Connect with us

Global Banking and Finance Review is an online platform offering news, analysis, and opinion on the latest trends, developments, and innovations in the banking and finance industry worldwide. The platform covers a diverse range of topics, including banking, insurance, investment, wealth management, fintech, and regulatory issues. The website publishes news, press releases, opinion and advertorials on various financial organizations, products and services which are commissioned from various Companies, Organizations, PR agencies, Bloggers etc. These commissioned articles are commercial in nature. This is not to be considered as financial advice and should be considered only for information purposes. It does not reflect the views or opinion of our website and is not to be considered an endorsement or a recommendation. We cannot guarantee the accuracy or applicability of any information provided with respect to your individual or personal circumstances. Please seek Professional advice from a qualified professional before making any financial decisions. We link to various third-party websites, affiliate sales networks, and to our advertising partners websites. When you view or click on certain links available on our articles, our partners may compensate us for displaying the content to you or make a purchase or fill a form. This will not incur any additional charges to you. To make things simpler for you to identity or distinguish advertised or sponsored articles or links, you may consider all articles or links hosted on our site as a commercial article placement. We will not be responsible for any loss you may suffer as a result of any omission or inaccuracy on the website. .

Top Stories

ASAE, DiMeo Schneider & Associates, L.L.C Offering Investment Services for Associations

ASAE, DiMeo Schneider & Associates, L.L.C Offering Investment Services for Associations

ASAE has launched the ASAE Endowment, Foundation & Investment Reserves Program. Through the investment expertise of DiMeo Schneider & Associates (DSA), the program offers a unique suite of investment advisory services designed specifically for associations and nonprofit organizations’ endowments, foundations and association reserves regardless of the size of funds that needs to be managed.

“ASAE members need investment advisory services that are designed to meet their unique investment needs,” said ASAE Business Services, Inc. President Betsy Piper/Bach.

“Association staff and leadership have fiduciary duties when it comes to managing members’ funds, and we’re excited about this new program. The program provides both turnkey and customized investment solutions for association reserves, endowment, and foundation assets.”

Through the ASAE Endowment, Foundation & Investment Reserves Program, DiMeo Schneider will offer an investment solution addressing these needs of associations. In the program, organizations will have access to a series of diversified, low-cost portfolios across an array of return and risk profiles, which will be assembled and managed via a manager research process. The program also encompasses fiduciary best practices, which include the development of written investment policy statements, ongoing performance reporting, and access to thought leadership and educational programs for staff and volunteer leadership.

“The ASAE Endowment, Foundation and Investment Reserves Program is another way that ASAE is delivering on its commitment to engage with and support associations as well as the employees,” Piper/Bach added.

DiMeo Schneider & Associates, L.L.C., is recognized as a top-40 worldwide investment consulting firm by Pensions & Investments based on assets under advisement in each of the past eight years. It has over $78 billion in assets under advisement as of December 31, 2017, and it currently advises more than 100 associations and nonprofit organizations throughout the country. The firm has offices in Chicago, Austin, and Washington, DC.

To learn more about the ASAE Endowment, Foundation & Investment Reserves Program, visit

Global Banking & Finance Review


Why waste money on news and opinions when you can access them for free?

Take advantage of our newsletter subscription and stay informed on the go!

By submitting this form, you are consenting to receive marketing emails from: Global Banking & Finance Review │ Banking │ Finance │ Technology. You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact

Recent Post