Every foundation’s goal is to have a thoughtful, disciplined investment process that is aligned with the foundation’s purpose and goals. This guide provides a high-level overview to quickly help you understand different aspects of foundation investment.
Within these pages, you’ll find out how to start off with an investment policy statement (IPS), why your foundation needs an investment strategy, what choices to make about asset allocation, and how to ensure alignment with your foundation’s objectives through mission investing. Each section highlights the most recent data from Exponent Philanthropy’s Foundation Operations and Management Report.
Register for Investment Essentials Virtual Seminar
In this five-part virtual seminar happening later this month, we will cover everything you need to know to make sense of and guide your foundation’s investments—from the key elements of an investment policy statement (IPS) to sustainable investment performance to the impacts that the pandemic is having on operating and grant making.