Brown Advisory

APRIL 16, 2018

The Other 95% achen Mon, 04/16/2018 - 13:23 The traditional goal for a nonprofit’s investment portfolio was to earn a 5% return or so that could be used to fund the nonprofit’s programs. Today, we help nonprofits make an impact with the other 95% of their portfolio. The “other 95%” of the portfolio existed solely as a financial engine.

Nonprofit 52

Nonprofit Portfolio Distribution Clients 52

Brown Advisory

APRIL 16, 2018

The traditional goal for a nonprofit’s investment portfolio was to earn a 5% return or so that could be used to fund the nonprofit’s programs. Today, we help nonprofits make an impact with the other 95% of their portfolio. The “other 95%” of the portfolio existed solely as a financial engine. Mon, 04/16/2018 - 13:23.

Nonprofit 52

Nonprofit Portfolio Distribution Clients 52

The Big Picture

DECEMBER 6, 2022

And my answer was, “Hey, not everybody wants to buy a passive index around the satellite of a core portfolio or even just, hey, I have an idea, I think this is going to change the world.” BERRUGA: So many of our clients were struggling to find alternative sources of income for their portfolios. Is that who the Global X investor is?

Clients 162

Clients Investments Investing Management 162

The Big Picture

JANUARY 9, 2024

You were saying that you had a code of ethics, but then your CEO was sexually harassing people. But I do think that like if you are a broadly diversified, enormous asset manager, you do have to think about your portfolio primarily in systemic ways and not in like competitive decisions that your individual companies are making.

Retail 130

Retail Banking Math Management 130

The Big Picture

JULY 4, 2023

And they end up being great candidates for us to put into to run the next big portfolio or start a new strategy. So it is attractive to go somewhere where you will now be given the ability to manage a portfolio and make decisions, or at least be on a path to learn how to do that. They get trained at great places.

Management 147

Management Recruitment Numbers Banking 147

The Big Picture

AUGUST 29, 2022

BALCHUNAS: … that’s all they do in Princeton is data and engineering. So it’s unusual though to have that much work ethic, that much drive and say, yeah, I want all the investors to have the money. of that fund had to call himself a portfolio administrator. BALCHUNAS: … and stuff that would go on the outside of your portfolio.

Assets 173

Assets Management Marketing Marketing 173

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. Should they set a ban on involvement or merely a low-level limit? with more than $291 billion in assets.

Clients 52

Clients Portfolio Distribution Communication 52

Brown Advisory

SEPTEMBER 12, 2016

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

The Big Picture

NOVEMBER 19, 2024

00:09:43 [Speaker Changed] And, and tell us about your patent on active learning decision engines. 01:00:49 And, you know, ethically, it’s hard for us to generate that dramatic right. John Wasserman is my audio engineer. What on earth is that? And the, these are not, we’re not super stress testing.

Economics 147

Economics Math Numbers Marketing 147

The Big Picture

FEBRUARY 28, 2023

Tell us a little bit about the giant portfolio of companies you guys are managing. So we manage a portfolio of several dozen companies. When you add together all of our portfolio companies, it’s effectively $100 billion enterprise — RITHOLTZ: Wow. You sit on the board of directors on a number of portfolio companies.

Clients 147

Clients Investments Investing Assets 147

The Big Picture

JULY 19, 2022

The transcript from this week’s, MiB: Antti Ilmanen, Co-Head, Portfolio Solutions, AQR , is below. BARRY RITHOLTZ; HOST; MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Antti Ilmanen is AQR’s Co-head of the Portfolio Solutions Group. CO-HEAD, AQR’S PORTFOLIO SOLUTIONS GROUP: Thanks, Barry.

Investments 130

Investments Investing Valuation Portfolio 130

The Big Picture

DECEMBER 14, 2022

MCCARTHY: I’d back up actually a little bit further in thinking about how did I get there, because I don’t think it was very obvious actually that I would come out of Yale with an ethics, politics and economics degree — RITHOLTZ: Perfect really, right? But that is a different kind of approach to portfolio construction.

Assets 162

Assets Investments Investing Portfolio 162

The Big Picture

APRIL 8, 2024

You, you get your BS in engineering from University of Texas. 00:04:22 [Speaker Changed] Think of that, 00:04:23 [Speaker Changed] So engineers tend to be pragmatic problem solvers. He helps portfolio managers make sense of the world. Sebastian Escobar is my audio engineer. And then you get an MBA from MIT.

Economy 147

Economy Clients Banking Economics 147

The Big Picture

NOVEMBER 15, 2022

The academic side of how to build a portfolio, we can argue about the details, right? As an advisor, you could get somebody’s model portfolio, or you could hire some, you know, three CFAs and do it yourself. Some advisor that’s out there can say, “I have generally 1% alpha for the last three years in my model portfolio.”

Management 278

Management Assets Portfolio Investments 278

Brown Advisory

MAY 16, 2016

Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. Buffett and Munger are significant influences on the investment approach used in managing Flexible Equity Strategy portfolios. Berkshire Hathaway. for the S&P® 500. standard of living.

Insurance 52

Insurance Banking Investments Investing 52

Aleph

FEBRUARY 11, 2023

Portfolio Management and Finance The buying binge that has propelled US equities almost without interruption for four months is nearing a point where past rebounds caved in [link] Valuations are in the 97th percentile. JoannaStern checks out a new version of Microsoft’s search engine with impressive ChatGPT-style artificial intelligence.

Banking 59

Banking Government Economics Taxes 59