Brown Advisory

DECEMBER 18, 2017

Investigative Research Process: Receive assignment from a portfolio manager or sector analyst. Our process was developed and refined by the team that manages our Large- Cap Sustainable Growth Strategy—Portfolio Managers Karina Funk and David Powell, and ESG Research Analyst Emily Dwyer.

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. Investigative Research Process: Receive assignment from a portfolio manager or sector analyst. Emily Dwyer.

Portfolio Management 52

Portfolio Management Portfolio Management Clients 52

Brown Advisory

AUGUST 14, 2023

Before making any new investment, we analyse that potential new idea’s contribution to total portfolio risk with the aim of lifting stock-specific risk. One exciting opportunity this year has come from Annie Duke’s latest book Quit. Ray Dalio has a good schematic in his book Principles5 on how to think effectively.

Investing 52

Investing Investments Portfolio Accounting 52