Category: Nonprofit Investing

SpaceX’s public-market debut has brought IPOs back into the spotlight. With OpenAI, Anthropic, and other high-profile private companies expected to go public later in the year at very high valuations, many investors are asking whether newly public companies represent unique opportunities or whether exposure through diversified portfolios is sufficient.

Choosing investment benchmarks, and reviewing performance against them consistently, is central to how a finance committee exercises fiduciary oversight of its reserves. This article covers what a benchmark is, how to identify one that fits your portfolio, examples of commonly used benchmarks, and how to monitor performance over time.

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,