Q&A's – Exponent Philanthropy

Q&A Archive

Do foundations change investment advisors often?

Your investment policy statement (IPS) should have clear procedures for monitoring, evaluating and changing your investment advisors. It’s a key part of fiduciary responsibility. Investment advisors include outside investment consultants, an outsourced chief investment officer (OCIO), and/or investment managers. Any contracts regarding investment services should clearly define the roles and responsibilities of all parties (i.e.,... Read More

How are Exponent Philanthropy members responding to the COVID-19 pandemic?

Your fellow funders are sharing their ideas like those below via our online General Discussion Community. We encourage you to subscribe and join the conversation. Starting Friday March 20 at 2pm ET, and every Friday in the coming weeks, Exponent Philanthropy will host a live discussion for all lean funders to connect around response to the COVID-19... Read More