Four Key Benchmarks for Association Investment Policies and Strategies

Four Key Benchmarks for Association Investment Policies and Strategies

hand putting a coin into a piggy bank July 24, 2017 By: Dennis Gogarty

A new investment benchmarking report from Raffa Wealth Management has clear takeaways for associations looking to manage their reserve funds wisely.

Associations and their boards have a fiduciary responsibility to be good stewards of their organizations' assets, and one way to do that is by making sound investments. Still, many associations plan their investment policies and gauge their investment performance in a vacuum, without helpful benchmarks showing how similar associations manage their reserves and perform on their investments....