Financial Advisor Source

Leslie Tabor on How Advisors Can Build More Diverse and Inclusive Firms

Steve Sanduski

APRIL 3, 2023

Leslie Tabor explains how Charles Schwab is helping RIAs build diverse cultures based on four pillars: Cultivating an inclusive workplace culture. and retaining a diverse workforce. Serving the needs of a diverse marketplace. Supporting diverse communities. Attracting, developing.

Clients

Clients Financial Services Consulting Education

Diversity mission statement CTA

SEI

SEPTEMBER 1, 2022

Diversity mission statement CTA. Our mission statement. SEI's Director of Diversity & Inclusion, Denis Okema, shares the importance of diversity and inclusion in our community. Hear from our Director of Diversity & Inclusion. Thu, 09/01/2022 - 12:50. No Image or Icon.

CEO statement on DEI

SEI

SEPTEMBER 1, 2022

CEO statement on DEI. Our leadership is launching a multi-year initiative to continue improving diverse representation throughout our workforce. An inclusive culture empowers our employees to share their diverse perspectives, experiences, and ideas, which drive our clients’ and company’s success. CRP Diversity.

Clients

Webinars

Elevating Accounting Practices: The Power of Outsourcing and Automation in the Digital Age

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CEO statement on diversity

SEI

SEPTEMBER 1, 2022

CEO statement on diversity. Our leadership is launching a multi-year initiative to continue improving diverse representation throughout our workforce. An inclusive culture empowers our employees to share their diverse perspectives, experiences, and ideas, which drive our clients’ and company’s success.

Clients

Investing for Purpose: A Governance Perspective on Mission-Aligned Investment Strategy

Brown Advisory

SEPTEMBER 6, 2022

Investing for Purpose: A Governance Perspective on Mission-Aligned Investment Strategy. Increasingly, investment committee members are exploring mission-aligned investing for the organizations they serve. DEFINING MISSION-ALIGNED INVESTING. There are many terms in use today that describe aspects of mission-aligned investing.

Government

Government Investing Investments Portfolio

Asset Allocation: Developing a Long-Term Investment Strategy for Mission-Driven Organizations

Brown Advisory

SEPTEMBER 6, 2022

Asset Allocation: Developing a Long-Term Investment Strategy for Mission-Driven Organizations. When putting a plan in place, we believe it is critical for any mission-driven organization to develop an effective, long-term asset allocation strategy to manage its endowment assets. Tue, 09/06/2022 - 10:30.

Asset Allocation

Asset Allocation Assets Investing Investments

Raising Women's Voices Webinar Series

Brown Advisory

OCTOBER 28, 2021

As an Egyptian-American Muslim in the predominantly white, male tech world, she is committed to diversity, equity and inclusion, and to ensuring that AI is developed ethically and addresses concerns around privacy and algorithmic bias.

Portfolio Management

Portfolio Management Economics Clients Education

Raising Women's Voices Webinar Series

Brown Advisory

OCTOBER 28, 2021

As an Egyptian-American Muslim in the predominantly white, male tech world, she is committed to diversity, equity and inclusion, and to ensuring that AI is developed ethically and addresses concerns around privacy and algorithmic bias. Moderator: Jane Korhonen, Portfolio Manager at Brown Advisory. . October 29, 2020.

Portfolio Management

Portfolio Management Economics Clients Education

NOW 2018 Conference: Our Investment Team’s Roundtable Recap

Brown Advisory

JUNE 14, 2018

I asked Lisa Cuesta and Keith Stone, both of whom focus on the startup/venture universe, for their thoughts on the movement among startups to align business with mission. They are both seeing a lot more mission-aligned thinking on the part of companies and venture funds alike. you can end up a little bit further out on a limb.

Investing

Investing Investments Clients Numbers

NOW 2018 Conference: Our Investment Team’s Roundtable Recap

Brown Advisory

JUNE 14, 2018

I asked Lisa Cuesta and Keith Stone, both of whom focus on the startup/venture universe, for their thoughts on the movement among startups to align business with mission. They are both seeing a lot more mission-aligned thinking on the part of companies and venture funds alike. you can end up a little bit further out on a limb.

Investing

Investing Investments Clients Numbers

Our Perspective on Optimal Governance Structure

Brown Advisory

JUNE 13, 2022

Our Perspective on Optimal Governance Structure ajackson Mon, 06/13/2022 - 14:12 Leaders of mission-driven nonprofit organizations understand that their board’s investment committee (IC) typically shoulders the greatest share of responsibility in developing and fostering the organization’s relationship with an investment advisor.

Government

Government Investment Advisor Nonprofit Portfolio

Our Perspective on Optimal Governance Structure

Brown Advisory

JUNE 13, 2022

Leaders of mission-driven nonprofit organizations understand that their board’s investment committee (IC) typically shoulders the greatest share of responsibility in developing and fostering the organization’s relationship with an investment advisor. LAY THE FOUNDATION FOR COLLABORATIVE SUCCESS IN YOUR INVESTMENT POLICY STATEMENT.

Government

Government Investment Advisor Nonprofit Portfolio

Transcript: John Hope Bryant

The Big Picture

MAY 30, 2023

BRYANT: And I’ve already given you a quote from Andrew Young who shows you, I mean he built the 10th large economy in the country, the only international city in the south, Atlanta, Georgia, on the bones of diversity and inclusion as an economic model. My goal is to become America’s financial coach.

Banking

Banking Economics Economy Business Planning

Are Alternatives Right for Our Organization?

Brown Advisory

OCTOBER 11, 2021

Many committees are also increasingly addressing how to align investments to their organization’s core missions. Examples that we have seen from our client work include investing in local affordable housing, environmental projects and innovative startups that are driving diversity, equity and inclusion among communities.

Assets

Assets Portfolio Risk Tolerance Asset Allocation

Are Alternatives Right for Our Organization?

Brown Advisory

OCTOBER 11, 2021

Many committees are also increasingly addressing how to align investments to their organization’s core missions. Examples that we have seen from our client work include investing in local affordable housing, environmental projects and innovative startups that are driving diversity, equity and inclusion among communities.

Assets

Assets Portfolio Risk Tolerance Asset Allocation

Financial Advisor Source

Leslie Tabor on How Advisors Can Build More Diverse and Inclusive Firms

Diversity mission statement CTA

Webinars

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CEO statement on DEI

Webinars

CEO statement on diversity

Investing for Purpose: A Governance Perspective on Mission-Aligned Investment Strategy

Asset Allocation: Developing a Long-Term Investment Strategy for Mission-Driven Organizations

Raising Women's Voices Webinar Series

Raising Women's Voices Webinar Series

NOW 2018 Conference: Our Investment Team’s Roundtable Recap

NOW 2018 Conference: Our Investment Team’s Roundtable Recap

Our Perspective on Optimal Governance Structure

Our Perspective on Optimal Governance Structure

Transcript: John Hope Bryant

Are Alternatives Right for Our Organization?

Are Alternatives Right for Our Organization?

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