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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Financial Advisor Fiduciary Duty Insurance Financial Advice 52

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. This specificity helps guide the nonprofit’s board and investment committee members as they carry out their fiduciary duty.

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Nonprofit Portfolio Distribution Clients 52

Brown Advisory

APRIL 16, 2018

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. Developing Sustainable Investment Plans Standard Process, Added Layers of Thought. The Other 95%.

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Nonprofit Portfolio Distribution Clients 52