Does Your Investment Policy Statement Measure Up?

Association of Small Foundations

Scott Thayer

An article from their newsletter, "Essentials" about the importance of investment policy statements and the idea that they alone may be insufficient to manage risk. Login required.

http://www.smallfoundations.org/site/apps/s/search2.asp?c=fvKRI7MPJqF&b=2646967

Investment Issues for Family Funds: Managing and Maximizing Your Philanthropic Assets (National Center Journal, Volume 2)
National Center for Family Philanthropy
This Journal provides easy-to-understand answers to a full range of questions regarding foundation investment, including spending policies, investment guidelines, mission-related investing, and risk tolerance. Available for purchase.
www.ncfp.org/publications-main.html

Conflicts of Interest, Part III: Foundation Investments
Council on Foundations
This article covers the basic legal and ethical issues regarding conflicts of interest related to foundation investments.
www.foundationnews.org/CME/article.cfm?id=3006