J.P. Morgan

EFG Brochure - EMEA

Issue link: http://read.jpmorgan.com/i/444308

Contents of this Issue

Navigation

Page 2 of 23

2 FIVE ESSENTIAL QUESTIONS You are committed to ensuring your organisation has the resources needed to accomplish its mission, and we understand how challenging this responsibility can be. The Endowments & Foundations Group at J.P. Morgan is dedicated to working with not-for-profit organisations across the globe to help with their complex investment and financial management needs. In our experience, an organisation's long-term success is greatly enhanced when the not-for-profit's leaders have specialists to help them think through their answers to five essential questions: LAYING THE GROUNDWORK FOR SUCCESS Is your Investment Policy Statement helping you achieve your goals? 4 OPTIMISING RESOURCES Are your resources being put to their best use? 7 DESIGNING PORTFOLIOS Is your portfolio designed to generate consistent, risk-adjusted returns? 12 TAPPING GLOBAL OPPORTUNITIES Are you benefiting from opportunities around the world? 15 MEETING ALL YOUR NEEDS Are the full range of your organisation's needs being met? 18 We would welcome the opportunity to get to know your organisation better and to discuss our insights with you. Monica Issar Global Head J.P. Morgan Endowments & Foundations Group

Articles in this issue

view archives of J.P. Morgan - EFG Brochure - EMEA