As nonprofit boards and investment committees move forward in our post-pandemic society and economy, it is important to review where your organization stands, why its investment portfolio is invested as it is, and what your organization needs to consider for the future.
We are now going through a major change in investment regimes—the economic, political, and sometimes social forces that govern what’s possible for investors. Investment strategies that were rewarded in the previous regime may not have the same success in the current regime, and vice versa.
In this video, Bank of America proposes three actions that nonprofits can take to navigate this evolving environment with both hope and confidence.
In an upcoming AGB webinar, Bill Jarvis will discuss these topics and more with his fellow colleagues Michael Strauss, senior institutional investment strategist, and Margo McClinton Stoglin, PhD, philanthropic strategist. Please join us on Thursday, March 23, at 1:00 PM ET for a robust conversation. Register for the webinar.
Investment Governance for the Post-Pandemic World
Financial Regimes and Nonprofit Governance
Bill Jarvis is managing director, philanthropic executive at Bank of America.
Opinions expressed in AGB blogs are those of the authors and not necessarily those of the institutions that employ them or of AGB.