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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.