Investment Advisor Evaluation and Investment Advisor Search Process
Evaluating an Investment Advisor, and selecting a new one, are two of the most important decisions an individual or organization will make when it comes to stewarding assets. It is critical to choose an advisor who has an unbiased approach to building a portfolio and a shared commitment to achieving social and environmental impact with financial return.
Very few of us are trained in best practices of governance policies that include investment beliefs, decision-based attribution evaluation, manager diversity, supply chain, and impact. If you are one of the many who have not been trained in best practices of governance, impact, and decision-based evaluation, you could benefit from working with experts such as an outsourced Chief Impact Officer, who would be free from conflict with you, since they would not seek to manage your assets. If you think you might need help, please contact us at email@example.com. If we cannot support you, we will work with you to find the support you need.
Open Requests for Expressions of Interest and Requests for Proposals
Due November 10th: The AJL Charitable Foundation Expression of Interest (EOI) Survey. A MS Word version of the survey can be downloaded here. We recommend that you download the MS Word version of the survey and complete your questions first in the MS Word document so that you can copy / paste your answers in this survey. We have had a few problems with the survey tool, Qualtrics, where respondents were not able to return to their survey to complete it. We are not taking phone calls for the EOI. Please email firstname.lastname@example.org if you have any questions about the EOI.
choosing your investment advisor case studies
Selecting your investment advisor is the most important decision you will make in terms of financial returns and impact on communities and the environment.
Impact Finance Center uses best practices of evaluation as defined by the Impact Management Project.
Resources: Investment beliefs
Resources: DECISION-based attribution evaluation
Decision-based attribution evaluation reflects the investment beliefs of, and the way, the asset owner delegates or makes decisions. Each decision is measured for its positive or negative contribution to risk-adjusted returns and whether it is a function of skill or luck. This enhanced performance reporting holds decision-makers accountable and leads to improved governance.