Now in its third year, the Study on Nonprofit Investing (SONI) is answering the question “how do other nonprofits invest their reserves”. Participants receive a complimentary copy of the study results. Consider participating by completing a short survey about your organization’s investment policies: Launch the 2015 Study on Nonprofit Investing Survey
The results provide peer benchmarks for:
- Segmentation of total cash assets (split among shorter vs longer term objectives)
- Asset allocation (investment risk)
- Investment fees and expenses
- Investment results (ROI)
- Key policy guidelines and decision making practices
Visit www.npinvesting.org for more information. The survey will close on March 6, 2015.