Brown Advisory

FEBRUARY 26, 2021

2021 Asset Allocation Perspectives and Outlook. Each year, our Investment Solutions Group (ISG) assess the current investment landscape and discuss how we are positioning client portfolios. Download the full report >. Assets that can serve as a hedge for inflation, including real estate and infrastructure assets.

Asset Allocation 52

Asset Allocation Assets Valuation Clients 52

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. But what was interesting about that was the quick need to both separate the portfolio between the old stuff and the new stuff, because there were a lot of new investment opportunities.

Assets 299

Assets Clients Investments Investing 299

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. The index is quoted in USD.

Asset Allocation 52

Asset Allocation Assets License Investments 52

Brown Advisory

MARCH 18, 2022

CIO Perspectives Webinar, 2022 Asset Allocation Outlook. Our CIOs recently discussed current market conditions, how we are positioning portfolios, and an array of other topics such as major trends in technology across public and private markets, inflationary dynamics, sustainable investing, the outlook for China, and more.

Asset Allocation 52

Asset Allocation Assets License 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

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. It is expressed as a number of years.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 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. It is expressed as a number of years.

Portfolio 52

Portfolio Taxes Asset Allocation Investments 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. Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio.

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

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 we really have to understand what we’re gonna invest in, value everything in the universe, rank order ’em, and then only can we put together portfolios.

Banking 147

Banking Portfolio Assets Investing 147

Good Financial Cents

JUNE 11, 2023

One thing that I have craved for investors is a tool that allows you to sync all your financial accounts – your investment portfolio, checking and savings accounts, credit cards and other loan accounts – in one place, and then provides an investment-related analysis of your entire portfolio.

Management 80

Management Investing Investments Accounting 80

The Big Picture

SEPTEMBER 12, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. And so, getting to your question about equities where we’re positioned right now, equities absolutely can conserve an important part in the portfolio. You mentioned 8.5 percent inflation rate.

Clients 299

Clients Wealth Management Banking Investing 299

Good Financial Cents

SEPTEMBER 2, 2022

Ad Build a portfolio through a unique investing experience. Build your portfolio alongside over a million other community members. Download Now Offer valid for U.S. Ad Build a portfolio through a unique investing experience. Ads by Money. We may be compensated if you click this ad. See Public.com/disclosures.

Investing 91

Investing Investments Accounting Portfolio 91

The Big Picture

FEBRUARY 6, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. If you’re at all interested in focused portfolios, the concept of quality as a sub-sector under value and just how you build a portfolio and a track record, that’s tough to beat.

Valuation 130

Valuation Investing Investments Assets 130

The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Google , YouTube , and Bloomberg. That sounds great, but I only have spots in my portfolio for a Cape Cod. Right, right.

Assets 147

Assets Management Investing Investments 147

Tucker Advisors

NOVEMBER 3, 2021

Let’s look at a few of the more common options people choose for their portfolios. . Download Your Free. Download the Guide. Equities should be a part of any portfolio, and some people go so far as fill their portfolios exclusively with equities. How can they ensure that their savings don’t lose money?

Retirement 52

Retirement Portfolio Retirement Planning Financial Advisor 52

Brown Advisory

DECEMBER 2, 2015

In advising clients over the years, we have seen the value of helping families buy into the longterm orientation essential to successful investing and portfolio management through all market conditions. Determine both your annual level of spending and a five- and 10-year goal for portfolio returns.

Taxes 52

Taxes Clients Estate Planning Portfolio 52

The Big Picture

AUGUST 20, 2024

The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Initially I joined to help them manage their equity portfolio. I’m gonna hold it in my portfolio.

Assets 173

Assets Management Portfolio Taxes 173

The Big Picture

MARCH 7, 2023

 The transcript from this week’s, MiB: Maria Vassalou, Goldman Sachs Asset Management , is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. But as you said, at Soros, it was all about big macro bets.

Assets 173

Assets Management Marketing Marketing 173

Brown Advisory

DECEMBER 2, 2015

When effective, the advisor ensures that heirs know the extent of their decision-making authority and ability to vet investment opportunities and measure portfolio performance. 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.

Estate Planning 52

Estate Planning Asset Allocation Assets Planning 52

The Big Picture

AUGUST 29, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Google , YouTube , and Bloomberg. So there’s been a big push for folks to get the appropriate level of asset allocation in a highly diversified, low cost way. And me and him had an instant connection.

Portfolio 130

Portfolio Investing Investments Numbers 130

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 Mark Kodenski, Private Client Portfolio Manager. Anchoring Expectations.

Clients 52

Clients Asset Allocation Economics Estate Planning 52

Brown Advisory

SEPTEMBER 1, 2015

We currently own several companies across our portfolios that align with this paradigm, including Costco , TripAdvisor and Priceline. Please download The Advisory to read other articles in this issue including: Europe's Slow Climb. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. Rude Awakening. Dream or Opportunity?

Food 52

Food Portfolio Management Sales Strategic Planning 52

Brown Advisory

AUGUST 5, 2020

Community Foundations: Challenges And Solutions ajackson Wed, 08/05/2020 - 14:42 DOWNLOAD PDF On the surface, endowments and foundations are all pursuing similar goals, such as preservation of capital and ensuring income to cover spending needs.

Nonprofit 52

Nonprofit Clients Risk Tolerance Management 52

Brown Advisory

AUGUST 5, 2020

DOWNLOAD PDF. In addition to our portfolio management solutions, we can help clients review financing options for operating or capital needs; we have preferred lending relationships in place with several leading financial institutions and our registered municipal advisors can consult clients regarding their refinancing needs.

Nonprofit 52

Nonprofit Clients Risk Tolerance Management 52

Brown Advisory

JUNE 3, 2015

In anticipation of the policy switch, we have reallocated across a wide range of asset classes in an effort to limit risks and seize new opportunities. In many clients’ portfolios we have eliminated our overweight position in U.S. As a result, we have incrementally moved assets out of traditional U.S. equities and U.S.

Valuation 52

Valuation Economy Banking Economics 52

Brown Advisory

SEPTEMBER 3, 2015

The hazards of appropriation bonds underscore the value of a bottom-up approach to building a municipal bond portfolio. Please download The Advisory to read other articles in this issue including: Shadow Consumption. By Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy; Priyanka Agnihotri, Equity Research Analyst.

Transportation 52

Transportation Government Economy Asset Allocation 52

Brown Advisory

SEPTEMBER 3, 2015

Please download The Advisory to read other articles in this issue including: Shadow Consumption. By Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy; Priyanka Agnihotri, Equity Research Analyst. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. By Taylor Graff, CFA, Asset Allocation Analyst.

Estate Planning 52

Estate Planning Assets Distribution Taxes 52

The Big Picture

NOVEMBER 14, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. So at our firm, putting portfolio managers in front of prospects and clients, we constantly have to train them, give them presentation training. Then we have a multi-asset platform.

Math 130

Math Management Insurance Assets 130

The Big Picture

JULY 11, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Google , YouTube , and Bloomberg. It’s actually great and especially because you can do some basic kind of asset allocation models, so the robo-advisor… RITHOLTZ: Right. RITHOLTZ: Right. 14, 15% a year?

Management 222

Management Investing Investments Assets 222

Brown Advisory

SEPTEMBER 3, 2015

Please download The Advisory to read other articles in this issue including: Shadow Consumption. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. By Taylor Graff, CFA, Asset Allocation Analyst. By Paul Chew, CFA, Head of Investments. Rude Awakening. Dream or Opportunity?

Economy 40

Economy Economics Asset Allocation Banking 40

The Big Picture

JUNE 13, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. RITHOLTZ: (LAUGHTER) CHABRAN: And find a reason why they would allocate there. So I’m actually very optimistic that all asset owners, asset allocators, the one can be nimble.

Banking 147

Banking Assets Investing Investments 147

The Big Picture

MARCH 26, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And I was a portfolio manager, so I was doing bottom up research and picking stocks. He wasn’t tactical asset allocator. He says even God would get fired as a portfolio manager.

Marketing 147

Marketing Marketing Investing Investments 147

The Big Picture

MARCH 14, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. He launched his own firm right into the teeth of the collapse in ’09, which turned out to be quite a fortuitous time to launch an asset management shop. That’s what we’re doing.

Economy 162

Economy Investing Investments Portfolio 162

The Big Picture

APRIL 4, 2023

 The transcript from this week’s, MiB: Ken Kencel, Churchill Asset Management , is below. You can stream and download our full conversation, including any podcast extras, on Apple , Spotify , Google , Stitcher , YouTube , and Bloomberg. And I think that what our investors saw is that, number one, our portfolio held up incredibly well.

Banking 147

Banking Management Investing Investments 147

Brown Advisory

FEBRUARY 3, 2017

Outlook for 2017 | Balance in an Uncertain Time achen Fri, 02/03/2017 - 14:19 With that said, we present this discussion of our asset allocation approach and our current portfolio stance as we begin the year. Provide our asset allocation perspective as it stands at the beginning of 2017—also based on a longer-term view.

Asset Allocation 52

Asset Allocation Assets Clients Portfolio 52