403(b) Plan Fiduciary Oversight
In an increasingly complex landscape, the fiduciary management of robust 403(b) plans has become more challenging than ever.
November 2016
The Foundation of Good Governance for Family Impact Investors: Removing Obstacles and Charting a Path to Action
Before incorporating impact investments into their portfolios, we encourage families to define the overall context for their impact investments. Our contextual framework—focused on purpose, priorities, and principles—establishes the base of impact strategy and guides the development of governance structures. These elements will help ensure that family values and decision-making processes are advantages rather than obstacles in pursuing impact investing goals and objectives
September 2016
The Foundation of Good Governance for Endowments and Investment Committees
To create the conditions for good governance, endowments should assess whether they have in place the appropriate model for portfolio oversight and management, are upholding their fiduciary responsibilities, and are learning about peer best practices in structure, process, policies, and role of the portfolio.
May 2016