The CCSF report is the field’s most comprehensive and authoritative study on investment and governance policies and practices. The 2017 CCSF studied over 220 private and community foundations that represent over $104 billion in assets.
Investment & Spending Policies
The intricacies of spending policies, investing decisions, asset allocation can be overwhelming. As a philanthropic executive or board member, however, it is critical for you to remain engaged in the investment management process. The Council can help with these efforts by offering a wide range of investment and spending policy resources to help your foundation follow sound governance procedures.
In-Depth knowledge on Investment & Spending Policies
The CCSF report is the field’s most comprehensive and authoritative study on investment and governance policies and practices. The 2016 CCSF studies over 200 private and community foundations that represent over $100 billion in assets.
This chapter of Mastering Foundation Law examines Uniform Prudent Management of Institutional Funds Act (UPMIFA) and other laws that govern the management and investment of endowments and other foundation financial assets. It also includes a discussion of the board’s role and the use of outside advisors.
The Council on Foundations-Commonfund Study of Responsible Investing, believed to be the largest of its kind, provides foundations with invaluable insights into how the sector and individual portfolios are being shaped by responsible investing practices, potential hurdles to their adoption, and what the entry points are for those interested in fully engaging these practices in their endowment strategies.
Investors are facing one of the worst starts to a calendar year on record. Volatility in China, rising interest rates in the US, and falling oil prices have all contributed to the markets’ unease. The ongoing correction has seen stock prices tumble more than 10% from their most recent peak, and many are wondering if 2016 will have more drops in store. At the same time, many experts believe that the American economy remains fundamentally strong and that recent turbulence could pass.
This white paper defines mission-related investing options, including: socially responsible investing (SRI); environmental, social, and governance (ESG); mission-related investing (MRI); and impact investing.
The Council's Board of Directors released this guidance memorandum in March 2010 and strongly recommends that when reviewing and approving foundation investment policies and procedures practices, all foundations—private and public—consider these best practices in foundation investment management.
This webinar, the last in a three-part series on impact investing, shares program designs and lessons from The Greater Cincinnati Foundation and others that have established donor-advised funds and leveraged endowment assets.
This webinar explores the importance of having a formal strategy, the relative merits of some traditional policies, and some ideas on using technology to allow for new strategies.