Non-Profit Fiduciaries' Handbook | Russell Investments

Investment guidebook

The non-profit fiduciaries' handbook can help you develop (or improve) your governance and planning framework. It provides practical advice, planning tools and best practice information to help you successfully fulfill your responsibilities.

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Canadian Non-Profit Fiduciaries' Handbook | Russell Investments

The non-profit fiduciaries' handbook

By Russell Investments

A step-by-step guide to investment strategy for non-profit investors

As a non-profit fiduciary, your role is to ensure that your non-profit organization has the money, talent, experience and resources to fund your mission... and you need to do this in an ever-changing market environment.

We know that's a lot to ask, which is why we have created the Non-profit fiduciaries' handbook. The handbook is designed to provide practical advice, planning tools and best-practice information to help you successfully fulfill your responsibilities.

Our handbook addresses the decisions non-profit fiduciaries are facing, such as:

Whether to exist in perpetuity or not
Spending rates, risk tolerance, liquidity needs, and strategic asset allocation
Ways to enhance returns without taking on additional risk
Outsource chief investment officer (OCIO) providers to supplement the expertise within their organization

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Our proprietary research is made available to our institutional clients, and many of these published papers are available to other institutional investors as well. If you are not a Russell Investments' client, but are an institutional investor, we welcome you to request this research piece.

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