Government Risk Analysis Taxes Valuation 
Brown Advisory
OCTOBER 11, 2021
These can include aspects like size, time horizon, expertise, financial situation and governance. Muted Expectations Over past decades investors have had to take more risk in order to meet the same return hurdle. This analysis is not intended to be a guarantee of future results. Source: BLOOMBERG. equity REITs.
Brown Advisory
OCTOBER 11, 2021
These can include aspects like size, time horizon, expertise, financial situation and governance. Over past decades investors have had to take more risk in order to meet the same return hurdle. With traditional assets like stocks and bonds at high valuations, the implications for future returns of those assets may be underwhelming.
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Brown Advisory
MARCH 28, 2019
One of our firm’s strategic advisors was on the Reagan-era tax policy team that implemented the 5% rule; they sought to ensure that private foundations did not become favorable havens for tax-free growth. No portfolio rebalancing costs, including taxes, if applicable, are deducted from the hypothetical portfolio value.
Brown Advisory
MARCH 28, 2019
One of our firm’s strategic advisors was on the Reagan-era tax policy team that implemented the 5% rule; they sought to ensure that private foundations did not become favorable havens for tax-free growth. No portfolio rebalancing costs, including taxes, if applicable, are deducted from the hypothetical portfolio value.
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