Presentation Risk Analysis Valuation 
Brown Advisory
AUGUST 14, 2023
To be clear, we would love to have more investments in any diversifying business or sector but every investment must first pass all our tests, particularly valuation. Consequently, the cross correlations are high as is factor risk; sectors are a blunt instrument. It is an illuminating case study.
Brown Advisory
OCTOBER 11, 2021
Muted Expectations Over past decades investors have had to take more risk in order to meet the same return hurdle. With traditional assets like stocks and bonds at high valuations, the implications for future returns of those assets may be underwhelming. This analysis is not intended to be a guarantee of future results.
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Brown Advisory
OCTOBER 11, 2021
Over past decades investors have had to take more risk in order to meet the same return hurdle. With traditional assets like stocks and bonds at high valuations, the implications for future returns of those assets may be underwhelming. This analysis is not intended to be a guarantee of future results. Brown Advisory Analysis.
Brown Advisory
DECEMBER 18, 2017
Our portfolio managers have full autonomy over the institutional strategies they manage, and they need and want every scrap of information they can get to help them manage the balance of risk and opportunity for our clients. All charts, economic and market forecasts presented herein are for illustrative purposes only.
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. All charts, economic and market forecasts presented herein are for illustrative purposes only. Behavioral analytics.
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. In this discussion, we focus on two primary risks for endowments and foundations— short-term drawdown risk and long-term erosion of principal.
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. In this discussion, we focus on two primary risks for endowments and foundations— short-term drawdown risk and long-term erosion of principal.
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