Looking Beyond Performance: Assessing Risk to Build Sustainable Endowments and Foundations

The higher education industry is constantly evolving, and attracting and retaining students has become more competitive than ever. This environment places pressure on endowments and foundations to not only support the recruitment efforts of today, but also plan for intergeneration equity to maintain, or hopefully grow, for future generations. Establishing an investment strategy to minimize volatility and maintain liquidity can help trustees build sustainability for years to come. In this session, attendees will learn:

• Considerations to make when managing investment policies
• Actionable steps to help your organization meet liquidity needs
• Best practices for selecting appropriate asset allocations
• Lessons from real-world endowment and foundation investment strategies

Presented by:

Brian Jones   Brian Jones
   Senior Vice President, Senior Consultant
   CBIZ Investment Advisory Services




HRCI Credit: This activity has been approved for 1 HR (General) recertification credit hour toward aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through the HR Certification Institute. The program ID number verifying completion of the webinar will be emailed after the session (allow several days). NOTE: To ensure we can track your attendance so you receive the program ID, register using your email address and sign in using that address on the day of the webinar. (If you are in a conference room and/or otherwise use someone else's sign-on information, your attendance will not be recorded and the program ID cannot be issued.) YOU MUST ATTEND THE WEBINAR FOR THE FULL HOUR TO RECEIVE THE PROGRAM ID. More on certification or recertification at HRCI at www.hrci.org.

Investment management services to individuals, corporations, trusts and defined benefit plans offered through CBIZ Investment Advisory Services, LLC, SEC Registered Investment Adviser. Investment management services to governmental and/or municipal defined benefit plans, 457 plans and related individuals provided by CBIZ Investment Advisory Services, LLC, dba CBIZ InR.

CBIZ Retirement Plan Services is a trade name under which certain subsidiaries of CBIZ, Inc. (NYSE Listed: CBZ) market investment advisory, investment management, third party administration, actuarial and other retirement plan services. Investments, investment advisory and investment management services offered through CBIZ Financial Solutions, Inc., Member FINRA, SIPC and SEC Registered Investment Adviser, dba CBIZ Retirement Plan Advisory Services.  Investment advisory and investment management services may also be offered through CBIZ Investment Advisory Services, LLC, SEC Registered Investment Adviser. Third party administration, actuarial and other consulting services offered through CBIZ Benefits & Insurance Services, Inc.