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 52

Government Investment Advisor Nonprofit Portfolio 52

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 52

Government Investment Advisor Nonprofit Portfolio 52

Brown Advisory

APRIL 20, 2022

To help meet this return objective, we find that our clients’ investment portfolios are becoming increasingly complex as a result of their reliance on private equity, real estate and other less liquid “alternatives” to sustain their growth objectives and, ultimately, their charitable objectives. Good preparation is key to a successful audit.

Investment Advisor 52

Investment Advisor Investing Investments Nonprofit 52

Brown Advisory

APRIL 3, 2020

Many of our clients feel an understandable tension, as the financial stress impacting their portfolios is occurring at the same moment when the needs of their constituencies are most urgent. Qualifying businesses, nonprofits and veterans organizations may be eligible to receive loans under the Paycheck Protection Program.

Nonprofit 52

Nonprofit Food Education Taxes 52

Brown Advisory

SEPTEMBER 12, 2016

Our Core Sustainable Fixed Income strategy makes liberal use of green bonds within its portfolio. In routine communications with Akamai in 2015, Brown Advisory portfolio managers inquired whether the company planned to transition to renewable energy sources. Impact investing opens up a spectrum of opportunities in between.

Investing 52

Investing Investments Communication Government 52

Brown Advisory

SEPTEMBER 12, 2016

Our Core Sustainable Fixed Income strategy makes liberal use of green bonds within its portfolio. In routine communications with Akamai in 2015, Brown Advisory portfolio managers inquired whether the company planned to transition to renewable energy sources. Impact investing opens up a spectrum of opportunities in between.

Investing 52

Investing Investments Communication Government 52

Brown Advisory

MARCH 28, 2017

Brown Advisory’s Core Sustainable Fixed Income strategy makes liberal use of green bonds within its portfolio. In routine communications with Akamai in 2015, Brown Advisory portfolio managers inquired whether the company planned to transition to renewable energy sources.

Investing 52

Investing Investments Government Nonprofit 52

Brown Advisory

MARCH 28, 2017

Brown Advisory’s Core Sustainable Fixed Income strategy makes liberal use of green bonds within its portfolio. In routine communications with Akamai in 2015, Brown Advisory portfolio managers inquired whether the company planned to transition to renewable energy sources.

Investing 52

Investing Investments Government Nonprofit 52

Brown Advisory

JUNE 1, 2023

This is achieved by investing in a concentrated portfolio of companies that, according to our analysis, generate durable levels of free cash flow, exhibit capital discipline and have attractive valuations. We do not take an exclusionary approach at Brown Advisory andinstead build portfolios from the bottom up. Source: FactSet.

Portfolio 52

Portfolio Valuation Clients Investing 52

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. Many committees may have experienced robust returns in their organization’s portfolios in recent years, but now recognize in looking ahead that the market opportunities may have shifted.

Assets 52

Assets Portfolio Asset Allocation Risk Tolerance 52

Brown Advisory

OCTOBER 11, 2021

Endowment and Foundation (E&F) Investment Committees often consider the value of alternatives for their nonprofit. Many committees may have experienced robust returns in their organization’s portfolios in recent years, but now recognize in looking ahead that the market opportunities may have shifted. Mon, 10/11/2021 - 11:55.

Assets 52

Assets Portfolio Asset Allocation Risk Tolerance 52

The Big Picture

AUGUST 15, 2023

That’s a really easy portfolio to create. It allows you to understand, generally speaking, what is a reasonable beta for that whole portfolio. By the time I got there in ’92, they had a great venture portfolio and almost nobody else even understood what venture capital was. That allows you to do two things.

Management 130

Management Investing Investments Government 130

Inside Information

OCTOBER 30, 2021

The argument with the regulators is that the more they require all advisors (including, of course, wirehouse brokers who call themselves ‘advisors’) to behave as fiduciaries, the more likely investors will be to receive advice in their interests, quality investment counsel, low portfolio expenses and fewer conflicts getting in the way.

CFP 40

CFP Commission Education Investing 40

Carson Wealth

JANUARY 28, 2025

A recent survey of donors and nonprofits found that one in five projects are negatively affected by risk. [1] This could come from making a grant or pursuing policies that bring negative attention to the nonprofit organization and/or its donors. A poor plan on the part of a nonprofit can derail your charitable goals.

Risk Management 52

Risk Management Nonprofit Management Compliance 52

Brown Advisory

FEBRUARY 26, 2021

Policy Impact: How New Initiatives in Washington Intersect with ESG Portfolios jharrison Fri, 02/26/2021 - 05:00 Recently, Erika Pagel , CIO of Sustainable Investing, and Elizabeth Hiss , Sustainable Investment Analyst, spoke with Susan Traver , Senior Advisor, about how new initiatives in Washington D.C. may intersect with ESG portfolios.

Portfolio 52

Portfolio Nonprofit Taxes Investing 52

Brown Advisory

FEBRUARY 26, 2021

Policy Impact: How New Initiatives in Washington Intersect with ESG Portfolios. may intersect with ESG portfolios. Tax Exempt Portfolios. The traditional goal for a nonprofit’s investment portfolio was to earn a 5% return, which the nonprofit could then use to fund its programs and make a positive impact.

Portfolio 52

Portfolio Nonprofit Taxes Investing 52

The Big Picture

AUGUST 29, 2022

BALCHUNAS: While I was in college at Rutgers, and I was — wrote for the school paper, and I decided to major in journalism and communications because I liked it. at a crisis communication firm named Abernathy MacGregor and got to work with several clients and, you know, took them to Bloomberg, took them to Reuters, took them to there.

Assets 173

Assets Management Marketing Marketing 173

The Big Picture

AUGUST 8, 2022

ADMATI: Portfolio insurance and all these application strategies and all this stuff. ADMATI: But then I worked on trading mechanisms and information getting to prices and informed and uninformed trading and markets for information and newsletters and managed money portfolio theory. RITHOLTZ: Twenty-two, twenty-two point something.

Banking 204

Banking Government Insurance Taxes 204

The Big Picture

AUGUST 23, 2022

I take him through the presentation and he’s not a very sort of friendly or communicative guy and he just stares blankly to me as I’m going through this presentation and the halfway through the presentation, he just gets up and leaves. But if you look at the financials, they were nonprofit. I go over to Salomon.

Government 321

Government Banking Numbers Investing 321