Keys to Envisioning, Creating and Sustaining A Successful Investment Strategy

In this dynamic educational session, members will gain valuable ideas for securing the future of their Catholic institutions by improving board and committee governance structures and applying best-practice investment principles. This discussion will feature a religious leader from the RCRI community, a board member, and an investment consultant who specializes in women's religious investing. Together, we will explore how religious orders can align their investment approach with their Catholic beliefs and unique missions.

Highlights

• Who are the guests for today?
• The importance and role of governance and its integration with investment committees
• Importance of having an investment committee
• What to expect from investment committees
• Reviewing and updating the investment policy statements
• Different forms of investment partnership
• How committees should utilize investment partners
• Why consultants are essential
• Conflicts of interest in investment committees
• Common challenges to run into and how to avoid them
• Best practices in an investment committee Episode Resources
• Connect with Catholic Investment Services
• https://catholicinvest.org/about-us/
• https://catholicinvest.org/about-us/#board-of-trustees
• https://catholicinvest.org/contact-us/