Brown Advisory

APRIL 16, 2018

The concept of ethical screening in portfolios is not new—religious institutions have screened their portfolios for years. Far too often, nonprofits grow their capacity and budget, and even expand their core missions, but do not adapt their investment programs to serve their evolving needs.

Nonprofit 52

Nonprofit Portfolio Distribution Clients 52

Brown Advisory

APRIL 16, 2018

The concept of ethical screening in portfolios is not new—religious institutions have screened their portfolios for years. Far too often, nonprofits grow their capacity and budget, and even expand their core missions, but do not adapt their investment programs to serve their evolving needs.

Nonprofit 52

Nonprofit Portfolio Distribution Clients 52

Brown Advisory

JUNE 16, 2022

We wrote about inflation and the different types of pricing power our companies have in our recent letter (link) but lifting price without adding any new customer value risks an offsetting decline in volume as customers budgets’ are not infinite. Recurring, non-discretionary revenues become paramount. Higher inflation leads to false growth.

Investing 52

Investing Investments Accounting Valuation 52

Brown Advisory

JULY 23, 2019

It doesn’t manage for quarter-to-quarter earnings, provide earnings guidance, court investors with quarterly earnings calls and management meetings, or even have budgets and strategic plans at the parent company. Berkshire is unusual among public companies.

Insurance 52

Insurance Investing Investments Management 52

Brown Advisory

JULY 23, 2019

It doesn’t manage for quarter-to-quarter earnings, provide earnings guidance, court investors with quarterly earnings calls and management meetings, or even have budgets and strategic plans at the parent company. Berkshire is unusual among public companies. Share Repurchase.

Insurance 52

Insurance Investing Investments Management 52

Sara Grillo

SEPTEMBER 26, 2022

If that’s the argument, but if you’re saying the CFP Board has a problem, it’s x, y and z, you don’t necessarily have to have a solution in order to be able to present that as a problem, I think that’s disingenuous type of argumentation, but seeing that you do kind of have a solution.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Aleph

MARCH 25, 2023

Minus: added weight Mar 21, 2023 Here’s everything you need to know about deadly fungus Candida auris, which has spread to more than half of all US states [link] This one is challenging, as it is resistant to present antifungals & has a death rate of 30-60%. Do we really want payment networks to be ethics guardians?

Banking 59

Banking Risk Management Government Accounting 59

Brown Advisory

AUGUST 1, 2018

The archive has complete audio/video and transcripts as well as highlights of past meetings from 1994 through the present. It doesn’t manage for quarter-to-quarter earnings, provide earnings guidance, or have budgets and strategic plans at the parent company, though some of the subsidiaries do.

Assets 52

Assets Investing Investments Insurance 52

Brown Advisory

AUGUST 1, 2018

The archive has complete audio/video and transcripts as well as highlights of past meetings from 1994 through the present. It doesn’t manage for quarter-to-quarter earnings, provide earnings guidance, or have budgets and strategic plans at the parent company, though some of the subsidiaries do.

Assets 52

Assets Investing Investments Insurance 52

Brown Advisory

MAY 16, 2016

Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. for the S&P® 500. Opening Comments.

Insurance 52

Insurance Banking Investing Investments 52

The Big Picture

MAY 2, 2023

And so this is one of the few places, really, in the world that unites my pre-Hodinkee and present-day world. But there were a lot of other purveyors of watches that really were not super, super ethical folks. And behind him in his slideshow, he presented the logo of Hodinkee, and a friend of ours was in the audience.

Retail 173

Retail Insurance Advertising Numbers 173