At SouthCol Advisors, we believe Spend Policy is the blueprint that guides how mission-based institutions use financial resources to create positive change. For investment committees, it’s more than just numbers—it’s about stewardship and the responsibility to drive meaningful impact. The decisions you make today can fuel innovation, address pressing challenges, and ultimately help shape a better world for tomorrow. SouthCol Advisors’ recently-published piece, “Prudent vs. Proactive: Crafting an Effective Spend Policy” is available on our website: https://lnkd.in/euuVh6i Want to learn more? Contact James W. Lumberg or Jeanne Elliott Enright. #SpendPolicy #EmpoweringPortfolios #MissionInvesting #ImpactInvesting #PowerYourMission
SouthCol Advisors’ Post
More Relevant Posts
-
Check out our May Phoenix Investment Market Snapshot where you’ll find numbers on last month’s sales and market makers. Click here to read: https://lnkd.in/gjqciSC #colliers #phoenix #investmentreport
To view or add a comment, sign in
-
"Asset holders, the system isn't set in stone. We control the capital, and with it, the power to reshape how wealth is shared." "Every investment conversation can be a chance to push for equity. Why don't you take a tiny sliver of your equity and start sharing with people creating economic value? This could be the key to a new American economic landscape where everyone has a stake in wealth building." Our Santhosh Ramdoss was able to deliver that powerful call-to-action at this year's Aspen Ideas Festival, as he shared the stage with visionary leaders Dara Eskridge of Invest STL, Kristy Williams Fercho of Wells Fargo, and Damien Dwin of Lafayette Square. Special thanks to moderators and partners Ida Rademacher and Joanna Smith-Ramani for their thoughtful provocations and elevation of this topic to a main stage at Aspen Ideas. Thanks as well to The Aspen Institute and The Aspen Institute Financial Security Program for bringing the conversation of generational wealth for all to the stage. #futureofwealth #racialwealthgap #generationalwealth #aspenideasfestival #aspenideas
To view or add a comment, sign in
-
2024 presents a favorable landscape for investing in purpose-driven strategies. We outline five macro factors that shape this landscape in Lynxeye Purpose Index™ 2024. Get the report at: https://hubs.ly/Q02xL6FZ0 #purposefulbusiness #purposefulbrands #purposeindex #progresspurpose
To view or add a comment, sign in
-
2024 presents a favorable landscape for investing in purpose-driven strategies. We outline five macro factors that shape this landscape in Lynxeye Purpose Index™ 2024. Get the report at: https://hubs.ly/Q02tk5cr0 #purposefulbusiness #purposefulbrands #purposeindex #progresspurpose
To view or add a comment, sign in
-
In case you missed it: Stephanie Link, our Chief Investment Strategist and Head of Investment Solutions, shared multiple insights in her CNBC appearances last week. • Link: Seasonality and those things that have worked will continue to work • Trade Tracker: Stephanie Link sells Lam Research, GE Healthcare and buys more Gap, CrowdStrike Check out our blog to watch Stephanie’s full commentary on these trending topics. #HightowerAdvisors #StephanieLink #MarketInsights https://bit.ly/49x7seA
To view or add a comment, sign in
-
Engaging discussions and fresh ideas were the order of the day at Unigestion’s Private Equity Offsite. Colleagues from Europe, North America, and Asia Pacific gathered in our home country of Switzerland to brainstorm new concepts aimed at benefiting our clients. They shared insights on recent deals and market trends, while exploring the outlook for the global economy and private equity, particularly in our key areas of expertise: secondaries, directs, emerging managers, and climate impact. #PrivateEquity #Offsite #Insights
To view or add a comment, sign in
-
Exploring Opportunities in Property Investment and Portfolio Diversification I recently had the privilege of engaging in a thought-provoking discussion with Syntyche van Heyningen about how property investors can strategically reinvest their earnings to diversify their portfolios. We explored the importance of leveraging steady income from property investments to build a well-rounded financial portfolio. Key topics included: Government Bonds: A low-risk investment option offering stable returns and a hedge against market volatility. Exchange-Traded Funds (ETFs): A versatile tool for gaining diversified exposure to various asset classes, such as stocks, commodities, or sectors, while minimizing costs. Our conversation underscored how combining traditional property investments with financial instruments like bonds and ETFs can mitigate risk, enhance financial security, and create a balanced portfolio. I am grateful for the opportunity to exchange insights with Syntyche, and I’m excited to apply these strategies in empowering women through financial literacy. How do you diversify your investment portfolio? I’d love to hear your thoughts! Let’s continue the conversation in the comments. #propertyinvestment#Diversification#investing#financialliteracy
To view or add a comment, sign in
-
🧭 Traverse an unpredictable investment landscape with Tramondo's 2025 Outlook In a world of economic uncertainty, how can investors find their bearings? Tramondo Investment Partners AG presents "Navigator 2025: In Search of a New Equilibrium" – your compass for the evolving financial landscape. 👉 Get your complimentary copy now: https://lnkd.in/dVufa5Da Discover: • The new U.S. administration's impact on global markets • Tactical positioning for balanced portfolios • Performance insights across asset classes • Safe haven investments for turbulent times • Promising sectors and regions for 2025 Don't navigate 2025 blindfolded. Download our expert analysis and chart your course to financial success. 👉 Get your complimentary copy now: https://lnkd.in/dVufa5Da #TramondoNavigator2025 #wealthmanagement #assetprotection #InvestmentStrategy #riskmanagement Raphael Mueller, CFA, CAIA Andreas Schranz, CFA Wicky Meyer Alliance of Swiss Wealth Managers
To view or add a comment, sign in
-
✨ Just released: Tramondo Navigator 2025 – In Search of a New Equilibrium. A thoughtful guide to navigating an uncertain economic landscape, with insights and strategies to help you stay ahead in 2025. #WealthManagement #InvestmentStrategy #SwissMade #TramondoNavigator2025
🧭 Traverse an unpredictable investment landscape with Tramondo's 2025 Outlook In a world of economic uncertainty, how can investors find their bearings? Tramondo Investment Partners AG presents "Navigator 2025: In Search of a New Equilibrium" – your compass for the evolving financial landscape. 👉 Get your complimentary copy now: https://lnkd.in/dVufa5Da Discover: • The new U.S. administration's impact on global markets • Tactical positioning for balanced portfolios • Performance insights across asset classes • Safe haven investments for turbulent times • Promising sectors and regions for 2025 Don't navigate 2025 blindfolded. Download our expert analysis and chart your course to financial success. 👉 Get your complimentary copy now: https://lnkd.in/dVufa5Da #TramondoNavigator2025 #wealthmanagement #assetprotection #InvestmentStrategy #riskmanagement Raphael Mueller, CFA, CAIA Andreas Schranz, CFA Wicky Meyer Alliance of Swiss Wealth Managers
To view or add a comment, sign in
-
Kicking off 2025 with a focus on healthier habits—for portfolios too. Will Nasgovitz’s latest article dives into how active management and Heartland Advisors, Inc.’s disciplined process helps investors steer clear of “junk” investments and find high-quality opportunities. Check it out: https://lnkd.in/gXFBAe8B
To view or add a comment, sign in
812 followers