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The Other 95%

Brown Advisory

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.

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The Other 95%

Brown Advisory

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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Transcript: Jeffrey Becker, Jennison Associates Chair/CEO

The Big Picture

00:49:24 [Speaker Changed] Yeah, I would say first, you know, it, it, it, it was my mother from a, a values and from a work ethic perspective, first generation college grad, went to, got a master’s at Georgetown, worked in politics, ran some nonprofits, and then ultimately worked in, in in education.

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Transcript: John Montgomery, Bridgeway Capital Management

The Big Picture

We want to donate half of our profits to nonprofit organizations. How do you bring your work ethic and your sense of accountability into the office? That’s when you launched where you launched. And from the very beginning you said something kind of unusual about the firm. Tell us where that idea came from.

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10 Sunday Reads

The Big Picture

But instead of using the money to promote issues and candidates, an analysis by The New York Times shows, nearly all the money went to pay the firms making the calls and the operatives themselves, highlighting a flaw in the regulation of political nonprofits. (

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What Is the Importance of Estate Planning For Christians?

Cornerstone Financial Advisory

In order to leave a legacy of generosity that will continue to help the causes you care about, many Christians include charitable gifts to churches, ministries, and Christian nonprofit organizations in estate plans. Leave a biblical and ethical legacy for the next generation.

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Transcript: Eric Balchunas

The Big Picture

BALCHUNAS: Or a coop almost, yeah, or a nonprofit. So it’s unusual though to have that much work ethic, that much drive and say, yeah, I want all the investors to have the money. The investors — the funds on the company, the investors on the fund, that is really the heart of the matter here. BALCHUNAS: Yes. It’s unique.

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