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Our Fiduciary Focus educational series is your resource for information about not-for-profit institutional investing, board governance, OCIO services and more. Learn best practices and industry trends that improve your operations and advance your organization’s mission.

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How Endowments Can Maximize Their Positive Impact

Some endowment boards may be overlooking the opportunity to expand the scope of their endowment’s impact beyond its direct missional work. This article highlights tools endowments can use to expand their impact through their investment portfolio.

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OCIO 101: The Importance of Fee Transparency

The best way to build trust is through transparency – especially in the reporting of investment fees. This article examines the fee disclosure investors should seek from their OCIO.

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The Importance of a Sound Planned Giving Strategy

This article shares how developing an engaging and comprehensive “planned giving” strategy sets not-for-profit organizations on the path to long-term financial success.

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Board Best Practices, An Overview

An effective board is an essential component of a well-functioning not-for-profit organization. In this Fiduciary Focus we provide an overview of board best practices, from expectations of board members and succession planning to policy and governance.

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Investment Complexity and Operating Models

Which asset classes and investment vehicles are optimal for your organization? We explore this question and highlight the factors you should consider when structuring your institutional investment portfolio.

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Asset Allocation Factors for Mission-Focused Investors

Determining an optimal asset allocation for your organization is an essential step in the investment process. This article explains the factors mission-focused investors should consider when developing an asset allocation.

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A Quick Guide to the Global Investment Performance Standards (GIPS®)

The GIPS standards provide a framework for calculating and presenting investment performance. Investors and managers can then use this universal set of standards across borders and asset classes.

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OCIO 101: Why Organizations Are Outsourcing Their Investment Operations

This article provides an introduction to the Outsourced Chief Investment Officer (OCIO) service offering, including discussions of key aspects of the OCIO model and reasons why not-for-profit organizations may consider hiring an OCIO partner to assist with their fiduciary responsibilities.

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Spending Policies for Endowments and Foundations

This piece is a guide for not-for-profit fiduciaries tasked with developing spending policies for their organizations. In it, we examine different types of spending policies intended to help decisionmakers find the right balance between investment returns and annual spending.

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OCIO 101: How Do OCIOs Compare to Traditional Investment Consultants?

This article compares the OCIO offering to the traditional investment consultant model that is common throughout the not-for-profit industry.

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