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Nonprofit Asset Management: Effective Investment Strategies and Oversight

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ISBN: 978-1-118-00452-4

January 2012

240 pages

Description

Praise for nonprofit asset management

"An essential resource for nonprofit fiduciaries. If they rely on you—as an administrator, manager, or trustee—to protect and grow the wealth of the institution, this comprehensive and pragmatic guide will be invaluable. The content is broad, deep, well-organized, and very useful."
—Jeffrey Bethke, Treasurer, DePaul University

"This is an excellent guide—readable and practical—on managing the investment of assets entrusted to us. It presents professional approaches that help counter otherwise 'irrational human tendencies' in investment management."
—Gerard T. Donnelly, PhD, President and CEO, The Morton Arboretum

"The work done by Matt Rice, Bob DiMeo, and Matt Porter in their revised edition of Nonprofit Asset Management is a must-read for anyone who cares about the health and future of our nonprofit world. The authors cover the basics in a way that is easily understandable and give an accurate portrayal of difficult financial topics. This book should be required reading for any thoughtful investment committee."
—Dick Kinney, Endowment Chair, Gallaudet University

About the Author

MATTHEW R. RICE, CFA, CAIA®, is Chief Investment Officer and a Principal at DiMeo Schneider & Associates, LLC, a Chicago-based investment consulting firm that oversees more than $35 billion in institutional and high-net-worth investment assets. He is a coauthor of The Practical Guide to Managing Nonprofit Assets (Wiley).

ROBERT A. DiMEO, CIMA®, CFP®, is the Managing Director and cofounder of DiMeo Schneider & Associates, LLC. He has been featured in prominent publications such as the Los Angeles Times, Crain's Chicago Business, and Pensions & Investments and is coauthor of numerous books, including The Practical Guide to Managing Nonprofit Assets (Wiley).

MATTHEW P. PORTER, CIMA®, is Director of Research Analytics and a Principal at DiMeo Schneider & Associates, LLC. He has served as consultant to a number of nonprofit and corporate clients and is coauthor of The Practical Guide to Managing Nonprofit Assets (Wiley).