Brown Advisory

SEPTEMBER 12, 2019

Put simply, trustees serve as fiduciaries with investment authority over assets that are intended to benefit another person or persons; trustees should use every device at their disposal in an effort to maximize the investment returns of the trust they oversee.

Investing 52

Investing Investments Fiduciary Duty Portfolio 52

Brown Advisory

SEPTEMBER 12, 2019

Put simply, trustees serve as fiduciaries with investment authority over assets that are intended to benefit another person or persons; trustees should use every device at their disposal in an effort to maximize the investment returns of the trust they oversee. ESG AND FIDUCIARY RESPONSIBILITY.

Investing 52

Investing Investments Fiduciary Duty Portfolio 52

Brown Advisory

APRIL 16, 2018

For a mission-aligned investment strategy, we consider it important to include language in the IPS that explicitly permits the investment committee to consider impact investing and defines the types of impact investments that are appropriate for the portfolio.

Nonprofit 52

Nonprofit Portfolio Distribution Clients 52

Brown Advisory

APRIL 16, 2018

For a mission-aligned investment strategy, we consider it important to include language in the IPS that explicitly permits the investment committee to consider impact investing and defines the types of impact investments that are appropriate for the portfolio.

Nonprofit 52

Nonprofit Portfolio Distribution Clients 52

Sara Grillo

NOVEMBER 14, 2022

Do advisors breach fiduciary duty when they fail to recommend annuities? Should those with only insurance licenses that allow them to sell annuities and/or life insurance be held to the same “fiduciary standard” as Registered Investment Advisers (RIAs) with the SEC or state regulators?

Insurance 59

Insurance Financial Advisor Retirement License 59