Remove Nonprofit Remove Numbers Remove Portfolio Management
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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 our analysts and our firm are as important as our portfolio managers. 00:24:18 It’s not necessarily as track to portfolio management. We have a, a about 25 billion of dedicated international and global portfolios. So that, that number ultimately is about 40 billion of our 150 billion of equity.

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Transcript: Heather Brilliant, Diamond Hill

The Big Picture

They are a publicly traded investment manager, stocks symbol DHIL, that have been public since day one since 2016. They do a number of things at Diamond Hill that many other investment shops don’t. So, so you’ve held analyst roles and a number of asset managers. 00:16:33 [Speaker Changed] Exactly.

Investing 147
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Our Perspective on Optimal Governance Structure

Brown Advisory

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.

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Our Perspective on Optimal Governance Structure

Brown Advisory

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. The IC makes a limited number of key decisions annually. Mon, 06/13/2022 - 14:12.

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Starting Points

Brown Advisory

Starting Points achen Tue, 03/28/2017 - 14:11 The numbers tell a clear story about the growing number of investors interested in sustainable investing. One family we advise wants to support local businesses with a regionally focused portfolio. The specific causes they see as priorities, though, can vary dramatically.

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Starting Points

Brown Advisory

The numbers tell a clear story about the growing number of investors interested in sustainable investing. Still, nearly three out of four investors wait for their advisors to raise the topic of sustainability in relation to their portfolios, according to a 2013 survey by Calvert Investments. Starting Points.