Just as a compass guides travelers through uncertain terrain, this 8-minute assessment will reveal how prepared your nonprofit is to navigate the complex world of investment management and select the right fiduciary partner to protect your mission.
Before you issue an RFP or select an investment advisor, ask yourself these critical questions
Your board has a legal duty to act in the best interest of your mission. Can you articulate what fiduciary duty means for your organization's investments?
Understanding how much volatility your organization can withstand is crucial. Do you have a clear investment policy statement that reflects your risk philosophy?
Balancing current mission funding with long-term sustainability is critical. Have you modeled your spending policy and liquidity requirements?
Beyond basic returns, do you understand benchmarking, risk-adjusted performance, and how to assess whether your advisor is adding value?
Fee structures can be complex and hidden. Do you know how to identify all-in costs, conflicts of interest, and whether your advisor truly acts as a fiduciary?
Strong investment oversight requires the right committee structure, meeting cadence, and decision-making processes. Does your board have the framework to effectively supervise investments?
Complete The Compass Check to receive a detailed assessment of your organization's investment readiness, along with specific recommendations to strengthen your governance, clarify your goals, and confidently select the right investment partner.