Resources

Topic: “Investments”

Investments Collection

This bundle of four primers offers valuable information to the person who oversees your foundation’s investments. These primers include: Getting It Done: The Who and How of Small Foundation Investing Creating a Strategy and Plan for Your Foundation’s Investing: Developing and Using an Investment Policy Statement (IPS) Mission Investing for Small Foundations Leveraging Your Assets... Read More

A Well-Crafted Investment Policy Statement

To document an investment process that helps your foundation sustain its organizational purpose and achieve its giving goals, a comprehensive investment policy statement (IPS) is vital. The benefits of a well-crafted IPS You should strive for an IPS that does more than simply allow you to “check the box.” A valuable IPS will go beyond... Read More

Selecting Investment Advisors

Matthew Wright, president and chief investment officer of Disciplina Group, describes three types of investment options for foundations: Investment consultants, who help trustees establish and implement a decision-making structure for investment management Outsourced chief investment officer (OCIO) firms, which act as the investment office on a daily basis for the foundation and typically has discretion... Read More

Preparing to Invest for Impact

For many years, small-staffed foundations have been at the heart of the impact investing movement, joining with—and, at times, leading—larger philanthropies. Small-staffed foundations tend to be more agile than their larger, staffed counterparts and also may have greater knowledge of the needs in certain issue areas and geographies. They are better positioned than larger foundations... Read More

Is It Time for New Investment Professionals?

Establishing clear procedures for monitoring, evaluating, and changing your investment providers—including outside investment consultants, an outsourced chief investment officer (OCIO), and/or investment managers—are key parts of fiduciary responsibility. Your investment policy statement (IPS) should include these procedures. Matthew Wright, president and chief investment officer of Disciplina Group, recommends that any contracts regarding investment services should... Read More