The Big Picture
SEPTEMBER 16, 2023
Previously, she was CIO at the Employees’ Retirement System of the State of Hawaii, and managing director in the quantitative strategies group at the Maryland State Retirement Agency. She was named to CIO Magazone’s “40-Under-40” (2017) and received the Industry Innovation Award/Power 100 in 2019.
Norman Marks
JULY 11, 2022
The IIA published a Practice Guide, Assessing the Risk Management Process, in 2019. It is recommended guidance and not mandatory. What is mandatory in the IIA Standards is performing an assessment, and this Practice Guide (PG) is intended as helpful advice on how to do it.
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Brown Advisory
JULY 14, 2020
31, 2019, our firm managed more than $6 billion* in client assets under various sustainable investment mandates for individuals, families and institutions. The report reviews how we seek to invest using sustainability research and look for companies with what we view as SBA Drivers and strong ESG risk management.
Brown Advisory
JULY 14, 2020
2019 Global Leaders ESG Transparency Report. A Letter of Introduction From The Portfolio Managers. . 31, 2019, our firm managed more than $6 billion* in client assets under various sustainable investment mandates for individuals, families and institutions. Tue, 07/14/2020 - 08:15. Download the Report. .
Brown Advisory
NOVEMBER 1, 2019
2019 Year-End Planning Letter. Fri, 11/01/2019 - 13:44. Each year’s gift tax annual exclusion expires at the end of that year; therefore clients who wish to use their 2019 exclusion amount should make annual exclusion gifts to all desired beneficiaries before December 31. Bundling of Charitable Gifts.
The Irrelevant Investor
FEBRUARY 24, 2020
On today's show we discussed: Avoiding the biggest losers in the small cap growth space Filtering down an investing universe Position sizing and risk management Portfolio construction How management influences buy/sell decisions Capacity constraints in the small cap space Why mid cap stocks are often under followed Listen here: Articles mentioned: (..)
BlueMind
NOVEMBER 24, 2022
Demand Greater Risk Management Andrew Carnegie , the world’s richest man in his late 19th-century days, had some advice for anyone who wished to follow his example: “Put all your eggs in one basket,” he said, “and then watch that basket.” However, most of those goals boil down to making long-term investments.
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