We have prepared two slide presentations for nonprofit organizations. The first presentation is based upon the book A Primer for Investment Trustees – Understanding Investment Committee Responsibilities, written by Jeffery V. Bailey, CFA and Thomas M. Richards, CFA and published by the CFA Institute Research Foundation.
Download the first slide presentation here: Primer for Investment Trustees 2023-7-12
If you have more time, you may also want to download the full PDF version of the book from the CFA Institute: https://www.cfainstitute.org/en/research/foundation/2017/a-primer-for-investment-trustees
The second slide presentation is “RFPs (Requests for Proposals) and Evaluation of Investment Managers.” Download here: RFPs and Evaluation of Investment Managers 2023-7-12
We offer a discounted investment management fee of 0.50% (annualized) for nonprofit organizations in order to support the local nonprofit community. Consultations on an hourly fee basis are also available. If your organization has a request for proposal (RFP) outstanding or if you have some other process for hiring an investment manager, please contact us.