Investment Essentials Module 1: Investment Policy Statements

If you are new to foundation investing, find out what you need to know beyond the numbers to make sense of and guide your foundation’s investments. In this five-part virtual seminar, we’ll cover the basics: investment policy statements, implementing your strategy (and whether to hire someone to help), building portfolios, mission investing, and an up-to-date assessment of current market conditions.

In this module, you will:

  • Learn the critical role of your foundation’s investment policy
  • Know the key elements of an investment policy statement (IPS)
  • Recognize the link between your fiduciary duties and your foundation’s investments and IPS
  • Understand the relationship between investment policy and spending policy

Speaker

Brad Norton, CFA®
Director of Endowment Solutions
Winfield Associates

Brad has 19 years of institutional investment experience including reviewing and managing assets in conformity with unique client investment policy statements. He has over 20 years of board and investment committee experience on private foundations. Brad is a CFA® Charterholder and a CPA (inactive).