Assets Economics Risk Analysis Valuation 
Brown Advisory
AUGUST 14, 2023
Consequently, the correlations between our financial investments are low (aside from Mastercard and Visa) and this sector doesn’t show up as an outlier risk – notably it is well below our 5% “watch closely” level. Consequently, the cross correlations are high as is factor risk; sectors are a blunt instrument.
Brown Advisory
MARCH 28, 2019
The “5% rule” was instituted in 1981 by the IRS; this rule requires private foundations to distribute at least 5% of portfolio assets each year, and over time this rule has been voluntarily adopted by nonprofits of all types. In the past, spend-rate planning was a fairly straightforward task for investment committees.
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Brown Advisory
MARCH 28, 2019
The “5% rule” was instituted in 1981 by the IRS; this rule requires private foundations to distribute at least 5% of portfolio assets each year, and over time this rule has been voluntarily adopted by nonprofits of all types. In the past, spend-rate planning was a fairly straightforward task for investment committees.
Brown Advisory
DECEMBER 18, 2017
Today, we use this process to manage several other equity and multi-asset strategies, and we use a similar approach to manage our sustainable fixed income strategies. Risk monitoring is coordinated within the equity division with Research Analyst Erin Cawley working in tandem with senior team members.
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. It should not be assumed that investments in such securities or asset classes have been or will be profitable.
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