Reply To: Reserves are great to have – how to invest and manage them

Kate Barr

    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.

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