Mission-Driven Organizations
Do you know what investments are in your non-profit portfolio? Are these investments working for or against your mission? Most endowments and foundations are established to help further a particular cause and therefore it makes perfect sense that your non-profit monies be aligned with your purpose. This can be accomplished by implementing Mission-Driven investing. Working with Blue Summit to implement a Mission-Driven investment strategy will give your non-profit the clarity and confidence to move forward with aligning investments with the mission of the organization.
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Investment Committee Education
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Create Investment Policy Statement (IPS)
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SRI Investment Selection
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Develop Proxy Voting Guidelines
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Portfolio Oversight and Quarterly Rebalancing
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Annual Review of Strategy
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Performance Monitoring and Reporting
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Community Investment Selection
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Donor Presentations