Non-Profit Investment Perspectives
Insights for nonprofits, endowments, and foundations navigating investment decisions. From reserves and governance to private markets and mission alignment.
Schedule a ConsultationThe Math Behind Nonprofit Organization "Reserves"
The work carried out by nonprofits at both grassroots and higher levels holds great importance in shaping our changing world. SIP is deeply honored to support these organizations in their growth and assist in establishing a strong financial foundation. This article delves into a critical aspect of nonprofit management: charting a course through the financial seas of reserve planning.
When Should Non-Profits Seek Advisors?
Nonprofit organizations often enlist the services of external advisors when decision-making requirements surpass their in-house expertise. Two key facets warrant careful consideration. First, advisors often offer insightful perspectives and craft robust strategies aimed at safeguarding the organization's long-term financial stability. Second is mission alignment—advisors can help harmonize investment strategies with the organization's overarching values.
Can a Non-Profit's "Theory of Change" Map to Investments?
The "theory of change" is a critical framework that nonprofit organizations use to articulate their long-term goals, define their strategies, and measure their impact. It provides a structured roadmap for how an organization intends to create meaningful and sustainable change in the world. Is it essential to align this theory of change with investments that the organization makes?
The Allure of "Privates"
In the evolving world of investments, private strategies have garnered significant attention, attracting investors of all sizes with their promise of exclusivity and potential returns. At the heart of this landscape stands the Yale Model, celebrated for their leadership in alternatives and superior track record. Could smaller investment funds benefit from investing in private markets?
About Anu Rames
Anu Rames, Founder & Managing Principal of SIP, is an investment professional trusted by both institutions and individuals navigating the question "What's enough—and what's next?"
With nearly two decades of investing experience at global firms like BNP Paribas Asset Management, Liberty Mutual Investments, and Boston Trust Walden, Anu brings institutional rigor to mission-centered outcomes. At Liberty Mutual, she served on the 401(k) Investment Committee, stewarding retirement assets for 72,000+ participants.
Anu holds an MBA from Babson College and an engineering degree from Calicut University.
Whether you're stewarding an endowment, building a foundation, or guiding nonprofit capital—Anu can help you invest with clarity and conviction.