Non-profits / Endowments / Foundations
The proper financial management of a small or midsized non-profit institution can be quite challenging. Your board members may be experts in the core mission of the organization but may not be entirely comfortable with the oversight of a substantial reserve or endowment.
Group W Investment Management can help you fulfill your fiduciary duty by assuming the management responsibilities of your investment portfolio. Below are just a few of the duties that Group W can perform in order to help your organization achieve its non-profit mission.
- Create or revise an investment policy statement (IPS)
- Develop asset allocation targets
- Determine an appropriate spending policy
- Implement an environmental/social/government (ESG) mandate