Where does your institution stand on investment stewardship?
This checklist comes from Principles of Investment Stewardship for Nonprofit Organizations: Evolving Best Practices for a Changing Landscape. Work through it with your investment committee to locate your institution’s current position across the six principles.
Unchecked items are not failures. They indicate where the next conversation belongs. Your selections stay in your browser and are not recorded. When you’re done, print your results or email them to yourself.
Your results
Work through the checklist above. A summary of where to focus will appear here.
Talk to Us
where did your committee land?
Most institutions find that some principles are well established and others have never been formally discussed. Either is a useful starting point.
If you’d like to talk through what this assessment surfaced — what belongs in your Investment Policy Statement, how to stress-test your spending policy, how to plan for committee succession, or what your committee should be asking next — Commonfund Institute is glad to have that conversation. No obligation, and no assumption that you’re looking to change anything.