Brown Advisory

APRIL 20, 2022

The Uniform Prudent Management of Institutional Funds Act (UPMIFA), 2 approved by the National Conference of Commissioners on Uniform State Laws in 2006, has had important effects on how charitable organizations manage their investment and endowment spending, with important considerations come audit time.

Investment Advisor 52

Investment Advisor Investing Investments Nonprofit 52

The Big Picture

AUGUST 20, 2024

What was the initial career plan? Mike Green : Well, the, the initial career plan, actually, so I grew up on a farm in Northern California. My initial career plan was that I was gonna go into science. We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments.

Assets 173

Assets Management Portfolio Marketing 173

Brown Advisory

APRIL 1, 2016

Using the Standard & Poor’s 500 Index as a market proxy, the chart below shows the number of daily price movements over 1% during each trailing three-month period since early 2006. The core portfolio can “stay the course” and follow its long-term strategic plan.

Investments 52

Investments Investing Portfolio Assets 52

The Big Picture

FEBRUARY 7, 2023

They went public in 2006. They went public in May of 2006, and they’ve been public now for — RITHOLTZ: The argument is they avoided trouble in the financial crisis because they didn’t have a decade of overleverage. And I didn’t take a single note or anything, I had no plans ever to write a book.

Engineering 259

Engineering Banking Numbers Management 259