - 13:39 We believe that investing in equities should be a balancing act, not an exercise in placing bets on one side of the market. Skewing one’s portfolio heavily toward a strong bullish or strong bearish belief is speculation, pure and simple.

Portfolio 52

Portfolio Clients Investing Investments 52

Brown Advisory

NOVEMBER 28, 2017

Tue, 11/28/2017 - 13:39. A Series Discussing Active Management In Late-Cycle Equity Markets. Skewing one’s portfolio heavily toward a strong bullish or strong bearish belief is speculation, pure and simple. We will also talk about tools we use to better understand how our portfolios might behave in a downturn.

Portfolio 52

Portfolio Clients Investing Investments 52

Brown Advisory

MARCH 14, 2023

In addition, the best month of market performance since the end of 2017 (April 2020) coincided with the largest differential in analyst upgrades versus downgrades the month prior (March 2020). This ties for the fourth greatest negative monthly differential between upgrades and downgrades (-10) since the end of 2017. All Others 2.3%

Clients 97

Clients Investing Investments Sales 97

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.) Is ESG a Smart Beta Factor?

Portfolio 52

Portfolio Clients Investing Investments 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. The search for an ESG beta factor is up against a material challenge: A factor needs to be objectively quantifiable to be universally applicable in portfolios.

Portfolio 52

Portfolio Clients Investing Investments 52

Brown Advisory

MAY 12, 2020

Reflections for Five Years of Global Leaders ajackson Tue, 05/12/2020 - 09:38 The Global Leaders strategy is focused on delivering long-term performance by building a concentrated portfolio of market-leading companies from across the globe. But if the goal is grow the value of a portfolio, slugging percentage is what matters”.

Investing 52

Investing Investments Clients Portfolio 52

Brown Advisory

MAY 12, 2020

The Global Leaders strategy is focused on delivering long-term performance by building a concentrated portfolio of market-leading companies from across the globe. You often talk about portfolio managers being responsible for not just stock selection, but also capital allocation. Reflections for Five Years of Global Leaders.

Investing 52

Investing Investments Clients Portfolio 52

Brown Advisory

MARCH 14, 2023

In addition, the best month of market performance since the end of 2017 (April 2020) coincided with the largest differential in analyst upgrades versus downgrades the month prior (March 2020). This ties for the fourth greatest negative monthly differential between upgrades and downgrades (-10) since the end of 2017.

Clients 81

Clients Investing Investments Sales 81

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.” But investors can sometimes influence a company just by posing thoughtful questions.

Investments 52

Investments Investing Government Nonprofit 52

Brown Advisory

MARCH 28, 2017

Tue, 03/28/2017 - 14:58. Brown Advisory’s Core Sustainable Fixed Income strategy makes liberal use of green bonds within its portfolio. In routine communications with Akamai in 2015, Brown Advisory portfolio managers inquired whether the company planned to transition to renewable energy sources.

Investments 52

Investments Investing Government Nonprofit 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.

Portfolio 52

Portfolio Investing Investments Clients 52

Brown Advisory

MARCH 28, 2019

Investment committees for endowments and foundations have a wide range of responsibilities, but ultimately their job boils down to a single task: Ensure that the portfolio can deliver funds to the organization in the short term, without unintentionally spending down principal over the long term. SOURCE: Bloomberg. Bureau of Labor Statistics.

Asset Allocation 52

Asset Allocation Portfolio Assets Clients 52

Brown Advisory

MARCH 28, 2019

Investment committees for endowments and foundations have a wide range of responsibilities, but ultimately their job boils down to a single task: Ensure that the portfolio can deliver funds to the organization in the short term, without unintentionally spending down principal over the long term. SOURCE: Bloomberg. Bureau of Labor Statistics.

Asset Allocation 52

Asset Allocation Portfolio Assets Clients 52

Brown Advisory

OCTOBER 11, 2021

In this brief paper, we will touch on what we believe are some of the most important issues and questions—including the different types of assets, return potential, fees, liquidity, diversification, volatility and transparency—that investment committees must understand as they weigh adding alternatives to their portfolios.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

OCTOBER 11, 2021

In this brief paper, we will touch on what we believe are some of the most important issues and questions—including the different types of assets, return potential, fees, liquidity, diversification, volatility and transparency—that investment committees must understand as they weigh adding alternatives to their portfolios.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 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.

Investments 52

Investments Investing 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. Thus, active managers have, as a group, delivered “negative alpha” over the last several years. Manager Characteristics.

Investments 52

Investments Investing Portfolio Management 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.

Valuation 52

Valuation Portfolio Investing Investments 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.

Valuation 52

Valuation Portfolio Investing Investments 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.

Compliance 52

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.

Compliance 52

Compliance Retail Clients Management 52

The Irrelevant Investor

JANUARY 19, 2019

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. Credit Suisse, “Looking for Easy Games,” January 4, 2017. Bogle, The Clash of the Cultures, 278.

Assets 52

Assets Management Investing Investments 52

Trade Brains

FEBRUARY 14, 2023

Top Mutual Funds For SIP #2 – IDFC Tax Advantage (ELSS) Direct Plan-Growth Fund Company IDFC Asset Management Company Ltd Size (AUM in Cr) 4,033 3-yr returns (CAGR) 22.56 It aims to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities. 1-yr return 2.5 1-yr return 2.7

Healthcare 59

Healthcare Retirement Investing Investments 59