European Foundation Financial and Investment Officers Group

This group of senior financial and investment officers of large independent European foundations aims to advance the knowledge on the investment environment and practice of foundations across Europe and further the professionalism of its members.

Focus areas

  • Investment governance
  • Endowment asset management
  • Financial market trends
  • Global economic outlook

 

Activities

  • Two meetings per year
  • Annual members’ survey on investment policies and practice
  • Issue-specific surveys on key aspects of foundation investments (e.g. investment governance, spending policy)
  • Building an information base on foundation investments
  • Ongoing exchange with the US-based Foundation Financial Officers Group (FFOG), including a joint conference every five years

Steering Committee (Chair – Goncalo Rocha, Fundacao Calouste Gulbenkian)

ITA
Fondazione Compagnia di San Paolo
PRT
Fundação Calouste Gulbenkian
GBR
Wellcome Trust

The idea of creating a platform for European foundation financial officers to address specific European investment issues was tabled by members of Philea, with the Van Leer Group Foundation leading the process towards the establishment of EFFIO in 2002. EFFIO currently has 27 Members from 11 countries with a collective asset base of approximately €100 billion.

 

Important speakers and contributors

EFFIO meetings strike a balance between topical discussions on investment topics and integrated discussions on broader macro topics. While the value proposition of EFFIO is the safe and trusted environment it offers to its members to engage in candid discussions, external experts are regularly invited by the group to exchange ideas on a range of pressing topics.

Below is a list of selected celebrated thinkers and leaders from industry, academia, international organisations, think tanks and civil society, who have contributed to recent EFFIO meetings:

EFFIO meetings have also featured representatives from the European institutions.

Related News
7 January 2019

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18 June 2019

Calouste Gulbenkian Foundation announces $622m asset divestment from oil and gas

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23 October 2018

The EFFIO Group autumn meeting advances investment peer-learning and topical exchanges on current issues

The European Foundation Financial and Investment Officer Group (EFFIO) met in Hilversum, the Netherlands, on the 4th-5th of October to delve into a variety of issues and topical debates. Hosted…
12 April 2018

Third Joint Conference of the EFC European Foundation Financial Investment Officers Group (EFFIO) & US Foundation Financial Officers Group (FFOG)

The third joint conference of the EFC European Foundation Financial Investment Officers Group (EFFIO) & US Foundation Financial Officers Group (FFOG) took place from 4-6 April 2018 at the …
16 July 2019

EFFIO Spring meeting strikes a balance between narrow investment topics and wider discussions

The Spring 2019 meeting of the European Foundation Financial and Investment Officers (EFFIO) group took place in London on 11-12 April, hosted by the Esmee…
18 December 2019

EFFIO autumn meeting takes the long view

The autumn meeting of the European Foundation Financial and Investment Officers (EFFIO) group took place in Brussels on October 10-11, marking the 17th anniversary of the network. As in…
20 April 2020

EFC European Foundation Financial and Investment Officers Group webinar opens up exchanges on impact of COVID-19 on portfolios

On 2 April the European Foundation Financial and Investment Officers Group (EFFIO) held a webinar, replacing the EFFIO spring meeting, that was scheduled to take place on 1-3 April…
1 October 2020

EFFIO Chair Richard Robinson interviewed by Alliance Magazine

How are foundations coping with the financial effects of the COVID-19 crisis? Will it have a scarring effect on the value of endowments? How are investment committees responding? The Chair…

Contacts

Stefanos Oikonomou
Head of Programmes, Peer-Exchanges
stefanos.oikonomou@philea.eu
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