Brown Advisory

SEPTEMBER 1, 2015

During the year through July, retail sales increased only 2.4% E-commerce is especially threatening to retailers, where digital sales totaled $300 billion last year with annual growth of about 15%. Richard Gamper, Strategic Planning Analyst, Brown Advisory. . By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager.

Food 52

Food Portfolio Management Sales Strategic Planning 52

Brown Advisory

OCTOBER 1, 2015

The Chinese market is, like those of many emerging nations, institutionally underdeveloped and subject to inflows and outflows of retail investors. Market dislocations can sometimes cause allocations to shift away from one’s strategic plan, so we are reviewing portfolios to be sure they remain in line.

Investing 52

Investing Investments Economy Government 52

The Big Picture

AUGUST 20, 2024

We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments. The second thing that it ultimately does is it creates conditions under which there’s a transition from cash rich portfolios that are ultimately option like in their characteristics. It once was.

Assets 174

Assets Management Portfolio Marketing 174