AM24: Investment Management 101 for Small Endowments

AM24: Investment Management 101 for Small Endowments

Live Event: 07/22/2024 at 3:15 PM (EDT)


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Only available as part of a package

This session will explain the benefits of passive investing and how an endowment can be constructed entirely with exchange traded funds (ETF). The speakers will cover the goals and objectives of the investment process, the determination of asset classes, how ETFs can enhance an actively managed portfolio, and the impact of fees on investment returns. To illustrate the passive investment process, they’ll also share five sample portfolios and compare their annualized returns to the 2023 NACUBO-Commonfund Study of Endowments for the past 1-, 3-, 5- and 10-year periods.

Learning Objectives

  • Differentiate between active and passive investment strategies
  • Identify the benefits of a passive investment strategy and how this strategy can enhance an institution's bottom line
  • Develop a plan to potentially improve both institutional and personal financial performance

CPE Available: 1.5 Credits in Finance

Each individual must register and attend separately to earn credit.

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NACUBO is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website www.nasbaregistry.org

Event Information

  • Level: Intermediate
  • Prerequisites: Minimum 1-2 years of experience as a professional in higher education or a related private industry.
  • Advanced Preparation: None
  • Delivery Mode: Group internet based
  • Field of Study: Finance
  • Length: 75 minutes

Steps to Earn CPE Credit

You can only earn credit for attending the session live. CPE credit cannot be earned for watching the recordings.

To earn CPE credit, you will complete the following tasks under the Content tab, after the session has ended:

  1. Pass the CPE codeword quiz. Write down the codewords posted in the Zoom chat at random times throughout the session and complete the quiz at the end of the session. 
  2. Submit the CPE check-out code displayed at the end of the session. 
  3. Download your CPE certificate. 

You have until 5 pm Eastern Time on Wednesday, July 24, to complete these three steps or report technology issues with this site to online@nacubo.org.

For more detailed instructions, review the CPE Instructions page.

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AM24: Investment Management 101 for Small Endowments
07/22/2024 at 3:15 PM (EDT)  |  75 minutes
07/22/2024 at 3:15 PM (EDT)  |  75 minutes The Zoom room will open 15 minutes before the start time. To enter the room, click “Enter Session.”
You must register to access.
Session Evaluation
3 Questions
3 Questions Let us know about your experience in this session! This evaluation is not required for CPE credit.
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Earn CPE Credit
CPE Codeword Quiz
7 Questions  |  1 attempt  |  5/7 points to pass
7 Questions  |  1 attempt  |  5/7 points to pass 7 codewords were posted in the chat during this session. You must select at least 5 correct codewords within this multiple-choice quiz to be eligible for CPE credit.
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CPE Check-Out Code
Enter code to continue.
Enter code to continue. Submit the check-out code that was displayed at the end of the session. Click the eye icon to view and double-check the code before submitting. The code is case sensitive.
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CPE Certificate
Live Viewing: 1.00 CPE credit and certificate available
Live Viewing: 1.00 CPE credit and certificate available Download your certificate to finalize earning your CPE credit.
You must register to access.