Investment and Spending Policies

A successful family foundation investment strategy depends on both a sound process and well thought-out, written policies. This Content Collection includes resources describing how a foundation’s spending policy and organizational objectives are linked to development of a cohesive and integrated investment strategy, as well as sample policies and other related advice.

Start Here: Developing an Investment and Spending Policy

Frequently Asked Questions

Sample Investment Policies

Fiduciary Responsibility and Investment Governance

Endowment Code of Conduct, CFA Institute

Investment Governance for Fiduciaries, CFA Institute

Investment Beliefs Statement, Initiative for Responsible Investment at Harvard University

The Changing Landscape of Fiduciary Duty, Principles for Responsible Investment

A Legal Framework for the Integration of Environmental, Social and Governance Issues into Institutional Investment, United Nations Environment Programme – Finance Initiative

Positions on Environmental, Social, and Governance, CFA Institute on ESG

NCFP Webinars

Sample Investment Committee Job Descriptions and Charters

Sample Spending Policies

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