Investing Your Endowment

July 22, 2015   7:00 pm – 8:00 pm  EDT

Investing your endowment: How Your Investment Policy Statement, Spending Rule, and Asset Allocation are Intimately Related

Vestries, Finance Committees and other leaders in Episcopal churches and organizations are called upon to make important decisions regarding the investment of their long-term assets. Learn how a well-written IPS (Investment Policy Statement), prudent spending rule, and a well-reasoned asset allocation will avoid investment disasters and achieve your long-term goal: to maintain the spending power of the Fund.

Please note, all times listed are in Eastern Time Zone.