Brown Advisory

FEBRUARY 23, 2022

We are by no means experts, but we have invested substantial time and effort reflecting on how to bring our colleagues back to the office in the most effective, safest way possible, for the benefit of our clients, our colleagues and our culture.

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Brown Advisory

FEBRUARY 23, 2022

We are by no means experts, but we have invested substantial time and effort reflecting on how to bring our colleagues back to the office in the most effective, safest way possible, for the benefit of our clients, our colleagues and our culture. Planning for Your Liquidity Event and Beyond. Thursday, May 6, 2021. Approaching the Exit.

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WiserAdvisor

APRIL 12, 2024

The time and attention they can dedicate to each client is a significant contributor to their effectiveness. As such, determining the optimal financial advisor-to-client ratio is crucial for ensuring that advisors can devote sufficient resources to understand, strategize, and support their clients effectively.

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The Big Picture

SEPTEMBER 3, 2024

All of their portfolio managers not only are substantial investors in each of their funds, but they do a disclosure year that shows each manager by name and how much money they have invested in their own fund. And so that’s not something that every client is willing to tolerate.

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Brown Advisory

SEPTEMBER 12, 2016

From our CEO: How We Help Clients Build Sustainable Portfolios achen Mon, 09/12/2016 - 08:16 Last year, we published our first special edition of The Advisory focused on sustainable investing. We also launched two sustainable fixed income strategies—a core portfolio and a tax-exempt portfolio— during the past year.

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Brown Advisory

SEPTEMBER 12, 2016

From our CEO: How We Help Clients Build Sustainable Portfolios. At the time I wrote that our firm was fully committed to helping clients sort through an array of choices in sustainable investing, and to developing a tailored approach for each client—one that best fits their long-term goals. Mon, 09/12/2016 - 08:16.

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Random Roger's Retirement Planning

JUNE 21, 2024

I continue to test drive ISPY in one of my accounts to see if I would ever consider it for client accounts. It also, unfortunately, goes down almost the same as MCW during tumultuous events like the Pandemic Crash in 2022. What I mean by that is it captures most of the downside of MCW with very little upside.

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Brown Advisory

OCTOBER 31, 2020

These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. The views expressed are those of the author and Brown Advisory as of the date referenced and are subject to change at any time based on market or other conditions.

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Brown Advisory

OCTOBER 31, 2020

In this letter, the Portfolio Managers discuss the way they embrace ESG in their analysis whilst being cognizant of the power of confirmation bias. . . These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results.

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Brown Advisory

NOVEMBER 10, 2023

Sustainable Small-Cap Core Strategy: Reporting on the impact of our investment decisions 2022 bgregorio Fri, 11/10/2023 - 13:26 Download the Report A Letter of Introduction From The Portfolio Managers Brown Advisory has made a deep commitment to sustainable investing across a wide range of its equity and fixed income strategies.

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Brown Advisory

JUNE 30, 2020

In this letter the Portfolio Managers discuss experiencing FOJI (the Fear of Joining In) in the current COVID crisis. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. Tue, 06/30/2020 - 09:50.

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Brown Advisory

MARCH 31, 2023

The resulting portfolio consists of a moderately concentrated group of mid- and large-cap companies. Learn more about the Strategy Listen to our latest audio update The Portfolio Manager discusses the portfolio’s performance and positioning for the first quarter 2023, as well as his outlook for the strategy.

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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. So when you go through a substantial macro event, whether it was the quants crash, or the financial crisis, or even the pandemic, does that send you back to your models to tweak them? RITHOLTZ: Right.

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Brown Advisory

JUNE 11, 2021

That’s why two of our portfolio managers, Ali Bayler, CAIA , and Mick Dillon, CFA , were delighted to have a conversation about the human side of investing with Morgan Housel, a writer noted for his ability to step back and see what really matters in the investment world. Past performance is not a guarantee of future performance.

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Brown Advisory

JUNE 11, 2021

That’s why two of our portfolio managers, Ali Bayler, CAIA , and Mick Dillon, CFA , were delighted to have a conversation about the human side of investing with Morgan Housel, a writer noted for his ability to step back and see what really matters in the investment world. The Human Side of Investing: A Conversation with Morgan Housel.

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Brown Advisory

MARCH 31, 2023

Learn more about the Strategy Listen to our latest audio update The Portfolio Manager discusses the portfolio’s performance and positioning for the first quarter 2023, as well as his outlook for the strategy. Your browser does not support the audio element.

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Brown Advisory

AUGUST 11, 2023

Markets shaking off a long list of concerns In this episode, Erika Pagel and Sid Ahl are joined by Brown Advisory’s David Schuster, portfolio manager of the firm’s Small Cap Fundamental Value strategy, for a discussion about the surprising resilience of capital markets in the face of a challenging economic environment.

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Brown Advisory

DECEMBER 31, 2022

Learn more about the Strategy Listen to our latest audio updates The Portfolio Managers discuss the portfolio’s performance and positioning for the first quarter 2023, as well as their outlook for the strategy. Your browser does not support the audio element.

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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.

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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. How Public-Market ESG Investors Generate Impact without Compromising Performance. Read more >.

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Marketing Marketing Portfolio Management Clients 52

Brown Advisory

FEBRUARY 21, 2022

George Sakellaris, Portfolio Manager of Brown Advisory’s Mid-Cap Growth (MCG) strategy interviews John Kett, CEO of Insurance Auto Auctions (IAA). These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results.

Portfolio Management 52

Portfolio Management Portfolio Investing Investments 52

Gemini BITRIA

DECEMBER 19, 2021

Managing client assets is time-consuming – and particularly challenging when working with a new asset class you’re less familiar with, like Bitcoin and other digital assets.

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Financial Advisor Compliance CFP Portfolio Management 40

Brown Advisory

DECEMBER 18, 2017

Therefore, we are constantly seeking to innovate and bring additional perspectives into our fundamental research—to go “beyond bottom-up” investing in our quest to generate outperformance for our clients. Investigative Research Process: Receive assignment from a portfolio manager or sector analyst.

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Brown Advisory

DECEMBER 18, 2017

Therefore, we are constantly seeking to innovate and bring additional perspectives into our fundamental research—to go “beyond bottom-up” investing in our quest to generate outperformance for our clients. Investigative Research Process: Receive assignment from a portfolio manager or sector analyst. ESG analysis. Emily Dwyer.

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Brown Advisory

AUGUST 6, 2019

Sometimes a major event makes it clear that an immediate course correction is needed. Meanwhile, I plan to focus my time on working with the many clients I’ve come to know over the years. Technology has also enabled analysts, portfolio managers and traders to improve their productivity. A cool change indeed.

Investing 52

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Brown Advisory

AUGUST 6, 2019

Sometimes a major event makes it clear that an immediate course correction is needed. Meanwhile, I plan to focus my time on working with the many clients I’ve come to know over the years. Technology has also enabled analysts, portfolio managers and traders to improve their productivity. Tue, 08/06/2019 - 08:46.

Investing 52

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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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International College of Financial Planning

MAY 1, 2023

They also have strong analytical and problem-solving abilities, enabling them to identify the best financial solutions for their clients. Networking is essential for aspiring financial advisors, as it can help you forge connections with industry professionals, potential clients, and peers.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Financial Planning 52

Sara Grillo

FEBRUARY 13, 2023

Don’t let your clients get taken! These meetups are free and the goal is to learn from each other about how to grow and manage a transparent practice for the benefit of clients. You cannot have to explain to the client why it underperformed the S&P. Don’t let your clients get taken! Listen to this show.

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Investing Investments Clients Portfolio 72

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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Brown Advisory

JUNE 14, 2017

This information generally reflects the financial health or operating condition of the state or local government as it changes over time, or the occurrence of specific events that can have an impact on key features of the bonds.” This is why we believe that competent research and portfolio management are so important today.

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Compliance Retail Clients Management 52

Brown Advisory

JUNE 14, 2017

This information generally reflects the financial health or operating condition of the state or local government as it changes over time, or the occurrence of specific events that can have an impact on key features of the bonds.” This is why we believe that competent research and portfolio management are so important today.

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Compliance Retail Clients Management 52

Brown Advisory

JUNE 3, 2015

Just five years ago, if a client wanted a fully sustainable portfolio, we could find managers we were confident in for no more than 50% of total assets. Today, however, we can boost that to 80% in a balanced portfolio. Here is a tour of some compelling strategies that we use in client portfolios.

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Brown Advisory

JUNE 3, 2015

Mike Hankin, Brown Advisory President and CEO, describes the firm’s commitment to cutting through the noise to get at what matters most to clients: performance, advice and service. Our clients are not alone: Investments aligned to environmental, social or governance factors surged to $4.3

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Brown Advisory

MAY 7, 2021

The group also shares their thoughts on the role unconventional assets like gold and Bitcoin can play in client portfolios. Download transcript MORE ON THIS TOPIC Brown Advisory Global Leaders Strategy: Ted Seides interviews Mick Dillon In this podcast, Ted Seides of Capital Allocators interviews Portfolio Manager Mick Dillon.

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Brown Advisory

MAY 7, 2021

The group also shares their thoughts on the role unconventional assets like gold and Bitcoin can play in client portfolios. In this podcast, Ted Seides of Capital Allocators interviews Portfolio Manager Mick Dillon. Download transcript. . MORE ON THIS TOPIC. The value of the investment and the income from it will vary.

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Brown Advisory

MARCH 31, 2023

Learn more about the Strategy Listen to our latest audio updates The Portfolio Manager discusses the portfolio’s performance and positioning for the first quarter 2023, as well as his outlook for the strategy. Your browser does not support the audio element.

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