Three investment options for foundations are: 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 over hiring/terminating managers and rebalancing the portfolio Investment managers, who buy and... Read More
Foundations represent a pool of financial resources to be spent for social good. Whereas much has been penned about how to spend foundation resources wisely to maximize impact, less attention generally has been paid to how to care for those resources before they are spent. Stewarding philanthropic resources requires a series of complex economic, market,... Read More
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
A fiduciary is anyone who has the legal responsibility of caring for someone else’s money. Foundation board members and investment committee members would generally be called fiduciaries, required by law to be well informed about the assets under their care and to follow a prudent process in caring for them. In this webinar, learn to... Read More
Private foundations are increasingly considering ways to advance gender issues and equality beyond grantmaking. Women and girls represent half of the world’s population, yet gender inequality persists globally. Gender lens investing, an investment strategy that overlays rigorous financial analysis with gender diverse characteristics, is becoming recognized as one of the most exciting areas of impact... Read More
In the midst of significant market volatility, funders are struggling with diminished investment returns that seemingly jeopardize their ability to make an impact. In this webinar, our speakers will lead the conversation to provide context around recent market volatility, examine the factors that will impact an eventual recovery, and share strategies for foundations looking to... Read More