Brown Advisory

NOVEMBER 5, 2021

For many investors with growth-oriented portfolios the result has been larger portfolios running ahead of plan – suggesting a reexamination of topics involving financial security, philanthropic goals and wealth transfer planning. For example: Over the last five years, global equity markets have posted annualized returns above 10%.

Planning 52

Planning Tax Planning Taxes Clients 52

Brown Advisory

SEPTEMBER 12, 2016

When sizing up a company’s opportunities and risks, portfolio managers vary widely in how they weigh ESG factors. Some portfolio managers use ESG data to find companies that they believe are less harmful than others. They then construct their portfolios by using traditional measures for valuation and performance.

Food 52

Food Executive Compensation Portfolio Management Valuation 52

Brown Advisory

SEPTEMBER 12, 2016

When sizing up a company’s opportunities and risks, portfolio managers vary widely in how they weigh ESG factors. Some portfolio managers use ESG data to find companies that they believe are less harmful than others. They then construct their portfolios by using traditional measures for valuation and performance.

Food 52

Food Executive Compensation Portfolio Management Valuation 52