The Big Picture

JANUARY 14, 2024

While it wasn’t the most expensive year overall – the costliest years included multiple hurricane strikes – it had the highest number of billion-dollar storms, floods, droughts and fires of any year since counting began in 1980, with six more than any other year, accounting for inflation. (

Insurance 130

Insurance Portfolio Management Financial Market Retirement 130

Validea

FEBRUARY 17, 2023

Quick Links Warren Buffett Portfolio High Momentum Stocks Low Volatility / Conservative Stocks Using yearly Bloomberg surveys from 2000-2021, Barron’s found that the median forecast among the economists, money managers, independent research firms, and other organizations surveyed was 0.99% off in either direction from the actual year-over-year GDP.

Portfolio Management 59

Portfolio Management Budgeting Economics Portfolio 59

Random Roger's Retirement Planning

JUNE 21, 2024

During the 2020 Pandemic Crash, it fell the same amount as MCW. Looking at ISPY, we can add back about 4% in dividends to get a more accurate total return number. I think part of the process of ongoing portfolio management is to circle back to strategies, funds and correlation studies like we regularly do here.

Portfolio Management 98

Portfolio Management Taxes Accounting Portfolio 98

Brown Advisory

FEBRUARY 3, 2020

Our firm managed more than $6 billion* in client assets under various sustainable investment mandates for individuals, families and institutions, as of Dec. For a number of our sustainable investment strategies, we issue formal reports each year to keep clients informed about how those strategies are generating positive impact.

Taxes 52

Taxes Portfolio Management Portfolio Clients 52

Brown Advisory

FEBRUARY 3, 2020

For a number of our sustainable investment strategies, we issue formal reports each year to keep clients informed about how those strategies are generating positive impact. Enclosed is our 2019 Impact Report for the Sustainable Core Fixed Income strategy. and Brown Advisory Trust Company of Delaware, LLC.

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52

Brown Advisory

FEBRUARY 3, 2020

Mon, 02/03/2020 - 08:01. A Letter of Introduction From The Portfolio Managers. . Our firm managed more than $6 billion* in client assets under various sustainable investment mandates for individuals, families and institutions, as of Dec. Portfolio Manager. Portfolio Manager. . . . .

Taxes 52

Taxes Portfolio Management Portfolio Clients 52

Brown Advisory

FEBRUARY 3, 2020

Mon, 02/03/2020 - 08:02. A Letter of Introduction From The Portfolio Managers. . For a number of our sustainable investment strategies, we issue formal reports each year to keep clients informed about how those strategies are generating positive impact. Portfolio Manager. . Portfolio Manager. . . . .

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52

Brown Advisory

FEBRUARY 6, 2020

2019 Impact Report: Large-Cap Sustainable Growth Strategy ajackson Thu, 02/06/2020 - 08:15 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. 31, 2019. Enclosed is our Impact Report for the Brown Advisory Large-Cap Sustainable Growth strategy.

Portfolio Management 52

Portfolio Management Portfolio Clients Management 52

Brown Advisory

FEBRUARY 6, 2020

Thu, 02/06/2020 - 08:15. A Letter of Introduction From The Portfolio Managers. . Our firm managed more than $6 billion* in client assets under various sustainable investment mandates for individuals, families and institutions, as of Dec. Portfolio Manager . . Portfolio Manager. . . . . .

Portfolio Management 52

Portfolio Management Portfolio Clients Management 52

Good Financial Cents

JANUARY 11, 2023

Because of this crucial role, financial managers command top dollar in big banks. Portfolio Manager. Portfolio Managers are responsible for developing investment strategies, tracking markets, evaluating documents and figures, and creating customer investment plans. Average Salary: $131,710 per year.

Banking 96

Banking Budgeting Portfolio Management Recruitment 96

Trade Brains

MARCH 8, 2024

Angel One Vs Motilal Oswal The number of retail investors in India has boomed in recent years with the onset of the pandemic. With a commitment to providing end-to-end digital financial solutions, the company has also ventured into portfolio management services. million clients. Financial Year/ Particulars Revenue (In Cr.)

Planning 59

Planning Financial Services Retail Distribution 59

Bell Investment Advisors

MAY 24, 2024

On Friday, May 24 th at 12pm Pacific time, Investment Advisor & Financial Planner Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for an engaging discussion of the following topics: Stock & Bond Market Commentary Global Economic Update Inflation Concerns & the Federal Reserve Are Stocks Expensive?

Marketing 52

Marketing Marketing Economy Financial Planner 52

FMG

AUGUST 4, 2022

At the end of 2021, I “retired” after 33 years in the investment management industry, the last nearly 22 of them at Eaton Vance in Boston, where I served as a global equity portfolio manager and Director of Equity Strategy Implementation. How has virtual communication affected the way you do business?

Financial Advisor 98

Financial Advisor Clients Media Retirement 98

Brown Advisory

AUGUST 11, 2023

As resilient as the US consumer has been during this rate hiking cycle that may have reached its climax, US manufacturing activity according to the Institute of Supply Mangers (Purchasing Managers Index) has continued to contract, with a reading below 50 since last October. was only marginally better.

Economy 98

Economy Manufacturing Clients Economics 98

Brown Advisory

MARCH 2, 2020

Looking Back And Thinking Ahead: 10 Lessons Learned After 10 Years Of Managing Large-Cap Sustainable Growth ajackson Mon, 03/02/2020 - 10:33 We are excited to reflect on our ten year anniversary for the Large-Cap Sustainable Growth strategy. We bring different backgrounds and a diversity of thinking to portfolio management.

Management 52

Management Portfolio Management Portfolio Clients 52

Brown Advisory

MARCH 2, 2020

Looking Back And Thinking Ahead: 10 Lessons Learned After 10 Years Of Managing Large-Cap Sustainable Growth. Mon, 03/02/2020 - 10:33. We bring different backgrounds and a diversity of thinking to portfolio management. Our different perspectives complement and enhance each other in the portfolio decision-making process.

Management 52

Management Portfolio Management Portfolio Clients 52

The Big Picture

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He’s a member of the management committee. He co-chairs a number of the asset management investment committees. So we really had to work through that over a number of years. What can I say about Julian Salisbury? We love it.

Assets 296

Assets Clients Investing Investments 296

Carson Wealth

JANUARY 2, 2024

Artificial Intelligence Grabs the Spotlight Jake Bleicher, Portfolio Manager To me, the narrative of 2023 is captured by a chart showing the performance of NVIDIA, the maker of high-end computer chips that have become the bedrock of artificial intelligence (AI). in October 2022 and causing a heap of pain since the summer of 2020.

Marketing 86

Marketing Marketing Economy Manufacturing 86

The Big Picture

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. I was employee number 10. RITHOLTZ: Which is really a pretty big number. billion dollars in AUM.

Clients 159

Clients Investing Investments Management 159

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). Still, even if the numbers aren’t moving, the sentiment is somewhat less favorable today than it was in November. Source: FactSet.

Clients 97

Clients Investing Investments Sales 97

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). Still, even if the numbers aren’t moving, the sentiment is somewhat less favorable today than it was in November. Source: FactSet.

Clients 81

Clients Investing Investments Sales 81

Workable Wealth

JUNE 24, 2020

We experienced the largest bull market run in history from 2009 to March 11, 2020. In bear markets, the economy tends to slow down along with a spike in unemployment numbers. . This type takes the price of all stocks in the index and divides it by the number of companies to get the index’s value. billion (as of 2020).

Investing 52

Investing Investments Marketing Marketing 52

The Big Picture

AUGUST 29, 2023

And it worked out and had multiple job offers coming out of school from a number of different insurance companies. I had a number of relationships that I built up and had another job lined up in New York City. DAVIS: So when we think about how those teams are evaluated, it’s a three-year number. So how did you perform?

Portfolio 130

Portfolio Investing Investments Numbers 130

Brown Advisory

OCTOBER 4, 2021

Considering Climate within Portfolios ajackson Mon, 10/04/2021 - 11:00 An increasing number of investors are seeking to incorporate climate change in their investment calculus. renewable electricity generation equaled nuclear generation and surpassed coal generation in 2020, and IEA anticipates further rapid growth going forward.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

OCTOBER 4, 2021

Considering Climate within Portfolios. An increasing number of investors are seeking to incorporate climate change in their investment calculus. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

AUGUST 6, 2019

Taylor is also an excellent communicator and regularly shares his thoughts with our balanced portfolio managers serving private clients, endowments and foundations. Taylor and I will collaborate on Investment Perspectives in 2019 (you will hear from Taylor directly on the next page), and he will take over fully in 2020.

Investing 52

Investing Investments Clients Portfolio Management 52

Brown Advisory

AUGUST 6, 2019

Taylor is also an excellent communicator and regularly shares his thoughts with our balanced portfolio managers serving private clients, endowments and foundations. Taylor and I will collaborate on Investment Perspectives in 2019 (you will hear from Taylor directly on the next page), and he will take over fully in 2020.

Investing 52

Investing Investments Clients Portfolio Management 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. The number of BRILink agents grew by 230% between 2016 and 2019.

Clients 52

Clients Portfolio Investing Investments 52

Brown Advisory

MAY 12, 2020

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. You often talk about portfolio managers being responsible for not just stock selection, but also capital allocation.

Clients 52

Clients Portfolio Investing Investments 52

The Big Picture

OCTOBER 24, 2022

She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. MARTA NORTON, CHIEF INVESTMENT OFFICER, MORNINGSTAR INVESTMENT MANAGEMENT: Right. NORTON: Yeah.

Portfolio 130

Portfolio Management Assets Investing 130

The Big Picture

AUGUST 20, 2024

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. So I, as a discretionary portfolio manager, if you hand me cash, I can look at the market and say, you know what? Thank you for the cash.

Assets 170

Assets Management Portfolio Taxes 170

The Big Picture

JULY 11, 2023

She’s been CEO since February 2020. ” Who are the number one users of TurboTax? 2020, you buy Legg Mason. And you see that in the numbers, right? You have half the number of public companies that you had in 2000. So she wants her portfolio managed that way. They run about a $1.5

Management 220

Management Investing Investments Assets 220

The Big Picture

JULY 24, 2023

MIAN: So Stray Reflections is a macro advisory and community that works with portfolio managers, CIOs around the world. RITHOLTZ: You had 1987, you had 1997, you had 1998 there were a number of really substantial. But number two is from a demographic standpoint. Tell us a little bit about your research. RITHOLTZ: Right.

Marketing 130

Marketing Marketing Economy Valuation 130

Brown Advisory

JANUARY 17, 2024

We have both of these potential investments on our Ready-to-Buy list, and both had gotten to within 10% of prices where we thought they represented very good value in the past few years (Nvidia in Oct 2022, Novo Nordisk in Dec 2020). However, we did not invest due to our minimum double-digit 5-year IRR hurdle rate. Good process, bad outcome.

Investing 52

Investing Investments Portfolio Compliance 52

Good Financial Cents

AUGUST 11, 2022

Robo-advisors offer easy account setup, robust goal planning, account services, and portfolio management all at a reasonable price - start investing today by clicking on your state. Crazy enough, Fundrise helped investors earn an average return of 7.31% in 2020, followed by a return of 22.99% in 2021.

Investing 110

Investing Investments Marketing Marketing 110

Brown Advisory

OCTOBER 26, 2021

Health care’s weight in the R2G grew as a result of the dramatic increase in the number of early-stage biotech firms, with fortunes that could hinge on the results of one or two clinical trials. After the addition of gene therapy leader Paragon Bioservices in 2019, the division burgeoned to 37% of sales in fiscal year 2020.

Manufacturing 52

Manufacturing Investing Investments Communication 52

The Big Picture

MARCH 27, 2023

She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. And so if you compare that to today, if you remember Oaktree raised $15 billion fund in 2020, on its own. If you think of the biggest bankruptcy in 2020 was Hertz. RITHOLTZ: There’s safety in numbers.

Assets 283

Assets Investing Investments Management 283