"The authors have provided an interesting and helpful resource to understand and manage the nonprofit organization's investments. I believe that this book should be in the library of all nonprofit practitioners that are concerned about prudent stewardship." —Jim Croft, PhD, Vice President, Finance and Administration The Field Museum (Chicago, Illinois) 
"This book is a straightforward, well-written guide to the strategies and administration of investment assets of nonprofit institutions. It relies on the principles of modern portfolio theory in emphasizing asset diversification, performance measurement, and careful manager selection. It debunks much of what passes for 'investment advice' in the popular media. To their credit, the authors describe the challenges, factors, and actors in the investment industry, from the perspective of the individuals and committees charged by nonprofit institutions swith investment oversight responsibility." —John E. Allerson, Senior Vice President, Finance and Operations and Chief Financial Officer, Roosevelt University (Chicago, Illinois) "I would consider this book 'Investments 101' for anyone who deals with overseeing investments of a company, whether it is a profit or nonprofit. Yet, at the same time, it would help all investors, small or large, in dealing with their own individual portfolios. DiMeo, Schneider, Benoit, et al. have organized the book in such a way that each chapter deals with the very essence of how to structure an investment portfolio and how to look at the complex environment in an easy way." —Kevin Higdon, Vice President of Finance Elkhart General Hospital (Elkhart, Indiana) "From modern portfolio theory to the role of the fiduciary, The Practical Guide to Managing Nonprofit Assets provides trustees of nonprofit funds with a chapter-by-chapter explanation of what they should know to carry out their responsibilities. For the uninitiated, it creates a foundation for understanding investing in a difficult environment. For the experienced, it serves as a checklist of issues to be considered in exercising appropriate investment oversight." —Thomas H. Hodges, Executive Vice President, Finance, and Treasurer Evanston Northwestern Healthcare (Evanston, Illinois)

The Practical Guide to Managing Nonprofit Assets

Business & Money

DiMeo, Robert A.

Schneider, William F.

Benoit, Michael S.

Finance

wiley

50 Billion Reasons to Grow Your Practice is the first book of its kind—not only helping investment advisors with their professional success but also supporting them in their personal lives. A proper work/life balance is absolutely essential when growing a stable, sustainable investment practice. Author Robert A. DiMeo understands that better than anyone. Imparting words of wisdom and new techniques to help achieve this balance, he focuses on six facets of business: leadership, practice management, hiring and managing, marketing, investments, and life balance. Based on lessons he learned himself after thirty years in investment advising, DiMeo shows readers how to build a strong foundation for leadership, create a forward-thinking firm, identify and hire quality employees, focus on effective marketing, and make sound investments. Case studies, anecdotes, and even comics keep 50 Billion Reasons to Grow Your Practice fun and engaging. Each chapter ends with a short passage that helps readers absorb the advice and apply it to their own lives and businesses, and action items included at key points impel readers further forward in their journey. Capped off with simple but essential life-balance tactics, this book will allow readers to relieve stress and gain perspective—and achieve ultimate success.

50 Billion Reasons to Grow Your Practice: A Guide to Success & Enjoyment for Investment Advisors

Investing

Honor Publishing

This excellent, thorough, and delightfully readable guide to asset management for foundations and endowments of 500 million or less can help your institution achieve higher growth of both capital and returns. The result? More money for your foundation¿s objectives¿and more assurance that, in all market conditions, those objectives will continue to be funded. Packed with high-level professional tips, illustrative case studies and examples, and ready-to-use forms and questionnaires to make the oversight or management of assets easier, this premier, expert-authored, and state-of-the-art guidebook is an indispensable tool for foundation and endowment managers, accountants, board members, trustees, and contributors, as well as brokers and investment consultants.

Asset Management for Endowments & Foundations: Improving Investment Performance & Reducing Management Costs

Politics & Social Sciences

Schneider, William

Cluck, D. Robinson

Social Sciences

McGraw=Hill

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. <ul>
<li>Takes you through each phase of the process to create an elegant and simple framework for the prudent oversight of nonprofit assets</li> <li>A practical guide for fiduciaries of endowment, foundation, and other nonprofit funds</li> <li>Offers step-by-step guidance for the effective investment management of assets</li> </ul>
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.

Nonprofit Asset Management: Effective Investment Strategies and Oversight

Rice, Matthew R.

Porter, Matthew T.

John Wiley&Sons, Inc.

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