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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.
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. Tue, 09/06/2022 - 10:17.
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The Big Picture
FEBRUARY 6, 2024
I love finding these people who are just absolute rock stars within their space that most of the investing public probably is not familiar with, haven’t heard about them. The person who heads their focus and quality strategies, this gentleman named Tom Hancock. And so the average investor is unaware of them.
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. That began to change when nonprofit boards started asking a seemingly radical question: "How can we advance our mission with the other 95%?"
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. Until recently, the role of a nonprofit’s investment portfolio was straightforward: Meet a designated annual spending rate or growth rate while preserving the underlying investment capital.
Brown Advisory
JUNE 14, 2018
NOW 2018 Conference: Our Investment Team’s Roundtable Recap achen Thu, 06/14/2018 - 10:27 The NOW conference is always memorable, but this year’s conference included some particularly compelling and provocative ideas. They all believe what I believe, which is that the point of NOW is to not just to expose us to provocative ideas.
Brown Advisory
JUNE 14, 2018
NOW 2018 Conference: Our Investment Team’s Roundtable Recap. They all believe what I believe, which is that the point of NOW is to not just to expose us to provocative ideas. On the Social and Environmental Factors That Are Driving Business and Investing. But Grove succeeds because it is so passionate and mission-driven.
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