Nonprofit and Portfolio Management - Financial Advisor Source

Philanthropic Risk Management: Ensuring Effective and Compliant Giving

Carson Wealth

JANUARY 28, 2025

Identifying and Managing Financial Risks in Philanthropy There is one other step thats equally important. A recent survey of donors and nonprofits found that one in five projects are negatively affected by risk. [1] 1] So, its essential to integrate strong risk management practices into your philanthropic activities.

Risk Management

Risk Management Nonprofit Management Compliance

Transcript: John Montgomery, Bridgeway Capital Management

The Big Picture

MAY 20, 2025

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. How do you manage around that 00:38:22 [Speaker Changed] As a disciplined investment shop? That’s when you launched where you launched.

Management

Management Numbers Transportation Accounting

Transcript: Jeffrey Becker, Jennison Associates Chair/CEO

The Big Picture

APRIL 29, 2025

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. Every team has the, has the ability to seek alpha in its own way. And what we have are very long tenured experienced career analysts.

Management

Management Assets Portfolio Insurance

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How to Streamline Payment Applications & Lien Waivers Through Innovative Construction Technology

8 Ways to Torture Your CFO

Your Accounting Expertise Will Only Get You So Far: What Really Matters

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10 Monday AM Reads

The Big Picture

NOVEMBER 25, 2024

Leading-Edge ) • Chauffeured Cars and Broadway Tickets: Inside the National Realtors Group : The National Association of Realtors, a nonprofit trade organization, offers lavish perks and payouts to its executive staff and its leaders. ( He is the portfolio manager of the Return Stacked ETF Suite, manging 800 million in ETF assets.

Nonprofit

Nonprofit Medical Portfolio Management Distribution

TEDxWilmington | Jump to the New S Curve: Unleash the Power of Inclusion

Brown Advisory

DECEMBER 5, 2016

Dune Thorne is a partner, portfolio manager and head of the Boston office at Brown Advisory, where she helps families and nonprofits develop financial and investment plans to align with their long-term goals.

Nonprofit

Nonprofit Portfolio Management Investment Planning Planning

Community Foundations: Challenges And Solutions

Brown Advisory

AUGUST 5, 2020

Compared to other nonprofits, community foundations enjoy distinct flexibility in pursuing programmatic goals, thanks to the variance power granted to them by law and the multiple types of component funds they can operate. This is especially true for community foundations.

Nonprofit

Nonprofit Clients Risk Tolerance Management

Community Foundations: Challenges And Solutions

Brown Advisory

AUGUST 5, 2020

Compared to other nonprofits, community foundations enjoy distinct flexibility in pursuing programmatic goals, thanks to the variance power granted to them by law and the multiple types of component funds they can operate. Brown Advisory offers broad knowledge to assist community foundations with developing and managing income streams.

Nonprofit

Nonprofit Clients Risk Tolerance Management

Transcript: Heather Brilliant, Diamond Hill

The Big Picture

SEPTEMBER 3, 2024

All of their portfolio managers not only are substantial investors in each of their funds, but they do a disclosure year that shows each manager by name and how much money they have invested in their own fund. You, 00:18:29 [Speaker Changed] You, you mentioned ownership mentality.

Investing

Investing Investments Valuation Management

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. Our Perspective on Optimal Governance Structure. Mon, 06/13/2022 - 14:12.

Government

Government Investment Advisor Nonprofit Portfolio

Starting Points

Brown Advisory

MARCH 28, 2017

One family we advise wants to support local businesses with a regionally focused portfolio. Another family is focused on supporting women by only selecting female portfolio managers, while a foundation we advise wants to avoid investing in companies related to fossil fuels.

Portfolio

Portfolio Clients Nonprofit Asset Allocation

Starting Points

Brown Advisory

MARCH 28, 2017

One family we advise wants to support local businesses with a regionally focused portfolio. Another family is focused on supporting women by only selecting female portfolio managers, while a foundation we advise wants to avoid investing in companies related to fossil fuels.

Portfolio

Portfolio Clients Nonprofit Asset Allocation

Five Ways to Invest That Make the World a Better Place

Brown Advisory

SEPTEMBER 12, 2016

In routine communications with Akamai in 2015, Brown Advisory portfolio managers inquired whether the company planned to transition to renewable energy sources. Social Finance, a global nonprofit that pioneered the SIB concept, sold the first social impact bond in 2010 to fund programs aimed at reducing convict recidivism.

Investments

Investments Investing Communication Government

Impact Investing: Five Ways To Make Your Mark

Brown Advisory

MARCH 28, 2017

In routine communications with Akamai in 2015, Brown Advisory portfolio managers inquired whether the company planned to transition to renewable energy sources. Social Finance, a global nonprofit that pioneered the SIB concept, sold the first social impact bond in 2010 to fund programs aimed at reducing convict recidivism.

Investments

Investments Investing Government Nonprofit

Five Ways to Invest That Make the World a Better Place

Brown Advisory

SEPTEMBER 12, 2016

In routine communications with Akamai in 2015, Brown Advisory portfolio managers inquired whether the company planned to transition to renewable energy sources. Social Finance, a global nonprofit that pioneered the SIB concept, sold the first social impact bond in 2010 to fund programs aimed at reducing convict recidivism.

Investments

Investments Investing Communication Government

Impact Investing: Five Ways To Make Your Mark

Brown Advisory

MARCH 28, 2017

In routine communications with Akamai in 2015, Brown Advisory portfolio managers inquired whether the company planned to transition to renewable energy sources. Social Finance, a global nonprofit that pioneered the SIB concept, sold the first social impact bond in 2010 to fund programs aimed at reducing convict recidivism.

Investments

Investments Investing Government Nonprofit

On A Shoestring

Brown Advisory

MARCH 28, 2019

The “5% rule” was instituted in 1981 by the IRS; this rule requires private foundations to distribute at least 5% of portfolio assets each year, and over time this rule has been voluntarily adopted by nonprofits of all types. Treasury yield) were enough to meet or exceed a 5% spend rate.

Asset Allocation

Asset Allocation Portfolio Assets Clients

On A Shoestring

Brown Advisory

MARCH 28, 2019

The “5% rule” was instituted in 1981 by the IRS; this rule requires private foundations to distribute at least 5% of portfolio assets each year, and over time this rule has been voluntarily adopted by nonprofits of all types. Treasury yield) were enough to meet or exceed a 5% spend rate. *We FROM THEORY TO PRACTICE.

Asset Allocation

Asset Allocation Portfolio Assets Clients

Introducing the Brown Advisory U.S. Large-Cap Sustainable Value Strategy

Brown Advisory

JUNE 1, 2023

Portfolio Manager Michael Poggi, CFA, has 20 years of investment experience as a value investor and is supported by our large and diverse team of sector specialists and ESG experts. Michael Poggi, CFA Mike is the portfolio manager for the Large-Cap Sustainable Value Strategy.

Portfolio

Portfolio Valuation Clients Investing

Are Alternatives Right for Our Organization?

Brown Advisory

OCTOBER 11, 2021

ajackson Mon, 10/11/2021 - 11:55 Endowment and Foundation (E&F) Investment Committees often consider the value of alternatives for their nonprofit. Typically, there is an interest in the additional diversification alternatives may offer and the potential to increase return and manage risk. Are Alternatives Right for Our Organization?

Assets

Assets Portfolio Asset Allocation Risk Tolerance

Are Alternatives Right for Our Organization?

Brown Advisory

OCTOBER 11, 2021

Endowment and Foundation (E&F) Investment Committees often consider the value of alternatives for their nonprofit. Typically, there is an interest in the additional diversification alternatives may offer and the potential to increase return and manage risk. Are Alternatives Right for Our Organization? Mon, 10/11/2021 - 11:55.

Assets

Assets Portfolio Asset Allocation Risk Tolerance

Transcript: Aswath Damodaran

The Big Picture

APRIL 11, 2023

So when he bought Goldman Sachs in November of 2008 and Bank of America in November 2008, I thought about a traditional portfolio manager doing the same thing and trying to explain to their clients what they just did. DAMODARAN: Because the answer is an average portfolio manager is driven by emotion and mood.

Valuation

Valuation Education Numbers Government

Financial Advisor Source

Philanthropic Risk Management: Ensuring Effective and Compliant Giving

Transcript: John Montgomery, Bridgeway Capital Management

Webinars

Trending Sources

Transcript: Jeffrey Becker, Jennison Associates Chair/CEO

Webinars

10 Monday AM Reads

TEDxWilmington | Jump to the New S Curve: Unleash the Power of Inclusion

Community Foundations: Challenges And Solutions

Community Foundations: Challenges And Solutions

Transcript: Heather Brilliant, Diamond Hill

Our Perspective on Optimal Governance Structure

Our Perspective on Optimal Governance Structure

Starting Points

Starting Points

Five Ways to Invest That Make the World a Better Place

Impact Investing: Five Ways To Make Your Mark

Five Ways to Invest That Make the World a Better Place

Impact Investing: Five Ways To Make Your Mark

On A Shoestring

On A Shoestring

Introducing the Brown Advisory U.S. Large-Cap Sustainable Value Strategy

Are Alternatives Right for Our Organization?

Are Alternatives Right for Our Organization?

Transcript: Aswath Damodaran

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