Brown Advisory

SEPTEMBER 11, 2016

September 2016 Insights on Markets and Investments achen Mon, 09/12/2016 - 01:00 In this issue: Investors Facing Rising Risks Need Solid Defense, Savvy Offense Increasing political and economic risk during the past year has widened the range of possible positive and negative scenarios for financial markets. Consequently, investors need to build a solid defensive position while seizing opportunities that arise amid the instability.

Investing 52

Investing Investments Asset Allocation Marketing 52

The Irrelevant Investor

SEPTEMBER 12, 2016

A few weeks ago at dinner I was getting set to order a brisket sandwich. Then I saw that this tower of goodness, which was covered with beer braised bacon and other accoutrements, came with a hefty price tag of 1400 calories. I thought better and went for the grilled chicken instead. Investors could use something that would act like a calorie counter.

Certification 40

Certification Clients 40

Brown Advisory

SEPTEMBER 12, 2016

Falling Interest Rates Trigger Investor Hunger For Yield achen Mon, 09/12/2016 - 03:00 The rush by investors had all the hallmarks of a bond market panic. When the U.K. voted on June 23 to leave the European Union, yields on the benchmark 10-year Treasury note plunged to a record low of 1.32%. Yet fear that the EU will unravel was not the only impulse driving investors.

Communication 52

Communication Banking Electronics Clients 52

Brown Advisory

SEPTEMBER 12, 2016

Defense Industry Stocks Gain Amid Rising Global Tension achen Mon, 09/12/2016 - 04:00 Forget the Machiavellian notion that the best defense is a strong offense. Amid persistent instability in geopolitics and global finance, an investor in equities can both limit risk and find opportunity with a targeted stake in the defense industry. An investment in defense contractors—which tend to perform independently of economic growth—provides diversification that could help buffer a portfolio against setb

Budgeting 52

Budgeting Communication Clients Commission 52

Speaker: Amanda Adams, Fractional CFO, CPA

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Amanda Adams, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams. This session will cover critical best practices and process improvements tailored specifically for accounting professionals.

Accounting

Brown Advisory

SEPTEMBER 12, 2016

Proposed Tax Law Changes Prompt Estate Planning Review achen Mon, 09/12/2016 - 06:00 A plan to maximize a family’s financial legacy usually saves the most tax by leveraging the longterm compounding of investments outside of the taxable estate. Adopting a program of planning early, and monitoring that program, often brings the best results. But saving tax is not the only objective— clients also need to know that their financial security is assured and that the long-term stewardship of family asse

Estate Planning 52

Estate Planning Taxes Planning Clients 52

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. 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.

Portfolio 52

Portfolio Clients Investing Investments 52

Brown Advisory

SEPTEMBER 12, 2016

Diving Deep: Achieving Outperformance By Using Environmental Research achen Mon, 09/12/2016 - 10:22 ARM Holdings rose to dominance among makers of smartphone microprocessors by focusing on energy efficiency rather than pure computational power and speed. WhiteWave Foods has grown faster than its more conventional rivals because of its commitment to producing organic, healthful and minimally processed foods.

Food 52

Food Executive Compensation Portfolio Management Valuation 52

Brown Advisory

SEPTEMBER 12, 2016

Five Ways to Invest That Make the World a Better Place achen Mon, 09/12/2016 - 11:11 Henry David Thoreau did not live to see the rise of impact investing, but he captured the spirit of it with a simple insight—“Goodness is the only investment that never fails.” Impact investors align their assets behind their advocacy, whether it be for advances in environmental stewardship, human livelihood or public policy.

Investing 52

Investing Investments Communication Government 52

Brown Advisory

SEPTEMBER 12, 2016

Case Studies Show Sustainable Investing Yields Varied Benefits achen Mon, 09/12/2016 - 12:31 Nurturing Well-Being Through Sustainable Investing Nancy Klavans is hardly a newcomer to the idea of backing projects that improve the lives of others. Since 1991 the Germeshausen Foundation created by Nancy’s parents, Polly and Ken Germeshausen, has made innovative grants linking different fields including education, the arts, sustainability, religion and peace- building.

Investing 52

Investing Investments Portfolio Communication 52

Speaker: Abdi Ali, Sr. Lease Accounting Consultant

Join this insightful webinar with industry expert Abdi Ali, who will discuss the challenges that can arise from managing lease accounting with spreadsheets! He will share real-world examples of errors, compliance issues, and risks that may be present within your spreadsheets. Learn how these tools, while useful, can sometimes lead to inefficiencies that affect your time, resources, and peace of mind.

Accounting

Brown Advisory

SEPTEMBER 11, 2016

September 2016 Insights on Markets and Investments. achen. Mon, 09/12/2016 - 01:00. In this issue: Investors Facing Rising Risks Need Solid Defense, Savvy Offense Increasing political and economic risk during the past year has widened the range of possible positive and negative scenarios for financial markets. Consequently, investors need to build a solid defensive position while seizing opportunities that arise amid the instability.

Investing 52

Investing Investments Asset Allocation Marketing 52

Brown Advisory

SEPTEMBER 12, 2016

Falling Interest Rates Trigger Investor Hunger For Yield. achen. Mon, 09/12/2016 - 03:00. The rush by investors had all the hallmarks of a bond market panic. When the U.K. voted on June 23 to leave the European Union, yields on the benchmark 10-year Treasury note plunged to a record low of 1.32%. Yet fear that the EU will unravel was not the only impulse driving investors.

Communication 52

Communication Banking Electronics Clients 52

Brown Advisory

SEPTEMBER 12, 2016

Defense Industry Stocks Gain Amid Rising Global Tension. achen. Mon, 09/12/2016 - 04:00. Forget the Machiavellian notion that the best defense is a strong offense. Amid persistent instability in geopolitics and global finance, an investor in equities can both limit risk and find opportunity with a targeted stake in the defense industry. An investment in defense contractors—which tend to perform independently of economic growth—provides diversification that could help buffer a portfolio against s

Budgeting 52

Budgeting Communication Clients Commission 52

Brown Advisory

SEPTEMBER 12, 2016

Private Credit Outshines Many High-Valuation Stocks, Bonds. achen. Mon, 09/12/2016 - 05:00. Sometimes it pays for investors to find sources of income outside the conventional public channels for fixed income securities. Take private credit, for example. With interest rates at record lows and many publicly traded bonds and stocks approaching historically high valuations, private credit has become increasingly attractive to investors because of its total return prospects, steady income and role in

Valuation 52

Valuation Banking Portfolio Communication 52

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Join us in this webinar, where we share best practices on how to think about the reconciliation work each month, when best to do reconciliations, how they should be prepared, and some common pitfalls to avoid. Learning Objectives: This course objective is to understand how to properly prepare and review balance sheet reconciliations and its impact on the financial statements.

Accounting

Brown Advisory

SEPTEMBER 12, 2016

Proposed Tax Law Changes Prompt Estate Planning Review. achen. Mon, 09/12/2016 - 06:00. A plan to maximize a family’s financial legacy usually saves the most tax by leveraging the longterm compounding of investments outside of the taxable estate. Adopting a program of planning early, and monitoring that program, often brings the best results. But saving tax is not the only objective— clients also need to know that their financial security is assured and that the long-term stewardship of family a

Estate Planning 52

Estate Planning Taxes Planning Clients 52

Brown Advisory

SEPTEMBER 12, 2016

Sustainable Investing Special Edition September 2016. achen. Mon, 09/12/2016 - 07:07. In this issue: From our CEO: How We Help Clients Build Sustainable Portfolios Mike Hankin, Brown Advisory President and CEO, describes a framework for helping clients incorporate their values into their investment portfolios. By Michael D. Hankin, Chief Executive Officer ?

Investing 52

Investing Investments Portfolio Management Portfolio 52

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. 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.

Portfolio 52

Portfolio Clients Investing Investments 52

Brown Advisory

SEPTEMBER 12, 2016

Diving Deep: Achieving Outperformance By Using Environmental Research. achen. Mon, 09/12/2016 - 10:22. ARM Holdings rose to dominance among makers of smartphone microprocessors by focusing on energy efficiency rather than pure computational power and speed. WhiteWave Foods has grown faster than its more conventional rivals because of its commitment to producing organic, healthful and minimally processed foods.

Food 52

Food Executive Compensation Portfolio Management Valuation 52

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Banking

Brown Advisory

SEPTEMBER 12, 2016

Five Ways to Invest That Make the World a Better Place. achen. Mon, 09/12/2016 - 11:11. Henry David Thoreau did not live to see the rise of impact investing, but he captured the spirit of it with a simple insight—“Goodness is the only investment that never fails.”. Impact investors align their assets behind their advocacy, whether it be for advances in environmental stewardship, human livelihood or public policy.

Investing 52

Investing Investments Communication Government 52

Brown Advisory

SEPTEMBER 12, 2016

Case Studies Show Sustainable Investing Yields Varied Benefits. achen. Mon, 09/12/2016 - 12:31. Nurturing Well-Being Through Sustainable Investing. Nancy Klavans is hardly a newcomer to the idea of backing projects that improve the lives of others. Since 1991 the Germeshausen Foundation created by Nancy’s parents, Polly and Ken Germeshausen, has made innovative grants linking different fields including education, the arts, sustainability, religion and peace- building.

Investing 52

Investing Investments Portfolio Communication 52

Brown Advisory

SEPTEMBER 11, 2016

Investors Facing Rising Risks Need Solid Defense, Savvy Offense achen Mon, 09/12/2016 - 02:00 As rising economic and political risk fuels market volatility worldwide, investors need to maintain adequate liquidity, stability and diversification to shield against any protracted economic downturn. At the same time, they should be alert to the investment opportunities that emerge amid turbulence, knowing that companies create value, and innovation and entrepreneurship generate wealth, even amid seve

Economics 52

Economics Economy Communication Banking 52

Brown Advisory

SEPTEMBER 11, 2016

Investors Facing Rising Risks Need Solid Defense, Savvy Offense. achen. Mon, 09/12/2016 - 02:00. As rising economic and political risk fuels market volatility worldwide, investors need to maintain adequate liquidity, stability and diversification to shield against any protracted economic downturn. At the same time, they should be alert to the investment opportunities that emerge amid turbulence, knowing that companies create value, and innovation and entrepreneurship generate wealth, even amid s

Economics 52

Economics Economy Communication Banking 52

Speaker: Igli Laci, Strategic Finance Leader

In today’s competitive market, pricing is more than just a number — it’s the cornerstone of profitability. The right pricing strategy ensures that you capture the true value of your offering, paving the way for sustainable growth and long-term success. Join Igli Laci, Strategic Finance Leader, in this exclusive session where he will explore how a well-crafted pricing approach balances customer perception with business objectives, creating a powerful tool for securing both competitive advantage a

Numbers

Brown Advisory

SEPTEMBER 12, 2016

Investors Seeking Sustainability Gain Confidence Through Screening achen Mon, 09/12/2016 - 09:40 Some Wal-Mart stores sell rifles, some Starbucks coffee shops sell alcohol and GE builds engines for jet fighters and bombers. While generating just a small part of their revenues from these products, these companies pose a dilemma to investors who want to purge their portfolios of connections with guns, alcohol or the military.

Clients 52

Clients Portfolio Distribution Communication 52

Brown Advisory

SEPTEMBER 12, 2016

Investors Seeking Sustainability Gain Confidence Through Screening. achen. Mon, 09/12/2016 - 09:40. Some Wal-Mart stores sell rifles, some Starbucks coffee shops sell alcohol and GE builds engines for jet fighters and bombers. While generating just a small part of their revenues from these products, these companies pose a dilemma to investors who want to purge their portfolios of connections with guns, alcohol or the military.

Clients 52

Clients Portfolio Distribution Communication 52