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Arun Sardana

Arun Sardana, CIMA®, MBA, is one of the 40 senior institutional consultants at UBS Institutional Consulting Group, where he works with nonprofit institutions and their investment committees to help design investment policies, spending and reserve policies and risk management strategies using sophisticated modeling techniques. For more than a dozen years, Arun and his team have focused on serving the investment consulting needs of nonprofit organizations through prudent practices and proven strategies. He was recently voted as a “Financial Times Top 400 Advisor” in the country for 2013. Consistently a top-rated speaker for area organizations, Arun has been a featured speaker on Investment Policy Design, Asset Allocation Modeling, Transparency in Reporting, Managing Risk in Uncertain Markets and other topics in forums organized by organizations such as American Institute of CPAs (AICPA), Greater Washington Society of CPAs (GWSCPA), American Society of Association Executives (ASAE), Financial & Accounting Roundtable (FAR), InsideNGO and Council on Foundations (COF).