Effectively Managing Nonprofit Investments

June 23, 2009- Today the members of the CFA Society of New Mexico presented a seminar at the Center for Nonprofit Excellence that covered the following topics:

  • Investment Policy Statements
  • Social Investing
  • What is a Chartered Financial Analyst?
  • Asset Allocation
  • Uniform Prudent Management of Institutional Investments Act (UPMIFA)

The training materials are available for any interested nonprofit organization to view online or to print:

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