Nonprofit, Planning and Risk Analysis - Financial Advisor Source

On A Shoestring

Brown Advisory

MARCH 28, 2019

On A Shoestring ajackson Thu, 03/28/2019 - 08:20 In this article, we offer a robust analytical framework that can help endowments and foundations think about spend-rate planning, in terms of key risks they face such as short-term drawdown risk and long-term erosion of capital. This option is depicted in the chart below.

Asset Allocation

Asset Allocation Portfolio Assets Clients

On A Shoestring

Brown Advisory

MARCH 28, 2019

In this article, we offer a robust analytical framework that can help endowments and foundations think about spend-rate planning, in terms of key risks they face such as short-term drawdown risk and long-term erosion of capital. In the past, spend-rate planning was a fairly straightforward task for investment committees.

Asset Allocation

Asset Allocation Portfolio Assets Clients

Financial Advisor Source

On A Shoestring

On A Shoestring

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