Clients, Nonprofit and Portfolio Management

Transcript: Jeffrey Becker, Jennison Associates Chair/CEO

The Big Picture

APRIL 29, 2025

They sent you out to clients very early on in your career, and you also got people management skills pretty early on. And as a result, I got hired away by one of Anderson’s clients, which was Aetna. It’s, you know, just well-known quality firm, strong results, impressive client roster.

Management

Management Assets Portfolio Insurance

Transcript: Heather Brilliant, Diamond Hill

The Big Picture

SEPTEMBER 3, 2024

All of their portfolio managers not only are substantial investors in each of their funds, but they do a disclosure year that shows each manager by name and how much money they have invested in their own fund. And so that’s not something that every client is willing to tolerate.

Investing

Investing Investments Management Valuation

Transcript: John Montgomery, Bridgeway Capital Management

The Big Picture

MAY 20, 2025

We want to donate half of our profits to nonprofit organizations. Tell us about the mutual funds in ETFs you run on behalf of Bridgeways clients. First of all, my, some of my co-portfolio managers will bristle if you refer to us as a factor based firm. So there are four portfolio managers on every strategy at Bridgeway.

Management

Management Numbers Transportation Accounting

Webinars

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Community Foundations: Challenges And Solutions

Brown Advisory

AUGUST 5, 2020

Compared to other nonprofits, community foundations enjoy distinct flexibility in pursuing programmatic goals, thanks to the variance power granted to them by law and the multiple types of component funds they can operate. SOLUTION Brown Advisory helps clients approach decisions from a risk management perspective.

Nonprofit

Nonprofit Clients Risk Tolerance Management

Community Foundations: Challenges And Solutions

Brown Advisory

AUGUST 5, 2020

Compared to other nonprofits, community foundations enjoy distinct flexibility in pursuing programmatic goals, thanks to the variance power granted to them by law and the multiple types of component funds they can operate. Brown Advisory helps clients approach decisions from a risk management perspective.

Nonprofit

Nonprofit Clients Risk Tolerance Management

Our Perspective on Optimal Governance Structure

Brown Advisory

JUNE 13, 2022

Our Perspective on Optimal Governance Structure ajackson Mon, 06/13/2022 - 14:12 Leaders of mission-driven nonprofit organizations understand that their board’s investment committee (IC) typically shoulders the greatest share of responsibility in developing and fostering the organization’s relationship with an investment advisor.

Government

Government Investment Advisor Nonprofit Portfolio

Our Perspective on Optimal Governance Structure

Brown Advisory

JUNE 13, 2022

Leaders of mission-driven nonprofit organizations understand that their board’s investment committee (IC) typically shoulders the greatest share of responsibility in developing and fostering the organization’s relationship with an investment advisor. Our Perspective on Optimal Governance Structure. Mon, 06/13/2022 - 14:12.

Government

Government Investment Advisor Nonprofit Portfolio

Starting Points

Brown Advisory

MARCH 28, 2017

Still, nearly three out of four investors wait for their advisors to raise the topic of sustainability in relation to their portfolios, according to a 2013 survey by Calvert Investments. One family we advise wants to support local businesses with a regionally focused portfolio. That can be a mistake.

Portfolio

Portfolio Clients Nonprofit Asset Allocation

Starting Points

Brown Advisory

MARCH 28, 2017

Still, nearly three out of four investors wait for their advisors to raise the topic of sustainability in relation to their portfolios, according to a 2013 survey by Calvert Investments. One family we advise wants to support local businesses with a regionally focused portfolio. That can be a mistake.

Portfolio

Portfolio Clients Nonprofit Asset Allocation

Five Ways to Invest That Make the World a Better Place

Brown Advisory

SEPTEMBER 12, 2016

We assess the potential return and risk for a green bond no differently than we do for any other bond that we buy for clients. In routine communications with Akamai in 2015, Brown Advisory portfolio managers inquired whether the company planned to transition to renewable energy sources. Shareholder engagement.

Investing

Investing Investments Communication Government

Impact Investing: Five Ways To Make Your Mark

Brown Advisory

MARCH 28, 2017

We assess the potential return and risk for a green bond no differently than we do for any other bond that we buy for clients. In routine communications with Akamai in 2015, Brown Advisory portfolio managers inquired whether the company planned to transition to renewable energy sources. Shareholder engagement.

Investing

Investing Investments Government Nonprofit

Five Ways to Invest That Make the World a Better Place

Brown Advisory

SEPTEMBER 12, 2016

We assess the potential return and risk for a green bond no differently than we do for any other bond that we buy for clients. In routine communications with Akamai in 2015, Brown Advisory portfolio managers inquired whether the company planned to transition to renewable energy sources. Shareholder engagement.

Investing

Investing Investments Communication Government

Impact Investing: Five Ways To Make Your Mark

Brown Advisory

MARCH 28, 2017

We assess the potential return and risk for a green bond no differently than we do for any other bond that we buy for clients. In routine communications with Akamai in 2015, Brown Advisory portfolio managers inquired whether the company planned to transition to renewable energy sources. Shareholder engagement.

Investing

Investing Investments Government Nonprofit

On A Shoestring

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. Treasury yield) were enough to meet or exceed a 5% spend rate.

Asset Allocation

Asset Allocation Portfolio Assets Clients

On A Shoestring

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. Treasury yield) were enough to meet or exceed a 5% spend rate. SHOESTRING CHART 1: “MOVING ALONG THE CURVE”.

Asset Allocation

Asset Allocation Portfolio Assets Clients

Introducing the Brown Advisory U.S. Large-Cap Sustainable Value Strategy

Brown Advisory

JUNE 1, 2023

At Brown Advisory, we have long championed a performance-first mindset, which has enabled us to focus and deliver attractive long- term returns to our clients as well as achieving positive environmental and social outcomes. The reality is that our clients need a diversified portfolio to optimize the likelihood of positive returns.

Portfolio

Portfolio Valuation Investing Investments

Are Alternatives Right for Our Organization?

Brown Advisory

OCTOBER 11, 2021

ajackson Mon, 10/11/2021 - 11:55 Endowment and Foundation (E&F) Investment Committees often consider the value of alternatives for their nonprofit. Typically, there is an interest in the additional diversification alternatives may offer and the potential to increase return and manage risk. Are Alternatives Right for Our Organization?

Assets

Assets Portfolio Risk Tolerance Asset Allocation

Are Alternatives Right for Our Organization?

Brown Advisory

OCTOBER 11, 2021

Endowment and Foundation (E&F) Investment Committees often consider the value of alternatives for their nonprofit. Typically, there is an interest in the additional diversification alternatives may offer and the potential to increase return and manage risk. Are Alternatives Right for Our Organization? Mon, 10/11/2021 - 11:55.

Assets

Assets Portfolio Risk Tolerance Asset Allocation

Transcript: Aswath Damodaran

The Big Picture

APRIL 11, 2023

So when he bought Goldman Sachs in November of 2008 and Bank of America in November 2008, I thought about a traditional portfolio manager doing the same thing and trying to explain to their clients what they just did. DAMODARAN: Because the answer is an average portfolio manager is driven by emotion and mood.

Valuation

Valuation Education Numbers Government

Financial Advisor Source

Transcript: Jeffrey Becker, Jennison Associates Chair/CEO

Transcript: Heather Brilliant, Diamond Hill

Webinars

Trending Sources

Transcript: John Montgomery, Bridgeway Capital Management

Webinars

Community Foundations: Challenges And Solutions

Community Foundations: Challenges And Solutions

Our Perspective on Optimal Governance Structure

Our Perspective on Optimal Governance Structure

Starting Points

Starting Points

Five Ways to Invest That Make the World a Better Place

Impact Investing: Five Ways To Make Your Mark

Five Ways to Invest That Make the World a Better Place

Impact Investing: Five Ways To Make Your Mark

On A Shoestring

On A Shoestring

Introducing the Brown Advisory U.S. Large-Cap Sustainable Value Strategy

Are Alternatives Right for Our Organization?

Are Alternatives Right for Our Organization?

Transcript: Aswath Damodaran

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