2015 Fiduciary Duty Numbers 
Investing Caffeine
MARCH 25, 2025
The severity of the organ shortage problem is clear-cut if you examine the numbers. billion in 2015 to $4.7 In my letter, I attempted to remind management of the importance of upholding its rigorous corporate governance standards and exercise its fiduciary duty when it comes to the companys allocation strategy.
Sara Grillo
AUGUST 14, 2023
Legal definition of the fiduciary standard To quote directly from a paper by Attorney Lorna Schnase , two bodies of law form the legal basis for the fiduciary standard: Common law: Under common law principles of agency, an investment adviser, as agent, owes fiduciary duties to its client, as principal.3
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Brown Advisory
APRIL 16, 2018
This specificity helps guide the nonprofit’s board and investment committee members as they carry out their fiduciary duty. However, the IRS provided much more concrete guidance on this topic in 2015. MRIs, then, are a valuable tool for a foundation seeking to advance its mission in “the other 95%” of its portfolio.
Brown Advisory
APRIL 16, 2018
This specificity helps guide the nonprofit’s board and investment committee members as they carry out their fiduciary duty. However, the IRS provided much more concrete guidance on this topic in 2015. MRIs, then, are a valuable tool for a foundation seeking to advance its mission in “the other 95%” of its portfolio.
Sara Grillo
JUNE 12, 2023
In 2015, they came out with AG 49 because the crediting rates appeared similar from company to company but were actually very different. In 2015, the AIC of their own conclusion said, Well, wait a minute, we got insurance companies calculating premiums using apparently similar crediting rage, but vastly different credit.
Brown Advisory
SEPTEMBER 15, 2017
A number of large government issuers offer a steady flow of green bonds, and we can use those as our high-quality, high-liquidity base. And then we own a number of municipal bonds—both taxable and tax-exempt—as well as mortgage-backed securities. How do you find your investment ideas? Tom: We scan a broad universe for our ideas.
Brown Advisory
SEPTEMBER 15, 2017
As of the end of 2015, $1 out of every $5 under professional management was invested in accordance with some sort of social, environmental and governance (ESG) consideration, according to the Forum for Sustainable and Responsible Investment (US SIF). Conversation with the Portfolio Manager: Sustainable Core Fixed Income Strategy.
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