Resources

Results for:   Topic: “Investments”  

Investment Committees

Even small foundation boards can benefit from developing an investment committee with just a few members so it is clear who is leading the charge. Board members who understand investing make natural choices for an investment committee; however, they should serve alongside less experienced board members. (Be sure more than one experienced person is on... Read More

Investment Fees Overview

Foundations face a number of possible investment expenses whose range is considerable. Be sure to ask questions of your investment managers or your consultant, and don’t accept fuzzy answers. Make reviewing these fees a regular leadership activity. A snapshot of typical fees Custodial fees—These fees are paid to an institution (e.g., bank) to hold your... Read More

Investment Oversight: Getting the Work Done

It takes work and time to establish and oversee an effective investment process. Understand your fiduciary duty and seek out those who can assist you. A board’s key responsibilities Establish the foundation’s investment policy and develop the investment policy statement—The full board, an investment committee of the board, or an investment consultant working with the... Read More

Investment Oversight: Getting Up to Speed

Consider a foundation with assets of $10 million. A foundation of that size would be required to disburse $500,000 annually to satisfy the 5% distribution requirement. Although you are (hopefully) carefully working to decide who gets what portion of this $500,000, the remaining $9.5 million also needs your attention. $9.5 million. If the sheer size... Read More

Webinar Recording
Managing Your Investment Manager

This webinar, presented in partnership with Glenmede, will cover what you should know and consider before, during, and after the RFP process. We will examine key considerations and the types of questions that should be asked at each stage. We will also place special emphasis on understanding and evaluating investment costs as this is an... Read More