Brown Advisory

MARCH 28, 2019

One of our firm’s strategic advisors was on the Reagan-era tax policy team that implemented the 5% rule; they sought to ensure that private foundations did not become favorable havens for tax-free growth. The analysis behind these charts, despite their straightforward appearance, is deep and comprehensive.

Asset Allocation 52

Asset Allocation Portfolio Assets Clients 52

Brown Advisory

MARCH 28, 2019

One of our firm’s strategic advisors was on the Reagan-era tax policy team that implemented the 5% rule; they sought to ensure that private foundations did not become favorable havens for tax-free growth. The analysis behind these charts, despite their straightforward appearance, is deep and comprehensive.

Asset Allocation 52

Asset Allocation Portfolio Assets Clients 52

Brown Advisory

OCTOBER 11, 2021

We believe that the investment return needed to achieve that objective should be the most important guidepost for a portfolio’s asset allocation. Muted Expectations Over past decades investors have had to take more risk in order to meet the same return hurdle. This analysis is not intended to be a guarantee of future results.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

OCTOBER 11, 2021

We believe that the investment return needed to achieve that objective should be the most important guidepost for a portfolio’s asset allocation. Over past decades investors have had to take more risk in order to meet the same return hurdle. This analysis is not intended to be a guarantee of future results.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52