Fiduciary Duty Investing Investment Planning Startup 
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. From its first days as an investment firm, Brown Advisory has helped endowments and foundations tackle these mission-related investment challenges.
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. Until recently, the role of a nonprofit’s investment portfolio was straightforward: Meet a designated annual spending rate or growth rate while preserving the underlying investment capital.
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