Recorded Webinar 201: Understanding your Organization’s Investment Risks and Strategies

Format: Webinar Recording

$ 0.00 -  Organizational Member Price
$ 40.00 -  Individual Member Price
$ 75.00 -  Nonmember Price
75.00
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While many organizations have focused on recouping their losses from the market crisis and generating the returns they need to fulfill their mission, fewer have focused on a more important question: How to understand the heightened risks they face, both financial and fiduciary?

These challenges have placed new pressures on nonprofit boards and executives, and underscored the necessity of focusing on their roles as financial stewards and fiduciaries. This includes not only governance practices but also the definition and advancement of the organization’s mission, adherence to prudent investment policies, understanding of risk to guard against loss without compromising opportunities for portfolio growth, and determining sustainable withdrawal rates.

During this webinar, Stephen Campisi, CFA, director of institutional thought leadership, U.S. Trust, will discuss

  • the greatest risks to nonprofit organizations, from investment to reputational, funding, and regulatory risk
  • approaches to addressing fiduciary risk
  • why short-term and long-term risk should be managed separately
  • the dangers of a simplistic view of risk and why volatility is not the biggest threat to returns
  • the benefits of managing to outcomes rather than to mathematical factors