The Investment Stewardship Academy

Whether you’re a trustee, investment committee member, or senior staff, you play a crucial role in stewarding long-term capital for your institution. But do you know how to develop and hone the necessary knowledge and skills to succeed in an increasingly complex investment environment? If you don’t have the answers yet, don’t worry—we’re here as a resource to guide you along the way, through the Investment Stewardship Academy - an intensive in-person three-day workshop designed for institutional investors and other select institutions.


Event Details

Commonfund Institute's Investment Stewardship Academy is a three-day program that focuses on the essential principles and practices of stewarding long-term capital in a complex investment environment. Courses explore topics such as governance, leadership, endowment management, investment strategy, risk, and diversity.

Who Should attend the academy?

Program content is geared towards trustees, investment committee members, and senior staff of qualified institutional investors, with at least 5-7 years of industry experience, such as:

  • Endowments
  • Foundations
  • Operating charities
  • Healthcare organizations
  • Other select institutions

Investment Stewardship Academy Curriculum 

The program takes a deep dive into the state of nonprofit institutional investing. Sessions are designed to explore topics on governance, strategic leadership and endowment management, with lessons from seasoned practitioners on key strategies, policies and portfolio techniques. Participants engage in discussions on public policy, governance and investment strategy, risk, endowment spending, values-aligned investing, DEI, sustainability and more.

Commonfund is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.  Participants in the Investment Stewardship Academy have the opportunity to earn CPE credits for their participation.

Download the 2024 Investment Stewardship Academy agenda
Rachel Clivaz speaks in front of class

The Investment Stewardship Academy is open to trustees, investment committee members and senior staff of qualified institutional investors, such as endowments, foundations, pension funds, operating charities, healthcare organizations, family offices and other select institutions. 

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