Economy, Financial Services and Risk Analysis

Are Alternatives Right for Our Organization?

Brown Advisory

OCTOBER 11, 2021

Criteria evaluated include: market capitalization, financial viability, liquidity, public float, sector representation, and corporate structure. Standard & Poor’s, S&P, and S&P 500 are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”), a subsidiary of S&P Global Inc. © 2021 HFR, Inc. -

Assets

Assets Portfolio Risk Tolerance Asset Allocation

Are Alternatives Right for Our Organization?

Brown Advisory

OCTOBER 11, 2021

Risk-for-risk” analysis to funding capital. Criteria evaluated include: market capitalization, financial viability, liquidity, public float, sector representation, and corporate structure. Exposure to both established and emerging managers. Aligned fee arrangements. An index constituent must also be considered a U.S.

Assets

Assets Portfolio Risk Tolerance Asset Allocation

Financial Advisor Source

Are Alternatives Right for Our Organization?

Are Alternatives Right for Our Organization?

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