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Episode 17: 10 Habits of Effective Investment Committees



An investment committee member might be doing everything right. But just one wrong move could derail an endowment or foundation from your path to success.

To help prevent this, Bob DiMeo and Devon Francis share their list of the 10 Best Investment Committee Practices in this episode. These tactics are extremely powerful and can have a significant impact on the success of your portfolio and your mission. 

You will learn:

  • Qualities that define an ideal investment committee member
  • How to maintain an unwavering focus on your nonprofit’s long-term mission
  • Tips for making your committee meetings more efficient and productive
  • Why you should always remain curious and learn new things
  • And more!

Tune in now to learn effective strategies to improve your investment committees!

Resources: Fiducient Advisors | Bob DiMeo | Devon Francis | EMAIL the STEWARDS | FREE GUIDE: 6 Tips to Managing Nonprofit Investments | ICreative and Flexible Management Solutions for Today’s Nonprofits


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