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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.

The Process of Selecting an OCIO: Key Considerations for a Successful Partnership

Choosing an OCIO? Learn the key factors to consider when trying to pick the right partner.

Understanding Proxy Advisory Services and Leveraging Them for Sustainability Voting Policies

Discover the role of Proxy Advisory Services in institutional investing and how they can be harnessed for impactful sustainability voting policies.

What is an Outsourced Chief Investment Officer (OCIO)?

Learn how an OCIO can enhance investment expertise, improve governance, ensure cost efficiency, and align investments with a foundation's mission.

Integrating Environmental, Social and Governance (ESG) into Portfolio Management Decisions for Foundations

Integrating ESG into portfolio management decisions can align investments with the foundation's mission and values, minimize risk, and maximize impact.

Mission Related Investing for Foundations & Nonprofit Organizations

Learn why mission-related investments (MRIs) have become an important priority for foundations and how they offer a way for foundations to align their investments with their mission and values.

Liquidity Management for Foundations, Endowments & Nonprofits

Learn why liquidity management is an important component of portfolio management for foundations, and how it is essential for these organizations to maintain their financial stability and meet their goals.

Portfolio Management Considerations for Multi-Year Grants

Learn how multi-year grants can play an important role in helping foundations achieve their objectives, and why they also require careful consideration and management to ensure the foundation's long-term financial stability.

Leveraging Shareholder Engagement and Proxy Voting for Impact Investing

Learn more about how shareholder engagement and proxy voting can align your investments with your mission and influence corporate behavior towards more sustainable and socially responsible practices.