• Kate.Barr

    Member
    December 14, 2022 at 9:56 am

    I agree, Dana, this is an important factor for many nonprofits. I’ve seen it addressed at two points in the process – the selection of an advisor or money manager and then at the investment policy level. I read an RFP for money managers last year that included some good language and criteria about this. I’ll track that down and ask permission to share it.

Join a space designed to foster support, inclusivity, and respect for every voice.

Ask questions, share experiences, and connect with peers and experts who value your insights. Your contribution is invaluable - forum members bring a wealth of knowledge and experience, crucial for mutual growth and learning. We cherish your expertise and would love to have you enrich our forum! Let's build together, learn together, and support one another.