Brown Advisory

OCTOBER 4, 2021

Note that this model portfolio represents our “pure” thinking with regard to asset allocation, manager selection and ESG criteria, without factoring in client considerations; as a result, few if any of our clients’ portfolios will actually mirror this model exactly.) Sources: ARIS Analytics/Brown Advisory, MSCI.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

OCTOBER 4, 2021

Using our in-house ARIS Analytics reporting system, we can generate a variety of climate-related data on client portfolios for reporting and analysis. The portfolio management team will customize portfolios to meet the guidelines, requirements, and risk tolerance of each client.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Sara Grillo

JUNE 12, 2023

It’s impossible to figure out from the illustration – it can only be determined based upon this supplemental report that is usually not asked for by the fiduciary financial advisor or the client. What are the real risks of underperformance/lapse? And , you have to do the math by hand. What are hidden costs in an insurance policy?

Insurance 59

Insurance Clients Financial Advisor Math 59