Investment and Endowment Resources

Market In-a-Minute May 2023

Published:
June 5, 2023

Watch Rob Roquitte, CFA deliver eCIO's Market In-a-Minute for May 2023

VIEW ALL COMMENTARIES

Blog: News & Resources

Investment Resources

Put Your Excess Cash to Work for Your Organization With Cash Management

Nonprofit organizations are often faced with the fortunate dilemma of having excess cash that is not needed for current operations but may not be right for long-term investing. Short-term Treasury bonds are attractive investments for this excess cash.

VIEW RESOURCE

Do You Have An Endowment or Nonprofit Investment Question?

Get answers to popular questions about how endowments, foundations, religious organizations, and nonprofits should be managing their investments.

VIEW RESOURCE

Webinar: 5 Steps to a Successful Investment Program That Will Impress Donors

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.

VIEW RESOURCE

5 Reasons Nonprofit Boards Are Changing Investment Advisors

Is it time to consider replacing your organization’s investment advisor? If any of these 5 concerns resonate with you, it might be time to find a new investment partner.

VIEW RESOURCE

Dollar Cost Averaging: A Strategy to Help Nonprofits Invest in a Volatile Market

Discover 3 benefits of dollar-cost averaging when funding a new investment account.

VIEW RESOURCE

5 Pitfalls to Avoid When Issuing an Investment Advisor RFP

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.

VIEW RESOURCE

A Nonprofit's Guide to ESG Investing

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.

VIEW RESOURCE

A Board Member's Guide to Investment Oversight

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.

VIEW RESOURCE

How to Evaluate an Investment Advisor's RFP

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.

VIEW RESOURCE

Webinar: A Fiduciary Checklist for your Nonprofit's Investment Committee

A nonprofit's board of directors has a fiduciary obligation to ensure its organization's investment program is being managed in a prudent manner.

VIEW RESOURCE
Legal
Privacy Policy
Terms of Service
Data Processing Agreement

CRD# 301432

By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms of Service, Data Processing Agreement, and Privacy Policy.

eCIO, Inc (“eCIO”) is a registered investment adviser located in Madison, Wisconsin. eCIO may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. eCIO’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of eCIO’s web site on the Internet should not be construed by any consumer and/or prospective client as eCIO’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by eCIO with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of eCIO, please contact the state securities regulators for those states in which eCIO maintains a registration filing. A copy of eCIO’s current written disclosure statement discussing eCIO’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from eCIO upon written request. eCIO does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to eCIO’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.