Economy Fiduciary Duty Nonprofit 
The Big Picture
MAY 20, 2025
We want to donate half of our profits to nonprofit organizations. We have a fiduciary duty to them. So you think of old economy stocks and new economy stocks is another way to think about ’em. That’s when you launched where you launched. Tell us where that idea came from.
Brown Advisory
APRIL 16, 2018
The Other 95% achen Mon, 04/16/2018 - 13:23 The traditional goal for a nonprofit’s investment portfolio was to earn a 5% return or so that could be used to fund the nonprofit’s programs. Today, we help nonprofits make an impact with the other 95% of their portfolio.
Brown Advisory
APRIL 16, 2018
The traditional goal for a nonprofit’s investment portfolio was to earn a 5% return or so that could be used to fund the nonprofit’s programs. Today, we help nonprofits make an impact with the other 95% of their portfolio. When a nonprofit wants a mission-aligned investment strategy, we use the same process.
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