As a nonprofit leader, you may be concerned about how market volatility is impacting your investment program. eCIO's investment team leader, Rob Roquitte, CFA created a short market commentary that puts the current environment in context.
Reach out to us if you would like a review of your current investment program by our nonprofit investment advisor team.
For the first time in years, short-term U.S. Treasuries have become attractive investments for cash. These U.S. government-backed, low-risk securities can be easily bought and sold and offer yields that help defend against inflation. If your organization has temporarily idle cash, it may be prudent to consider investing it in a cash management program.
Get answers to popular questions about how endowments, foundations, religious organizations, and nonprofits should be managing their investments.
In this 60-minute webinar hosted by Numbers 4 Nonprofits, our CEO, Rob Roquitte shares his nonprofit investment expertise and walks through 5 steps to setting up a successful investment program.
Are you considering whether a new investment advisor may be better for your organization? You’re not alone! Here are 5 top reasons we’ve heard from our nonprofit clients as to why they decided to change advisors (and hire eCIO).
Discover 3 benefits of dollar-cost averaging when funding a new investment account.
A Request for Proposal (RFP) is a questionnaire designed to gather the necessary information to help your organization select the ideal investment partner. Having a well-defined RFP process helps ensure you are asking the right questions to the right candidates and streamlines the selection process.
Has your nonprofit considered adding ESG to its portfolio? Our newest resource, "A Nonprofit's Guide to ESG Investing" addresses how ESG can be difficult to evaluate and offers 6 tips to help you decide if ESG is right for your organization.
A board member of a nonprofit serves an important role in the oversight and responsibility of the organization. This guide includes 4 key areas board members should focus on regarding the oversight of an organization’s investment program.
The goal of the RFP review process is to identify the roughly 2-4 investment advisory firms with the people, process, experience, focus, and fees that offer a match for your organization from the list of advisors who responded to your RFP.
A nonprofit's board of directors has a fiduciary obligation to ensure its organization's investment program is being managed in a prudent manner.
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