Sample Document
Hiring Investment Professionals
Download sample questions and requests for proposals to use when hiring investment professionals. Read More
Resources
Results for: Topic: “Investments”
Sample Document
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
Sample Document
Determining Fiduciary Duty
Determine which of your investment professionals have a fiduciary duty to your foundation. Read More
Designing a Spending Policy That Works
Your organization’s spending policy should be carefully selected after the thorough evaluation of several key inputs. A qualitative review of the type of organization, time horizon, beneficiaries, purpose of the endowment, sources of funding, institutional resources, applicable donor restrictions, and the investment policy statement should lead to a quantitative analysis that addresses: Annual operating expenses... Read More
Webinar Recording
Navigating COVID-19 Markets: Maximizing Your Capacity to Make an Impact
In the midst of significant market volatility, funders are struggling with diminished investment returns that seemingly jeopardize their ability to make an impact. In this webinar, our speakers will lead the conversation to provide context around recent market volatility, examine the factors that will impact an eventual recovery, and share strategies for foundations looking to... Read More
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