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Check6 Wealth Blog

Investment reporting for charities and foundations: What to look for?

Posted by Sebastian Verkuilen on Feb 26, 2019 3:35:00 PM

Charities and foundations form a special group of entities managing assets. Not only are they managing assets for specific goals they want to support, often it is third party money which is invested and accountability has to be given in a formal matter, both the spending of proceeds and how the assets are managed.

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Topics: "wealth management", "wealth management reporting", Client Services, impact investing, ESG, socially responsible, sustainability, environmentally friendly, Detailed Look-Through, charities, foundations

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