Stephanie Osten
Principal
This video is a recording of a live webinar held June 3 by Marquette consultants Stephanie Osten, Linsey Schoemehl Payne, and Mike Piotrowski, CAIA, discussing fiduciary responsibilities and best practices for endowment and foundation nonprofits.
We begin by outlining the fiduciary role, defining the term fiduciary in the context of nonprofit organizations, recognizing who qualifies as a fiduciary, and identifying the key duties and responsibilities of a fiduciary. From there, we describe the investment committee, including its key duties and best practices for both membership and investment program management. Finally, we conclude with general best practices, from recordkeeping to onboarding to governance.
For more information about Marquette’s approach to working with endowment and foundation clients, fiduciary best practices, or any of our presenters, please reach out using the Contact Us page above. Sign up for research alerts to be notified when we publish new videos here.
The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. Marquette is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Marquette including our investment strategies, fees, and objectives can be found in our ADV Part 2, which is available upon request.
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