Skip to main content

Assess your assets: New benchmarking research on association reserves

Ever wonder how your association's investments compare with groups of similar size? A new benchmarking report looks at the governance and management of reserves, including how assets are allocated and average returns. Excerpted and reprinted with permission. Copyright 2014 ASAE: The Center for Association Leadership The ASAE Foundation collected data on reserves from more than 500 trade groups and professional societies this past spring. Orion Investment Advisors provided the analysis. "Based upon our observation, associations are doing a pretty good job from a fiduciary standpoint," said Ahmed Farruk, deputy managing director of Orion and a co-author of the report.… Read More