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: Transparency in Performance and Fee Reporting
The best way to build trust is through transparency – especially in the reporting of investment performance and fees. This article examines the transparency investors should seek from their OCIO.
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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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