Brown Advisory

AUGUST 14, 2023

Consequently, the correlations between our financial investments are low (aside from Mastercard and Visa) and this sector doesn’t show up as an outlier risk – notably it is well below our 5% “watch closely” level. Consequently, the cross correlations are high as is factor risk; sectors are a blunt instrument.

Investments 52

Investments Investing Portfolio Accounting 52

Brown Advisory

DECEMBER 18, 2017

On the risk side, our analysts’ fundamental research helps them reduce the probability of a calamitous stock-specific event; likewise, our independent risk monitoring and reporting helps reduce the potential blowback from a calamitous market or economic event.

Portfolio Management 52

Portfolio Management Portfolio Management Clients 52

Brown Advisory

DECEMBER 18, 2017

The following are ways we seek to identify additional risks and opportunities outside traditional analysis: Investigative research. ESG analysis. Quantitative risk analysis and reporting. All charts, economic and market forecasts presented herein are for illustrative purposes only. Behavioral analytics.

Portfolio Management 52

Portfolio Management Portfolio Management Clients 52