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Endowments & Foundations

Uncover valuable articles focused on endowment and foundation strategies, empowering you with the knowledge to make informed decisions and optimize the financial health of your organization.

What is a Donor Advised Fund (DAF)

Learn how Donor Advised Funds (DAFs) provide a cost-effective and efficient means for donors seeking to streamline and enhance their charitable giving

The Role of an OCIO in Socially Responsible Investing

Learn more about why engaging an OCIO can be an effective way for nonprofits to navigate the complex world of socially responsible investing.

The Power of an Investment Policy Statement

Learn more about why an IPS is an integral tool for guiding your organization's investment decisions, and how an OCIO can be a vital partner in developing and maintaining it.

How OCIOs Navigate Market Volatility

Learn more about how an Outsourced Chief Investment Officer (OCIO) can help your organization navigate market volatility.

Evaluating the Performance of an OCIO

Read more for guidelines on how organizations can evaluate the performance of their OCIO, including what benchmarks or standards they should use.

OCIO versus Investment Consulting

Learn about the differences between outsourced Chief Investment Officers (OCIOs) and traditional investment consultants.

Risk Management with an OCIO: Leveraging Expertise

Learn more about how an OCIO can provide a robust risk management framework, using a mix of experience, advanced tools, and ongoing oversight.

The Role of Governance in an OCIO Relationship

Learn more about how governance in an OCIO relationship hinges on clearly defined roles and responsibilities, transparency, accountability, and alignment with your organization's mission and values.