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.

  • Investment Committee Education

  • Create Investment Policy Statement (IPS)

  • SRI Investment Selection

  • Develop Proxy Voting Guidelines

  • Portfolio Oversight and Quarterly Rebalancing

  • Annual Review of Strategy

  • Performance Monitoring and Reporting

  • Community Investment Selection

  • Donor Presentations

Get started today by clicking here.

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