Tag: Portfolio Management

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Episode 30 – One Year Anniversary Special

Episode 30 – One Year Anniversary Special

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It’s been a year since Nonprofit Investment Stewards was launched!

A big thank you to all our wonderful listeners and guests who have been a part of this journey.

In this special episode, Bob DiMeo and Devon Francis take a trip down the memory lane, highlighting some of their most memorable episodes. Then, they move on to share five invaluable – and timely – tips for nonprofit investment committees and other stakeholders who oversee endowments and foundations.

You will learn:

  • Key takeaways from some of our most-downloaded episodes
  • Many investment, governance and cost saving strategies to advance your nonprofit’s mission
  • How investment committees can think about lower expected returns
  • Bob’s and Devon’s favorite moments from the podcasting journey
  • And more!

Tune in to revisit some of our best episodes, as well as gain fresh insights on how to make your nonprofit thrive!

Resources: Email the Stewards | Fiducient Advisors | Bob DiMeo | Devon Francis | Endowment Investment Considerations for Today’s Market — With Brad Long | Your Guide to Endowment Spending Policy – With Devon Francis | How Nonprofit Leaders Can Overcome Today’s Challenges – with Dennis Morrone | Effective Investment Strategies for Healthcare Systems — With Russ Gronewold | 10 Habits of Effective Investment Committees | How the 2020 Elections Could Impact Nonprofit Investors — With Frank Kelly

 

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Episode 27 – 403(b) Retirement Plans Optimized for Nonprofits — With Vin Smith

Episode 27 – 403(b) Retirement Plans Optimized for Nonprofits — With Vin Smith

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Nonprofits seek to attract, retain and reward great people – an attractive retirement plan is part of the solve. 

In this episode, Bob DiMeo and Devon Francis speak with Vin Smith, partner and practice leader of the nonprofit defined contribution practice at Fiducient Advisors. They help nonprofit leaders better design their 403(b) plans, create efficient investment menus, and evaluate their existing fee structures to remain relevant.

You will learn:

  • How retirement plans for nonprofits have evolved, and how to optimize yours
  • How to create a fee structure that is fair for all plan participants, and helps avoid litigation
  • Best practices to optimize both governance and fund selection for 403(b) plans
  • Ways to incorporate ESG investing into your 403(b) plan 
  • And more!

Tune in to learn how you can help your nonprofits remain relevant in the 403(b) landscape!

Resources: Email the Stewards | Fiducient Advisors | Bob DiMeo | Devon Francis | Vin Smith on LinkedIn | Email Vin Smith

About Our Guest:

As a Partner and Senior Consultant in our Boston Office, Vin services institutional clients by providing advice and counsel on all areas of fund oversight including policy, asset allocation, manager research, portfolio structure, portfolio rebalancing, performance monitoring and overall investment policy. He serves on the firm’s Defined Contribution Business Council and the Defined Contribution Discretionary Committee. Vin joined Fiduciary Investment Advisors, LLC in 2011, which combined with Fiducient Advisors in 2020. Prior to joining the firm, he was a senior member of the consulting teams at Cammack LaRhette Consulting and Longfellow Advisors. He earned his BSBA from Stonehill College and is an Accredited Investment Fiduciary®. Vin serves on the Board of Directors for Mentor Rhode Island, an affiliate of a national organization focusing on creating quality youth mentorship programs. His personal interests include running and fishing.

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