eCourse
"Master Class" for Nonprofit Organizations: Investment Policies and Portfolios
Contains material from Feb 2020
"Master Class" for Nonprofit Organizations: Investment Policies and Portfolios
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Discussion of how foundations and endowments should consider asset allocation, spending policy, and advisory relationships within the context of fiduciary duties and spending requirements.
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Investment Policies and Fiduciary Duties (Feb 2020)
Catherine Lee Clarke, Tina Lundy Melo
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Session 1
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Investment Policies and Fiduciary Duties (Feb 2020)
Discussion of how foundations and endowments should consider asset allocation, spending policy, and advisory relationships within the context of fiduciary duties and spending requirements.
Originally presented: Jan 2020 Nonprofit Organizations Institute
Catherine Lee Clarke,
Hirtle, Callaghan & Co., LLC - Houston, TX
Tina Lundy Melo,
Fizer Beck - Houston, TX