Today, we have Jim Thomas, the CFO of the Clerics of Saint Viator, share timely investment insights for nonprofit investment leaders!
The Clerics of Saint Viator is an international Roman Catholic religious congregation.
In this episode, Bob DiMeo and Devon Francis interview Jim about his experience in managing finances for a religious order. They also dive into several best practices for effective investment portfolio management that are relevant in today’s complex financial landscape.
You will learn:
- The concept of perpetuity and how to prepare your portfolio for long-term success
- How to rebalance your portfolio and ensure consistent asset allocation
- Ways to ensure a more accurate screening of your portfolio for mission-aligned investing
- Reasons to maintain a continuous dialogue with your organization’s stakeholders
- And more!
Tune in to discover investment best practices that can help you emulate the success of the Clerics of Saint Viator!