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Investment Policy Review
Reviewing investment policy to ensure it meets the organization’s needs
Identifying potential amendments and additions to policy
Investment Processes and Servicing Requirements
Review of Decision-Making processes
Investment Committee Composition and Skill Sets
Determining Organizational Needs including Servicing and Reporting Requirements
Finding Investment Providers
Designing an RFP that is appropriate for your organization
Identifying investment providers that meet your needs
Supporting the selection and review process
Charities struggle to find service providers who understand the environment in which they operate. Charities face significant constraints on their resources, and it is important that they find partners who can provide excellent service at a reasonable cost. This includes investment providers.