Foundation Finance Affinity Group: Managing Your Investment Manager and Understanding the Associated Costs

When: 
Wednesday, June 27, 2018
9:30am to 11:00pm EDT
Where: 
WRAG's Office
1400 16th Street NW, Suite 740
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Eligibility and Registration Information:
This program is open to WRAG members. Email Katherine Abib, abib(at)washingtongrantmakers.org to RSVP. Interested non-member funders should contact Katherine.

In this session, we will cover what you should know and consider before, during, and after the RFP process. We will examine key considerations and the types of questions that should be asked at each stage. We will also place special emphasis on understanding and evaluating investment costs, as this is an important but often challenging aspect of financial management. We will look at the various types of costs that investors pay – disclosed and undisclosed – and look at the typical ranges for each cost. We will examine the factors that influence costs, the categories of cost components, and methodology that may be helpful to understanding more fully what your organization pays for investment management.  

Speaker: 
John W. Church, III, CFA, Managing Director - Glenmede Endowment and Financial Management
 

About WRAG’s Foundation Finance Affinity Group:

The Foundation Finance Affinity Group helps finance and administrative professionals support their organizations' philanthropic missions by providing:

  • professional development, best practice sharing, and sample resources
  • purposeful networking
  • information about emerging trends

The Foundation Finance Affinity Group is generously sponsored by

                                                       

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