Book description
An authoritative guide for effective investment management and
oversight of endowments, foundations and other nonprofit investors
Nonprofit Asset Management is a timely guide for managing
endowment, foundation, and other nonprofit assets. Taking you through
each phase of the process to create an elegant and simple framework
for the prudent oversight of assets, this book covers setting
investment objectives; investment policy; asset allocation strategies;
investment manager selection; alternative asset classes; and how to
establish an effective oversight system to ensure the program stays on track.
- Takes you through each phase of the process to create an elegant
and simple framework for the prudent oversight of nonprofit assets
- A practical guide for fiduciaries of endowment, foundation, and
other nonprofit funds
- Offers step-by-step guidance for the effective investment
management of assets
Created as a practical guide for fiduciaries of nonprofit funds-board
members and internal business managers-Nonprofit Asset
Management is a much-needed, step-by-step guide to the effective
investment management of nonprofit assets.
Matthew R. Rice, CFA, CAIA, is Chief Investment
Officer and a Principal at DiMeo Schneider & Associates, LLC, a
Chicago-based investment consulting firm that oversees more than
billion in institutional and high-net-worth investment assets. He is a
coauthor of The Practical Guide to Managing Nonprofit Assets (Wiley).
Robert A. Dimeo, CIMA, CFP, is the Managing Director and
cofounder of DiMeo Schneider & Associates, LLC. He has been
featured in prominent publications such as the Los Angeles Times,
Crain's Chicago Business, and Pensions & Investments
and is coauthor of numerous books, including The Practical Guide to
Managing Nonprofit Assets (Wiley).
Matthew P. Porter, CIMA, is Director of Research Analytics and
a Principal at DiMeo Schneider & Associates, LLC. He has served as
consultant to a number of nonprofit and corporate clients and is
coauthor of The Practical Guide to Managing Nonprofit Assets
(Wiley).
