Brown Advisory

JUNE 13, 2022

Our Perspective on Optimal Governance Structure ajackson Mon, 06/13/2022 - 14:12 Leaders of mission-driven nonprofit organizations understand that their board’s investment committee (IC) typically shoulders the greatest share of responsibility in developing and fostering the organization’s relationship with an investment advisor.

Government 52

Government Investment Advisor Nonprofit Portfolio 52

Brown Advisory

JUNE 13, 2022

Leaders of mission-driven nonprofit organizations understand that their board’s investment committee (IC) typically shoulders the greatest share of responsibility in developing and fostering the organization’s relationship with an investment advisor. The IC makes a limited number of key decisions annually.

Government 52

Government Investment Advisor Nonprofit Portfolio 52

Brown Advisory

SEPTEMBER 29, 2020

Endowment and Foundation Challenges: Managing Charitable Gift Annuities ajackson Tue, 09/29/2020 - 14:00 The charitable gift annuity is one of a number of donor-friendly solutions that nonprofit institutions can offer to donors. CGAs are a fairly common option in the U.S. CGAs are a fairly common option in the U.S.—according

Management 52

Management Nonprofit Assets Risk Tolerance 52

Brown Advisory

SEPTEMBER 29, 2020

The charitable gift annuity is one of a number of donor-friendly solutions that nonprofit institutions can offer to donors. A charitable gift annuity (CGA) is a contract between donor and institution—the nonprofit receives a gift from the donor, and in return the donor receives an income stream from the nonprofit.

Management 52

Management Nonprofit Assets Risk Tolerance 52

Brown Advisory

APRIL 16, 2018

The Other 95% achen Mon, 04/16/2018 - 13:23 The traditional goal for a nonprofit’s investment portfolio was to earn a 5% return or so that could be used to fund the nonprofit’s programs. Today, we help nonprofits make an impact with the other 95% of their portfolio.

Nonprofit 52

Nonprofit Portfolio Distribution Clients 52

Brown Advisory

APRIL 16, 2018

The traditional goal for a nonprofit’s investment portfolio was to earn a 5% return or so that could be used to fund the nonprofit’s programs. Today, we help nonprofits make an impact with the other 95% of their portfolio. When a nonprofit wants a mission-aligned investment strategy, we use the same process.

Nonprofit 52

Nonprofit Portfolio Distribution Clients 52

Validea

AUGUST 25, 2024

Martin Zweig was a renowned investment advisor, fund manager, and financial analyst who rose to prominence in the 1970s and 1980s. He was best known for his uncanny ability to predict major market turns and for developing a systematic, disciplined approach to growth stock investing. It scores 92% on the Zweig model.

Valuation 52

Valuation Nonprofit Investments Investing 52