Brown Advisory

SEPTEMBER 29, 2020

according to a 2017 survey by the American Council on Gift Annuities (ACGA), more than 4,000 nonprofit institutions offered CGA options to their donor bases. Because the CGA is a contract, and not an investment vehicle, nonprofits have flexibility in how they plan to fulfill their contractual CGA payment obligations over the long term.

Management 52

Management Nonprofit Assets Risk Tolerance 52

Brown Advisory

SEPTEMBER 29, 2020

according to a 2017 survey by the American Council on Gift Annuities (ACGA), more than 4,000 nonprofit institutions offered CGA options to their donor bases. Because the CGA is a contract, and not an investment vehicle, nonprofits have flexibility in how they plan to fulfill their contractual CGA payment obligations over the long term.

Management 52

Management Nonprofit Assets Risk Tolerance 52

Brown Advisory

MARCH 28, 2017

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. Initial steps such as these can minimize disruption and help investors grow comfortable with values-based investing. That can be a mistake.

Portfolio 52

Portfolio Clients Nonprofit Asset Allocation 52

Brown Advisory

MARCH 28, 2017

Tue, 03/28/2017 - 14:11. The numbers tell a clear story about the growing number of investors interested in sustainable investing. Assets in investments aligned to environmental, social or governance factors increased nearly fivefold between 2012 and 2016, according to US SIF Foundation. . . Starting Points.

Portfolio 52

Portfolio Clients Nonprofit Asset Allocation 52

Dear Mr. Market

JANUARY 25, 2022

There never was a more docile and boring year than 2017. Our article that we linked to above followed the least volatile year in the history of the stock market. Read that sentence again if you must but for some context just let it sink in. Not one single month was down and there was zero volatility. Then… all hell broke loose in 2018.

Marketing 52

Marketing Marketing Investments Investing 52

The Big Picture

AUGUST 20, 2024

In that trade on a monthly basis, when you run that full strength, it gives the dynamics of something like the XIV, which rose 600% in 2017, right? And so the institutional space, or most asset selectors, asset allocators are gonna look for managers that are trying to add value. Now my observation was twofold.

Assets 167

Assets Management Portfolio Taxes 167