Beliefs

  • …as fiduciaries for Foundations, Endowments and Not-for-Profits, we have a responsibility to make decisions with the benefit of timely, independent, relevant and useful information.
  • …peer analysis is a valuable tool to improve decision-making.
  • …a more effective investment committee can make better investment decisions.
  • …donors and supporters expect us to demonstrate good stewardship in making investment decisions.
  • …participating in an organized program of sharing results, experiences and practices with peers can help us be better informed fiduciaries.