Association Investment Policies, Practices, And Performance

Need help evaluating your association’s investment-reserves plan, strategies, and methods? Association Investment Policies, Practices, and Performance was designed to help you in doing that just, providing clear benchmarks and expert insights for four consecutive years. The info in this downloadable report are primarily arranged by reserve size and include performance metrics captured in the 2014-2017 studies, as well as policy benchmarks captured in the 2014 and 2015 studies.

Investment advisors from DiMeo Schneider & Associates, L.L.C., provide expert insights and a 2016 market overview. Utilize the data to recognize areas where improvements could be produced or that may require further analysis and discussion. Or the info may help you concur that your organization is applying effective practices compared to peers with likewise size investment reserves. Note: The product is a downloadable PDF file. After your purchase, you will be presented with the PDF for download. You’ll also be able to access the PDF for 60 days from the date of purchase in the “My Downloads” section of your profile on the ASAE website.

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