Which organizational values are you speaking about, Pine?  The identified
Wikimedia values[1] do not really speak to financial investment strategy.

Risker

[1] https://wikimediafoundation.org/wiki/Values

On 14 October 2014 14:18, Pine W <wiki.p...@gmail.com> wrote:

> Yes, thanks, those are relevant policies. It appears that we don't have a
> policy that aligns WMF's investment choices with organizational values. For
> short-term investments where the goals are liquidity and preservation of
> capital, I think that this alignment should be relatively easy to achieve.
> For longer term funds that have the goal of accumulating returns, aligning
> organizational values with ROI may be a little more challenging but
> probably not impossible. Hopefully Garfield and/or Stu will comment on the
> possibility of creating a policy about aligning investment choices with
> organizational values. I think WMF's donors would appreciate having a
> policy that they could look at, especially when considering a possible WMF
> endowment.
>
> Pine
>
> On Mon, Oct 13, 2014 at 3:23 PM, James Alexander <jalexan...@wikimedia.org
> >
> wrote:
>
> > On Mon, Oct 13, 2014 at 12:14 PM, Pine W <wiki.p...@gmail.com> wrote:
> >
> > > Hi Garfield,
> > >
> > > Thanks for the update.
> > >
> > > Is there public documentation somewhere about WMF investment policy?
> Who
> > > manages the investments, how was that firm or people chosen, and how
> > often
> > > is the performance and risk of the portfolio and the investment manager
> > > reviewed by the Board? I am particularly interested in making sure that
> > the
> > > investments chosen are in alignment with the values of the Foundation
> and
> > > have suitable risk levels, and I hope that the Board reviews these
> issues
> > > periodically.
> >
> >
> > Hey Pine, it looks like you may be looking for
> >
> https://wikimediafoundation.org/wiki/Wikimedia_Foundation_Investment_Policy
> > and https://wikimediafoundation.org/wiki/Investment_Guidance.
> >
> > I will say that as someone on the internal 401k committee ( employee
> > retirement program) mission and values driven decisions are incredibly
> > difficult to balance well with our legal fiduciary responsibility and so
> > always ended up having to be a secondary (though not ignored) issue. That
> > is, however, a bit of a different case then the greater WMF investments
> > since our main job is to make sure good 'options' are available for the
> > staff to choose from rather then actually controlling their money.
> >
> >
> > James Alexander
> > Legal and Community Advocacy
> > Wikimedia Foundation
> > (415) 839-6885 x6716 @jamesofur
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