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Faith-Driven Asset Manager Interview Series: An Interview with Robin John of Eventide Asset Management
We at Cornerstone Management are pleased to release the third installment of our Faith-Driven Asset Manager Interview series. In this series, we are speaking to those leading the way in making Biblically Responsible Investing strategies available to investors. Winters Richwine, Chief Operating Officer of Cornerstone Management, spoke with Robin John, CEO and Founding Member of…
Read MoreInterview with Bob Doll of Crossmark Global Investments
We at Cornerstone Management are pleased to release the second installment of our Faith-Driven Asset Manager Interview series. In this series, we are speaking to those leading the way in making Biblically Responsible Investing strategies available to investors. Winters Richwine, Chief Operating Officer of Cornerstone Management, spoke with Bob Doll, CEO and Chief Investment Officer…
Read MoreWhat is an Investment Policy Statement?
An investment policy statement, or IPS for short, is a governing document for an investment portfolio. It outlines the purpose and goals for the assets, describes any limitations in place, and includes a recommended asset allocation. In some cases, investment policy statements define the roles and responsibilities of the parties associated with the investment portfolio. …
Read MoreRallying Cry for 2024
The start of a new year is a great opportunity to renew your focus on what matters. One practice that many organizations have found meaningful is to adopt a rallying cry for the year. This is a word or phrase that is used to make people join together to support an idea or a cause.…
Read MoreInterview with Matt Monson
The Chief Operating Officer of Cornerstone Management, Winters Richwine, conducted this interview with Matt Monson from Sovereign’s Capital. Tell us about your professional background. How did you connect with Sovereign’s Capital? I have a background in investment banking, private equity, and public equity investing before joining Sovereign’s Capital. Like many other believers, my faith had…
Read MoreFunding a Charitable Gift Annuity from an IRA
Donors have been asking for years if a charitable gift annuity can be funded from an Individual Retirement Account (IRA). Until Congress passed the SECURE Act 2.0 of 2022, the donor would have to take an IRA distribution, pay the taxes on the distribution, and then fund a gift annuity with the IRA distribution proceeds.…
Read MoreHow to Talk to Donors About Planned Giving
Planned gifts are important. To donors, they often represent the biggest gifts to charity they will make. Planned gifts also tie the donor to the charity. To nonprofits, planned gifts similarly are some of the largest donations received and also serve as long-term relationship builders. In this article, we provide guidance to nonprofit organizations on…
Read MoreWhat is an RIA?
What is an RIA in the financial industry? RIA refers to a registered investment advisor. “Registered” indicates registration with a regulatory authority. The term “investment advisor” is formally defined by the Investment Advisers Act of 1940 (Advisers Act). While the regulation uses the spelling “adviser,” the more commonly used “advisor” is also acceptable. There are…
Read MoreWhat is Biblically Responsible Investing (BRI)?
Introduction Biblically Responsible Investing (BRI), a type of faith-based investing, is gaining ground with both institutional and retail Christian investors. Now more than ever, financial capital is being used as a tool to influence the decisions companies make. The purpose of this article is to explain what is Biblically Responsible Investing and to articulate why…
Read MoreHow to Evaluate Investment Performance
Introduction Many organizations struggle with investment performance evaluation. How can one determine if the investment program is doing well, or how does one even define “well”? In this blog, we provide some ideas on how to evaluate investment performance from a variety of angles. As you read this article, we encourage you to keep in…
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