Resources

Topic: “Investments”

Creating a Strategy and Plan for Your Foundation’s Investing: Developing and Using an Investment Policy Statement

Developing an Investment Policy Statement (IPS) sets the course for managing your foundation’s assets through time. It also reinforces how your investment policy and practices will help to achieve your foundation’s mission and goals. This primer describes how to develop your IPS and guides you through three main tasks, including: Making strategy decisions that lay... Read More

Considerations for Hiring an OCIO—Take the “T” Test

The term Outsourced Chief Investment Officer (OCIO) has gained popularity in the investment industry as investment consultants, banks, and small wealth management firms are now offering OCIO services to foundations, endowments, and nonprofits. You may be considering this model instead of the self-managed or consultant model used in the past. Below we include the “T”... Read More

Meet the World’s Largest Impact Investing Network

Investors’ Circle (IC), an Exponent Philanthropy Professional Partner, is the world’s largest and most active impact investing network and has invested over $200 million into more than 330 enterprises dedicated to improving the environment, education, health, and community. The organization was founded in 1992 by a group of successful social entrepreneurs who shared a desire... Read More

Ready to Be an Impact Investor? Move Slowly, Stay Curious

This post is an excerpt from the complimentary resource Essentials of Impact Investing: A Guide for Small-Staffed Foundations, created by Exponent Philanthropy and partners Mission Investors Exchange and Arabella Advisors. Want to align your investments with your mission? Download your copy >> By Lucy Cantwell, New Belgium Family Foundation Many people are beginning to intuitively grasp the promise of impact investing but... Read More