Brown Advisory

NOVEMBER 24, 2021

How Public-Market ESG Investors Generate Impact without Compromising Performance jharrison Wed, 11/24/2021 - 13:26 Karina Funk , Chair of Sustainable Investing at Brown Advisory and co-portfolio manager of the Large-Cap Sustainable Growth strategy , spoke as part of a global CIO Symposium, co-hosted by VS Partners and Financial Times/FTChinese.com.

Marketing 52

Marketing Marketing Portfolio Management Clients 52

Brown Advisory

NOVEMBER 24, 2021

Karina Funk , Chair of Sustainable Investing at Brown Advisory and co-portfolio manager of the Large-Cap Sustainable Growth strategy , spoke as part of a global CIO Symposium, co-hosted by VS Partners and Financial Times/FTChinese.com. Finally, Karina shares her thoughts on COP26 and her vision for a sustainable economy. .

Marketing 52

Marketing Marketing Portfolio Management Clients 52

Brown Advisory

JUNE 21, 2023

The economy shakes, but the market shrugs. Each year, the Annual Outlook report assesses the current investment landscape and discusses some of the main themes being expressed in client portfolios. ESG considerations that are material will vary by investment style, sector/industry, market trends and client objectives.

Marketing 52

Marketing Marketing Clients Asset Allocation 52

Trade Brains

MARCH 8, 2024

Both of them have millions of clients and offer financial services. With a commitment to providing end-to-end digital financial solutions, the company has also ventured into portfolio management services. million clients. Revenue and profits increased significantly as their total client base expanded by 49.5%

Planning 59

Planning Financial Services Retail Distribution 59

Brown Advisory

MARCH 14, 2023

And let’s face it, our clients often ask for a helping or two of short-term information (with a side of market timing thoughts, please). Time/Long-Term We recently met with the management team of Intuitive Surgical (ISRG). Yet, short-term information is sometimes useful to longer-term thinkers. All Others 2.3% Total 7.0%

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Clients Investing Investments Sales 97

Brown Advisory

MARCH 14, 2023

And let’s face it, our clients often ask for a helping or two of short-term information (with a side of market timing thoughts, please). This piece is intended solely for our clients and prospective clients, is for informational purposes only, and is not individually tailored for or directed to any particular client or prospective client.

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Clients Investing Investments Sales 81

Brown Advisory

NOVEMBER 28, 2017

At any given time, we need to weigh the risk and opportunity we see in the economy, in the stock market and in individual companies—all in an effort to balance the possible positive and negative outcomes of every investment we make. In this series of articles, members of our research teams will share their perspectives on this philosophy.

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Clients Portfolio Investing Investments 52

Brown Advisory

NOVEMBER 28, 2017

At any given time, we need to weigh the risk and opportunity we see in the economy, in the stock market and in individual companies—all in an effort to balance the possible positive and negative outcomes of every investment we make. In this series of articles, members of our research teams will share their perspectives on this philosophy.

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Clients Portfolio Investing Investments 52

Brown Advisory

AUGUST 6, 2019

Meanwhile, I plan to focus my time on working with the many clients I’ve come to know over the years. Taylor is also an excellent communicator and regularly shares his thoughts with our balanced portfolio managers serving private clients, endowments and foundations. A cool change indeed.

Investing 52

Investing Investments Clients Portfolio Management 52

Brown Advisory

AUGUST 6, 2019

Meanwhile, I plan to focus my time on working with the many clients I’ve come to know over the years. Taylor is also an excellent communicator and regularly shares his thoughts with our balanced portfolio managers serving private clients, endowments and foundations. A cool change indeed.

Investing 52

Investing Investments Clients Portfolio Management 52

Brown Advisory

SEPTEMBER 3, 2015

But recent turbulence in the world’s second-largest economy indicates that Xi’s dream may be a bit deferred. The economies of India and the ASEAN-5 (Indonesia, Malaysia, the Philippines, Thailand and Vietnam) entered the second half of 2015 with robust growth. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager.

Insurance 52

Insurance Portfolio Management Clients Government 52

Brown Advisory

NOVEMBER 28, 2017

In the equity strategies that our firm manages, we focus on fundamental research of individual companies to assess their long-term prospects, and we avoid making decisions that require guessing about short-term market movements. It's the Economy In short, precise market timing is impossible, in our view.

Economy 52

Economy Clients Economics Management 52

Brown Advisory

NOVEMBER 28, 2017

In the equity strategies that our firm manages, we focus on fundamental research of individual companies to assess their long-term prospects, and we avoid making decisions that require guessing about short-term market movements. It's the Economy. The Value of Active Management. ?As

Economy 52

Economy Clients Economics Management 52

Brown Advisory

DECEMBER 2, 2015

By walking through four steps with a client, we can refocus his or her mindset on the fundamental issues that help safeguard financial stability and achieve steady outperformance. Here are four ways we think about preparing clients to stay the course regardless of the market’s mood: Clarify your mission. Set hard numbers.

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Taxes Clients Estate Planning Portfolio 52

The Big Picture

OCTOBER 24, 2022

She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. And so our customer base is financial advisors and their underlying clients. NORTON: They can be.

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Portfolio Management Assets Investing 130

The Big Picture

FEBRUARY 6, 2024

Now I do fundamental side research portfolio management, which I just, 00:08:20 [Speaker Changed] So, so you joined GMO, there’s 60 people, 30 years. And ev all the sort of compliance, client service, legal, kind of, everything was done sort of on the side by investment people. They’ve grown tremendously.

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Valuation Investing Investments Assets 130

WiserAdvisor

AUGUST 18, 2022

Not only do you have to keep track of various factors such as market trends, price movements, the economy (both local and international), past returns, and more, but you also have to match those with your own time horizon and risk appetite. Based on the investment analysis the advisors accordingly invest their clients’ money.

Investments 52

Investments Investing Financial Advisor Economy 52

Trade Brains

NOVEMBER 4, 2023

Best Algo Trading Software in India : In today’s fast-paced world, the advent of advanced technologies has created an impact in almost every sector of the economy. In addition to this, it offers other services such as portfolio management, consultancy, etc. The stock market is no exception to this statement.

Assets 111

Assets Planning Financial Market Retail 111

Brown Advisory

DECEMBER 2, 2015

Weak commodity prices and flagging emerging market economies have dimmed the outlook for energy and metals companies, and are shaking up the high-yield bond market. The market for high-yield bonds has become increasingly polarized as falling energy prices and slowing emerging market economies have broadly crimped company revenues.

Clients 52

Clients Asset Allocation Economics Estate Planning 52

Brown Advisory

JUNE 3, 2015

In many clients’ portfolios we have eliminated our overweight position in U.S. No central bank has ever wound down such massive stimulus, so the potential impact on the economy and financial markets is not clear. After the 1929 stock market crash and banking crisis, the economy by the mid-1930s appeared to be rebounding.

Valuation 52

Valuation Economy Banking Economics 52

Brown Advisory

FEBRUARY 14, 2023

We view sovereign bonds as an asset class with great potential to navigate and address key environmental and social challenges facing the global economy. Many corporations will likely have to restructure their business models, just as many countries will likely have to restructure their economies to mitigate and adapt to its effects.

Government 52

Government Investing Investments Economics 52

The Big Picture

JULY 11, 2023

And it’s kind of funny, if you, and now you see it in New York City, but if you showed up in a meeting in a coat and tie, post the dot-com era and coming into the more recent stuff, you were viewed as sort of the old economy. And honestly, actually to the person who deals directly with the client, to the financial advisor themselves.

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Management Investing Investments Assets 217

Brown Advisory

MAY 12, 2020

Mick Dillon and Bertie Thomson, portfolio managers of the strategy, are keenly aware of the events that have disrupted markets over the last five years, yet equally aware of the risk to the portfolio if they let those events distract them from their research and investment decisions. “We We call this the win-win.”

Clients 52

Clients Portfolio Investing Investments 52

Brown Advisory

MAY 12, 2020

Mick Dillon and Bertie Thomson, portfolio managers of the strategy, are keenly aware of the events that have disrupted markets over the last five years, yet equally aware of the risk to the portfolio if they let those events distract them from their research and investment decisions. “We We call this the win-win.”.

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Clients Portfolio Investing Investments 52

Brown Advisory

MAY 31, 2017

Thus, we consistently maintained a reduced weighting in European equities in the years since the crisis (relative to the blended benchmarks typically used by our clients to measure portfolio results). We maintain a model portfolio internally to track the results of our asset allocation stances.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

Thus, we consistently maintained a reduced weighting in European equities in the years since the crisis (relative to the blended benchmarks typically used by our clients to measure portfolio results). We maintain a model portfolio internally to track the results of our asset allocation stances.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Workable Wealth

JUNE 24, 2020

Each of these represent a different phase of the market and economy. . These market conditions happen when the economy is strong, there is a solid gross domestic product, decreased unemployment, and overall optimistic investor morale. . In bear markets, the economy tends to slow down along with a spike in unemployment numbers. .

Investing 52

Investing Investments Marketing Marketing 52

Bell Investment Advisors

JUNE 29, 2023

I’m joined here today by Ryan Kelley, Lead Portfolio Manager and Research Analyst for Bell. Next, I think our listeners would probably like to hear your perspectives or your insights about the current economy in the U.S. economy today? Economy Today 08:31 Ryan Kelley: Actually, it looks pretty strong.

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Marketing Marketing Banking Numbers 52

Brown Advisory

FEBRUARY 14, 2023

Many corporations will likely have to restructure their business models, just as many countries will likely have to restructure their economies to mitigate and adapt to its effects. Since then, Lula has taken power and we expect to see improvement in these areas over time, which will be important for the resilience of the Brazilian economy.

Government 52

Government Economics Investing Investments 52

Brown Advisory

FEBRUARY 14, 2023

Many corporations will likely have to restructure their business models, just as many countries will likely have to restructure their economies to mitigate and adapt to its effects. Since then, Lula has taken power and we expect to see improvement in these areas over time, which will be important for the resilience of the Brazilian economy.

Government 52

Government Economics Investing Investments 52

Brown Advisory

SEPTEMBER 1, 2015

economy is in its sixth year of expansion, the housing market is strengthening, initial claims for unemployment insurance have hit a 41-year low, and yet there is one group that seems noticeably absent from the party: the consumer. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. Rude Awakening. Dream or Opportunity?

Food 52

Food Portfolio Management Sales Strategic Planning 52

Brown Advisory

OCTOBER 28, 2019

Healthy Returns: Sustainable Investing in the Health Care Sector ajackson Mon, 10/28/2019 - 14:59 Our Large-Cap Sustainable Growth portfolio managers discuss how they have approached the health care sector as sustainable investors. of the market cap of the S&P 500 Index as of Aug. 31, 2019.

Investing 52

Investing Investments Medical Portfolio 52

Brown Advisory

OCTOBER 28, 2019

Our Large-Cap Sustainable Growth portfolio managers discuss how they have approached the health care sector as sustainable investors. The importance of the health care sector to both society and the global economy is undeniable. Healthy Returns: Sustainable Investing in the Health Care Sector. Mon, 10/28/2019 - 14:59.

Investing 52

Investing Investments Medical Portfolio 52

Brown Advisory

SEPTEMBER 3, 2015

As recently as 2012 Puerto Rico was able to sell to investors public-sector bonds despite its bleak fiscal outlook and shrinking economy. Consider this scenario: An economy is shrinking, government debt is ballooning and emigration is eroding the workforce. Europe's Slow Climb.

Transportation 52

Transportation Government Economy Asset Allocation 52

Brown Advisory

SEPTEMBER 3, 2015

Europe’s economy has picked up steam even with Ukraine battling Russian-backed insurgents and Greece narrowly dodging an exit from the eurozone. Greater consumption has sped growth in the eurozone’s four largest economies—Germany, France, Italy and Spain. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager.

Economy 40

Economy Economics Asset Allocation Clients 40

Brown Advisory

OCTOBER 22, 2021

Many corporations will have to restructure their business models, just as many countries will have to restructure their economies to mitigate and adapt to its effects. ESG considerations that are material will vary by investment style, sector/industry, market trends and client objectives. All investments involve risk.

Government 52

Government Education Economics Investing 52

Brown Advisory

OCTOBER 22, 2021

Our sustainable investing philosophy and process were developed in-house and are supported by a robust team of ESG research analysts, portfolio managers and other dedicated professionals. ESG considerations that are material will vary by investment style, sector/industry, market trends and client objectives.

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Government Education Economics Investing 52