Need help evaluating your association's investment-reserves policy, strategies, and practices? Association Investment Policies, Practices, and Performance was designed to assist you in doing just that, and it has provided clear benchmarks and expert insights for years.

The data in this downloadable report are primarily organized by reserve size and include performance metrics captured in the 2014–2024 studies, as well as policy benchmarks captured in previous studies. Investment advisors from Fiducient Advisors, provide expert insights and a 2023 market overview along with market commentary. Other topics covered by the report include

• investment policy governance
• investment strategy
• investment vehicles
• asset allocation
• investment performance

Use the data to identify areas where improvements can potentially be made or that may require further analysis and discussion. Or the data may help you confirm that your organization is implementing effective practices compared to peers with similarly sized investment reserves.

Note: This product is a downloadable PDF file. After your purchase, you will be presented with the PDF for download. You will also be able to access the PDF for 60 days from the date of purchase in the “My Downloads” section of your profile on the ASAE website.

This report is available for free to AssociaMetrics Premium subscribers.  

Questions? Email benchmarking@asaecenter.org.

(2024, 59 pages, PDF)

Thanks to our sponsor: Fiducient Advisors