Cultural Institutions’ Investment Policies, Practices, and Performance is a new report from Fiducient Advisors, the American Alliance of Museums, and The Morton Arboretum. The 2023 study reflects the perspectives of 226 respondents from diverse cultural organizations, including Botanical Gardens/Arboreta, Art Museums, History Museums, Symphony Orchestras, Zoos, and more. With investment pool sizes ranging from below $10 million to over $100 million, the study sheds light on the critical need for accessible tools and services that facilitate responsible stewardship, sound investment counsel, and informed decision-making – all underscored by the invaluable insights derived from peer data. In an era of unprecedented change, arming cultural leaders with actionable insights is paramount.

Join us for a webinar on Wednesday, February 14, to discuss the report and gain:

• Current insights into investment practices among cultural institutions
• Strategies for more effective financial stewardship in uncertain times
• Discussion and guidance on best practices in investment management today and beyond

Speakers:

• Bob DiMeo, Chairman and Co-Founder, Fiducient Advisors
• James Fawley, Vice President of Finance and CFO, The Morton Arboretum
• Devon Francis, Partner and Senior Consultant, Fiducient Advisors

Register now

The statements and opinions expressed by panelists, hosts, attendees, or other participants of this event are their own and do not necessarily reflect the opinions of, nor are endorsed by, the American Alliance of Museums.