Effective Spending Policy: A 'Ways and Means' to Long-term Goals
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By: Kevin O' Connell, CFA, Senior Consultant
"The name of the investment game is not to get rich, but rather to not get poor."
- William J. Bernstein1
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The concept of a spending policy is to provide guidance and guardrails when it comes to thoughtfully using and protecting investment resources. It has application among all investor types – both institutional and individuals – though, in practice, a spending policy often takes on... Read More >
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Creating an Effective Investment Policy Statement:
A Roadmap for Your Nonprofit's Future
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By: Stephen Spencer, CIMA®, Senior Consultant
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Most experienced nonprofit board and committee members understand the importance of good governance practices. The Investment Policy Statement (IPS) is one of the most vital governance documents, serving as a guide for both current and future committee members. This document should reflect... Read More >
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| Nonprofit Investment Stewards Podcast
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Episode 69 - Show Me The Results: A Practical Guide to Program Evaluation with Chari Smith is now available!
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Wintery Mix Hits Markets in January
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Changing interest rate expectations impact markets at the start of the year
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The New Year began with mixed results across asset classes. Growing optimism around the potential for a soft-landing, expectations on central bank policy, and turmoil in the Red Sea all had an impact on... Read More >
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Unveiling Insights: Cultural Institutions’ Investment
Survey Results & Future Financial Outlook Webcast
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Cultural institutions face a delicate balance between mission-driven objectives and fiscal sustainability. In recognition of this challenge, we are thrilled to invite you to an exclusive webinar.
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When: Wednesday, February 14
10:30 am EST
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In collaboration with Fiducient Advisors, the American Alliance of Museums and The Morton Arboretum, our groundbreaking 2023 study brings together the perspectives of 226 respondents from diverse cultural organizations, including Botanical Gardens/Arboreta, Art Museums, History Museums, Symphony Orchestras, Zoos and more.
Join us on Wednesday, February 14, to gain:
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• Current insights into investment practices among cultural institution peers
• Strategies for more effective financial stewardship in uncertain times
• Discussion and guidance on best practices in investment management today and beyond
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Get our latest insights sent right to your inbox!
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1Foreward, “The Little Book of Main Street Money” by Jonathon Clements
This report is intended for the exclusive use of clients or prospective clients (the “recipient”) of Fiducient Advisors and the information contained herein is confidential and the dissemination or distribution to any other person without the prior approval of Fiducient Advisors is strictly prohibited. Information has been obtained from sources believed to be reliable, though not independently verified. Any forecasts are hypothetical and represent future expectations and not actual return volatilities and correlations will differ from forecasts. This report does not represent a specific investment recommendation. The opinions and analysis expressed herein are based on Fiducient Advisor research and professional experience and are expressed as of the date of this report. Please consult with your advisor, attorney and accountant, as appropriate, regarding specific advice. Past performance does not indicate future performance and there is risk of loss.
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