Investment Policy Statement Template (JP Morgan, 2021)
Posted on August 10, 2021 by J.P. Morgan
An investment policy statement template from the JP Morgan… Read More
Investment issues
Building a Better RFP: A Guide to Assist Your Search for an Investment Advisor
Posted on June 14, 2021 by J.P. Morgan
This guide from J.P. Morgan describes steps for creating an RFP and selecting the right investment manager… Read More
The Foundation of Good Governance for Family Impact Investors: Removing Obstacles and Charting a Path to Action
Posted on September 8, 2020 by Cambridge Associates
Family offices and family foundations are among those leading the movement to integrate values and investment strategy through impact investing. Families pursue impact investing for a variety of reasons, ranging from alignment with personal values and philanthropic goals to risk mitigation and long-term out performance to a desire to influence broader social and environmental challenges facing society. This paper from… Read More
Pathways to Sustainable Investing: Insights from Families and Peers
Posted on September 8, 2020 by Cambridge Associates
Every day, wealth owners, families, and family office professionals start down the path of sustainability investing. This paper details the typical path these investors take, the questions many of them face, and the way that many of them successfully develop a winning strategy that generates both returns and impact. Based on observations over the years, we have developed a framework… Read More
Investment Policy (RBF, 2020)
Posted on May 15, 2020 by Rockefeller Brothers Fund
An investment policy from the Rockefeller Brothers Fund… Read More
Financial Stewardship in Troubled Times: Managing Endowments and Spending Policies
Posted on April 7, 2020 by Christopher Blume, Dimple Abichandani
The National Center for Family Philanthropy is dedicated to serving families who give and those that work with them. In response to the COVID-19 crisis, we are offering conversations on topics of interest to all philanthropic families associated with family foundations, donor-advised funds, family offices, and other philanthropic vehicles. For questions about this series, please contact Jen Crino at jen@ncfp.org… Read More
Investment Policy Statement (McKnight Foundation, 2021)
Posted on May 15, 2018 by McKnight Foundation
An investment policy statement from the McKnight Foundation… Read More
Recommended Best Practices in Managing Foundation Endowments
Posted on November 29, 2017 by Council on Foundations
While foundations differ in sophistication, resources, staff, and amount of financial resources, there are both specific responsibilities incumbent on foundation boards and generally accepted principles for investment management. These best practices are universal to effective management of investment portfolios as applied to fit the specific circumstances of each foundation… Read More
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