Brown Advisory

APRIL 16, 2018

The concept of ethical screening in portfolios is not new—religious institutions have screened their portfolios for years. This specificity helps guide the nonprofit’s board and investment committee members as they carry out their fiduciary duty. The “other 95%” of the portfolio existed solely as a financial engine.

Nonprofit 52

Nonprofit Portfolio Distribution Clients 52

Brown Advisory

APRIL 16, 2018

The concept of ethical screening in portfolios is not new—religious institutions have screened their portfolios for years. This specificity helps guide the nonprofit’s board and investment committee members as they carry out their fiduciary duty. The “other 95%” of the portfolio existed solely as a financial engine.

Nonprofit 52

Nonprofit Portfolio Distribution Clients 52

The Big Picture

JULY 4, 2023

And number two, it may interest you to know, here are four or five different funds in the same situation. These are big numbers. We love, but at the end of the day, They have a fiduciary duty to their LPs to hire the best person. And I realized I have his home number. RITHOLTZ: Wow. WEINSTEIN: We love diversity.

Management 147

Management Recruitment Numbers Banking 147

Sara Grillo

JUNE 12, 2023

BARRY FLAGG OR STEVEN ZEIGER: All forms of insurance in last guarantee, so for instance, a whole life policy as a guaranteed premium, but the number of payments that are required are more often than not guaranteed, so while the maximum of the insurance company can charge per year is guaranteed. So ethically, I think it applies everywhere.

Insurance 59

Insurance Clients Financial Advisor Math 59