Conduct for Foundations, Endowments and Charities

The CFA Institute offers helpful principles of conduct to those individuals who are responsible for the oversight and stewardship of the financial resources of endowments, foundations, and charitable organizations. The principles include: 

  • Act with loyalty and proper purpose.
  • Act with skill, competence, prudence, and reasonable care.
  • Abide by all laws, rules, regulations and founding documents.

Click here for the "Investment Management Code of Conduct for Endowments, Foundations, and Charitable Organizations."   

Scott Middleton