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Nonprofit investment policies : practical steps for growing charitable funds

Robert P. Fry

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Abstract

BACKGROUND AND THEORY. The Case for Investment Policies. The Legal Environment: Law, Tradition, and Investment Practices. The Investment Environment: Modern Portfolio Theory. OPERATIONS. Critical Internal Organizational Components of Investing. Getting Started. Hiring Help. Investment Accounting and Performance Reporting. UNIQUE NOT-FOR-PROFIT ISSUES. Investment Policy as a Fund-Raising Tool. Special Nonprofit Investment Problems. Putting It all Together. Appendices. Bibliography. Index.

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BACKGROUND AND THEORY. The Case for Investment Policies. The Legal Environment: Law, Tradition, and Investment Practices. The Investment Environment: Modern Portfolio Theory. OPERATIONS. Critical Internal Organizational Components of Investing. Getting Started. Hiring Help. Investment Accounting and Performance Reporting. UNIQUE NOT-FOR-PROFIT ISSUES. Investment Policy as a Fund-Raising Tool. Special Nonprofit Investment Problems. Putting It all Together. Appendices. Bibliography. Index.

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Available abstract

BACKGROUND AND THEORY. The Case for Investment Policies. The Legal Environment: Law, Tradition, and Investment Practices. The Investment Environment: Modern Portfolio Theory. OPERATIONS. Critical Internal Organizational Components of Investing. Getting Started. Hiring Help. Investment Accounting and Performance Reporting. UNIQUE NOT-FOR-PROFIT ISSUES. Investment Policy as a Fund-Raising Tool. Special Nonprofit Investment Problems. Putting It all Together. Appendices. Bibliography. Index.

Key concepts: Umbrella fund, Open-ended investment company, Investment (military), Foreign portfolio investment, Business, Finance, Investment strategy, Separately managed account

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