Brown Advisory

FEBRUARY 26, 2021

2021 Asset Allocation Perspectives and Outlook. Download the full report >. Assets that can serve as a hedge for inflation, including real estate and infrastructure assets. Download the full report >. Fri, 02/26/2021 - 13:22.

Asset Allocation 52

Asset Allocation Assets Valuation Clients 52

Abnormal Returns

OCTOBER 1, 2022

theirrelevantinvestor.com) A proper asset allocation is a precondition to avoid market-related panic. wsj.com) Earlier on Abnormal Returns Podcast links: boosting downloads. (nytimes.com) Year-to-date, the Renaissance IPO ETF is down almost 50%. institutionalinvestor.com) Options trading is booming.

Asset Allocation 130

Asset Allocation Financial Advising Startup Media 130

Brown Advisory

MARCH 18, 2022

CIO Perspectives Webinar, 2022 Asset Allocation Outlook mhannan Fri, 03/18/2022 - 06:42 Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. The war in Ukraine is causing even more uncertainty. Rodrigo is now available.

Asset Allocation 52

Asset Allocation Assets License Investments 52

Brown Advisory

MARCH 18, 2022

CIO Perspectives Webinar, 2022 Asset Allocation Outlook. Download transcript. CIO Perspectives Webinar, 2022 Asset Allocation Outlook . The themes and topics discussed include: The performance of various markets and asset classes over recent years and since the onset of the Ukraine conflict. Watch the Video.

Asset Allocation 52

Asset Allocation Assets License Investments 52

Alpha Architect

OCTOBER 7, 2022

Factor Data Downloads. Standardized Performance. Factor Performance. Factor Exposures. Factor Premiums. Factor Attribution. Global Factor Performance: October 2022 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 117

Asset Allocation Assets Investing Investments 117

Alpha Architect

JANUARY 8, 2024

Standardized Performance Factor Performance Factor Exposures Factor Premiums Factor Attribution Factor Data Downloads Global Factor Performance: January 2024 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 105

Asset Allocation Assets Investing Investments 105

Alpha Architect

JANUARY 10, 2023

Factor Data Downloads. Standardized Performance. Factor Performance. Factor Exposures. Factor Premiums. Factor Attribution. Global Factor Performance: January 2023 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 105

Asset Allocation Assets Investing Investments 105

Alpha Architect

SEPTEMBER 8, 2022

Factor Data Downloads. Standardized Performance. Factor Performance. Factor Exposures. Factor Premiums. Factor Attribution. Global Factor Performance: September 2022 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 105

Asset Allocation Assets Investing Investments 105

Alpha Architect

AUGUST 9, 2022

Factor Data Downloads. Standardized Performance. Factor Performance. Factor Exposures. Factor Premiums. Factor Attribution. Global Factor Performance: August 2022 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 105

Asset Allocation Assets Investing Investments 105

Alpha Architect

NOVEMBER 8, 2023

Standardized Performance Factor Performance Factor Exposures Factor Premiums Factor Attribution Factor Data Downloads Global Factor Performance: November 2023 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 105

Asset Allocation Assets Investing Investments 105

Alpha Architect

FEBRUARY 10, 2023

Standardized Performance Factor Performance Factor Exposures Factor Premiums Factor Attribution Factor Data Downloads Global Factor Performance: February 2023 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 101

Asset Allocation Assets Investing Investments 101

Alpha Architect

SEPTEMBER 7, 2023

ref]free access for financial professionals[/ref] Standardized Performance Factor Performance Factor Exposures Factor Premiums Factor Attribution Factor Data Downloads Global Factor Performance: September 2023 was originally published at Alpha Architect. The following factor performance modules have been updated on our Index website.[ref]free

Asset Allocation 102

Asset Allocation Assets Investing Investments 102

Alpha Architect

NOVEMBER 8, 2022

Factor Data Downloads. Standardized Performance. Factor Performance. Factor Exposures. Factor Premiums. Factor Attribution. Global Factor Performance: November 2022 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 98

Asset Allocation Assets Investing Investments 98

Alpha Architect

JULY 11, 2023

Standardized Performance Factor Performance Factor Exposures Factor Premiums Factor Attribution Factor Data Downloads Global Factor Performance: July 2023 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 98

Asset Allocation Assets Investing Investments 98

Alpha Architect

APRIL 11, 2023

Standardized Performance Factor Performance Factor Exposures Factor Premiums Factor Attribution Factor Data Downloads Global Factor Performance: April 2023 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 89

Asset Allocation Assets Investing Investments 89

The Big Picture

MAY 9, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. So what we find, and then of course we have a multi-asset solutions business where we talk to clients about the entirety of their portfolio, their strategic asset allocation models.

Assets 299

Assets Clients Investments Investing 299

Alpha Architect

SEPTEMBER 9, 2024

ref]free access for financial professionals[/ref] Factor Performance Factor Premiums Factor Data Downloads Global Factor Performance: September 2024 was originally published at Alpha Architect. The following factor performance modules have been updated on our Index website.[ref]free

Asset Allocation 52

Asset Allocation Assets Investing Investments 52

Alpha Architect

JULY 8, 2024

ref]free access for financial professionals[/ref] Factor Performance Factor Premiums Factor Data Downloads Global Factor Performance: July 2024 was originally published at Alpha Architect. The following factor performance modules have been updated on our Index website.[ref]free

Asset Allocation 52

Asset Allocation Assets Investing Investments 52

Alpha Architect

APRIL 9, 2024

ref]free access for financial professionals[/ref] Factor Performance Factor Premiums Factor Data Downloads Global Factor Performance: April 2024 was originally published at Alpha Architect. The following factor performance modules have been updated on our Index website.[ref]free

Asset Allocation 52

Asset Allocation Assets Investing Investments 52

Alpha Architect

DECEMBER 7, 2023

Standardized Performance Factor Performance Factor Exposures Factor Premiums Factor Attribution Factor Data Downloads Global Factor Performance: December 2023 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 52

Asset Allocation Assets Investing Investments 52

Alpha Architect

OCTOBER 10, 2023

Standardized Performance Factor Performance Factor Exposures Factor Premiums Factor Attribution Factor Data Downloads Global Factor Performance: October 2023 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 52

Asset Allocation Assets Investing Investments 52

Alpha Architect

JUNE 7, 2023

Standardized Performance Factor Performance Factor Exposures Factor Premiums Factor Attribution Factor Data Download Global Factor Performance: June 2023 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 52

Asset Allocation Assets Investing Investments 52

Alpha Architect

MAY 9, 2023

Standardized Performance Factor Performance Factor Exposures Factor Premiums Factor Attribution Factor Data Downloads Global Factor Performance: May 2023 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 52

Asset Allocation Assets Investing Investments 52

Alpha Architect

MARCH 7, 2023

Standardized Performance Factor Performance Factor Exposures Factor Premiums Factor Attribution Factor Data Downloads Global Factor Performance: March 2023 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 52

Asset Allocation Assets Investing Investments 52

Alpha Architect

DECEMBER 12, 2022

Factor Data Downloads. Standardized Performance. Factor Performance. Factor Exposures. Factor Premiums. Factor Attribution. Global Factor Performance: December 2022 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 52

Asset Allocation Assets Investing Investments 52

James Hendries

JULY 13, 2022

Increased equity exposure in tactical asset allocation from 62% to 65%. Reduced low duration core bond allocation and increased allocation to small cap equities. The Strategic and Tactical Asset Allocation Committee (STAAC) changed its recommended asset allocation for July, shifting from core bonds to small cap equities.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

Good Financial Cents

JUNE 11, 2023

You can also get information on your performance and asset allocation. This will help you to create an asset allocation that will get you where you need to go with your investments. It can be used to help you with your asset allocation, at least based on the investment options that your plan includes.

Management 80

Management Investing Investments Accounting 80

The Big Picture

MARCH 5, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. So they’d give individual asset allocation to people and they’d go invest their money. And so I’ll give you an example of a three asset portfolio.

Banking 147

Banking Portfolio Assets Investments 147

James Hendries

AUGUST 15, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) made no changes to its recommended asset allocation for August. Click here to download a PDF of this report.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

The Irrelevant Investor

NOVEMBER 5, 2018

His famous paper, A Quantitative Approach to Tactical Asset Allocation is the most downloaded paper at the SSRN network. His post Even God Would Get Fired as an Active Investor had a huge influence on my thinking about the markets. I first met Meb through his writing, like so many others.

Asset Allocation 52

Asset Allocation Investments Investing Valuation 52

James Hendries

DECEMBER 12, 2022

The Strategic and Tactical Asset Allocation Committee’s (STAAC) S&P 500 year-end fair value target of 4,000-4,100 is based on a price-to-earnings ratio of 17.5 Click here to download a PDF of this report. times the STAAC’s 2023 S&P 500 earnings per share forecast of $230.

Portfolio 52

Portfolio Taxes Asset Allocation Investments 52

Brown Advisory

DECEMBER 2, 2015

Please download The Advisory to read other articles in this issue including: Off the Beaten Trail. By Taylor Graff, CFA, Asset Allocation Analyst. By following a disciplined and patient approach, we hope to avoid these “value traps” and instead invest in bonds with robust yields and limited risk of default. .

Clients 52

Clients Asset Allocation Economics Estate Planning 52

Brown Advisory

DECEMBER 2, 2015

We also find it helpful to regularly check in on the investment portfolio to ensure that performance, asset allocation and specific assets align with a family’s goals. Please download The Advisory to read other articles in this issue including: Off the Beaten Trail. By Taylor Graff, CFA, Asset Allocation Analyst.

Estate Planning 52

Estate Planning Asset Allocation Assets Planning 52

James Hendries

NOVEMBER 15, 2022

The Strategic and Tactical Asset Allocation Committee’s (STAAC) S&P 500 year-end fair value target of 4,000-4,100 is based on a price-to-earnings ratio of 17.5 Click here to download a PDF of this report. times the STAAC’s 2023 S&P 500 earnings per share forecast of $230. IMPORTANT DISCLOSURES.

Portfolio 52

Portfolio Taxes Government Investment Advisor 52

James Hendries

OCTOBER 7, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) upgraded its view of duration to neutral. Click here to download a PDF of this report. The belief by the Fed that short-term interest rates need to continue to go higher and stay there pushed Treasury yields higher during the month. IMPORTANT DISCLOSURES.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

SEPTEMBER 8, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) downgraded its view of emerging market (EM) equities in August. Click here to download a PDF of this report. Core bonds, as measured by the Bloomberg Aggregate Bond index, lost 2.8% during the month as Treasury yields were steadily higher in August.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

Brown Advisory

DECEMBER 2, 2015

Please download The Advisory to read other articles in this issue including: Off the Beaten Trail. By Taylor Graff, CFA, Asset Allocation Analyst. A family will then approach its portfolio—and any foul weather in financial markets—with confidence, increasing the likelihood of achieving its long-term goals. .

Taxes 52

Taxes Clients Estate Planning Portfolio 52