Mission-Aligned Investing: Building a Purposeful Portfolio
Presenter: Steven Fraley, VP and director at Innovest
Cost: Free
Work with organizations to educate key stakeholders (investment committee, staff and volunteers) about mission-aligned investing. Gain consensus around issues, focus areas and objectives that are most important to the organization and key stakeholders. Discuss how to implement these goals and objectives in the investment portfolio and what fiduciary implications should be considered.
Learning Objectives:
Define what mission-aligned investing means for nonprofits
Identify focus areas and objectives
Discuss execution and implementation through qualitative due diligence
Explore monitoring and fiduciary best practices
NDANO offers live in-person and online learning opportunities for nonprofits, often with partners. Members receive discounted rates on all NDANO events. All times are Central unless otherwise indicated.
Do you have a learning opportunity or event for North Dakota nonprofits to add to our calendar? Email NDANO with the details.
