Brown Advisory

SEPTEMBER 12, 2016

This helps us to spot companies that face ESG risks, such as labor-management tensions, excessive vulnerability to commodity prices or inappropriate incentives for executive compensation. This piece is intended solely for our clients and prospective clients and is for informational purposes only.

Food 52

Food Executive Compensation Portfolio Management Valuation 52

Brown Advisory

SEPTEMBER 12, 2016

This helps us to spot companies that face ESG risks, such as labor-management tensions, excessive vulnerability to commodity prices or inappropriate incentives for executive compensation. This piece is intended solely for our clients and prospective clients and is for informational purposes only.

Food 52

Food Executive Compensation Portfolio Management Valuation 52

Zajac Group

MARCH 3, 2023

The more deliberately a company can structure its executives’ performance share metrics, the better it can align executive incentives with its particular values and vision. PSAs may also be combined with more traditional RSUs and/or stock options that vest over time, to round out a robust executive compensation package.

Taxes 52

Taxes Tax Planning Planning Financial Planning 52

Cordant Wealth Partners

NOVEMBER 20, 2020

The best way to do this (and what we do for clients) is to have a model that lets us do different scenario analysis to make an informed decision based on both individual factors and your company’s outlook. These final three decisions we cover more in-depth here: The Four Factors to Consider When Making Your SERPLUS Elections.

Compensation Planning 52

Compensation Planning Taxes Distribution Planning 52

Cordant Wealth Partners

JANUARY 28, 2021

The best way to do this (and what we do for clients) is to have a model that lets us do different scenario analysis to make an informed decision based on both individual factors and your company’s outlook. When to distribute? The year(s) you begin receiving the income you deferred. How to invest?

Compensation Planning 52

Compensation Planning Taxes Planning Distribution 52

Brown Advisory

OCTOBER 6, 2020

Matters of racial and environmental justice are important to us and to our clients, and we have always considered these factors as part of our ESG research and our process for evaluating investments. Its management and executive compensation plans are also tied to factors related to racial equity.

Executive Compensation 52

Executive Compensation Education Clients Compensation Planning 52

Brown Advisory

OCTOBER 6, 2020

Our firm has intentionally expanded its focus on sustainable investing over the past decade—in part because we believe it helps us make better investment decisions, and in part because we believe it helps our clients make a positive impact on the world with their capital. And Part of the Problem.

Executive Compensation 52

Executive Compensation Education Clients Compensation Planning 52

Sara Grillo

SEPTEMBER 12, 2022

” It brings to light the fundamental question of the role that institutions play in client outcomes, whether those institutions are truly putting the interests of the retail investor over those of their members, and the delicate balance between governance standards and the oppression of individual autonomy. Thanks for reading.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Big Picture

APRIL 11, 2023

So when he bought Goldman Sachs in November of 2008 and Bank of America in November 2008, I thought about a traditional portfolio manager doing the same thing and trying to explain to their clients what they just did. It certainly lagged the stock market and executive compensation. RITHOLTZ: They would have gotten fired.

Valuation 298

Valuation Education Numbers Government 298

Brown Advisory

APRIL 22, 2021

This article explores some ways ARPA impacts our clients' lives and interests. This focus may disproportionately include those in lower-income brackets, and many of our clients may not be affected directly. Moreover, given the sheer size and breadth of the legislation, the spending measures in ARPA may impact our clients meaningfully.

Clients 52

Clients Planning Taxes Executive Compensation 52

Brown Advisory

APRIL 22, 2021

The American Rescue Plan Act: Potential Consequences for Clients. This article explores some ways ARPA impacts our clients' lives and interests. This focus may disproportionately include those in lower-income brackets, and many of our clients may not be affected directly. . ARPA may impact our clients as investors.

Clients 52

Clients Planning Taxes Executive Compensation 52