December 07, 2020

VIDEO: Investment Management from a Board Perspective

Say you’re new onto a foundation board and tasked with reviewing the investment portfolio. You’re knowledgeable about many topics – that’s why they recruited you! – but as it turns out, the capital markets are not one of them. You’re bombarded with a litany of jargon and feel worried you’ve taken on the responsibilities of a “fiduciary” but don’t feel equipped to make the correct decisions for the portfolio. Sound familiar?

We meet many folks like you every year as foundation boards turn over. To help clarify things, we recently delivered the following presentation on “Investment Management from a Board Perspective” to the leadership of a group of community foundation boards.

In it, we cover:

Check it out below, and if you have any questions, please don’t hesitate to reach out. We would be happy to deliver the presentation (or elements of it) to your board. To download the slides, please click here:

Note that the presentation begins at the 3:50 mark of the video:

Dalyce Seitz

Principal, Portfolio Manager - Private Clients & Foundations