Faith-Based Institutions
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