Brown Advisory

MARCH 28, 2019

The “5% rule” was instituted in 1981 by the IRS; this rule requires private foundations to distribute at least 5% of portfolio assets each year, and over time this rule has been voluntarily adopted by nonprofits of all types. The analysis behind these charts, despite their straightforward appearance, is deep and comprehensive.

Asset Allocation 52

Asset Allocation Portfolio Assets Clients 52

Brown Advisory

MARCH 28, 2019

The “5% rule” was instituted in 1981 by the IRS; this rule requires private foundations to distribute at least 5% of portfolio assets each year, and over time this rule has been voluntarily adopted by nonprofits of all types. The analysis behind these charts, despite their straightforward appearance, is deep and comprehensive.

Asset Allocation 52

Asset Allocation Portfolio Assets Clients 52

Brown Advisory

OCTOBER 11, 2021

ajackson Mon, 10/11/2021 - 11:55 Endowment and Foundation (E&F) Investment Committees often consider the value of alternatives for their nonprofit. Typically, there is an interest in the additional diversification alternatives may offer and the potential to increase return and manage risk. Source: Brown Advisory Analysis.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

OCTOBER 11, 2021

Endowment and Foundation (E&F) Investment Committees often consider the value of alternatives for their nonprofit. Typically, there is an interest in the additional diversification alternatives may offer and the potential to increase return and manage risk. This analysis is not intended to be a guarantee of future results.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52