Portfolio Portfolio Management Risk Analysis 
Brown Advisory
NOVEMBER 15, 2023
As active managers in a highly competitive market, we believe we have two sources of alpha in our approach to investing: our long-term investment horizon and our disciplined focus on capital allocation. In this note, we want to focus on our capital allocation approach and behavioural analysis specifically.
Zoe Financial
FEBRUARY 21, 2023
CFAs also show accounting, economics, portfolio management, and security analysis knowledge. Additionally, CFAs typically work in portfolio management, research, consulting, risk analysis, and risk management.
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Brown Advisory
DECEMBER 18, 2017
To address this need, we created the role of investigative analyst on our research team to serve as both a conduit and lightning rod for the flow of potential qualitative information that can help us make better decisions about the companies we consider for our portfolios.
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.
Brown Advisory
AUGUST 14, 2023
We discuss factor risk, some views on artificial intelligence, and our upcoming offsite in this letter. Factor risk is best described as any exposure that can explain the portfolio returns other than the individual investments, such as a “theme” or a sector. We have seen these factor risks play out many times.
Brown Advisory
OCTOBER 11, 2021
In this brief paper, we will touch on what we believe are some of the most important issues and questions—including the different types of assets, return potential, fees, liquidity, diversification, volatility and transparency—that investment committees must understand as they weigh adding alternatives to their portfolios.
Brown Advisory
OCTOBER 11, 2021
In this brief paper, we will touch on what we believe are some of the most important issues and questions—including the different types of assets, return potential, fees, liquidity, diversification, volatility and transparency—that investment committees must understand as they weigh adding alternatives to their portfolios.
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