Bill Jarvis of Commonfund will deliver findings on the investment performance of foundations in 2013, based on the recently released Council on Foundations-Commonfund FY2013 Study of Investments for Private Foundations and the FY2013 Commonfund Benchmarks Study of Community Foundations.
This report includes investment research on a broad range of topics in the foundation sector, including
- investment returns
- portfolio management
- asset allocation
- spending rate and policy
- debt, fees and expenses
- liquidity
- investment office staffing
- consultant use and
- investment committees.
Private and community foundations of all sizes from across the U.S. have been included in the studies, and data specific to our region, and to each type of foundation, will be highlighted. Foundation Trustees and Executives, including presidents, executive directors, chief financial and operating officers, interested in foundation investments will not want to miss this opportunity to hear and discuss the findings of these studies in an intimate setting with colleagues from each geographical area. Plan to join us for this presentation and a reception to follow.
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