An investment policy statement (IPS) is a critical component of non-profit organizations’ investment programs and should be viewed as a living document to guide the oversight of an asset pool(s).
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Learn MoreUncertain inflation expectations threaten to erode the spending power of non-profits. Learn about the impact of inflation on preserving purchasing power and effective spending policy development.
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As we do each year, we begin 2025 by identifying key themes that will drive our conversations. Read our 2025 outlook for endowments and foundations to learn more.
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Impact investing is hard. Read our latest piece for insights on how to do it well.
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What is a Custodian? While much of the focus of fiduciaries is on asset allocation, manager selection and consultant selection, don’t overlook the role of the custodian. A custodian is an...
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