Portfolio Management Presentation Risk Analysis 
Brown Advisory
DECEMBER 18, 2017
Investigative Research Process: Receive assignment from a portfolio manager or sector analyst. Our process was developed and refined by the team that manages our Large- Cap Sustainable Growth Strategy—Portfolio Managers Karina Funk and David Powell, and ESG Research Analyst Emily Dwyer.
Brown Advisory
DECEMBER 18, 2017
The following are ways we seek to identify additional risks and opportunities outside traditional analysis: Investigative research. ESG analysis. Quantitative risk analysis and reporting. Investigative Research Process: Receive assignment from a portfolio manager or sector analyst. Emily Dwyer.
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Brown Advisory
NOVEMBER 15, 2023
Most investment managers focus on the investment side, or the “treasure hunt,” but we have seen that spending equal time on determining how much capital to put behind each investment can be even more impactful from a return perspective. The goal of capital allocation is to improve the risk-adjusted returns of our portfolio.
Brown Advisory
OCTOBER 11, 2021
Estimated performance of the Brown Advisory proposed portfolio is based on the internal research of our Investment Solutions Group and Private Equity team. The estimated volatility is based on the historical volatility of the indexes presented and defined on the disclosures page at the end of this presentation.
Brown Advisory
OCTOBER 11, 2021
Estimated performance of the Brown Advisory proposed portfolio is based on the internal research of our Investment Solutions Group and Private Equity team. The estimated volatility is based on the historical volatility of the indexes presented and defined on the disclosures page at the end of this presentation.
Brown Advisory
AUGUST 14, 2023
Before making any new investment, we analyse that potential new idea’s contribution to total portfolio risk with the aim of lifting stock-specific risk. Better to get onto a clearer path – we can always come back to something if we change our minds later when new information presents itself.
Brown Advisory
MARCH 28, 2019
Effective risk analysis, then, requires us to balance competing goals in a portfolio, and to use a combination of quantitative analysis and subjective judgment to guide future decisions. The charts present only a range of possible outcomes. The simulations are based on assumptions.
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