Finance 101

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Discover educational articles designed to demystify complex financial concepts and help empower you to make informed decisions.

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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
Separately Managed Accounts (SMAs), Mutual Funds, and Exchange Traded Funds (ETFs): A Comprehensive Guide to Diverse Investment Vehicles
Learn more about SMAs, mutual funds, and ETFs and how they offer distinct advantages and cater to different investment needs
Convertible Bonds: Unlocking the Potential of Fixed Income and Equity Investing
Learn why convertible bonds present a unique investment option that bridges the gap between fixed income and equity investing.
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.
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.
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.
Understanding Debt Servicing Cost: An Essential Indicator for Fiscal Policy
Debt servicing cost is a fundamental part of understanding a country's fiscal health. Learn more about what debt servicing cost is, how it's measured, and why it plays a pivotal role in shaping fiscal policy.
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.