Key Trends 2025

Investment management for nonprofits

Expert panelists discuss important investment insights and themes for endowments and foundations as you prepare for 2025 and beyond.

Topics explored:

  • The market outlook for 2025
  • Portfolio implementation and asset allocation in 2025
  • What will it take to financially support your mission beyond 2025

 

 

Presenting our expert panelists:

 

Jarvis Headshot

HOSTED BY:

William Jarvis

Philanthropic Executive
Bank of America Private Bank

Chris Hyzy Headshot

Chris Hyzy

Chief Investment Officer
Merrill and Bank of America
Private Bank

Danielle Ward Headshot

Danielle Ward

Managing Director
Portfolio Manager
Bank of America Private Bank

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The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., (“Bank of America”) and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S” or “Merrill”), a registered broker-dealer, registered investment adviser Member SIPC and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

Explore more of our latest thinking

For private foundations and public charities, the investment policy statement is crucial

 

 

  • latest thinking/life priorities/finances

Should your nonprofit find an outside investment manager?

 

 

  • latest thinking/research insights/government

The Request for Proposal (RFP)

 

 

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