Brown Advisory

AUGUST 24, 2023

Sid and Erika offered their periodic roundup of key issues impacting the markets and how they are positioning portfolios for their clients. ESG considerations that are material will vary by investment style, sector/industry, market trends and client objectives. Read the report > CIO Perspectives: A New Bull Market?

Economy 52

Economy Portfolio Management Clients Portfolio 52

The Big Picture

DECEMBER 6, 2022

when I first moved from Spain, and I learned a lot because I spent a lot of time with financial advisors, which, as you know, is a key segment of our client base today. phenomenon, it’s a global phenomenon and we want to be able to service our clients in all regions of the world. Is that the clients you’re aiming for?

Clients 162

Clients Investing Investments Management 162

The Big Picture

FEBRUARY 28, 2023

I found David Layton, CEO of the firm, to be very thoughtful and very much different in how he thinks about risk-reward liquidity, various market sectors, processes, just the whole gestalt of we are a steward of capital with our clients, and we are aligned with those clients. We have most of our clients from Europe.

Investing 147

Investing Investments Clients Assets 147

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

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

The Big Picture

MARCH 7, 2023

And all these questions that I was trying to answer had direct applications to hedge fund strategies and portfolio management. And the place where I was looking for this risk factors was in the real economy. Another the great lesson, and I was still a global macro portfolio manager with my own silo at SAC Capital.

Assets 173

Assets Management Marketing Marketing 173

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%

Clients 97

Clients Investing Investments Sales 97

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.

Taxes 52

Taxes Clients Estate Planning Portfolio 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.

Clients 52

Clients Portfolio Investments Investing 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.

Clients 52

Clients Portfolio Investments Investing 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

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

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

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.

Clients 81

Clients Investing Investments Sales 81

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

Brown Advisory

DECEMBER 2, 2015

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. The world economy is on pace to grow 3.1% 2 economy, grew 7.3% Six of these moves have benefited client portfolios. this year, 0.3

Economy 52

Economy Taxes Clients Assets 52

The Big Picture

JANUARY 16, 2024

I worked in sort of a quasi portfolio management role for like a single client account type business. And then I worked on it throughout the GFC and then became the senior portfolio manager during the recovery period. Is this still a persistent drag on, on their economy and what does that mean to their real estate?

Assets 264

Assets Investing Investments Management 264

David Nelson

JULY 18, 2022

Wall Street is no different and with the passage of time stock analysts adjust their estimates to changing conditions and their clients make trading decisions based on the new information. As an analyst and on the line portfolio manager I can tell you that estimate revision is one of the more successful factors in stock selection.

Electronics 91

Electronics Management Healthcare Portfolio Management 91

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.

Investments 52

Investments Investing 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.

Investments 52

Investments Investing Clients Portfolio Management 52

Brown Advisory

OCTOBER 1, 2015

That action then led to fears that China’s economy was in serious trouble. Most indicators suggest that China’s economy is growing at a mid-single-digit rate. Economic growth has appeared to slow, complicating government efforts to shift the economy away from reliance on heavy industry to more consumer- and service-oriented growth.

Investments 52

Investments Investing Economy Government 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

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

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

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.

Valuation 130

Valuation Investments Investing Assets 130

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

Brown Advisory

JUNE 1, 2023

At Brown Advisory, we have long championed a performance-first mindset, which has enabled us to focus and deliver attractive long- term returns to our clients as well as achieving positive environmental and social outcomes. The reality is that our clients need a diversified portfolio to optimize the likelihood of positive returns.

Portfolio 52

Portfolio Valuation Investing Investments 52

Bell Investment Advisors

MAY 24, 2024

On Friday, May 24 th at 12pm Pacific time, Investment Advisor & Financial Planner Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for an engaging discussion of the following topics: Stock & Bond Market Commentary Global Economic Update Inflation Concerns & the Federal Reserve Are Stocks Expensive?

Marketing 52

Marketing Marketing Economy Financial Planner 52

Brown Advisory

OCTOBER 4, 2021

This energy transition is opening many opportunities for investors, from direct investment in solar, wind and other renewable technologies and projects, to broader investments in companies that are proactively readjusting strategies, even acquiring other businesses, to help them adapt more quickly to a low-carbon economy.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

OCTOBER 4, 2021

This energy transition is opening many opportunities for investors, from direct investment in solar, wind and other renewable technologies and projects, to broader investments in companies that are proactively readjusting strategies, even acquiring other businesses, to help them adapt more quickly to a low-carbon economy.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

APRIL 1, 2015

economy following the financial crisis. The small valuation gain may be considered reasonable in light of growing investor confidence as the economy has recovered from the depths of 2008-2009. This piece is intended solely for our clients and prospective clients and is for informational purposes only. company.

Investments 52

Investments Investing Valuation Assets 52

Brown Advisory

SEPTEMBER 11, 2016

Looking ahead, for our base-case scenario we see inflation remaining moderate and most major economies continuing to grow at a modest pace. Maintaining liquidity allows a portfolio manager to snap up new opportunities such as General Dynamics, whose shares have risen 14% this year as of September 6. small-cap stocks. versus 1.9

Economics 52

Economics Economy Communication Banking 52

Brown Advisory

SEPTEMBER 11, 2016

Looking ahead, for our base-case scenario we see inflation remaining moderate and most major economies continuing to grow at a modest pace. Maintaining liquidity allows a portfolio manager to snap up new opportunities such as General Dynamics, whose shares have risen 14% this year as of September 6. small-cap stocks. versus 1.9

Economics 52

Economics Economy Communication Banking 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 Banking 40