The latest thoughts on investment strategy and the markets, plus tools and templates from Raffa’s portfolio management team to empower nonprofits and associations to make better informed investment decisions.
The distinction between discretionary (OCIO) and non-discretionary investment management comes down to who has authority to act. Both approaches can be appropriate in different circumstances. The key is understanding how each structure affects decision-making over time. Learn more.
The biggest challenge for charitable nonprofits in the current volatile economy is not just that funding may decline, but that it is becoming harder to predict. Read more.
The impact of the Middle East conflict is already showing up in association budgets, board conversations, and finance committee agendas. Read more.
Recent developments involving Iran have understandably raised questions about how geopolitical events may affect markets and portfolios. Learn more.
Key Takeaways: Finance committees at nonprofits and associations regularly ask whether their reserves are where they should be. Peer benchmarking provides a credible frame of
Forecasts, Market Expectations & staying prepared As we approach a new year, the financial world is buzzing with forecasts about where the economy and markets
is your investment policy ready for 2026? As you prepare for year-end and begin shaping your organization’s investment strategy for 2026, navigating shifting economic conditions,
Nonprofits and associations use deferred compensation, namely 457(b) and 457(f) plans, to attract and retain key staff. They provide tax-deferred savings opportunities but have
Market volatility during presidential elections can create both risks and opportunities for nonprofits and associations. It’s essential to make sure your investments are not only
There are many factors that drive the performance of the markets throughout the year: corporate earnings, economic news, central bank policies, geopolitical factors among others.
