Brown Advisory

JANUARY 28, 2021

2020 Impact Report: Sustainable Core Fixed Income Strategy. A Letter of Introduction From The Portfolio Managers. Our firm managed more than $16 billion* in client assets under various sustainable investment mandates for individuals, families and institutions, as of Dec. Portfolio Manager. . Sincerely, .

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Brown Advisory

OCTOBER 31, 2020

Global Leaders Investment Letter - Q3 2020 ajackson Sat, 10/31/2020 - 09:50 Global Leaders Strategy Investment Letter - Q3 2020 In this letter, the Portfolio Managers discuss the way they embrace ESG in their analysis whilst being cognizant of the power of confirmation bias. Download the Letter Past performance is not a guarantee of future (..)

Investing 52

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Brown Advisory

OCTOBER 31, 2020

Global Leaders Investment Letter - Q3 2020. Sat, 10/31/2020 - 09:50. Global Leaders Strategy Investment Letter - Q3 2020. In this letter, the Portfolio Managers discuss the way they embrace ESG in their analysis whilst being cognizant of the power of confirmation bias. . . Download the Letter. . .

Investing 52

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Brown Advisory

JANUARY 28, 2021

2020 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy ajackson Thu, 01/28/2021 - 15:15 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. 31, 2020. 31, 2020. and Brown Advisory Trust Company of Delaware, LLC.

Taxes 52

Taxes Portfolio Management Portfolio Clients 52

Brown Advisory

JANUARY 28, 2021

2020 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy. A Letter of Introduction From The Portfolio Managers. Our firm managed more than $16 billion* in client assets under various sustainable investment mandates for individuals, families and institutions, as of Dec. 31, 2020. 31, 2020.

Taxes 52

Taxes Portfolio Management Portfolio Clients 52

Brown Advisory

JUNE 30, 2020

Global Leaders Investment Letter - Q2 2020. Tue, 06/30/2020 - 09:50. Global Leaders Strategy Investment Letter - Q2 2020. In this letter the Portfolio Managers discuss experiencing FOJI (the Fear of Joining In) in the current COVID crisis. They also comment on the team’s recent annual offsite. . .

Investing 52

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Brown Advisory

JANUARY 28, 2021

2020 Impact Report: Large-Cap Sustainable Growth Strategy ajackson Thu, 01/28/2021 - 15:09 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. We reached our strategy’s 10-year anniversary on Dec. and Brown Advisory Trust Company of Delaware, LLC.

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52

Brown Advisory

JANUARY 28, 2021

2020 Impact Report: Large-Cap Sustainable Growth Strategy. A Letter of Introduction From The Portfolio Managers. Our firm managed more than $16 billion* in client assets under various sustainable investment mandates for individuals, families and institutions, as of Dec. Portfolio Manager . . Sincerely, .

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52

Brown Advisory

AUGUST 4, 2020

Brown Advisory’s 2020 PRI Assessment Report ajackson Tue, 08/04/2020 - 08:00 Brown Advisory has been a signatory to the PRI (Principles for Responsible Investment) since 2014. We are pleased to share the PRI’s 2020 assessment of Brown Advisory’s sustainable investing practices; our scorecard is provided below.

Assets 52

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Brown Advisory

AUGUST 4, 2020

Brown Advisory’s 2020 PRI Assessment Report. Tue, 08/04/2020 - 08:00. We are pleased to share the PRI’s 2020 assessment of Brown Advisory’s sustainable investing practices; our scorecard is provided below. Brown Advisory 2020 Score. Industry Median 2020 Score. Indirect - Manager Sel., Module Name.

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Assets Clients Government Investing 52

The Big Picture

DECEMBER 30, 2023

Johnson joined the firm in 1988 and held leadership roles in all its major divisions before becoming CEO in February 2020. She also led the historic acquisition of Legg Mason in 2020, and Putnam in 2023, with the organization now managing more than $1.5 trillion globally.

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Portfolio Management Management Distribution Portfolio 130

The Big Picture

MARCH 13, 2024

To help us unpack all of this and what it means for your portfolio, let’s bring in Jim Bianco, Chief Strategist at Bianco Research, and His firm has been providing objective and unconventional research and commentary to portfolio managers since 1990, and it is top rated amongst institutional traders.

Numbers 288

Numbers Insurance Economy Marketing 288

Random Roger's Retirement Planning

APRIL 3, 2025

I saw where this was the worst single day drop since one of the bad days during the 2020 Pandemic Crash. Nate Geraci Tweeted out that "a ny sort of market, economic, or political turmoil offers a window into your financial advisor, portfolio manager, etc" Tough but fair. Markets got pasted today of course.

Portfolio Management 45

Portfolio Management Financial Advisor Clients Management 45

Indigo Marketing Agency

MARCH 20, 2025

drop in the first 48 trading days of the year marks its worst start since 2020, such declines are not unprecedented. Right now, your clients dont just need portfolio management; they need perspective. For context, Phil Blancato, chief market strategist at Osaic, points out that while the S&P 500s 6.1%

Financial Advisor 69

Financial Advisor Communication Marketing Marketing 69

Brown Advisory

MAY 6, 2020

Wed, 05/06/2020 - 14:50. Portfolio managers Karina Funk, CFA and Amy Hauter, CFA discuss how our ESG research philosophy and process have guided portfolio decision making during this period of market volatility due to COVID-19. . Recorded on May 6, 2020. Sustainable Investing Webcast.

Investing 52

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Discipline Funds

OCTOBER 20, 2023

Let’s look at the scorecard: Bitcoin – it boomed in 2020 well in advance of the big inflation spike in 2021 & 2022 and weirdly busted as inflation reared its ugly head. Gold & Commodities – They largely did the same thing except they boomed in early 2020 and meandered sideways since.

Economy 100

Economy Retail Government Banking 100

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

Advisor Perspectives

AUGUST 9, 2024

With investors reacting to the worst global stock market sell-off since the early days of the COVID pandemic in 2020, Portfolio Manager Oliver Blackbourn and Global Head of Multi-Asset Adam Hetts consider the all-important question – what next?

Portfolio Management 40

Portfolio Management Marketing Marketing Portfolio 40

Random Roger's Retirement Planning

JUNE 21, 2024

During the 2020 Pandemic Crash, it fell the same amount as MCW. 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. Aside from being fun, it is time well spent in search of the occasional idea that can be added to the portfolio.

Portfolio Management 98

Portfolio Management Taxes Accounting Portfolio 98

Brown Advisory

FEBRUARY 3, 2020

Sincerely, Stephen Shutz, CFA Portfolio Manager Amy Hauter, CFA Portfolio Manager *Brown Advisory entities included are: Brown Advisory LLC, Brown Investment Advisory & Trust Company, Brown Advisory Ltd. and Brown Advisory Trust Company of Delaware, LLC.

Taxes 52

Taxes Portfolio Management Portfolio Clients 52

Brown Advisory

FEBRUARY 3, 2020

Sincerely, Tom Graff, CFA Portfolio Manager Amy Hauter, CFA Portfolio Manager *Brown Advisory entities included are: Brown Advisory LLC, Brown Investment Advisory & Trust Company, Brown Advisory Ltd. 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. . Portfolio Manager. Portfolio Manager. . . . . 2019 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy. Sincerely, . Stephen Shutz, CFA. Amy Hauter, CFA. and Brown Advisory Trust Company of Delaware, LLC.

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. . Portfolio Manager. . Portfolio Manager. . . . . 2019 Impact Report: Sustainable Core Fixed Income Strategy. Sincerely, . Tom Graff, CFA. Amy Hauter, CFA. and Brown Advisory Trust Company of Delaware, LLC.

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52

Random Roger's Retirement Planning

JANUARY 22, 2024

Above is a good example of what I mean from the Pandemic Crash in 2020. Another portfolio management benefit comes if a client has an unexpected, relatively large cash need which happens every so often. When the S&P 500 was down just over 30% in late March, client and personal holding BTAL was up 9.69%.

Portfolio 75

Portfolio Accounting Clients Portfolio Management 75

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. and Brown Advisory Trust Company of Delaware, LLC.

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

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Brown Advisory

FEBRUARY 23, 2022

Speakers: Brad Dunn, Portfolio Manager; Brian Copeland, CPA, Tax Manager, Realize Moderator: Meredith Shuey Etherington, Portfolio Manager MORE ON THIS TOPIC Strategic Planning Roadmap for Entrepreneurs Our Strategic Planning Roadmap for Entrepreneurs is intended to be an easily digestible guide for tackling the important planning issues.

Strategic Planning 52

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Brown Advisory

FEBRUARY 23, 2022

Speakers: Michael Aldrich, Global Head of Operational Security; Rebecca Sugarman, Chief Human Resources Officer; Craig Standish, Head of Boston Office Moderator: Victor Abiamiri, Portfolio Manager. . Moderator: Brad Dunn, Portfolio Manager; Meredith Shuey Etherington, Portfolio Manager. .

Strategic Planning 52

Strategic Planning Portfolio Management Portfolio Planning 52

Brown Advisory

JULY 14, 2020

Sincerely, Mick Dillon, CFA Portfolio Manager Bertie Thomson, CFA Portfolio Manager *Brown Advisory entities included are: Brown Advisory LLC, Brown Investment Advisory & Trust Company, Brown Advisory Ltd., and Brown Advisory Trust Company of Delaware, LLC.

Portfolio Management 52

Portfolio Management Portfolio Management Risk Management 52

Brown Advisory

JULY 14, 2020

Tue, 07/14/2020 - 08:15. A Letter of Introduction From The Portfolio Managers. . Portfolio Manager . . Portfolio Manager. . . . . . 2019 Global Leaders ESG Transparency Report. Download the Report. . Sincerely, . Mick Dillon, CFA. Bertie Thomson, CFA.

Portfolio Management 52

Portfolio Management Portfolio Management Risk Management 52

Random Roger's Retirement Planning

AUGUST 2, 2022

I reached out the the fund company figuring someone in marketing or customer service could help solve the puzzle, pretty helpful though, the portfolio manager reached out and we had a very informative conversation. It crashed with the S&P 500 in 2020 like I said and then it came back.

Clients 74

Clients Portfolio Management Accounting Distribution 74

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

Validea

JANUARY 9, 2023

Veteran portfolio manager Bill Miller, founder of Miller Value Partners and manager of the firm’s Miller Opportunity Trust and the Miller Income funds, retired at the end of 2022, reports an article in CityWire. The post Bill Miller Retires From Fund Management appeared first on Validea's Guru Investor Blog.

Retirement 59

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Brown Advisory

JUNE 17, 2022

2021 Global Leaders Impact Report mhannan Fri, 06/17/2022 - 11:06 Download the Report A Letter of Introduction From The Portfolio Managers Our 2021 report combines our thinking across many ESG topics alongside articles on low carbon investing and how looking after one’s customer is tied to ESG. years; shortcuts creep in.

Portfolio Management 52

Portfolio Management Portfolio Management Government 52

Brown Advisory

JUNE 17, 2022

A Letter of Introduction From The Portfolio Managers. We, the Global Leaders portfolio managers, are long-term investors with our capital at stake alongside yours hence we aim to limit all risks, both ESG and fundamental, whilst investing behind attractive opportunities. Portfolio Manager. Sincerely, .

Portfolio Management 52

Portfolio Management Portfolio Management Government 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

OCTOBER 28, 2021

Moderator: Jane Korhonen, Portfolio Manager at Brown Advisory India’s COVID-19 Crisis and Its Impact on Women June 29, 2021 Disasters exacerbate existing inequities, and COVID-19 is proving no different. The devastation in India has been harrowing for women, as communities struggle to protect public health.

Portfolio Management 52

Portfolio Management Economics Clients Education 52