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Investment Basics for Foundation Board Members

HomeSeminarsWealth OverviewInvestment Basics for Foundation Board Members

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The IPS is a written statement, formally adopted by a Board, that states a foundation’s mission and goals and how investment policy and practices will help achieve those goals.

The IPS will include a list of assumptions and expectations; constraints and limitations; and a well-defined investment strategy.

  1. The critical importance of the Investment Policy Statement. 
  2. Reducing Risk while maximizing Returns - Importance of Diversification. 
  3. Importance of Managing Fees. 
  4. What financial terms do you need to know to understand your asset managers? 
  5. What is Modern Portfolio Theory?

The IPS will also include the process, whether formal or informal, for the selection, evaluation and the review of the outside managers and advisors. Very important, the IPS will designate the duties and responsibilities of all parties involved from the board, employees and managers and advisors.

 

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  • Hamilton "Tony" Oppenheimer

    Hamilton (Tony) Oppenheimer and Marti Oppenheimer are founders of Oppenheimer Management & Consulting Associates (OMCA), a professional services firm providing lectures and consultations to philanthropists, family foundations, and family companies. Tony Oppenheimer is a nationally recognized speaker and published writer to philanthropic, business and educational organizations. OMCA helps families develop strategies for survival.

    Oppenheimer has extensive personal and professional experience that he shares with his clients and audience in management, governance with charitable foundations, aff …

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    I can say without hesitation that Mr. Oppenheimer has a deep understanding of the unique issues confronting America's wealthy today. The fact that his insights are largely drawn from his own personal family experience makes him quite unique. His calm, understanding and confident demeanor quickly puts clients at ease. His relaxed, professional and engaging speaking style has won him high marks with a diverse group of client audiences.

    James R. Phillips, CTFA
    Director of Financial Consulting
    Zurich Scudder Investments

DISCLAIMER: All parties acknowledge that Hamilton Oppenheimer is not an attorney, or a CPA and that none of the services provided by Oppenheimer Management Consulting Associates hereunder shall constitute the practice of law. Hamilton Oppenheimer advises his clients to retain a personal attorney for any legal advice.

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