Finance 101

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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.
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.
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.
Direct Indexing vs. Active Portfolio Management: A Comprehensive Guide to Investment Styles
Learn how direct indexing and active management are two distinct investment styles, each with its unique benefits and use cases.