Watch Rob Roquitte, CFA deliver eCIO's monthly market commentary for November 2023
Understand the pros and cons of issuing a formal Request for Proposal in the search for your nonprofit’s next investment advisor.
While some organizations issue an RFP for investment services, that process can be time-consuming and complex. This guide lays out a more efficient alternative that involves interviewing a select group of advisor firms to make your decision.
While hiring a local advisor to manage your nonprofit’s investment portfolio may seem like a convenient decision, you should consider these 5 reasons why they may not meet your nonprofit’s unique needs.
Learn the risks and challenges of over-engineered portfolios
Learn 5 key steps to hiring and maximizing the value of an investment advisor for your nonprofit organization.
Learn 10 ways a nonprofit investment advisor adds value to your organization to see if hiring an investment professional is right for your nonprofit.
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.
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.
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.
