Information is power. Many nonprofits first become aware of key investment performance, activity, and risk measures well after the point at which they can act. A new software tool and service is helping give control back to nonprofits. In this session we’ll review Black Diamond, a powerful online portal and dashboard that displays the information you and your stakeholders need daily to make informed decisions before it’s too late. We’ll review investment performance and key risk measures in relation to custom benchmarks, asset allocations in relation to custom targets, and much more.
Presenters: Dennis Gogarty, President and Mark Murphy, Chief Investment Officer – Raffa Wealth Management
Fields of Study: Specialized Knowledge
Amount of Recommended CPE: 1 hour
Type of Delivery Method: Group-Internet
Learning Objectives: Nonprofit senior executives will become aware of a new online dashboard and service to support their oversight and decision making related to their investment reserves.
Program Level: Intermediate
Advanced Preparation: NONE.