Launched in 2012, the annual Study on Nonprofit Investing (SONI) provides timely, relevant, actionable data about how associations and other nonprofits invest their reserves and how those investments perform. SONI helps nonprofit organizations verify that their investment policies are “normal” and that their investment fees/performance returns are in line with other, similar organizations. To date, more than 2,000 nonprofit organizations have participated in SONI. In this session we’ll review the key peer findings from preview years SONI reports including target reserves, segmentation of cash assets, short term portfolio allocations, long term portfolio allocations, fees, relative performance, and more.
Presenters: Dennis Gogarty and Ryan Frydenlund, Raffa Investment Advisers
Field of Study: Specialized Knowledge
Amount of Recommended CPE: 1 hour
Type of Delivery Method: Group Based Internet
Learning Objective: Nonprofit leaders will learn best practices from their peers. In doing so, you will be empowered to make better informed decisions about your nonprofit or association’s investment reserves.
Program Level: Basic
Advanced Preparation: None