Tag
Portfolio Management
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GovernanceArticleOver 5 years old
Essentials for Monitoring Your Association’s Investment Portfolio Performance
In 1983, a group of elderly women met in a church basement in Beardstown, Illinois, and decided to…
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Organizational StrategyArticleOver 5 years old
In the Wake of COVID-19, Is It Time to Revisit Investment Norms?
The global pandemic has challenged long-standing assumptions held by many associations, forcing some to adapt their business models…
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GovernanceArticleOver 5 years old
Understanding the Visible and Hidden Costs in Your Investment Portfolio
Chances are, you could state-—to the penny—what you paid in occupancy costs last month. Could you do the…
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Organizational StrategyArticleOver 5 years old
Should Associations Rethink Investments in Foreign Stocks?
Approximately 60 percent of the world’s publicly traded companies are based outside the U.S. Yet many association investment…
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GovernanceArticleOver 5 years old
Three Smart Strategies for Monitoring Association Investments
When considering the association investment landscape, it is difficult to know what typical performance is and what makes…
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Organizational StrategyArticleOver 5 years old
Prepare Your Investment Committee for a Low-Return Environment
Investment portfolios of nonprofit organizations including trade associations, professional societies, foundations, and endowments are facing strong headwinds following…
