Brown Advisory

MARCH 28, 2019

Each of these philosophies is somewhat rooted in Modern Portfolio Theory (MPT), which introduced the now-intuitive idea that investments should be measured by how well they compensate investors for risk, as measured by standard deviation (i.e., expected dispersion from mean returns).

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Brown Advisory

MARCH 28, 2019

Each of these philosophies is somewhat rooted in Modern Portfolio Theory (MPT), which introduced the now-intuitive idea that investments should be measured by how well they compensate investors for risk, as measured by standard deviation (i.e., expected dispersion from mean returns). FROM THEORY TO PRACTICE.

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Asset Allocation Portfolio Assets Clients 52

Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks achen Thu, 06/01/2017 - 02:47 Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks. Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. Thu, 06/01/2017 - 02:47.

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Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

JUNE 21, 2023

Read more > 2023 Asset Allocation Perspectives and Outlook We are pleased to share Brown Advisory’s 2023 Outlook. Each year, the Annual Outlook report assesses the current investment landscape and discusses some of the main themes being expressed in client portfolios. CIO Perspectives: A New Bull Market?

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Marketing Marketing Clients Asset Allocation 52

The Irrelevant Investor

JULY 19, 2016

TREASURIES FALL; HUSSEIN CAPTURES BOOSTS ALLURE OF RISKY ASSETS. Obviously Hussein's capture was the major event of the day, and because of the way the automatic search for causes shape our thinking, that event was destined to be the explanation of whatever happened in the market on that day.

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Investing Investments Asset Allocation Assets 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. By Taylor Graff, CFA, Asset Allocation Analyst. We cannot control the first two forces.

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Taxes Clients Estate Planning Portfolio 52

Brown Advisory

SEPTEMBER 3, 2015

Among other benefits, these agreements can ensure an inheritance does not go to a descendant’s ex-spouse by clarifying the holdings of a couple and how they would split their assets in the event of divorce or death. By Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy; Priyanka Agnihotri, Equity Research Analyst.

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Estate Planning Assets Distribution Taxes 52

Brown Advisory

AUGUST 6, 2019

Sometimes a major event makes it clear that an immediate course correction is needed. As head of asset allocation research in our Investment Solutions Group, he is responsible for analyzing the relative attractiveness of various asset classes and investment strategies. In a word, the internet has changed everything.

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Investing Investments Clients Portfolio Management 52

Brown Advisory

AUGUST 6, 2019

Sometimes a major event makes it clear that an immediate course correction is needed. As head of asset allocation research in our Investment Solutions Group, he is responsible for analyzing the relative attractiveness of various asset classes and investment strategies. Tue, 08/06/2019 - 08:46. Little River Band, 1979.

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Brown Advisory

DECEMBER 2, 2015

By Taylor Graff, CFA, Asset Allocation Analyst. We are recommending that clients consider high-yield bonds and other asset classes that can offer the prospect of solid gains that diverge from the path of traditional stocks and bonds. By Mark Kodenski, Private Client Portfolio Manager. Anchoring Expectations.

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Clients Asset Allocation Economics Estate Planning 52

Brown Advisory

MARCH 28, 2017

One family we advise wants to support local businesses with a regionally focused portfolio. Another family is focused on supporting women by only selecting female portfolio managers, while a foundation we advise wants to avoid investing in companies related to fossil fuels.

Portfolio 52

Portfolio Clients Nonprofit Asset Allocation 52

Brown Advisory

MARCH 28, 2017

One family we advise wants to support local businesses with a regionally focused portfolio. Another family is focused on supporting women by only selecting female portfolio managers, while a foundation we advise wants to avoid investing in companies related to fossil fuels.

Portfolio 52

Portfolio Clients Nonprofit Asset Allocation 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. By Taylor Graff, CFA, Asset Allocation Analyst. By Mark Kodenski, Private Client Portfolio Manager. Anchoring Expectations.

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Estate Planning Asset Allocation Assets Planning 52

Brown Advisory

SEPTEMBER 1, 2015

By Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy and Priyanka Agnihotri, Equity Research Analyst. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. By Taylor Graff, CFA, Asset Allocation Analyst. Rude Awakening. Dream or Opportunity?

Food 52

Food Portfolio Management Sales Strategic Planning 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. The securities should have diversified and specific streams of revenue and solid legal protections that give creditors senior status in the event of default. By Taylor Graff, CFA, Asset Allocation Analyst.

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Transportation Government Economy Asset Allocation 52

Brown Advisory

OCTOBER 4, 2021

As we will discuss in this article, we conduct climate-related research and analysis (as part of our overall research efforts) along several separate but integrated tracks to guide our asset allocation, manager research and portfolio construction efforts. The portfolio information above represents a model portfolio.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

OCTOBER 4, 2021

As we will discuss in this article, we conduct climate-related research and analysis (as part of our overall research efforts) along several separate but integrated tracks to guide our asset allocation, manager research and portfolio construction efforts. The portfolio information above represents a model portfolio.

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Portfolio Asset Allocation Clients Assets 52

The Big Picture

AUGUST 20, 2024

So after a successful run at Canyon, you stand up your own fund, ice Farm Capital, you’re seated by Soros Fund Management. So I met him once briefly, I think it was on his, at his apartment at Park Avenue for some event. I’m gonna hold it in my portfolio. But tell us what it was like working with the people at Soros.

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Brown Advisory

AUGUST 5, 2020

Key issues include the types of funds in the investment pool, the timing and trends of incoming gifts and outgoing grants, the frequency of administrative fee collection and the community foundation’s overall financial position and risk tolerance; all of these will influence the asset allocation policies and investment strategies we recommend.

Nonprofit 52

Nonprofit Clients Risk Tolerance Management 52

Brown Advisory

AUGUST 5, 2020

Key issues include the types of funds in the investment pool, the timing and trends of incoming gifts and outgoing grants, the frequency of administrative fee collection and the community foundation’s overall financial position and risk tolerance; all of these will influence the asset allocation policies and investment strategies we recommend. .

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Nonprofit Clients Risk Tolerance Management 52

WiserAdvisor

AUGUST 18, 2022

Compare different mutual funds based on their returns, exit loads, asset allocation, standard deviation, expense ratios, portfolios, management style, Sharpe ratios, and more. Also, unexpected events such as wars, pandemics, natural calamities, etc., can seriously impact a company’s stocks.

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Brown Advisory

OCTOBER 11, 2021

We believe that the investment return needed to achieve that objective should be the most important guidepost for a portfolio’s asset allocation. With traditional assets like stocks and bonds at high valuations, the implications for future returns of those assets may be underwhelming. Source: BLOOMBERG.

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Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

OCTOBER 11, 2021

We believe that the investment return needed to achieve that objective should be the most important guidepost for a portfolio’s asset allocation. With traditional assets like stocks and bonds at high valuations, the implications for future returns of those assets may be underwhelming. Source: BLOOMBERG.

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Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

JUNE 3, 2015

By Taylor Graff, CFA, Asset Allocation Analyst. Fixed Income: Bonds help portfolios despite Fed policy shifts Expanding Horizons. By Mick Dillon, Portfolio Manager, Global Leaders Strategy. Portfolio Strategy: Culling 4,000 stocks worldwide to find global leaders. SOURCE: Bloomberg. .

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Valuation Economy Banking Economics 52

WiserAdvisor

APRIL 12, 2024

This may include topics such as retirement income planning, asset allocation strategies, healthcare costs, long-term care costs, withdrawal strategies, tax minimization, and estate planning considerations. Evaluate your current commitments, including client meetings, research, portfolio management, and administrative tasks.

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Financial Advisor Clients Numbers Management 52

Brown Advisory

APRIL 1, 2015

These extremes pose a serious challenge for portfolio managers because they can distort the benchmark indices against which portfolios are compared. These views are not intended to be a forecast of future events or a guarantee of future results. Past performance is not a guarantee of future performance.

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Investing Investments Valuation Assets 52

Brown Advisory

SEPTEMBER 3, 2015

By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. By Taylor Graff, CFA, Asset Allocation Analyst. These views are not intended to be a forecast of future events or a guarantee of future results. Rude Awakening. Dream or Opportunity? Past performance is not a guarantee of future performance.

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Economy Economics Asset Allocation Banking 40

Harness Wealth

JUNE 1, 2023

These services typically include: Wealth Management: Advisors can offer customized investment portfolios aligned with your risk tolerance, time horizon, and financial objectives. Financial advisors can handle asset allocation and portfolio management, monitoring your investments for adherence to your agreed-upon investment strategy.

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Wealth Management Financial Advisor Management Risk Tolerance 52

Brown Advisory

SEPTEMBER 22, 2017

The Journal of Portfolio Management 40(2): 18-29. Risk Factors as Building Blocks for Portfolio Diversification: The Chemistry of Asset Allocation." Journal of Portfolio Management. Journal of Portfolio Management. Hammond, and W. Can Alpha Be Captured By Risk Premia?" Springsteel.

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Portfolio Investing Investments Management 52

Brown Advisory

SEPTEMBER 22, 2017

The Journal of Portfolio Management 40(2): 18-29. Risk Factors as Building Blocks for Portfolio Diversification: The Chemistry of Asset Allocation." Journal of Portfolio Management. Journal of Portfolio Management. References. Hammond, and W. Can Alpha Be Captured By Risk Premia?"

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Portfolio Investing Investments Management 52

Brown Advisory

JUNE 21, 2017

The academic thesis that equity managers as a whole will approximately equal overall market returns is followed by a corollary: Some managers will outperform for periods of time, but it is impossible to predict which manager will deliver favorable results, or when they will do so—in other words, outperformance (alpha) is random.

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Investing Investments Portfolio Management 52

Brown Advisory

JUNE 14, 2018

Jane Korhonen, a portfolio manager in our Washington, D.C. As such, we’ve tried to account for this rising risk in our asset allocation work, leaning away from large caps and into smaller companies, in both the U.S. and emerging markets, whose businesses are relatively local and not dependent on exports.

Investing 52

Investing Investments Clients Numbers 52

Brown Advisory

JUNE 21, 2017

The academic thesis that equity managers as a whole will approximately equal overall market returns is followed by a corollary: Some managers will outperform for periods of time, but it is impossible to predict which manager will deliver favorable results, or when they will do so—in other words, outperformance (alpha) is random.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 14, 2018

Jane Korhonen, a portfolio manager in our Washington, D.C. As such, we’ve tried to account for this rising risk in our asset allocation work, leaning away from large caps and into smaller companies, in both the U.S. and emerging markets, whose businesses are relatively local and not dependent on exports.

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Investing Investments Clients Numbers 52

Brown Advisory

NOVEMBER 14, 2017

While this shift in monetary policy may ultimately have important implications for asset allocation and other investment decisions, we’re not convinced that its near-term impact will be particularly significant. Meanwhile, we continue to focus on security selection. the broad markets are largely efficient.

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Investing Investments Assets Numbers 52

Brown Advisory

NOVEMBER 14, 2017

While this shift in monetary policy may ultimately have important implications for asset allocation and other investment decisions, we’re not convinced that its near-term impact will be particularly significant. Meanwhile, we continue to focus on security selection. the broad markets are largely efficient.

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