A ‘North Star’ investment strategy for charity asset allocation
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Invested assets play a fundamental role in enabling many charities to deliver on their missions now and into the future.
Effective management of investments demands significant oversight, and trustees must make a series of crucial decisions – from choosing fund managers to determining when and where to disinvest to meet cash flow needs.
No decision is more pivotal than setting the strategic asset allocation – determining how assets are distributed across different classes. In this article, we describe our approach to constructing a durable strategic asset allocation which can stand the test of…
