Charities & Their Investments

I’m a huge fan of charities and an even bigger fan of our wonderful charitable sector. Charities always try to do the right thing and most of the time, they succeed. Where would our civil society be without our charities – our food banks and...

Investment Management for Charities

Endowment funds have the opportunity to make a difference in how charities fulfill their missions. The oversight of a charity’s investments can involve considerable fiduciary risk. How charities manage and mitigate this risk is probably the more important aspect of the investment management process. The term “fiduciary”...