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Unravelling the Mysteries of Investment Fees

Investment fees intertwine with market ups and downs, and both are integral to a foundation’s investment strategy. In low-return environments, higher fees could be a hindrance to higher return, but they might be necessary to reach to that higher return. It is more important than ever to be aware of the fees and costs so... Read More

Impact Investing: Impact Measures and Monitoring Tools

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 Christa Velasquez, University of Chicago  So much time and effort is focused on getting an impact investment closed and... Read More

Why Impact Investing Is Even More Important in Uncertain Times

This post originally appeared on Arabella Advisors’ blog. Nobody knows when the next recession will arrive or how bad it will be. But there are plenty of signals that experts point to that can make investors cautious or nervous. Regardless of when the next economic downturn does arrive, foundations and nonprofit asset owners can—and should—play a... Read More

Why Foundations Should Reconsider Warren Buffett’s Advice

It is a risky proposition to take issue with any advice offered by Warren Buffett. Recently Marc Gunther, a notable philanthropy and sustainability reporter, wrote an article entitled Warren Buffett Has Some Excellent Advice For Foundations That They Probably Won’t Take. In the article, Mr. Gunther quotes part of the renowned investor’s annual letter: “When... Read More

Social Justice Investing: Aligning Portfolios With a Social Justice Mission

Social justice refers to everyone in society having equal access to the social determinants of health including economic stability; education access and quality; health care access and quality; neighborhood and built environment; and social and community content. For investors, a widening income inequality gap can change risk and return expectations across investment opportunities and may... Read More