Stewardship and appropriate governance of non-profit assets is essential for operational success and requires fiduciary responsibilities of the Board, Trustees and any professionals hired.

A properly managed Nonprofit investment portfolio generates a message of planned long-term stability, fiscal accountability, and financial reliability to all members and stakeholders of the organization. Incorporating investment opportunities abiding by Environmental, Social and Governance investing may not only allow your organization to properly align its mission with investable assets, but also generate competitive returns. Does your portfolio need a review?

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