Assets Media Nonprofit 
MainStreet Financial Planning
MAY 10, 2023
A few weeks ago, I had the pleasure of attending a gala fundraiser for one of my favorite nonprofit organizations, Junior Achievement. You may not be aware, but I worked for this same nonprofit for about 5 years before joining MainStreet. Junior Achievement’s mission is to inspire and prepare young people to succeed.
SEI
AUGUST 22, 2022
Nonprofits and healthcare organizations. Media mention. Aside from the impact on asset values, the effect on the OCIO business was minimal, said Paul Klauder , head of the Institutional Group. Media mention. Fundfire: OCIOs Project Confidence Despite Tough First Half. Mon, 08/22/2022 - 10:04. Evaluation and due diligence.
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James Hendries
NOVEMBER 26, 2022
billion to nonprofits and community organizations on #GivingTuesday in 2021, a 6% increase from 2020. Those appreciated assets can be donated directly to charity without you or the charity incurring capital gains taxes (consult your tax professional to be sure). And according to GivingTuesday.org, the giving in the U.S.
The Big Picture
MARCH 4, 2025
And at the same time, we are often working with our asset management colleagues when companies have, you know, large cash balances that they need to invest and our private banking colleagues. Healthcare, higher ed and nonprofit business, again, two very mature businesses. So the government business are not-for-profit.
Brown Advisory
JUNE 28, 2018
Vertical Leap: What’s Driving Vertical Software Companies achen Thu, 06/28/2018 - 10:28 In the software industry, the big, horizontal “platform” companies tend to attract the lion’s share of attention from investors and the financial media.
Brown Advisory
JUNE 28, 2018
In the software industry, the big, horizontal “platform” companies tend to attract the lion’s share of attention from investors and the financial media. It should not be assumed that investments in such securities or asset classes have been or will be profitable. Vertical Leap: What’s Driving Vertical Software Companies.
The Big Picture
AUGUST 15, 2023
So if you start with the S&P 500 or in this case stocks and bonds, you only have two asset classes, right. So the proper benchmark for those pools has to look a little bit like the underlying assets they’re investing in. If you look at the types of assets that Yale invests in, you can create a benchmark for each pool.
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