Overview

When it comes to investment decision making for your organization, who has final say? Does ultimate authority to choose investments lie with the executive director, the board/investment committee, your financial advisor, or an external CIO? Does your investment policy statement (IPS) outline decision-making procedures? Are you curious what other organizations are doing? Join this session to help answer these questions and determine who should be making various types of investment decisions for your organization.

Especially relevant for EDs, CFOs, and board members, this webinar will help jumpstart some critical conversations at your organization about who has final decision-making authority, or “discretion,” over your organization’s assets.

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