DiMeo Schneider and Associates
THE STEWARD
  Nonprofit Newsletter 
October 2020
ABOUT US
SERVICES
Is Your Portfolio as Vulnerable Now as it Was in 1999?
Probably not, but caution still warranted
By: Bob DiMeo, Chief Executive Officer
As a nonprofit, your endowment or foundation likely benefitted from the sharp rally stocks experienced since March. My bet is that now you stand distinctly in one of two camps...
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How to Plan for Liquidity Needs During Financial Distress
By: Stephen Spencer, CIMA®, Senior Consultant
COVID-19 and the ensuing economic fallout has undoubtedly challenged nonprofit organizations, forcing reassessment of budgeting and operations. The extreme market volatility has added its own challenges...
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Remaining Committed to a Strong Governance Process Can Lead to Improved Investment Outcomes
By: Michael Chase, Partner, Senior Consultant 
The COVID-19 pandemic had – and continues to have – a significant and often detrimental impact on many nonprofits, impacting their operating activities and their ability to fulfill their mission statements while increasing the demand for their vital services. Many of these nonprofits justifiably looked to their investment program to... 
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Are You Prepared for COVID-19 Unemployment Costs?
By: Mario Poretto, President and CEO, First Nonprofit
Since President Trump declared a National Emergency on March 13th more than 60 million initial claims for unemployment benefits have been filed. This unprecedented volume of unemployment claims due to COVID-19 will have a...
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September 2020 Market Commentary

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DiMeo Schneider Blog
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Michael Chase is Partner and Senior Consultant of Fiduciary Investment Advisors, LLC which is a wholly owned subsidiary of DiMeo Schneider & Associates, L.L.C.
This report is intended for the exclusive use of clients or prospective clients of DiMeo Schneider & Associates, L.L.C. The information contained herein is intended for the recipient, is confidential and may not be disseminated or distributed to any other person without the prior approval of DiMeo Schneider. Any dissemination or distribution is strictly prohibited. Information has been obtained from a variety of sources believed to be reliable though not independently verified. Any forecasts represent future expectations and actual returns, volatilities and correlations will differ from forecasts. This report does not represent a specific investment recommendation. Please consult with your advisor, attorney and accountant, as appropriate, regarding specific advice. Past performance does not indicate future performance and there is a possibility of a loss.
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