Brown Advisory
DECEMBER 22, 2014
The Advisory | December 2014. achen. Mon, 12/22/2014 - 16:38. Discussion of U.S. consumer stocks; outlook for European equities; unconstrained fixed-income strategies; the strategic use of trusts in long-term financial plans; the wide gap between the top- and bottom-performing hedged strategies and the importance of manager selection.
Brown Advisory
NOVEMBER 12, 2014
Strategic Advisory Letter | 2014 Year-End Planning Checklist. achen. Wed, 11/12/2014 - 11:56. There has been a lot of talk of tax changes in the current year, but there has been little action. The tax environment for 2014 has been relatively stable.
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Brown Advisory
SEPTEMBER 11, 2014
The Advisory | September 2014. achen. Thu, 09/11/2014 - 12:21. In This Issue : Perspectives on steering your portfolio through the market’s peaks and valleys; why rising interest rates spell relief for financial stocks; and why we think cyclical value stocks are even more attractive today than when we first recommended them a year ago.
Brown Advisory
JUNE 30, 2014
Active Alpha. achen. Mon, 06/30/2014 - 12:22. The latest academic research suggests that there are certain common characteristics of active equity managers who deliver persistent outperformance. One of the major trends in equity investing over the past several decades has been a shift by both individual and institutional investors toward passive, or indexed, investments.
Speaker: Erroll Amacker
As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R
Brown Advisory
JUNE 1, 2014
NOW 2014 Conference Supplement. achen. Sun, 06/01/2014 - 20:23. Brown Advisory recently hosted NOW 2014, our biennial forum for provocative inquiry into the trends that shape our world and influence our investment thinking. We explored those trends over the course of 17 panel discussions and keynote presentations, and in these pages we offer summaries and our thoughts regarding each of those sessions.
Brown Advisory
MAY 1, 2014
2013 Annual Report | A Look Inside. achen. Thu, 05/01/2014 - 12:00. Many firms aspire to put clients first, but few can ensure the continuity of client-facing professionals that is ensured by our unique equity structure: Every single employee at Brown Advisory owns equity in the firm. Our insistence on an independent board of directors and outside shareholders underscores our commitment to embracing views from outside Brown Advisory that we believe is critical to sound decision making.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Brown Advisory
SEPTEMBER 30, 2014
Investment Perspectives | After the Milestones. achen. Wed, 10/01/2014 - 00:00. Last March marked the fifth anniversary of the start of the current bull market. As if we needed reminding of the strength of the bull, in late August the Standard & Poor’s 500 Index crossed the psychologically important 2000 threshold, almost triple the March 2009 low of 677.
Brown Advisory
JULY 1, 2014
Investment Perspectives | Glacial Change. achen. Tue, 07/01/2014 - 14:01. Few economic variables change as slowly as population, yet demographic trends are among the most important determinants of a company’s (or, for that matter, a nation’s) growth over time. Like glaciers, demographics move predictably and inexorably.
Brown Advisory
JUNE 1, 2014
The Advisory | June 2014. achen. Sun, 06/01/2014 - 20:26. Our recent Navigating Our World (NOW) conference illuminated many compelling trends that are likely to shape the path of societies and industries in the future. The key is knowing how to prudently capture these important but uncertain drivers in client portfolios.
Brown Advisory
APRIL 1, 2014
Investment Perspectives | "Abundance" Through Technology. achen. Tue, 04/01/2014 - 11:58. After an unusually harsh winter in most parts of the U.S., spring is finally set to arrive—and with it a certain sense of renewal and optimism.
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Brown Advisory
JANUARY 1, 2014
Investment Perspectives | Guidance. achen. Wed, 01/01/2014 - 11:02. As the year winds down and this issue of Investment Perspectives is put to bed, we can’t help but allow ourselves a brief moment to savor what a good year it’s been for stocks.
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