Once a foundation has decided to set out on the road to mission-related investing (MRI), the journey has just begun. The next step is to find the right partner: an investment advisor. The success of implementing a mission-aligned investment strategy can hinge on finding the right investment advisor to help guide an institution through the process. This webinar will help equip funders with the right questions to ask your prospective, new, or existing investment advisors, with the goal of integrating your institution's environmental and/or social mission into a successful investment strategy. Panelists will share their distinct processes for evaluating investment requirements, identifying potential partners, and collaborating with their chosen advisor.
Speakers:
Speakers:
Eric Stephenson, Director of Client Service, Align Impact (moderator)
Philip Carey, Trustee, The Sapelo Foundation
Heather Martin, Board Member, Edwards Mother Earth Foundation
Lenora Suki, Board Member, The Jessie Smith Noyes Foundation
04/10/19 3:00pm — 4:00pm
Once a foundation has decided to set out on the road to mission-related investing (MRI), the journey has just begun. The next step is to find the right partner: an investment advisor. The success of implementing a mission-aligned investment strategy can hinge on finding the right investment advisor to help guide an institution through the process. This webinar will help equip funders with the right questions to ask your prospective, new, or existing investment advisors, with the goal of integrating your institution's environmental and/or social mission into a successful investment strategy. Panelists will share their distinct processes for evaluating investment requirements, identifying potential partners, and collaborating with their chosen advisor.
Speakers:
Speakers:
Eric Stephenson, Director of Client Service, Align Impact (moderator)
Philip Carey, Trustee, The Sapelo Foundation
Heather Martin, Board Member, Edwards Mother Earth Foundation
Lenora Suki, Board Member, The Jessie Smith Noyes Foundation