Brown Advisory
APRIL 20, 2022
The Uniform Prudent Management of Institutional Funds Act (UPMIFA), 2 approved by the National Conference of Commissioners on Uniform State Laws in 2006, has had important effects on how charitable organizations manage their investment and endowment spending, with important considerations come audit time.
Harness Wealth
MAY 12, 2025
In 2022, the number of exam participants reached its lowest point since 2006. Reduced capacity for strategic planning: When resources are primarily focused on meeting compliance demands, the capacity for value-added activities like strategic tax planning and client advisory services trails off.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Brown Advisory
APRIL 1, 2016
Using the Standard & Poor’s 500 Index as a market proxy, the chart below shows the number of daily price movements over 1% during each trailing three-month period since early 2006. The core portfolio can “stay the course” and follow its long-term strategic plan.
The Big Picture
AUGUST 20, 2024
We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments. The F, there is a subsequent change in 2006 called the Pension Protection Act. So the growth of balanced funds was a real, really key characteristic of that 2006 to 2012 market.
Harness Wealth
MAY 12, 2025
In 2022, the number of exam participants reached its lowest point since 2006. Reduced capacity for strategic planning: When resources are primarily focused on meeting compliance demands, the capacity for value-added activities like strategic tax planning and client advisory services trails off.
The Big Picture
FEBRUARY 7, 2023
They went public in 2006. They went public in May of 2006, and they’ve been public now for — RITHOLTZ: The argument is they avoided trouble in the financial crisis because they didn’t have a decade of overleverage. RITHOLTZ: Oh, they did? COHAN: Yeah. RITHOLTZ: That’s right. They were really an M&A machine.
Expert insights. Personalized for you.
52 
Let's personalize your content