Investment & Non-Profit Perspectives
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The Math Behind Nonprofit Organization “Reserves”
The work carried out by non-profits at both grassroots and higher levels holds great importance in shaping our changing world. We are deeply honored to support these organizations in their growth and assist in establishing a strong financial foundation. In this issue, we delve into a critical aspect of non-profit management: “Charting a course through the financial seas“.
Can non-profits self- manage investments, and when should they seek advisors?
Non-profit organizations often enlist the services of external advisors when decision making requirements surpass their in-house expertise. Two key facets warrant careful consideration. Advisors often offer insightful perspectives and also craft robust strategies aimed at safeguarding the organization’s long-term financial stability Next is mission alignment. Advisors can help harmonize investment strategies with the organization’s overarching values. Read More …
Can a non-profits “Theory of Change” map to investments?
The “theory of change” is a critical framework that non-profit 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? Read More …
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? Read more…
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, Boston Trust Walden etc., Anu brings institutional rigor to human-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 building a platform, a portfolio, or a second act – Anu can help you launch with clarity and conviction.