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Learning from the Past, Looking to the Future How Have Non-Profits Managed Portfolios Through Times of Crisis?

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For non-profits that ended their fiscal year 2020 in June, some may find relief in that the worst of the market havoc may be behind us. However, the outlook for most non-profit organizations remains murky, as many continue to grapple with broad-based economic ramifications and the impact on the communities and constituents they serve. As long-time investment advisor and fiduciary to many non-profit organizations, Aon Investments has observed the resilience demonstrated in their response and management to different crises over the years. Yet there’s a sense that this time really may be different.