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Results for:   Topic: “Investments”  

Unravelling the Mysteries of Investment Fees

Investment fees intertwine with market ups and downs, and both are integral to a foundation’s investment strategy. In low-return environments, higher fees could be a hindrance to higher return, but they might be necessary to reach to that higher return. It is more important than ever to be aware of the fees and costs so... Read More

Combating Climate Change With Your Foundation’s Investment Portfolio

Investing in companies that are adapting, transitioning and innovating around climate change can be an important part of mitigating some of its most harmful effects. At the same time, it might also help your foundation meet its financial goals: research increasingly suggests that on average, corporations with stronger environmental policies may also exhibit stronger corporate... Read More

The Fiduciary Standard in Investment Management—Why Is It So Important?

Financial advisors who work with investment committees of foundations, endowments, and other philanthropic entities find the fiduciary standard an important component of their work. But many are actually not fiduciaries. In fact, the Dodd–Frank legislation of 2010 required the SEC to study the fiduciary standard, because there is a good deal of confusion among investors... Read More

Webinar Recording
Busting Perceptions: Investing for Mission and Market-Rate Returns

Mission-aligned investing is about putting the “other” 95% to work through the markets and toward your foundation’s mission. Many foundation board and staff think that adhering to fiduciary duty means not being able to take advantage of this mission-alignment, with a perception that this way of investing can’t achieve market-rate returns. The latest data from... Read More

How We Help Black Business Enterprises Access Capital To Grow and Thrive

Having a thriving economy throughout New Jersey is essential to our mission of helping working families achieve financial stability, healthy relationships and hope. Access to jobs that pay a steady, living wage is part of the system we want to help bring about. Nurturing businesses and entrepreneurs in equitable ways is something we embrace—and it’s... Read More