Investment Management

Effectively Managing Nonprofit Investments


The Chartered Financial Analysts Society of New Mexico has partnered with the Center for Nonprofit Excellence to bring you Investment Management resources.

The mission of the CFA Society of New Mexico is to advance the professional development of its members by providing timely and relevant information, enhancing the integrity and recognition of the profession, and promoting adherence to the highest level of professional standards, thereby better serving the investment community.


On June 23, 2022 members of the CFA Society of New Mexico presented a seminar on Effectively Managing Nonprofit Investments.


Topics covered included: 

Investment Policy Statements

Social Investing

What is a Chartered Financial Analyst?

Asset Allocation

Uniform Prudent Management of Institutional Investments Act (UPMIFA). 


Effectively Managing Nonprofit Investment training materials
Sample Investment Policy Statement