Brown Advisory

MARCH 28, 2019

Each of these philosophies is somewhat rooted in Modern Portfolio Theory (MPT), which introduced the now-intuitive idea that investments should be measured by how well they compensate investors for risk, as measured by standard deviation (i.e., All analysis is based on data as of Dec. All analysis is based on data as of Dec.

Asset Allocation 52

Asset Allocation Portfolio Assets Clients 52

Brown Advisory

MARCH 28, 2019

Each of these philosophies is somewhat rooted in Modern Portfolio Theory (MPT), which introduced the now-intuitive idea that investments should be measured by how well they compensate investors for risk, as measured by standard deviation (i.e., 31, 2018.). All analysis is based on data as of Dec. SOURCE: Brown Advisory.

Asset Allocation 52

Asset Allocation Portfolio Assets Clients 52

Brown Advisory

OCTOBER 11, 2021

We believe that a strong network of relationships and history with managers; a robust due diligence process for manager selection, sizing and term negotiation; and dedicated team members devoted to each asset class contributes to long-term results. equity REITs.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

OCTOBER 11, 2021

We believe that a strong network of relationships and history with managers; a robust due diligence process for manager selection, sizing and term negotiation; and dedicated team members devoted to each asset class contributes to long-term results. Exposure to both established and emerging managers. Aligned fee arrangements.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

AUGUST 14, 2023

Our investment selection process follows a bottom-up, fundamental approach so we are wary of “sleepwalking into factor risk”. 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.

Investing 52

Investing Investments Portfolio Accounting 52