Investment guide

The Non-profit Fiduciaries' Guide is an interactive, digital toolkit that can help you develop (or improve) your governance and planning framework.

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The Non-profit Fiduciaries' Guide

Our non-profit digital guide is designed to provide practical advice, planning tools and best practice information to help you successfully fulfill your non-profit fiduciary responsibilities.

As a non-profit fiduciary, you have a difficult job. You need to ensure that your organization has the money, talent, experience, and resources to fund your mission. And you need to do this in an ever-changing market environment. This means you need to set clear and achievable goals, adapt quickly to rapidly changing circumstances, and continually look for the appropriate balance between investment risk and return.

We know it's a lot to ask, which is why we created this guide—to help non-profit fiduciaries effectively oversee their investment programs.

We hope this guide helps foster discussions within your organizations on the topics that are key to successfully funding your mission, 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
  • How to access investment expertise, strategic advice and efficient implementation by partnering with an outsourced chief investment officer (OCIO)

Whether you use this as a discussion tool with your investment committee or board, or to onboard staff or new committee members, we think you will find this guide useful and informative. And, if there are ever topics you wish to delve into further, we'd be happy to hear from you.

VISIT OUR DEDICATED NON-PROFIT SECTION FOR ADDITIONAL RESOURCES
 

 

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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 guide.

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The information, analyses and opinions set forth herein are intended to serve as general information only and should not be relied upon by any individual or entity as advice or recommendations specific to that individual entity. Anyone using this material should consult with their own attorney, accountant, financial or tax adviser or consultants on whom they rely for investment advice specific to their own circumstances.

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