Our comprehensive service includes:

• Strict Adherence To and Monitoring Of Specific Mission-Based Investment Guidelines and Constraints Based on Guiding Principles (ie. Socially Responsible Investment Guidelines from USCCB for Catholic Institutions)
  
• Educate Committees/Trustees on Investment and Governance Topics
• Supporting Internal Staff, Committees and Board
  
• Attending Board / Investment Committee Meetings
• Developing a Customized Investment Policy Statement and Reporting Suite, Including Quantifying Impact of Mission-Based Investment Outcomes
• Recommending a Customized Asset Allocation with Targets and Ranges
• Dynamic Portfolio Rebalancing and Risk Management
• Manager Search and Selection (Public and Private Markets - Focused on Mission-Alignment)
• Fee and Term Negotiations with Managers/Custodians/Other Vendors
  
• Portfolio Compliance Monitoring
  
• Private Market Capital Calls and Distributions