Investment committees make important decisions about how to invest the financial assets of community foundations. Strategic investment practices can provide a financial return for community foundations and help manage the risks to come. Have you reflected on your current structure?
In this session, join Leith Wheeler Investment Counsel portfolio managers Mike Baker and Leanne Scott to learn more about how to establish a successful investment program. This will be an opportunity for community foundations to learn more about the role and responsibility of investment committee members while discussing the importance of creating a well-defined investment policy statement.
What you will learn:
- The importance of an investment committee
- How to develop a well-defined investment program with a robust structure
- The role and responsibilities of investment committee members
This session will support community foundation work on several SDGs including:
This session is available to all community foundations who are members of the CFC network.