The Investment Management Code of Conduct for Endowments, Foundations, and Charitable Organizations (Endowment Code of Conduct) outlines ethical responsibilities for the sound management of longer-term financial assets. By adopting the Endowment Code of Conduct, you are establishing an ethical framework for governing body members and showing your commitment to the best interests of stakeholders and beneficiaries.
Organizations that manage long-term financial resources to support grant commitments or the operations of:
The Endowment Code of Conduct contains specific investment management-related standards for each principle, supplemented by best practice guidance and examples. The Endowment Code of Conduct principles can be applied to areas of the organization beyond the management of the financial assets. Organizations that comply with the Endowment Code of Conduct:
Complying with the Endowment Code of Conduct is voluntary. CFA Institute believes that effective self-regulation goes beyond the minimum requirements of the law. It is the most effective and efficient form of market regulation.
Review your organization's existing code of ethics, policies, and procedures in comparison to the Endowment Code of Conduct and identify possible gaps or differences.
Make revisions, as needed, to align with the Endowment Code of Conduct.
Complete the fillable PDF Endowment Code of Conduct Compliance Notification Form and send to [email protected].
CFA Institute reached out to the global endowment, foundation, and charitable communities for volunteers to help develop the Endowment Code of Conduct. Individuals from the following organizations were instrumental throughout the development process.
Questions about the Endowment Code of Conduct? Please email us at [email protected].
