Brown Advisory

NOVEMBER 29, 2016

The directors at many nonprofits today are finding that, by some measures, working for the common good has never been so tough. The budget gap for nonprofits has widened because of a slump in their three sources of funds—donations, grants and portfolio returns. Making More From Less. Tue, 11/29/2016 - 14:44.

Nonprofit 52

Nonprofit Asset Allocation Portfolio Budgeting 52

The Big Picture

SEPTEMBER 3, 2024

So, so you’ve held analyst roles and a number of asset managers. And so I had a lot of contacts in Australia at that point, and one of them was the CEO of what was at the time called Colonial First State Global Asset Management. But there’s always gotta be some element of the valuation really being compelling.

Investing 147

Investing Investments Management Valuation 147

Brown Advisory

APRIL 20, 2022

The ambiguity surrounding securities levels is sometimes a point of frustration for NFP staff, especially in the valuing of less liquid, harder-to-ascertain level 2 and 3 assets. Explain the timing difference and cutoff on valuations. To help efficiently support the leveling process, we recommend a four-step process: 1.

Investment Advisor 52

Investment Advisor Investing Investments Nonprofit 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. In the past, spend-rate planning was a fairly straightforward task for investment committees.

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. In the past, spend-rate planning was a fairly straightforward task for investment committees.

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. We believe that the investment return needed to achieve that objective should be the most important guidepost for a portfolio’s asset allocation. Source: BLOOMBERG.

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. We believe that the investment return needed to achieve that objective should be the most important guidepost for a portfolio’s asset allocation. Source: BLOOMBERG. It is not representative of an actual portfolio.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52