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Introducing the security management partner

SEI

In this impact brief, Joseph Krull addresses the state of cybersecurity for financial services and introduces the security management partner concept to bring financial industry precision to financial institution security. Many organizations have used outsourced cybersecurity services, often with mixed results.

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Market Commentary: Good News Is Good News

Carson Wealth

Understanding the underlying reasons this cycle has defied expectations also has implications for 2024, which we lay out in our recently released 2024 Outlook ( download here ). The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

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Market Commentary: S&P 500 Tops 5,000. What’s Next?

Carson Wealth

As we wrote in our 2024 Outlook, “Seeing Eye to Eye” ( download here ), productivity growth is a game-changer for the economy. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. What’s Next? appeared first on Carson Wealth.

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Market Commentary: Carson Investment Research Looks at the Year Ahead

Carson Wealth

DOWNLOAD OUR 2024 MARKET OUTLOOK The Macroeconomic Backdrop As we look to the year ahead, our proprietary Leading Economic Index (LEI) indicates even lower odds of a recession than 2023. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

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Global Leaders Strategy Investment Letter: January 2024

Brown Advisory

Download it here Darwinian Investing: The Science of Rejection The outperformance of the “Magnificent Seven”1 during 2023 led to many questions from our investors (for instance “why are you underweight the Mag 7?”) ROIC calculations presented use LFY (last fiscal year) and exclude financial services.

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Market Commentary: S&P 500 Index Hits a New All-Time High

Carson Wealth

For a broad view of our expectations for the economy, stocks, and bonds in 2024, download our 2024 Market Outlook. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Aggregate Index in 2024. The previous record high was set on Jan.

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Global Leaders Strategy Investment Letter: August 2023

Brown Advisory

Download it here > The Hidden Trouble Within Dear Fellow Investors, We have fielded a number of questions over the past six months from clients and prospects about how we think about and control factor risks within the Global Leaders strategy. ROIC calculations presented use LFY (last fiscal year) and exclude financial services.