by Ethan Birchard | Feb 4, 2026 | Winter2026Newsletter
Last year saw Friends Fiduciary cross the $800 million mark in assets under management, with strong market returns augmenting net inflows that included more than $30 million in new assets. Friends Fiduciary also made an important new hire to help grow and modernize...
by Richard Kent | Feb 4, 2026 | Winter2026Newsletter
In 2025 the Quaker Growth and Income Fund returned 12.3% net of fees, nearly at its 3-year average and reflective of a strong year for markets overall. Behind the headline numbers, however, was a complex picture that calls for a closer look. The past year was...
by Amy Carr | Feb 4, 2026 | Winter2026Newsletter
Shareholder Engagement Numbers Shareholder advocacy continues to be a core focus of our work, despite significant challenges stemming from changes in SEC policy that threaten to weaken shareholder rights. For instance, a November SEC announcement gave companies the...
by Mimi Blackwell | Feb 4, 2026 | Winter2026Newsletter
The football season is winding to a close, but we have our own “Pick Six” of topics. Click below to learn more about what happened in Philanthropic Services this past year. Individual Giving Summary Supporting our fellow Quaker Organizations ACGA Rates...
