Establishing an Investment Portfolio

06 Dec 2023

Large charitable and non-profit groups often come to the conclusion that establishing an investment portfolio is the right thing to do in the context of their mission and purpose. While some have experience with establishing and managing such a portfolio, many do not.

The 10 steps outlined in this video are structured to help charitable and non-profit leaders understand the process and what it involves.

This video provides an overview of the 2022 Koda paper ‘Establishing an Investment Portfolio’ authored by David Knowles, Head of Koda Capital’s Philanthropy & Social Capital team. The full paper is available to download from Koda’s site at


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