Key Trends 2025

Investment management for nonprofits

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

 

Presenting our expert panelists:

William F. Jarvis Headshot

HOSTED BY:

William F. Jarvis

Philanthropy Executive
Bank of America Private Bank

Chris Hyzy Headshot

 

Chris Hyzy

Chief Investment Officer
Merrill and Bank of America Private Bank

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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.”).

Explore more of our latest thinking

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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