Portfolio Presentation Risk Analysis 
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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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
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. Behavioral analytics.
Brown Advisory
MARCH 28, 2019
On A Shoestring ajackson Thu, 03/28/2019 - 08:20 In this article, we offer a robust analytical framework that can help endowments and foundations think about spend-rate planning, in terms of key risks they face such as short-term drawdown risk and long-term erosion of capital. SOURCE: Bloomberg. Bureau of Labor Statistics.
Brown Advisory
MARCH 28, 2019
In this article, we offer a robust analytical framework that can help endowments and foundations think about spend-rate planning, in terms of key risks they face such as short-term drawdown risk and long-term erosion of capital. We believe committees need a comprehensive framework to help them understand and balance these risks.
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