Watch Rob Roquitte, CFA deliver his First Quarter Market Commentary
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.
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.
Should a nonprofit organization with 100% of its assets in cash consider investing in stocks? This is a relevant question as short-term interest rates hover at near zero. The answer? It depends.
Creating an investment committee of qualified individuals helps ensure the board fulfills its fiduciary responsibilities. This guide answers 4 key questions regarding establishing an investment committee including suggested member roles and types.
