Remove Ethics Remove Nonprofit Remove Numbers
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Transcript: John Montgomery, Bridgeway Capital Management

The Big Picture

In addition, they’ve put up some really impressive numbers over the past 30 years, which has given them the opportunity to donate tens of millions of dollars to their favorite organizations. We want to donate half of our profits to nonprofit organizations. We don’t give exact numbers. The importance of that.

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Transcript: Jeffrey Becker, Jennison Associates Chair/CEO

The Big Picture

So that, that number ultimately is about 40 billion of our 150 billion of equity. But we are in a number of annuity and, and other asset allocation products throughout Prudential that, that avail themselves of, of our various capabilities. Again, from a, from a values and and work ethic perspective.

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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: Eric Balchunas

The Big Picture

I mean, I could count them on one hand the number of people who have his depth of knowledge in this space. I — I couldn’t believe the numbers. 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.