Remove 2018 Remove Ethics Remove Fiduciary Duty
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The Other 95%

Brown Advisory

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. The concept of ethical screening in portfolios is not new—religious institutions have screened their portfolios for years.

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The Other 95%

Brown Advisory

Mon, 04/16/2018 - 13:23. The concept of ethical screening in portfolios is not new—religious institutions have screened their portfolios for years. This specificity helps guide the nonprofit’s board and investment committee members as they carry out their fiduciary duty. The Other 95%.

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Transcript: Ilana Weinstein

The Big Picture

We love, but at the end of the day, They have a fiduciary duty to their LPs to hire the best person. Balyasny lost a lot of capital in 2018. Brevan Howard at peak was 40 billion, then it drops down to six and change in 2018, and now it’s back up again. WEINSTEIN: We love diversity. RITHOLTZ: Right.