Hiring an Investment Consultant: Making Your ESG Intention Actionable

 

Investment consultants can play a central role in incorporating environmental, social and governance (ESG) factors into an endowment’s investment strategy. Growing investor demand for portfolios that integrate ESG factors has spurred many investment consultants to work toward expanding their knowledge and use of ESG strategies.

This resource provides guidance for investors looking for an investment consultant who will help them align their portfolio with their mission throughout the investment process including (1) exploring investment beliefs, (2) defining objectives, setting strategic asset allocation and (3) risk budgeting, manager selection, and ongoing monitoring and reporting.

 

Click here to access "Hiring an Investment Consultant: Making Your ESG Intention Actionable" (pdf).

 

Development of this white paper was a collective effort of members of the Intentional Endowments Network and others in the field. The following people played critical roles in the research, writing, and review of this document:

Contributing Authors:

  • Sarah Cleveland, CEO, Sarah Cleveland Consulting
  • Alice DonnaSelva, Principal, Intentional Endowments Network

IEN Fiduciary Duty and Policy Working Group:

  • Keith Johnson, Chairman, Institutional Investor Legal Services, Reinhart Boerner Van Deuren s.c.
  • Stephen Viederman, Chair, Finance Committee, Christopher Reynolds Foundation
  • Susan Gary, Professor, University of Oregon Law School
  • Theodore Casparian, Founder, Sustainable Investing 4 All
  • Chris Matteini, The Investment Fund for Foundations
  • Don Trone, Founder & CEO, 3 Ethos
  • Valentina Glaviano, Director, Endowment and Foundation Services, TIAA