Join this webinar to listen as speakers share the experience, tips, and tools they’ve learned from supporting philanthropic families in their money journeys.
Site Search
- resource provided by the Forum Network Knowledgebase.
Search Tip: Search with " " to find exact matches.
The Investment Management Code of Conduct for Endowments, Foundations, and Charitable Organizations outlines ethical responsibilities for the sound management of longer-term financial assets.
TriplePundit explains how employee activism can have an influence on high-level decisions on matters of brand reputation and corporate responsibility - both positively and negatively.
If you’re looking to hire an investment manager, this webinar will walk you through the process, including: developing and releasing a request for proposal; searching firms; and, presenting the results to your board. If you already have an investment manager, we will also discuss ways to properly evaluate and decide if and when to find someone else for the job.
A recent study conducted by the Ameriprise Investment Research Group showed that currently more than $7 trillion (roughly one-fifth of money under management in the U.S.) is invested in socially re