INVESTMENT INSIGHTS AND TOOLS

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. 

June 2024 Market Commentary & Outlook

5 Steps to Evaluate if Values-Based Investing is Right for Your Nonprofit or Association

May 2024 Market Commentary & Outlook

April 2024 Market Commentary & Outlook

Investment Insights: Historic Levels of Concentration in the Market

March 2024 Market Commentary & Outlook

February 2024 Market Commentary & Outlook

January 2024 Market Commentary & Outlook

December 2023 Market Commentary & Outlook

Raffa Insights: 2023 Year in Review