Working with Investment Advisors

WORKING WITH CONSULTANTS, OCIO'S AND OTHER ADVISORS

Many, but not all, endowments work with an investment consultant, who may have full or partial discretion over investment decision making. Though your particular consultant may not have expertise in aligning your endowment with your institution's mission, it is likely that there is a group at the consultant's firm that is dedicated to developing expertise in this area.  

PRI's Investment Consulting Services Review, December 2017

  • Surveys the state of ESG integration in investment consultant practice, defines barriers and suggests pathways toward greater knowledge and practice among investment consultants

Hiring an Investment Consultant: Making Your ESG Intention Actionable Intentional Endowments Network, August 2018

  • Describes the steps leading up to and through the search process for an investment consultant that will be an active partner in helping an institution align the endowment with mission. Includes RFI and RFP questions

      Tips for Charitable Organizations to Consider When Hiring Consultants l Reinhart Attorneys at Law, August, 2016

  • Outlines considerations for clarifying mission and goals, offers RFP questions and contract considerations.

 

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