Preliminary SONI 2020 Results

Click to see how nonprofits performed in 2019
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Where Do Your Fees Go?

When evaluating the fees paid for an Investment Portfolio, it’s important to understand the different fee levels and who they are paid to.
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Considerations for Underperformance

Understanding why a portfolio is underperforming is just as important as understanding if it is underperforming.
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Short-Term Investments

After determining a reserve policy and segmenting assets, the short-term reserve investments will need to mitigate risk.
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What is the Ideal Target Level of Reserve?

  While there is no one right answer for all organizations, generally we believe that having six months of budgeted expenses in reserve is a good place to start.  However, each organization is unique and may experience distinct and unexpected circumstances that could affect long-term financial health.
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