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Category: Articles

Role of the Investment Consultant – Workshop Facilitation

September 25, 2014March 22, 2018
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Today’s complex, global investment markets are causing public pension fund Boards of Trustees to carefully re-consider the governance structures that are in place to manage the investment organizations they lead. Each investment organization has a unique culture and mission, and so there is no one-size-fits-all approach that will work for all funds.  Decisions that must […]

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Best Practices for Evaluating Investment Consultants

January 5, 2014April 2, 2018
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Our experience with private foundations tells us that these groups place great importance on ensuring that all parts of the organization are working in alignment with their stated mission. A useful tool employed by many is the performance evaluation process, which measures how well a person or a function of the organization compares to a […]

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