Seal Cove Financial

Fiduciary Education and Trustee Training

  • Impact Investing for Small, Place-Based Fiduciaries: A Summary of the Research Study Initiated by the United Way of the Bay Area, January 2013
  • Investing to Impact Poverty UWBA Research Study, Spring 2012
  • Impact Investing: Financial Returns AND Positive Social Impact, October 2010
  • Liability Driven Investing: A De-Risking Strategy for Managing Your OPEB, November 2009
  • Basics of Planned Giving Programs, November 2009
  • OBEPs – Other Post Employment Benefits: A New Liability to Report, June 2009
  • New Regulations in the Uniform Prudent Management of Institutional Funds Act, April, 2009
  • Socially Responsible Investing, April 2009
  • The Art of Rebalancing, January 2009
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     With nearly three decades of experience in developing and implementing strategies in the institutional investment industry, Lauryn Agnew provides leadership and insight to public fund trustees, non-profit boards and committees and to investment consulting and advisory firms.

Tags

BAIII.org Bay Area Impact Investing Initiative Federal Reserve Bank of San Francisco Impact Investing United Way of the Bay Area

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