Session Information:
Aligning your investments with your organizational values is becoming the norm in nonprofit investing. But where should you start? In this session, Raffa provides actionable tips for taking the first steps to reflect your values in your investments from both a policy perspective and an investment implementation perspective. Leave better informed about Environmental, Social and Governance (ESG) investing and more prepared to make effective decisions with their investments. Understand how to incorporate values-based investing into your organization’s investment policies and explore how values-based investing is different from a performance perspective, fees/risks perspective, and learn about common misconceptions.
Key Takeaways:
- Clearly defined organizational values are key to values based investing
- There are many ways to reflect your values in your investments (SMA, funds, direct vs indirect exposure) – an adviser who knows nonprofits will help you understand what’s best for you
- You are not doomed to lower performance or unreasonable fees, but oversight & education is important
