eCourse
"Master Class" for Nonprofit Organizations: Understanding Investment Policy
Contains material from Feb 2019
"Master Class" for Nonprofit Organizations: Understanding Investment Policy
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Capital market cycles and ever-changing investment conditions present challenges and opportunities in designing nonprofit portfolios. Learn how investment committees can organize around process and resist behavioral biases to structure an investment program for long-term success.
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Understanding Investment Policy and Developing a Prudent Investment Portfolio (Feb 2019)
Shannon H. Morton, Michael A. Weiland
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Session 1
—90 mins
Understanding Investment Policy and Developing a Prudent Investment Portfolio (Feb 2019)
Capital market cycles and ever-changing investment conditions present challenges and opportunities in designing nonprofit portfolios. Learn how investment committees can organize around process and resist behavioral biases to structure an investment program for long-term success.
Originally presented: Jan 2019 Nonprofit Organizations Institute
Shannon H. Morton, CFA,
Northern Trust - Houston, TX
Michael A. Weiland,
Northern Trust - Chicago, IL