Red Flags and Disqualifying Characteristics In Manager Research

What single quality is most important in your investment manager research process? Integrity is paramount and must be present throughout a manager’s entire organization. Our assessment of integrity emerges...

Legacy Series: Threshold Questions For Familes

The goal of this paper is to help you get structured for investment success. This requires asking the right questions and prioritizing your objectives. Threshold Questions will help you...

Incorporating Diversity, Equity & Inclusion in an Investment Policy

Why should you consider including diversity, equity, and inclusion (‘DEI’) in your investment policy statement (‘IPS’)? Doing so ensures that the institution’s DEI objectives remain priorities, even in times...

Thoughts on Philanthropy

What options are currently available to me to leverage my philanthropic goals? Rob Inches: The nine most common opportunities are, 1) Traditional Philanthropy – support for all good causes,...

The Colony Group’s Institutional Practice Celebrates 10 Years of Fiduciary Excellence

The Colony Group is proud to announce that its Institutional Advisory practice has been certified by the Centre for Fiduciary Excellence (CEFEX) for the tenth-straight year. This milestone represents its continuing...

The Colony Group’s Institutional Practice Certified for Fiduciary Excellence for Ninth-Straight Year

The Colony Group is proud to announce that our Institutional Advisory Practice team has been certified by the Centre for Fiduciary Excellence (CEFEX) for the ninth-straight year. As one...

The Colony Group’s Institutional Practice Certified for Fiduciary Excellence for Eighth-Straight Year

The Colony Group is proud to announce that our Institutional Services team has been certified by the Centre for Fiduciary Excellence (CEFEX) for the eighth-straight year. As one of...

How can a nonprofit board improve financial outcomes?

In an economy in which governmental spending is increasingly strained, nonprofit organizations are forced to play a larger role in serving the greater good. Driven by boards that are...

How Might You Handle Investment Decisions as a Non-Profit Board Member?

As a volunteer for your non-profit, you are passionate about its mission.  You have seen the good it does in your community. Six years ago, you joined the investment...