The Principles Of Endowment Style Investing, Part II

29 Feb 2024

In this report we discuss the importance of defining an endowment’s purpose, building effective investment governance policies and prudently managing capital to help achieve the mission and objectives of non-profit organisations.

This white paper builds on the principles discussed in Koda’s first endowment investing paper and incorporates best practises observed with clients and leaders from the non-profit sector. ‘The Principles Of Endowment Style Investing, Part I‘ is available to download at

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