Finding the Right Investment Staffing and Resources for Your Foundation

Foundations use a variety of models in managing their investments. But given the pursuit of higher risk-adjusted returns, many foundations are exploring different ways to access the expertise they need and to manage increasingly complex investment portfolios. During this webinar, we explore the results from the Council on Foundations-Commonfund Study of Investments, which provides data on how private and community foundations are using professional staff, consultants, managers, to oversee their investments. We also take a closer look at the increased use of outsourced chief investment officers (OCIOs) by a number of institutions, and the considerations that boards and investment committees must make before pursuing this path.

Moderator:

• Tonia Bain, Senior Director, Knowledge & Research, Council on Foundations

Speaker:

• William F. Jarvis, Managing Director, Commonfund Institute

Get a Copy of the 2014 Study of Investments