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.
About the author
MATTHEW R. RICE, CFA, CAIA¯®, is Chief Investment Officer and a Principal at Di Meo Schneider & Associates, LLC, a Chicago-based investment consulting firm that oversees more than $35 billion in institutional and high-net-worth investment assets. He is a coauthor of The Practical Guide to Managing Nonprofit Assets (Wiley).
ROBERT A. Di MEO, CIMA¯®, CFP¯®, is the Managing Director and cofounder of Di Meo 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 Di Meo 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).
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