Faith and Mission Based
Faith and Mission Based
Our comprehensive service includes:
- Strict Adherence to Specific Mission-Based Investment Guidelines and Constraints
- Ongoing Monitoring of Investment Universe for Changes in Guiding Principles (ie. USCCB guidelines)
- 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
- Recommending a Customized Asset Allocation with Targets and Ranges
- Dynamic Portfolio Rebalancing and Risk Management
- Manager Search and Selection (Public and Private Markets)
- Fee and Term Negotiations with Managers/Custodians/Other Vendors
- Portfolio Compliance Monitoring
- Private Market Capital Calls and Distributions
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