Investment issues

The Materiality of Sustainability for Investors

Posted on September 8, 2020 by Cambridge Associates

Sustainability is increasingly material to investment returns. In this paper, experts from Cambridge Associates discuss five prominent trends that are likely to have relevant implications for investment portfolios over the long term. The five trends we highlight — climate change, multi–stakeholder driven society, resource degradation, demographic challenges, and technological revolution — all warrant attention from investors, even if they have… Read More

The Foundation of Good Governance for Family Impact Investors: Removing Obstacles and Charting a Path to Action

Posted on September 8, 2020 by Cambridge Associates

Family offices and family foundations are among those leading the movement to integrate values and investment strategy through impact investing. Families pursue impact investing for a variety of reasons, ranging from alignment with personal values and philanthropic goals to risk mitigation and long-term out performance to a desire to influence broader social and environmental challenges facing society. This paper from… Read More

Racial Equity Investing: The Time is Now

Posted on September 8, 2020 by Cambridge Associates

As we all grapple with the COVID-19 pandemic alongside widespread protests after the deaths of George Floyd and others, many asset owners are trying to determine how they can activate their investment portfolios to advance racial and social equity more broadly. In 2018, experts from Cambridge Associates reviewed the state of social equity investing, with a focus on racial equity… Read More

Pathways to Sustainable Investing: Insights from Families and Peers

Posted on September 8, 2020 by Cambridge Associates

Every day, wealth owners, families, and family office professionals start down the path of sustainability investing. This paper details the typical path these investors take, the questions many of them face, and the way that many of them successfully develop a winning strategy that generates both returns and impact. Based on observations over the years, we have developed a framework… Read More

Investment Policy Statement (Rockefeller Brothers Fund)

Posted on May 15, 2020 by Rockefeller Brothers Fund

The purpose of this policy is to guide the Rockefeller Brothers Fund (“the Fund”) Board of Trustees, Investment Committee, and Outsourced Chief Investment Office (Perella Weinberg Partners) in effectively and prudently managing, monitoring, and evaluating the Fund's investment portfolio. The investment portfolio consists of all funds managed by the Investment Committee… Read More

Financial Stewardship in Troubled Times: Managing Endowments and Spending Policies

Posted on April 7, 2020 by Christopher Blume, Dimple Abichandani

The National Center for Family Philanthropy is dedicated to serving families who give and those that work with them. In response to the COVID-19 crisis, we are offering conversations on topics of interest to all philanthropic families associated with family foundations, donor-advised funds, family offices, and other philanthropic vehicles. For questions about this series, please contact Jen Crino at jen@ncfp.org… Read More

Recommended Best Practices in Managing Foundation Endowments

Posted on November 29, 2017 by Council on Foundations

While foundations differ in sophistication, resources, staff, and amount of financial resources, there are both specific responsibilities incumbent on foundation boards and generally accepted principles for investment management. These best practices are universal to effective management of investment portfolios as applied to fit the specific circumstances of each foundation… Read More

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