Grantmakers Finance Roundtable
Let’s engage with three local investment experts to further understand challenges we face when managing our portfolios, investing short-term cash and integrating Diversity, Equity and Inclusion in our investment strategies. We will talk about re-assessing our portfolio construction using the outsourced chief investment officer (OCIO) model, being more diligent about raising cash while still optimizing risk/returns, and making a commitment to DEI and driving change through our investment management.
Recorded March 31, 2021.
OCIO for Foundations:
- Evolution of the industry
- Different forms of the model
- Is now the time to move to an OCIO model?
Short-term cash management strategies:
- Short term cash strategies are increasingly interesting for foundations and their boards
- Strategies to manage this pool that optimizes the need to balance liquidity and risk/return metrics
- Base level of cash and when to raise cash for grant cycles
How Foundations Can Adopt DEI Strategies and Improve Outcomes
- How proactive should your investment committee be in diversity, equity and inclusion?
- Must you give up returns to advance DEI?
- Learn Three Key Steps to make your foundation proud of its DEI strategy
- Institutional Investing Diversity Cooperative