With 2013 behind us, many nonprofit organizations are beginning to schedule year-end reviews with their investment advisors. This meeting can be a critical component of your organization’s financial stewardship, providing the opportunity for insight into the health of your endowment or reserve fund and the quality and effectiveness of your investment advisor.
Unfortunately, given the opaque and sales-centered nature of the investment management industry, the quality of a year-end investment review can vary widely, often dependent on the experience, qualifications and interests of the investment advisor.
By knowing what questions to ask and informing your advisor in advance what you’d like to… …read more
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