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Association Reserves Part 2: Through COVID with Clarity – Building a Reserve Policy

Asset Allocation | SRI and ESG | COVID-19 March 20, 2021

August 16, 2021 3:30 pm - August 16, 2021 4:15 pm

place
Virtual

Please join Fiducient Advisors’ Ahmed Farruk as a panelist on Association Reserves Part 2: Through COVID with Clarity – Building a Reserve Policy.

In part one of the Association Reserves session, you learned the why, how, and when to build a reserve policy from the accounting perspective. After the policy is established, there are many questions on next steps: Where are investments allocated to mitigate risk, yet enhance the earnings potential and growth to keep up with rising costs and the growing needs of your association and its constituency/membership? Should you consider socially responsible investments (SRI)? Is your portfolio of a size it can now entertain alternative investments? Is there to be an international component and if so, should that be diversified? Where is the intersection between governance and management, and how can these two groups complement one another in creating a reserve policy that matches the needs of the membership, ensuring sustainability for the organization and its mission?

During this session, a panel of experts in association-specific institutional investing will answer these questions and more.


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Ahmed Farruk

Regional Director,
Senior Consultant

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