Topic
Foundations & Endowments
Spending policy, UPMIFA, governance, advisor selection and fees for foundation, endowment and nonprofit investment committees.
Choosing an Investment Advisor
Independent vs. Large OCIO Providers
Independent vs. large OCIO providers: how they differ on ownership, conflicts, fees and who attends your meetings, and…
Choosing an Investment Advisor
OCIO vs. Investment Consultant vs. In-House CIO
OCIO vs. investment consultant vs. in-house CIO: who decides, who carries the liability, what each costs, and where an…
Foundations & Endowments
How Should a Foundation Investment Committee Choose Its Policy Benchmark?
A foundation policy benchmark should mirror the target asset allocation, use investable published indices, and be…
Foundations & Endowments
What Should a New Investment Committee Chair Do in the First 90 Days?
A new investment committee chair’s first 90 days: read the governing documents, check positioning against policy, meet…
Foundations & Endowments
When Should an Investment Committee Fire an Underperforming Manager?
Fire an investment manager when the reason you hired it no longer holds, not just after weak returns. How committees…
Choosing an Investment Advisor
Build vs Buy: The Real Cost of an Internal Investment Department
The real cost of building an in-house investment team (staff, data, tools and senior time) versus outsourcing to an…
- The Fiduciary Governance Calendar
- UPMIFA in Plain English
- How OCIO Pricing Actually Works: Retainers, Basis Points, and Project Fees
- How Much Should an Endowment or Foundation Pay an Investment Advisor or OCIO
- Getting Spending Policy Right: A Practical Guide for Foundation Investment Committees
- Christian Science Faith-Based Investing for Endowments and Foundations: A Comprehensive Guide
- Unlocking the Private Market: A Deep Dive into Private Equity and Venture Capital
- Baptist Faith-Based Investing for Endowments and Foundations: A Comprehensive Guide
- Islamic Faith-Based Investing for Endowments and Foundations: A Comprehensive Guide
- Jewish Faith-Based Investing for Endowments and Foundations: A Comprehensive Guide
- Methodist Faith-Based Investing for Endowments and Foundations: A Comprehensive Guide
- Catholic Faith-Based Investing for Endowments and Foundations: A Comprehensive Guide
- Quaker Faith-Based Investing for Endowments and Foundations: A Comprehensive Guide
- Charitable Giving After Recent Tax Law Changes: What Nonprofits and Donors Need to Know
- Beyond the Endowment: How Investment Governance Protects Nonprofit Missions
- Securing Tomorrow, Today: The Indispensable Role of Private Equity in Endowment & Foundation Portfolios
- Choosing the Right Investment Advisor for Your Foundation or Endowment
- The Enduring Legacy: How Planned Giving is Revolutionizing Nonprofit Endowments
- The Big Beautiful Bill: Why This New Tax Law Is Reshaping Endowment and Foundation Investing
- Hedge Funds Through 2025: Evolution, Growth, and Market Dynamics – A Deep Dive