Not-for-Profit Investment Policy Statements: Benchmarking Best Practices

Investment Policy Statements dictate how a nonprofit’s investment program operates. How is performance measured? Learning how to benchmark and measure success and organize the investment committee helps to ensure investment committee members satisfy their fiduciary duties.

2025-02-03T16:55:09-05:00May 2, 2022|Categories: Not-for-Profit, Private Clubs, Wealth Management|Tags: , |

Not-for-Profit Investment Policy Statements: Why They Need Review

Every not-for-profit manages funds, but not every organization has an established and well-documented Investment Policy Statement. Learn how the investment committee can review the IPS and safeguard against unnecessary investment risk.

2025-02-03T16:59:09-05:00March 29, 2022|Categories: Not-for-Profit, Private Clubs, Wealth Management|Tags: |
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