Nonprofit Asset Management: Effective Investment Strategies and Oversight

by Matthew P. Porter, Matthew R. Rice, Robert A. DiMeo

An authoritative guide for effective investment management and oversight of endowments, foundations and other nonprofit investors Nonprofit Asset Management is a timely guide for managing endowment, foundation, and other nonprofit assets. Taking you through each phase of the process to create an elegant and simple framework for the prudent oversight of assets, this book covers setting investment objectives; investment policy; asset allocation strategies; investment manager selection; alternative asset classes; and how to establish an effective oversight system to ensure the program stays on track. Created as a practical guide for fiduciaries of nonprofit funds―board members and internal business managers― Nonprofit Asset Management is a much-needed, step-by-step guide to the effective investment management of nonprofit assets.

222 pages, Hardcover

First published February 1, 2012