Insights and Perspectives
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Navigating the Responsibilities of Nonprofit Fiduciaries
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By: Kerry Elsass, CAIA, Senior Consultant
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Fiduciaries to nonprofit organizations play an instrumental role in managing an organization’s interests while furthering its important mission. However, the role of a fiduciary involves much more than attendance at meetings. Fiduciaries must exercise... Read More >
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Structuring an Effective Investment Committee –
Best Practices for Supporting Your Mission
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By: Guadalupe Gómez, CRPC®, Consultant
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Nonprofit Investment Committees have a heavy fiduciary responsibility but can sometimes lack the structure to maximize their effectiveness. While establishing a formal approach to committee composition and practices may sound straightforward, committees often fail to develop a thoughtful approach to the makeup of who is on their “bench,” which can lead to ineffective meetings or focus on unimportant issues. Here are some best practices for… Read More >
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Tips Tuesday - Implementing a Robust Governance Framework
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Marycarmen Nevarez, Consultant, provides best practices nonprofit institutions can implement to create a robust governance framework.
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What would you like our clients to know about your role and the work we do?
As a Consulting Analyst, our role is to work in tandem with Consultants to provide world class service to ensure client’s objectives are being met. We take our mission very seriously because we know we play an important role in the success of our clients. We appreciate the partnership we share with all of our clients. Thank you for trusting us with your business.
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| Joshua Daniel Manager,
Consulting Analytics
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What do you enjoy the most about working at Fiducient?
The people. I’ve had to chance to meet and work with some incredible people at Fiducient. Everyone has a passion for the mission, which is to help clients prosper and with that as the north star, I believe Fiducient is poised to accomplish some great things in the coming years.
What does a typical workday look like for you?
One of the many things I love about what I do is no two days look alike. The day can range from completing routine tasks, fielding client requests, compiling deliverables, working on ad-hoc projects or coming up with solutions to streamline processes that yield efficiencies within my department.
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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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