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THE STEWARD

Nonprofit Newsletter

June 2020

SERVICES

RESEARCH

Is Your Endowment Diversified for a Crisis?
Best Practices for Investment Committees
By: Bob DiMeo, Chief Executive Officer

You oversee an endowment or foundation for your nonprofit and my bet is that until around mid-March you were disappointed if you – acting as a good steward – constructed a prudently diversified portfolio. While you were thoughtful and patient...

The CARES Act and Beyond:
A COVID-19 Government Assistance Guide for Nonprofits

By: Brian Samuels, CFA, Senior Consultant

On March 27, 2020, the federal government passed into law the Coronavirus Aid, Relief, and Economic Security (“CARES”) Act. While most media coverage focuses on...

China's Growing Clout in Emerging Markets:
Causes, Investor Implications and Future Outlook

By: Eric Ramos, CFA, Consultant

As of April 30, China represents 40 percent of the MSCI Emerging Markets Index. The 40 percent allocation is higher than the next four largest countries...

Planning Today to be Poised for Tomorrow

By: Trish Gannon, Gannon Consulting for Nonprofits

In these unprecedented times, the stresses on our organizations feel overwhelming. The nonprofit community is dealing with...

May 2020 Market Commentary

We congratulate the following Associates on their firm anniversaries:

Ahmed Farruk, CIMA^®, AIF^®, Senior Consultant - 24 Years

Chad Tischer, CFP^®, Partner - 17 Years

Jessica Ludwig, Partner, Associate Director of Institutional Consulting - 14 Years

Jason Smith, Manager of Information Technology - 8 Years

Matthew Marwitz, CFA, Manager of Performance Analytics - 6 Years
Bill Natsis, Head of OCIO Services Business Development - 4 Years

Chet Achterberg, Consultant - 3 Years

Matthew Babiash, CPA, Senior Research Analyst - Operational Risk - 3 Years

Ryan Haskamp, Client Service Associate, Institutional - 1 Year

Robert Englert, Client Service Associate, Discretionary Practice - 1 Year

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This report is intended for the exclusive use of clients or prospective clients of DiMeo Schneider & Associates, L.L.C. Content is privileged and confidential. Any dissemination or distribution is strictly prohibited. Information has been obtained from a variety of sources believed to be reliable though not independently verified. The content of this distribution 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.

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