Navigating the field of mission investing can be challenging. The field is rapidly evolving, and the range of terms, strategies, objectives, and resources available to investors can be overwhelming. For investors seeking strategic guidance or technical support beyond the services provided by an investment manager, Confluence often recommends engaging a strategic consultant.
These consultants (some of whom also serve as registered investment advisors or RIAs), assist investors to determine impact priorities, evaluate investment advisors, structure and source deals, and take care of legal details, among other services. Whether working with foundation boards, investment committees, or staff, strategic consultants have the ability to shape bespoke services around the unique needs of each client.
During this webinar we will hear from two investors who have recently partnered with strategic consultants to design and implement their own mission investing strategies.
We will also highlight a new Confluence resource guide: “Finding the Right Strategic Consultant,” which clarifies the strategic consulting landscape and features the industry’s top service providers.
11/01/19 2:00pm — 3:00pm
Navigating the field of mission investing can be challenging. The field is rapidly evolving, and the range of terms, strategies, objectives, and resources available to investors can be overwhelming. For investors seeking strategic guidance or technical support beyond the services provided by an investment manager, Confluence often recommends engaging a strategic consultant.
These consultants (some of whom also serve as registered investment advisors or RIAs), assist investors to determine impact priorities, evaluate investment advisors, structure and source deals, and take care of legal details, among other services. Whether working with foundation boards, investment committees, or staff, strategic consultants have the ability to shape bespoke services around the unique needs of each client.
During this webinar we will hear from two investors who have recently partnered with strategic consultants to design and implement their own mission investing strategies.
We will also highlight a new Confluence resource guide: “Finding the Right Strategic Consultant,” which clarifies the strategic consulting landscape and features the industry’s top service providers.