Investment Policy Statement with Focus on Socially Responsible Investing (Needmor Fund)

Posted on April 15, 2004 by Needmor Fund

An investment policy with a special focus on socially responsible investing. From the policy’s introduction: We believe that a foundation lives out its mission and values not only through the organizations it supports, but also by how it uses its assets. Mission related investing is an investment process that considers the social and environmental consequences of investments in addition to… Read More

Conflicts of Interest, Part II

Posted on January 27, 2004 by Jane Nober

May foundation board members (or other closely affiliated individuals or businesses) manage foundation investments? May they be paid for this service? What factors should foundation managers consider before they select an investment manager who has a close relationship with the foundation? When is it a bad idea? What special procedures should be followed when a board member or other close… Read More

Reducing Investment Costs

Posted on November 4, 2003 by Jason Born

By reducing investment costs, a foundation board can often adopt a more conservative portfolio and still achieve the returns needed to maintain or increase purchasing power… Read More

The Best of Both Worlds

Posted on August 22, 2003 by Betsy Brill, Susan Winer

‘Betsy Brill and Susan Winer discuss the importance and implications of mission-based or values-based investing, also known as Socially Responsible Investing. They also include a roundtable discussion with five leading experts in the field.’… Read More

Foundation Investing: Roadblocks and Bumps in the Road

Posted on October 29, 2002 by Jason Born

Family foundation boards may experience challenging situations while overseeing the investments of the foundation. This sidebar describes several of these circumstances, including family members as paid investment managers; over-management of the endowment; time lags between meetings; and disparity of interests and abilities among family members… Read More

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