eCourse
Investment Literacy for Nonprofit Organizations
Contains material from Feb 2018
Investment Literacy for Nonprofit Organizations
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Developing and maintaining a successful investment program that supports the mission and withstands challenging market environments requires the right mix of governance and portfolio management discipline. Review the fiduciary underpinnings, board considerations and policies, and key investment concepts that contribute to an effective investment strategy.
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Investment Literacy (Feb 2018)
Karey Dubiel Dye, Stephanie Kenary
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Session 1
—55 mins
Investment Literacy (Feb 2018)
Developing and maintaining a successful investment program that supports the mission and withstands challenging market environments requires the right mix of governance and portfolio management discipline. Review the fiduciary underpinnings, board considerations and policies, and key investment concepts that contribute to an effective investment strategy.
Originally presented: Jan 2018 Nonprofit Organizations Literacy Workshop
Karey Dubiel Dye,
Goldman Sachs & Co. LLC - Houston, TX
Stephanie Kenary,
Goldman Sachs & Co. LLC - New York, NY