Endowments & Foundations Consulting Certificate

The Endowments & Foundations Consulting online course teaches advanced methods for institutional investment consulting with endowments and foundations clients. Course participants learn the unique dynamics of advising non-profit clients, key principles of successful consulting and investment management, and best practices for maintaining a rewarding relationship. Content for the course is segmented into 7 learning modules. Modular learning includes readings, lectures, case study, sample documents, and supplemental videos. Module 1: Fundamentals of Non-Profit Organizations Module 2: The Investment Policy Statement for Endowments and Foundations Module 3: Portfolio Construction for Endowments and Foundations Module 4: SRI, ESG and Impact Investing for Endowments and Foundations Module 5: Performance Monitoring for Endowments and Foundations Module 6: Outsourcing and Discretionary Management Module 7: Serving Endowment and Foundation Clients