Intro: Investment committees are board designated subcommittees that are responsible for ensuring that there is a solid infrastructure in place to oversee an organization’s investable assets. One of the most important duties of an investment committee is to draft an investment policy that considers the organization’s mission, time horizon, spending needs, and risk tolerance. In addition to monitoring performance and engaging an investment advisor or consultant, the committee members must also fulfill their fiduciary responsibility by upholding legal standards and duties that comply with current regulations governing tax-exempt entities.
Our SunTrust Foundation & Endowments Specialty Practice offers an array of resources and solutions for nonprofit organizations. Take a look at our Investment Committee Toolkit, designed to assist investment committees improve their investment outcomes.
II. Identifying the best investment strategy for your organization
III. Governing to improve investment outcomes
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