Session Information:
Raffa Investment Advisers will review what’s unique about nonprofit investing and why paying attention to those nuances are important to the effectiveness of your investment program.
Learning Outcomes:
Nonprofit executives and volunteers will learn what’s uniquely important about the management of reserves, including that:
- Relative performance matters greatly.
- Downside protection matters greatly.
- Fees need to be justified.
- Realizing losses can negatively impact financial statements.
- Ongoing policy support and education is critically important.
- Reporting must be clear and concise to make oversight easy (policy compliance, clarity in performance expectations).
The goal is to empower nonprofit executives to work more effectively with advisors in support of the volunteer leadership’s effort to be effective investment stewards.
