Nonprofit Investment Management
Balancing Short and Long Term Objectives
Watch this video and hear from three of Bank of America’s leading investment professionals. During the moderated panel they explore:
- Asset allocation considerations for nonprofits’ investment portfolios, including equities, fixed income and alternative strategies
- Addressing funding obligations in the short term and opportunities for portfolio growth over the medium term
- Strategies to deal with higher inflation and interest rates over different time horizons
- The role of investment committees, governance and investment policy statements
Host/Moderator:
William Jarvis
Philanthropic Executive
Bank of America Private Bank
Panelists:
Matthew Diczok
Head of CIO Fixed Income Strategy
Chief Investment Office
Merrill and Bank of America Private Bank
Marci McGregor
Head of CIO Portfolio Strategy
Chief Investment Office
Merrill and Bank of America Private Bank
Rolando Castellanos
Senior Portfolio Management Team Lead
Chief Investment Office
Merrill and Bank of America Private Bank
This information should not be construed as investment advice and is subject to change. It is provided for informational purposes only and is not intended to be either a specific offer by Bank of America, Merrill or any affiliate to sell or provide, or a specific invitation for a consumer to apply for, any particular retail financial product or service that may be available.
The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., (“Bank of America”) and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S” or “Merrill”), a registered broker-dealer, registered investment adviser and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).
Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Institutional Investments & Philanthropic Solutions (also referred to as “Philanthropic Solutions” or “II&PS”) is part of Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”). Trust, fiduciary, and investment management services are provided by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A. and its agents.
Alternative investments are speculative and involve a high degree of risk.
Alternative investments are intended for qualified investors only. Alternative Investments such as derivatives, hedge funds, private equity funds, and funds of funds can result in higher return potential but also higher loss potential. Changes in economic conditions or other circumstances may adversely affect your investments. Before you invest in alternative investments, you should consider your overall financial situation, how much money you have to invest, your need for liquidity, and your tolerance for risk.
