THE STEWARD
Nonprofit Newsletter
March 2019
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Happy Birthday Bull Market…
And what does this mean for your portfolio?
By: Bob DiMeo, Managing Director
We recently celebrated the 10 year anniversary of the S&P 500 ascending from its low in March 2009 and many investors were hardly aware of the historic event. But timing is good to consider what, if anything, you should do right now to protect your portfolio. As always it’s best to begin your evaluation with...
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Investing Balance Sheet Reserve Capital Using the Endowment Model
By: Mark A. Baker, CFA, Senior Consultant
An operating nonprofit entity (as opposed to an endowment or foundation), is a nonprofit that has a source of revenue from the pursuit of its mission. Examples of such operating nonprofits include educational, healthcare, media and environmental services as well as many others. Like any similar for-profit business, a successful operating nonprofit is...
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University Endowments Slower to Adopt ESG
By: Eric Ramos, CFA, Consultant
Mission-Aligned Investing™, also known as Environmental, Social and Governance (ESG) investing, has grown significantly; recently it has increased exponentially. What is ESG investing? It considers the three factors: environmental, social and...
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February 2019 Market Commentary
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We congratulate the following Associates on their firm anniversaries:

Steve Spencer, CIMA®, Senior Consultant - 19 years
Sheena Effendi, Performance Analyst - 14​ years
Eric Ramos, CFA, Consultant - 6 years
Tyler Nichols, Senior Performance Analyst, Team Lead - 3 years
Michael Sloan, Performance Analyst - 3 years
Bob Ochen​kowski, Operations and Compliance Associate - 1 year
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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