Brown Advisory

AUGUST 3, 2023

Global Sustainable Total Return Bond Strategy: Reporting on the impact of our investment decisions 2022 bgregorio Thu, 08/03/2023 - 09:16 A Letter of Introduction From The Portfolio Managers Our 2022 impact report builds on our commitment to measuring, documenting and communicating the outcomes that our strategy produces for our clients.

Investing 52

Investing Investments Portfolio Management Portfolio 52

Brown Advisory

JUNE 5, 2023

2022 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy bgregorio Mon, 06/05/2023 - 05:22 A Letter of Introduction From The Portfolio Managers Our 2022 impact report builds on our commitment to measuring, documenting and communicating the outcomes that our strategy produces for our clients.

Taxes 52

Taxes Portfolio Management Portfolio Communication 52

Brown Advisory

JULY 17, 2023

2022 Impact Report: Global Leaders Strategy bgregorio Mon, 07/17/2023 - 06:59 A Letter of Introduction From The Portfolio Managers Welcome to our 2022 Impact report. Given the priority we place on quality in the portfolio, there are very few items in either category but we believe that it is nonetheless useful to see.

Portfolio Management 52

Portfolio Management Portfolio Investing Investments 52

Brown Advisory

MAY 1, 2023

Sustainable Core Fixed Income Strategy: Reporting on the impact of our investment decisions 2022 ajackson Mon, 05/01/2023 - 12:34 A Letter of Introduction From The Portfolio Managers Our 2022 impact report builds on our commitment to measuring, documenting and communicating the outcomes that our strategy produces for our clients.

Investing 52

Investing Investments Portfolio Management Portfolio 52

Abnormal Returns

DECEMBER 9, 2022

The biz The top podcasts of 2022, per Apple Podcasts. infiniteloopspodcast.com) Frederick Geischen talks lifelong learning with Alix Pasquet III, Managing Partner and portfolio manager at hedge fund Prime Macaya. 9to5mac.com) The case for quitting Spotify ($SPOT).

Portfolio Management 244

Portfolio Management Economics Economy Management 244

The Irrelevant Investor

FEBRUARY 25, 2024

Today’s Talk Your Book is brought to you by Franklin Templeton: We had Josh Greco, Senior VP and Senior Institutional Portfolio Manager for Franklin Income Investors to discuss Franklin Templeton’s Income Focus ETF. The post Talk Your Book: Investing for Income appeared first on The Irrelevant Investor.

Asset Allocation 72

Asset Allocation Investing Investments Portfolio Management 72

A Wealth of Common Sense

FEBRUARY 26, 2024

Today’s Talk Your Book is brought to you by Franklin Templeton: We had Josh Greco, Senior VP and Senior Institutional Portfolio Manager for Franklin Income Investors to discuss Franklin Templeton’s Income Focus ETF.

Asset Allocation 72

Asset Allocation Portfolio Management Investing Investments 72

Brown Advisory

JULY 17, 2023

Global Leaders Strategy: Reporting on the impact of our investment decisions 2022 bgregorio Mon, 07/17/2023 - 06:59 A Letter of Introduction From The Portfolio Managers Welcome to our 2022 Impact report. This gets to the heart of how SBA drivers can lead to long-term returns and we can see it in the numbers.

Investing 52

Investing Investments Portfolio Management Portfolio 52

Brown Advisory

APRIL 12, 2023

2022 Impact Report: Large-Cap Sustainable Growth Strategy ajackson Wed, 04/12/2023 - 09:56 A Letter of Introduction From The Portfolio Managers Since launching this strategy more than 13 years ago, the demand for information on ESG, impact, and sustainability has risen dramatically.

Portfolio Management 52

Portfolio Management Portfolio Investing Investments 52

The Big Picture

MAY 11, 2023

Our 2022 FP had attendees from all over the country and the world, with an average age far younger than the typical financial conference. This is the next generation of the wealth management industry, and they showed up in droves because they want to be cutting-edge and stay ahead of the curve. Its only 4 months away!

Wealth Management 157

Wealth Management Portfolio Management Management Investment Advisor 157

The Big Picture

APRIL 26, 2023

Desmond loved to ask professional portfolio managers “What percentage of stocks would you expect would be making new highs at the top day of the bull market when the Dow Jones was making its absolute high?” He noted that markets get increasingly narrow by cap size (capitalization) as longer secular bull markets approach their ends.

Portfolio Management 283

Portfolio Management Marketing Marketing Portfolio 283

Brown Advisory

APRIL 12, 2023

Large-Cap Sustainable Growth Strategy: Reporting on the impact of our investment decisions 2022 ajackson Wed, 04/12/2023 - 09:56 A Letter of Introduction From The Portfolio Managers Since launching this strategy more than 13 years ago, the demand for information on ESG, impact, and sustainability has risen dramatically.

Investing 52

Investing Investments Portfolio Management Portfolio 52

The Big Picture

JULY 8, 2023

She also led the historic acquisition of Legg Mason in 2020, and Putnam in 2023, with the organization now managing more than $1.5 Among many other accolades, she has been named to Barron’s list of the 100 most influential women in US finance for three consecutive years, most recently in 2022. trillion globally.

Portfolio Management 167

Portfolio Management Management Distribution Portfolio 167

The Big Picture

DECEMBER 30, 2023

She also led the historic acquisition of Legg Mason in 2020, and Putnam in 2023, with the organization now managing more than $1.5 Among many other accolades, she has been named to Barron’s list of the 100 most influential women in US finance for three consecutive years, most recently in 2022. trillion globally.

Portfolio Management 130

Portfolio Management Management Distribution Portfolio 130

The Big Picture

MARCH 25, 2023

This week, we speak with former hedge fund manager Dominique Mielle, author of 2021’s “ Damsel in Distressed: My Life in the Golden Age of Hedge Funds.” Mielle spent two decades as a partner and senior portfolio manager at Canyon Capital Advisors and was named one of the “50 Leading Women in Hedge Funds” by the Hedge Fund Journal and E&Y.

Portfolio Management 176

Portfolio Management Management Assets Portfolio 176

Brown Advisory

OCTOBER 11, 2022

2021 Impact Report: Sustainable Small-Cap Core Strategy mhannan Tue, 10/11/2022 - 17:44 Download the Report A Letter of Introduction From The Portfolio Managers Brown Advisory has made a deep commitment to sustainable investing, across a wide range of its equity and fixed income strategies. More recently (i.e.,

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52

Brown Advisory

OCTOBER 11, 2022

Tue, 10/11/2022 - 17:44. A Letter of Introduction From The Portfolio Managers. We also discuss the positive environmental and social outcomes being created by our portfolio companies, and report on our engagement and proxy voting activity during the year. Portfolio Manager. Download the Report. .

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52

Brown Advisory

MAY 1, 2023

Sustainable Core Fixed Income Strategy: Reporting on the impact of our investment decisions ajackson Mon, 05/01/2023 - 12:34 A Letter of Introduction From The Portfolio Managers Our 2022 impact report builds on our commitment to measuring, documenting and communicating the outcomes that our strategy produces for our clients.

Investing 52

Investing Investments Portfolio Management Portfolio 52

Brown Advisory

MAY 31, 2022

2021 Impact Report: Sustainable Core Fixed Income Strategy ajackson Tue, 05/31/2022 - 13:10 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. Enclosed is our 2021 Impact Report for the Sustainable Core Fixed Income strategy.

Portfolio Management 52

Portfolio Management Portfolio Clients Management 52

Brown Advisory

MAY 31, 2022

Tue, 05/31/2022 - 13:10. . A Letter of Introduction From The Portfolio Managers. This report includes a review of how we conduct and use ESG research to drive returns, and how the investments in our portfolio are helping to create positive environmental and social outcomes. Portfolio Manager. Sincerely, .

Portfolio Management 52

Portfolio Management Portfolio Clients Management 52

Random Roger's Retirement Planning

SEPTEMBER 5, 2024

The portfolio labeled as Minsky, is comprised of three funds. It tracked 60/40 until 60/40 broke in 2022, it has had much lower volatility and far better portfolio stats than 60/40. Looking at the track record, who wouldn't want that smooth of a ride combined with a robust result in 2022 when it was up 2%?

Portfolio 52

Portfolio Portfolio Management Management Taxes 52

Meb Faber Research

SEPTEMBER 22, 2022

Guest: Steve Romick joined FPA in 1996 and serves as a Portfolio Manager for the FPA Crescent Fund. Date Recorded: 9/12/2022 | Run-Time: 45:47 Summary: In today’s episode, Steve shares his view of the world and where he sees value today. Episode #444: Steve Romick, FPA Funds – Live at Future Proof!

Portfolio Management 52

Portfolio Management Portfolio Management Investments 52

The Big Picture

JULY 18, 2023

Wall Street analysts think companies in the S&P 500 will see earnings per share rise just 1% in 2023, compared with 2022. National Endowment for the Humantiies ) Be sure to check out our Masters in Business this week with Tom Wagner, Co-Portfolio Manager at Knighthead Capital. The S&P 500, on the other hand, is up 17%.

Portfolio Management 237

Portfolio Management Economy Assets Management 237

Bell Investment Advisors

MARCH 15, 2023

Original air date: Monday, March 13th, 2023 at 12pm PDT Presenter: Portfolio Manager Ryan Kelley, CFA® Slide 1: Annual Review and Outlook 0:00 Good afternoon. I’m a portfolio manager here at Bell Investment Advisors. The first is 2022 investment performance. Slide 4: 2022: U.S. Thanks for joining me.

Marketing 52

Marketing Marketing Investments Investing 52

Mish Talk

DECEMBER 9, 2022

Please consider the BLS Producer Price Index report for November 2022. The indexes for machinery and vehicle wholesaling, loan services (partial), fuels and lubricants retailing, portfolio management, and long-distance motor carrying also moved higher. Producer Price Index from BLS, chart by Mish. That didn't last long.

Food 187

Food Transportation Retail Advertising 187

Validea

OCTOBER 25, 2022

Determining if a manager produced high returns thanks to their expertise or because of luck is a key piece of information for investors who are selecting which firm to give their money to, and Essentia Analytics purports to have found a way to figure that out, reports an article in Institutional Investor.

Portfolio Management 52

Portfolio Management Portfolio Management Investments 52

Brown Advisory

MARCH 31, 2023

The resulting portfolio consists of a moderately concentrated group of mid- and large-cap companies. Learn more about the Strategy Listen to our latest audio update The Portfolio Manager discusses the portfolio’s performance and positioning for the first quarter 2023, as well as his outlook for the strategy.

Portfolio Management 52

Portfolio Management Clients Portfolio Investing 52

Nerd's Eye View

SEPTEMBER 19, 2022

2022 marks the 50 th anniversary of the enrollment of students into the first Certified Financial Planner (CFP) course, and in the years since then, financial planning (and the process of creating a financial plan) has changed extensively.

Financial Planner 200

Financial Planner Certified Financial Planner Financial Planning CFP 200

Brown Advisory

MAY 31, 2022

2021 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy ajackson Tue, 05/31/2022 - 15:22 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. While this municipal portfolio is by definition focused on U.S.-based

Taxes 52

Taxes Portfolio Management Portfolio Clients 52

Brown Advisory

MAY 31, 2022

Tue, 05/31/2022 - 15:22. . A Letter of Introduction From The Portfolio Managers. This report includes a review of how we conduct and use ESG research to drive returns, and how the investments in our portfolio are helping create positive environmental and social outcomes. Portfolio Manager. Sincerely, .

Taxes 52

Taxes Portfolio Management Portfolio Clients 52

Random Roger's Retirement Planning

JUNE 21, 2024

In 2022, at its low it was down quite a bit more than MCW. It also, unfortunately, goes down almost the same as MCW during tumultuous events like the Pandemic Crash in 2022. 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

Random Roger's Retirement Planning

APRIL 7, 2024

Let's have a little fun with a difference of opinion about how to incorporate managed futures into a portfolio between to big proponents, Corey Hoffstein from ReturnStacked ETFs and Andrew Beer who runs the iMPG DBi Managed Futures Strategy ETF (DBMF). Both of them talk about how to add managed futures to a portfolio.

Management 97

Management Portfolio Portfolio Management Risk Management 97

Brown Advisory

FEBRUARY 23, 2022

Founders and Builders: What I Wish I Knew mhannan Wed, 02/23/2022 - 04:08 The Founders + Builders What I Wish I Knew webinar series is designed around the theme of “what I wish I knew” from a founder’s perspective.

Strategic Planning 52

Strategic Planning Portfolio Management Portfolio Taxes 52

Brown Advisory

FEBRUARY 23, 2022

Wed, 02/23/2022 - 04:08. 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 Taxes 52

Carson Wealth

JANUARY 16, 2024

The four-year election market cycle, which has held largely true to form in 2022 and 2023, also signals a solid year, especially when we have a first-term president (independent of party). Expectations for a recession and a continuation of the dreary returns of 2022 were widespread. Aggregate Bond Index would be perfectly satisfactory.

Investing 92

Investing Investments Marketing Marketing 92

Brown Advisory

MAY 12, 2022

2021 Impact Report: Large-Cap Sustainable Growth Strategy mhannan Thu, 05/12/2022 - 05:00 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. and Brown Advisory Trust Company of Delaware, LLC.

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52

Brown Advisory

MAY 12, 2022

Thu, 05/12/2022 - 05:00. . A Letter of Introduction From The Portfolio Managers. Portfolio Manager . . Portfolio Manager. . . . . . 2021 Impact Report: Large-Cap Sustainable Growth Strategy. At Brown Advisory, we are deeply committed to sustainable investing. Sincerely, . Karina Funk, CFA.

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52