2025 has started off with significant stock market volatility. Will your investment policy protect your reserves? Will it drive effective action? Nonprofit investment policies provide critically important structure and guidelines while allowing for strategic value-add. This session is designed to provide nonprofit leaders with the essential policy language that will help protect their reserves from the impacts of stock market fluctuations – while maintaining, or accelerating, growth potential. Learn what steps you need to be considering now to shield yourself from undue risk and thrive longer term.
Learning Objectives In the session, participants will:
- Gain insights into the current market environment and understand how it compares to historical trends, helping you make informed decisions in uncertain times.
- Learn how implementing clear, structured investment policies can help you maintain discipline and consistency, even in volatile markets.
- Understand the importance of downside protection guidelines in your investment policy.
- Develop a portfolio rebalancing policy that will help you master the ups and downs of investing.
