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Impact Investing: Q&A With Financial Advisors

To learn about impact investing as an option for philanthropists with few or no staff, Exponent Philanthropy spoke with Adam Seitchik and Bill Marvel of Arjuna Capital, Liz Michaels of Aperio Group, and Tim Coffin of Breckinridge Capital Advisors. What do they recommend for funders who are ready to consider impact investing? Exponent Philanthropy: Impact... Read More

Impact Investing: How One Foundation Is Extending Its Mission

The Needmor Fund believes that foundations express their values through more than just where they give their money. How they behave as organizations and use their assets also reflects those values. The fund first became aware of conflict between its mission and its investments in the 1980s. Here’s their story. As stockholders, we are the... Read More

Developing an Investment Policy Statement

An investment policy statement (IPS) should be the starting point and bedrock of an institution’s investment strategy. It constitutes a road map of how the institution plans to achieve and support its stated mission through its investment strategy. Including applicable IPS components Here is a list of common IPS components. Include only those items that... Read More

Preparing for a Fiduciary Audit

When crafting an investment policy statement (IPS), trustees, directors, and other decision makers should consider future fiduciary audits and thus keep compliance and accountability in mind. As an institutional investment consultant, my clients often ask for my assistance when confronted with a fiduciary audit. I use the following audit tests. Investment horizon An investment horizon... 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