Key Trends 2025

Investment management for nonprofits

Midyear Outlook 2026

As we head into the second half of the year, Chris Hyzy – Chief Investment Officer for Merrill and Bank of America Private Bank – provides a timely update for nonprofits on the current market and factors that may influence portfolio allocations.    

Topics explored:  

  • Insights on current trends and the impact on capital markets
  • Review of factors influencing asset allocation strategies
  • Potential effects of the midterm elections

Year-Ahead Outlook 2026

What’s Next for Nonprofit Investors? Expert panelist discuss important investment insights and themes for endowments and foundations as you prepare for 2026 and beyond.

Topics explored:

  • What’s changing in asset allocation for 2026 and beyond
  • Global trends shaping porfolios
  • Liquidity and risk planning

 

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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.”).

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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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