The Big Picture

MAY 20, 2025

How did that background help when it comes to modeling portfolios or applying those methods of statistical analysis to investing? We want to donate half of our profits to nonprofit organizations. First of all, my, some of my co-portfolio managers will bristle if you refer to us as a factor based firm. It’s our size.

Management 130

Management Numbers Transportation Accounting 130

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.

Nonprofit 52

Nonprofit Portfolio Distribution Clients 52

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. The “other 95%” of the portfolio existed solely as a financial engine.

Nonprofit 52

Nonprofit Portfolio Distribution Clients 52