Investments Archives - Page 8 of 16 - Exponent Philanthropy

Resources

Topic: “Investments”

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Foundations 101 Virtual Seminar: Investment Management Oversight

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For those running a foundation, it’s important to understand the board’s fiduciary duties and how to manage investment work, whether or not you’re working with an investment advisor. Learn how the investment policy statement serves as a guide and hear about financial tools that extend your grantmaking in this module of the Foundations 101 virtual... Read More

Investments Collection

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This bundle of four primers has valuable information about overseeing your foundation’s investments. These primers include: Getting It Done: The Who and How of Small Foundation Investing Creating a Strategy and Plan for Your Foundation’s Investing: Developing and Using an Investment Policy Statement (IPS) Essentials of Impact Investing: A Guide for Small Staffed Foundations Leveraging... Read More

A Well-Crafted Investment Policy Statement

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To document an investment process that helps your foundation sustain its organizational purpose and achieve its giving goals, a comprehensive investment policy statement (IPS) is vital. The benefits of a well-crafted IPS You should strive for an IPS that does more than simply allow you to “check the box.” A valuable IPS will go beyond... Read More

Selecting Investment Advisors

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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

Preparing to Invest for Impact

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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