Investments Archives - Page 9 of 16 - Exponent Philanthropy

Resources

Topic: “Investments”

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

What Are Alternative Investments?

Some foundations (along with other institutional investors, such as pension plans, sovereign wealth funds and endowments, and ultra-high-net-worth individual investors) are increasingly moving away from the traditional 60–40 asset allocation model, meaning 60% allocation to equities and 40% to fixed-income assets. Investors are moving away because, quite often in recent years, their return objectives have... Read More

The Potential of Program Related Investments

Program related investments (PRIs) count toward a foundation’s distribution requirement as long as they meet the following criteria: They serve a charitable purpose—A PRI’s primary function must be to further the foundation’s charitable purpose. Income or appreciation of property is not a significant purpose—An investor solely interested in profit would not make an investment on... Read More

Rebalancing a Portfolio

Foundations can take different approaches to rebalancing a portfolio, whether driven by the market, performance, or the calendar. Calendar or periodic rebalancing at specified times (monthly, quarterly, or annually)—Rebalancing can be set to return to a specific target allocation each time. It also can be set to return to an allowable range within a set... Read More