Investment Committee Education

Important components of meeting fiduciary responsibilities include understanding investment topics and the basis for both current and historical decisions.  Our quarterly investment letter, Perspectives, offers an ongoing view of the markets and economy and our Health Care Column provides insights on topics specific to this industry. 

More formal education for committee members can provide an understanding of key topics through on-site training or periodic presentations.

• Industry best practices (investment management)

• Asset allocation and asset class review

• General economic updates and the markets

• Considering socially responsible investments

• Fiduciary responsibility

In addition to educating current committee members, we also spend time with incoming members to explain the portfolio, the investment policy statement, any relevant history regarding changes, the decision-making process, related roles and responsibilities, and we are available to address any questions.