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Webinar: Crafting an Investment Policy
by Bill Bowman, Alysia Mercer, Emily Parish
Year published:2017
Publisher:Land Trust Alliance
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Organizational Member price:
Standard price: 65.00
Your price:65.00


Crafting an Investment Policy to Grow Your Stewardship Fund

89 minutes
Recorded 5/10/2017
Instructors: Bill Bowman, Alysia Mercer, Emily Parish
Level: Beginner-Intermediate

Are you on the right track to fund your stewardship programs…forever? If you have doubts or would like a check-in to make sure your policies and procedures are sound, this webinar is for you.

With an emphasis on the practical and real-life land trust examples, this webinar will cover the fundamentals of crafting an investment policy and financial position review, including:

  • Determining your organizational risk tolerance for investments
  • Crafting an asset allocation and diversification plan that works for your land trust
  • Crafting an investment policy that reflects organizational mission and values
  • Evaluating, hiring and setting expectations for outside investment advisors

Access to this recording will expire on June 30, 2018, and is subject to availability of the AdobeConnect service.

Photo by Thought Catalog on Unsplash