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Webinar Recording
Racial Equity Investing: Opportunities for Foundations

As the damaging impact of centuries of structural inequity and prejudice comes to the forefront of our national conversation, many members of the philanthropic community have leveraged their grantmaking to empower organizations that are working on the frontlines to bring balance to an unjust system. In this webinar with Glenmede, Essma Bengabsia will share the... Read More

Is It Time for New Investment Professionals?

Establishing clear procedures for monitoring, evaluating, and changing your investment providers—including outside investment consultants, an outsourced chief investment officer (OCIO), and/or investment managers—are key parts of fiduciary responsibility. Your investment policy statement (IPS) should include these procedures. Matthew Wright, president and chief investment officer of Disciplina Group, recommends that any contracts regarding investment services should... Read More

Preparing to Invest for Impact

For many years, small-staffed foundations have been at the heart of the impact investing movement, joining with—and, at times, leading—larger philanthropies. Small-staffed foundations tend to be more agile than their larger, staffed counterparts and also may have greater knowledge of the needs in certain issue areas and geographies. They are better positioned than larger foundations... Read More

Selecting Investment Advisors

Three investment options for foundations are: Investment consultants, who help trustees establish and implement a decision-making structure for investment management Outsourced chief investment officer (OCIO) firms, which act as the investment office on a daily basis for the foundation and typically has discretion over hiring/terminating managers and rebalancing the portfolio Investment managers, who buy and... Read More