Arun Sardana

Senior Vice President - Investments, Senior Institutional Consultant | UBS Institutional Consulting

As one of the 28 Senior Institutional Consultants within the UBS Institutional Consulting Group, Arun Sardana works with foundations, endowments, associations and other non-profit institutions and their Investment Committees to help design investment policies, spending and reserve policies, and risk management strategies using sophisticated modeling techniques. For the last 16 years, Arun and his team has been focused exclusively on serving the investment consulting needs of non-profit organizations through prudent practices and proven strategies. He was recently voted as a Barron's Top 1200 Advisor for 2018 and Financial Times Top 400 Advisor in the country for 2013.

He is co-founder of NPO Cooperation Circle©, a peer-to-peer knowledge network which is exclusively dedicated to providing a knowledge-based networking forum for the non-profit leadership in the Washington Metropolitan area.

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), and Virginia Society of CPAs (VSCPA).

Arun has been a licensed Advisor for over 22 years. He received his Certified Investment Management Analyst (CIMA) designation from The Wharton School & Investment Management Consultants Association (IMCA) and his MBA from The Johns Hopkins University. He is deeply interested in finding sustainable ways to help break the vicious cycle of poverty and abuse among children and families in disadvantaged communities.


A highly interactive and engaging conversation curated by the audience in this fun way to identify and address some of the major finance related challenges impacting nonprofits today. The audience More

Socially Responsible Investing (SRI) or the act of excluding 'sin' stocks isn't a new concept for non-profit clients seeking impact through their investment portfolio. Over the past decade, this More